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Managing Your Follow-Up Plan – Calls To Action Sets & Mapping

Once you have created your Calls To Action, you are ready to add them to your HRA’s follow-up plan.

From the dashboard, navigate to your HRA’s module and click Create Follow-up Plan. Next, select the Calls to Action tile.

Note: HRAs that have not yet been customized will need to complete that step before you can create a follow-up plan.


Calls to Action Mapping

Call To Action (CTA) for your app are customizable within the Mapping matrix. CTAs are divided up between Primary Result (left column) and Geographic Targeting status (top row). By default, Geographic Target is set to None. You can add Geographic Targets in the Geographic Targeting section of your Follow-Up plan. When you enable this feature, you will see the following matrix:


Setting up Primary Result CTAs

Select which CTA you’d like to customize. Navigate to the lower right corner of that CTA and click Change. Then click +Add CTA.


A window will appear displaying all of your existing CTAs available for the HRA type. (CTA content and availability is configured within the CTA section of Portal).

Click Select for the CTA you wish to use. The CTA will appear in the matrix. Click Save in the lower right corner to save your changes. Make additional changes any time by clicking Change again.


Click Return to Plan button when finished. Click Publish button to make your changes live.

Additional Calls to Action

After the Primary Result CTA, the Results page can display up to 2 more CTAs based on any data point used within the HRA. For example, tobacco use or diabetes status.

How to Add and Configure Additional CTAs

Click the + Add CTA button to create a new CTA. A modal window will open where you can configure your CTA with additional criteria.


  • First, select the data point you want to use from the dropdown. You will only be able to see data points that have a CTA associated with it. Visit the Calls To Action section to create CTAs.
  • Next, select the values for the data point to filter which users will see the CTA. For example, for current tobacco users only, select ‘current.’



  • If you would like to further filter your CTA criteria, you can also select Primary Result and Geographic Target status.
  • Lastly, preview and select the CTA you want to display for this set of criteria. Every CTA you’ve created for the specific data point will show in the table.


When you’ve finished modifying your CTA, navigate again to the bottom right corner and click Save.

You may set up as many additional CTAs as you want and prioritize the order they appear in when the criteria is met by a user. Each user will only see a maximum of 2 Additional CTAs below the Primary Result CTA. To change the priority order, click the up or down arrows next to each CTA.

To edit an existing CTA, click the Change link. To remove a CTA from the module, click the Remove link.

Note: removing an Additional CTA cannot be undone.


Click Return to Plan button when finished. Click Publish button to make your changes live.


Learn more about Follow-up Plans…
Learn how to manage CTA content and availability…
Learn how to map and schedule Follow-Up Emails…
Learn how to manage Follow-Up Email content and availability…

Patient Consent to Communication of Personal Health Information (PHI) through Standard SMS/Text Message and/or Email

Welcome! Your healthcare provider has partnered with HealthAware to help guide you through your care plan.

Who is HealthAware?
HealthAware provides health support programs (HSPs) delivered via standard SMS/text message and/or email. Your HSP is under the direction of your healthcare provider and is designed to support you in your health journey by providing education information related to:

  • Your health support program
  • Behavioral prompts/check-ins
  • Assessments/progress reports
  • Appointment reminders
  • Other health related messages or programs pertaining to my health support program

These HealthAware programs are for educational purposes only. They cannot provide, and are not intended as a substitute for medical care. The programs are automated, and therefore not actively monitored. In the event that medical care is needed, please call your healthcare provider or 911.

Why do I need to accept this patient consent?
HealthAware uses standard SMS/text messages and email messages that are not encrypted to communicate information with you about your HSP. Consequently, there is a risk that an unauthorized third party could view the information being transmitted.

To whom does HealthAware disclose my PHI (Personal Health Information)?
HealthAware only discloses PHI to you and your healthcare provider. HealthAware does not disclose PHI to any other party, such as marketing or sales organizations.

By clicking “accept” on a web page, clicking a link that is clearly labeled as a means of indicating consent, or replying “yes” to my consent prompt via text message, I agree to the following:

I hereby consent and state my preference for HealthAware to communicate with me via SMS/text message and/or email regarding various aspects of my health support program (HSP), which may include my PHI, behavioral prompts/check-ins, assessments and progress reports, appointment reminders, and other health related messages or programs pertaining to my health support program.

I understand that standard SMS/text messaging and email are not confidential methods of communication and may be insecure. I further understand that, because of this, there is a risk that standard SMS/text messaging and email regarding my medical care might be intercepted and read by a third party.

I may revoke this consent in writing except to the extent that HealthAware and/or my healthcare provider has already made disclosures in reliance upon my prior consent. If I do not accept this consent, or if I later revoke it, the commencement, continuation, or quality of my treatment will not be affected, but my enrollment with the HSP delivered by HealthAware will be terminated.