The Health Solutions Management Portal has been updated to help make managing your HRAs easier and more streamlined. This article will explain the updates and help you navigate the new user interface. Set up HRAs Directly from the Dashboard The dashboard will now be the only access point for HRA set-up and management. Each module […]
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About Jeni Meier
Support Topic: Web Analytics & Tagging
Google Analytics 4 Events and Data for v3 Health Assessments
All HRAs generate Google Analytics 4 (GA4) events for specific events within the HRA. To set up GA4 for your HRA, go to the Analytics/Tagging section within your HRA’s customization. Click “+ Add Analytics Service” and select Google Analytics 4. You will need to add your GA4 Property Tracking ID information into the customization section, […]
Read MoreSupport Topic: CRM Integration
About Care Sherpa Integration
Our Health Management Portal supports the transfer of your HRA data to Care Sherpa for patient engagement and follow-up. To configure this integration, navigate first to the Integrations area of Portal by clicking the icon on the upper right corner of the screen. Next, click +Add Partner Integration link. Under the Outreach & Engagement section, […]
Read MoreSupport Topic: Management Portal
How to Change the Color of Links and Buttons within Your Emails
You can easily customize the color of the buttons and links in your Follow-up and other Emails. First, navigate to the Emails section of Portal. For new emails, click the +Create New Email button and follow the steps to create emails outlined here. The Content step is where you can customize your buttons and links […]
Read MoreSupport Topic: Management Portal
HRA Splash Screens
Our Health Assessments have multiple options when it comes to Splash Screens. The full-page design is highly customizable and incredibly flexible, making it optimized for both mobile and desktop devices. A Splash Overlay design streamlines the user experience to capture and engage users from start to finish. Start by choosing your Splash Screen template. Click […]
Read MoreSupport Topic: Follow-Up Plans
Available Variables for Emails
Our clients can dynamically insert data into HRA users’ emails using our flexible variables, like names and results.
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