Our Health Management Portal supports the transfer of your HRA data to Conifer Health Solutions for phone call follow-up and/or data tracking. 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 […]
Read MoreSupport Topic: Follow-Up Plans
About Salesforce Integration
Our Health Management Portal includes the option to integrate your HRA data with Salesforce CRM for lead generation. To configure this integration, navigate first to the Integrations area of Portal by clicking the icon on the upper right corner of your screen. Next, click +Add Partner Integration link. Under CRM Systems section, locate Salesforce and […]
Read MoreSupport Topic: Management Portal
Client Configurable Security Options
By default, our Health Management Portal has very stringent HITRUST-designated security requirements, but in cases where your organization has more specific security requirements, we can enforce an even higher level of security through client-level security options. These customizable security options allow you to utilize specific security requirements from your IT team for your organization’s user […]
Read MoreSupport Topic: Management Portal
About User Action Emails
User Action Emails are emails designed to be sent by end-users of your HRAs. There are two types of user action emails configurable in the Health Management Portal: The Report Email is the email that includes the user’s Results Report PDF and is sent when a user completes the HRA and opts to have the […]
Read MoreSupport Topic: Follow-Up Plans
Follow Up Notifications – User Opt-in Configuration
When setting up Follow Up Notifications, you have the option of creating a checkbox for user opt-in on the Contact Form of your HRAs. This feature ensures your follow-up calls will be made to users who have agreed to receive them when completing the form. To configure this feature, open the Customization section for your […]
Read MoreSupport Topic: Follow-Up Plans
Managing Your Follow-Up Plan – Follow-Up Email Sets & Mapping
Once you’ve run the Follow-Up Wizard, your default Follow-Up plan is created and ready to publish. If at any point you want to view or edit your plan’s configuration, simply click into the tile corresponding to the part of the plan you’d like to manage.Clicking the Follow-Up Emails tile will open the Emails Mapping matrix. […]
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