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Managing Your Follow-Up Plan – Follow-Up Email Sets & Mapping

Once you have created your Follow-up emails, 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 Follow-up Emails tile.

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


Emails Mapping

Emails sets for your app are customizable within the Mapping matrix. Emails 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:

Select which Email set you’d like to modify and click the Change link.


To add an email, click the +Add email link within the module and a selection window will appear with all available Emails for the set. (Follow-Up Email content and availability is configured within the Emails section of Portal).



Preview and Select which Email you’d like to use from the selection modal window.


You can continue to add emails to the set in the same way. Up to 10 emails can be scheduled per Result/Geographic Target status.

Next, schedule your Emails by inputting a number in the Delivery column for each Email (relative to number of days after a user completes the app). You can re-order your Emails by editing the Delivery day for each.


To remove an Email from the set, click the Remove link under that Email.

When you’ve finished customizing your Emails set, navigate again to the bottom right corner and click Save.

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


About Follow-up Plans…
Learn how to manage Follow-Up Email content and availability…
Learn how to map your CTAs…
Learn how to manage CTA 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.