The Follow-up Wizard is a simple 3-step process that helps you to setup or modify your Follow-up Plan for your Medicom Health assessments (HRAs).
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Follow-Up CTA /Email Reports
HRA Performance Comparison Reports can provide valuable, actionable insights for improving how your HRAs are doing. They offer a snapshot of how your HRAs are performing against each other.
Read MoreSupport Topic: CRM Integration
About CRM Integrations
Our powerful CRM integrations allow you to add HRA users directly into your CRM via real-time API integration or batch process via SFTP.
Read MoreSupport Topic: CRM Integration
How to Set Up Evariant CRM Integration
This article will help you to set up your Evariant® CRM integration. This is a real-time API integration and it can be configured within the Management Portal.
Read MoreSupport Topic: CRM Integration
How to Set Up Tea Leaves CRM Integration
This article will help you to set up your Tea Leaves CRM integration. This is a real-time API integration and it can be configured within the Management Portal. What You Need Contact information for your Tea Leaves Lead Specialist or Implementation Project Manager Your login username and password to the Management Portal Part 1: Request your […]
Read MoreSupport Topic: CRM Integration
How to Set Up Influence Health CRM Integration
This article will help you to set up your Influence Health CRM integration. If you have purchased both the Persuade and Predict products from Influence Health, this integration is a real-time API integration and it will be configured within the Management Portal. If you have only purchased the Predict product, contact our team to set […]
Read MoreSupport Topic: Follow-Up Plans
What is a Follow-up Plan?
Our Follow-up Plan Wizard can help you plan how your organization can engage users after they’ve completed a Health Assessment.
Medicom Health has built a number of vendor integrations to provide a seamless and vendor-agnostic solution that works for most all of our clients.
Marketing Automation Integration
Turn on our marketing automation integration feature to automatically send HRA users into ActiveCampaign or Act-On lists by risk level. More platforms coming soon.
Read MorePersonalize Follow-up Plans by HRA Risk Result
Follow-up Plans define up to 4 actions that can be triggered when a user completes our assessments, based on their results. (High, Moderate, Low Risk, etc.)
Read MoreHealthcare Marketer Interview: Rob Birgfeld, AVP, Chief Digital Marketing Officer at Inova
Healthcare marketers are contending with an evolving industry landscape that not only involves new programs and regulations to abide, but also new consumer expectations.
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