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What is a Follow-up Plan?

Overview

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…

 
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