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 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 Emails by Primary Care Physician status.
How Add and Schedule Emails
Select which Email set you’d like to modify and click the Change link.
To add emails, 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 the console).
Preview and Select which Email(s) you’d like to use from the selection modal window. Click the Add button to save your selection(s).
You can continue to add emails to the set in the same way. Up to 10 emails can be scheduled per Result/Primary Care Physician 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 HRA). 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 of the module and click Save.
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]