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What is a Follow-up Plan?


A Follow-up Plan is a critical part of your Health Assessment’s success. A Follow-up Plan outlines how your organization will engage users after they’ve completed an HRA. During your on-boarding process, you will have the opportunity to create your custom plan.

Common Follow-up Plan Tactics

Your plan will typically contain several different tactics and systems that ensure your engagement strategy is aligned with the overall goals of your organization. Some of the different components typically incorporated into a Follow-up Plan are:

  • An appointment scheduling system and/or a find a doctor website
  • A phone call follow-up program from a nurse or call center
  • Scheduled follow-up emails either directly from the Portal, or through a CRM or Marketing Automation platform of your own
  • Registration for an event that’s hosted or sponsored by your organization
  • Relevant educational content
  • Social media sharing or other brand engagement

Management Portal Follow-up Plan Elements

Your Follow-up Plan is put into action as soon as a user is given their result category on the Results Screen, which displays once they finish an HRA. It includes:

  • All Calls to Action that users see on the HRA Results page
  • Scheduled Follow-up Emails delivered to users at pre-determined intervals after they complete an HRA
  • Email Notifications to your organization that are triggered when users complete an HRA and get a specific result, such as “High Risk.” These emails are typically used to facilitate nurse callbacks, call centers, and other follow-up tactics
  • Marketing Automation Integrations
  • CRM System Integrations
  • Engagement Queues for integrated management of user requested callbacks


These plan elements should be aligned with your overall organizational goals for how to engage users. We have built a number of vendor integrations to provide a seamless and vendor-agnostic solution that works for our clients. If you would like to see a new feature, let us know by contacting us via our website.


About Follow-up Plans…
Learn more about creating CTAs…
Learn more about creating basic Emails…
Learn more about Other Integrations…


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.