HRA Knowledge Base Archive

Access key resources, including follow-up strategy guides, clinical review documents, and assessment questions, designed to maximize your understanding and enhance the effectiveness of your HRA programs.

Access key resources, including follow-up strategy guides, clinical review documents, and assessment questions, designed to maximize your understanding and enhance the effectiveness of your HRA programs.

Get detailed guidance on the migration process, with instructions specifically tailored to the unique needs of all our HRA clients.

Enhance your marketing insights by adding UTM tags and attribution parameters to your HRA URLs. Track the effectiveness of campaigns, mediums, and traffic sources with detailed data. Utilize embed code scripts to capture UTM parameters for accurate performance measurement, ensuring better ROI tracking across your marketing initiatives.

Customize and schedule your HRA Follow-up Emails with the Mapping matrix, allowing targeted email delivery based on Primary Result and Primary Care Physician status. Easily add, preview, and reorder emails to create effective follow-up journeys. Save and publish your changes to ensure timely and personalized engagement with HRA participants.

Learn how to manage your HRA’s follow-up plan by mapping customizable Calls to Action (CTAs) based on Primary Result and additional criteria like tobacco use. This guide walks you through setting up and prioritizing CTAs, ensuring tailored and effective user engagement. Make your changes live with a simple publish action.

The HRA Management Console is your all-in-one place for managing Health Risk Assessments, from customization and follow-up plans to CRM integrations and performance analytics. Easily monitor and update your HRAs, manage content, and generate reports—all in a centralized location designed to streamline your patient acquisition strategy.

The Dashboard is your central hub in the HRA Management Console, displaying all your HRAs alphabetically as modules. Access customization, follow-up plans, and performance metrics directly from each module. Filter your view by time periods or HRA status for easy navigation. Return to the dashboard anytime by clicking the top tab.

Raw data reports offer detailed insights from HRAs, ideal for clients without a CRM or those needing granular data for analysis. Learn how to generate and segment these reports to access crucial contact information and health data. Follow these steps for effective use of raw data reports.

Unlock Health HRAs integrate seamlessly with your organization’s CRM, marketing automation, and outreach platforms. This guide explains how real-time and batch process integrations work, ensuring secure data transfer to enhance patient engagement. Explore supported platforms like Salesforce, Marketo, and more for a unified, efficient follow-up strategy.