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 Primary Care Physician status (top row). By default, Primary Care Physician status is set to Any. Click the toggle at the top of the matrix to enable mapping of CTAs by Primary Care Physician status.
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.
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 the console).
Click Select for the CTA you wish to use. The CTA will appear in the matrix. Make additional changes any time by clicking Change again.
You can configure up to 2 CTAs per Primary Result and 3 CTAs in total (see below for Additional CTAs). To add a second CTA per Primary Result/PCP status, click the +Add CTA link.
Click Return to Plan button when finished. Click Publish button to make your changes live.
Setting up Additional Calls to Action
After the Primary Result CTAs, the Results page can display 1 more CTA based on any data point used within the HRA. For example, tobacco use or diabetes status.
Note: If you’ve configured only one CTA per Primary Result, you can add up to 2 Additional CTAs for a total of 3.
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. 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.’ You can create very targeted messaging by configuring up to 4 data points per CTA.
If you would like to further filter your CTA criteria, you can also select Primary Result and
Lastly, preview and select the CTA you want to display for this set of criteria. Every CTA you’ve created in the Calls to Action section will display 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 3 CTAs. To change the priority order, click the up or down arrows next to each CTA. Primary Result CTAs will always appear first, by default.
To edit an existing Additional 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 the Return to Plan button when finished. Click the Publish button to make your changes live.
If you’d like to dive deeper when it comes to Follow-Up Plans check out these resources:
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]