About Follow-up Plans

Follow-up Plans are plans that your HRA uses to provide Follow-up messaging to users who have completed their HRA. Your Follow-up Plan can scale up or down based on how much personalization you want to include.

Follow-up Plan content is able to be outlined based on a consumer’s primary result and whether or not the consumer is currently engaged with a primary care physician.

A Follow-up Plan includes:

	Calls to Action Calls to Action are a set of prioritized actions a consumer can choose at the end of the HRA as a next step. You can select your preferred Calls to Action here.
	Follow-up Emails Follow-up Emails are automated emails that are delivered to the consumer at set time points after completing the HRA. You can choose which emails to send and schedule when to send them.
	Integrations Integrations are designed to help other client partners participate in the follow-up for the consumer. Typical integrations include CRM systems, marketing automation systems, call centers, and newsletter partners.
	Notifications Notifications are communications designed for your health system staff to help them engage consumers based on the results of the HRA. Notifications are typically used for consumers who are at high risk.
	Comorbidity Emails (Heart Health HRA only) Comorbidity emails are supplemental emails that can be sent to users based on additional criteria outside of the primary result. Examples: current CVD, BMI level and smoking status. These emails are able to be sent to promote other health services that may fit well for the consumer.
	Remarketing Emails Remarketing emails are designed for users who didn’t complete the HRA. These emails are able to be sent to users to encourage them to come back and complete the HRA.