What does Medicom Health mean by Follow-Up Plans?
Good question. To clarify, we are talking about “Follow-Up Plans” as they relate to users who complete one of our health risk assessments (HRAs). First of all, each Medicom HRA has a “primary result.” For example, our flagship Heart Health Assessment calculates a person’s 10-year risk of developing cardiovascular disease. The result values in this particular assessment can be 1 of 5 risk levels: Unknown, Low, Moderate, High, and High Risk + Existing Condition.
Follow-up Plans define up to 4 possible things that happen when a user completes an assessment. Two are things the user sees, and two are things happening behind the scenes.
- CTAs: User sees up to 3 “calls to actions” that display on the results page. These are client-defined and are typically clickable.
- Emails: User receives up to 3 emails, delivered over a custom time period. Again, clients can send any email content they wish.
- Notifications: Hospital staff or approved vendors receive an email about that user if enabled for that particular result (Example: High Risk) to trigger a staff response of some kind
- Integrations: 3rd-party hospital tools trigger. For example, a CRM will have data automatically pushed into it upon completion.
Notably, you can define these 4 things differently for each of 5 possible primary results from this assessment. In other words, you can customize each of these “triggered” content/actions for all 5 different result levels. This is because you typically would want to have different “next steps” for someone at low risk for cardiovascular disease than someone at high risk.
Overly Powerful?
You might be thinking, “WHOA, that’s a lot of power. Maybe too much power.” Yes, in this example, that means 5 result levels x 4 follow-up actions creates a possible matrix of 20 different triggered actions. Even more when you consider there are multiple CTAs and multiple emails.
Hang on a minute before you panic. Because we have made it easy for you to tap into the power via a feature we call the “Follow-Up Wizard.” It is a quick, 4-step process that asks a series of questions and spits out a “best practices” plan that covers all scenarios with minimal effort.
For more info, see this support article.
Note: You can also save “collections” of CTAs to quickly re-use in different assessments.
Tony Huth
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