Email notifications can be used to alert specific people within your organization when a user completes a Profiler and gets a certain Primary result. For example, you may wish to set up email notifications for members of your team who coordinate patient outreach when a user gets a “High Risk” result on one of your […]
Within the Client Portal you can add and edit user access for each health assessment license. Along with managing the users in your organization, you can also grant any of your vendors access to your health assessments. From the Portal Dashboard Screen, click the gear/sprocket icon in the upper right corner of the […]
The Performance Trend report is an excellent snapshot of visits and completions to easily analyze your HRA activity each month. It is useful to get an idea of performance and correlate activity with Marketing Campaigns and other promotional efforts.
Our Raw Data Reports allow you full access to every byte of data generated by your HRAs. This includes the demographic and health data shared by users, calculated values from algorithms, and interactivity data like time in tool, traffic source, and next steps that are clicked.CRM, data, marketing automation, reporting, reports, segmentation
Because of staff changes or turnover, it is recommended to review User Access to the HRA portal at least annually, if not more frequently.