What does a follow up plan include?
Calls to Action
Calls to Action are a set of prioritized actions a user can choose at the end of the HRA as a next step. You can select your preferred Calls to Action based on results and other user criteria here.
Follow-up Emails
Follow-up Emails are automated emails that are delivered to the user at set time points after completing the HRA. You can choose which emails to send and schedule when to send them.
Integrations
Integrations are designed to help other client partners participate in the follow-up for the user. Typical integrations include CRM systems, marketing automation systems, call centers, and newsletter partners.
Notifications
Notifications are communications designed for your health system staff to help them engage consumers based on the results of the HRA. Notifications are typically used for consumers who are at high risk.
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.
If you need any help navigating the HRA Management Console or have features you wish to see added, don’t hesitate to contact your Client Success representative!
Email: [email protected]