Platform
One engagement core. Every outreach survey on top of it.
The secure link, the member app, the form library, the outreach rules and the reporting are shared. Each solution adds its own forms, rules and reports, so the next survey launches on what you already run.
Member app
Text, tap, answer.
A mobile web app that opens from the text message. Nothing to install and nothing to remember.
- Identity check with the fields each state requires, before any health information shows.
- One question per screen, large tap targets, a progress bar and Back.
- Saves on every tap. The same link resumes at the same question.
- Questions branch on earlier answers, so members only see what applies to them.
- A personal care plan on completion, sent again by text so the member can find it later.
- “No thanks” with a reason, and “I already did this,” instead of silence.
Outreach orchestration
The outreach policy, run by software.
The rules your call center follows from a binder become campaign settings, applied the same way to every member.
- High-risk members are contacted first, with a timeliness flag for first touch.
- Retries at a different time of day, then a 90-day pause after three attempts.
- Quiet hours in each member’s own time zone.
- Standard dispositions: completed, partial, declined, bad number, opted out, already done.
- Annual outreach that starts ahead of each member’s due date.
- Fallback to voice, email or a staff call when texts go unanswered.
| Member | Risk | Answered | Attempts | Next step |
|---|---|---|---|---|
| TX-0042 | Tier 3 | 31 of 40 | 2 | Staff call today |
| TX-0117 | Tier 3 | 12 of 40 | 1 | Text at 6 PM |
| FL-0208 | Tier 2 | 22 of 36 | 3 | Paused 90 days |
| FL-0311 | Tier 1 | 5 of 36 | 2 | Text Sat 11 AM |
| Form name members see | State | LOB | Version | Approval |
|---|---|---|---|---|
| Care Needs Screening | TX | Medicaid | v4 | Approved |
| New Member Survey | FL | Medicaid | v2 | Approved |
| Health Needs Assessment | AZ | D-SNP | v3 | Renews in 30 days |
| Health Risk Assessment | All | MA | v6 | In review |
Approved form library
The right form for every member, every time.
Each form version carries its approvals by state and line of business, from NCQA, CMS, the state Medicaid agency and your own clinical sign-off.
- A campaign can’t go live with a form that isn’t approved for its scope.
- Rules pick each member’s form by state, line of business and age, with every override audited.
- Members keep the version they started, even if a new one is published mid-campaign.
- Required questions are marked per form, so “complete” matches what your state counts.
- Forms are stored as FHIR Questionnaires, so your content stays portable.
Rules and referrals
Answers become action while the member is still on the page.
Clinical and outreach teams write the rules. The platform applies them the moment an HRA is complete, and shows the member what happens next.
- Referrals to maternity, care management, behavioral health and social-needs teams.
- A plain-language care plan with the benefits that match the member’s answers.
- “Call me about this” requests that land in your team’s queue.
- Rule changes go through review and sign-off, with versions kept for audit.
Analytics
Every number your state report needs, and the reasons behind it.
From the first row of the eligibility file to the last referral, every step is counted the same way for every campaign.
- Completion within the window by state, line of business and category of aid.
- Drop-off by question, so you can fix the item that loses members.
- Attempts and dispositions behind every member, ready for audit.
- Referrals created, accepted and closed.
- Results against a holdout group, so the lift is measured, not assumed.
Integrations
Fits the systems you already run.
Eligibility and member files
Secure file drops or APIs for new enrollees, phone numbers, risk tiers and language.
Care management and CRM
Referrals and completed HRAs sent to your care management platform, with a link back to the answers.
Data warehouse
Daily exports of responses, attempts and dispositions in CSV, JSON or FHIR.
FHIR Questionnaire
Forms and answers as FHIR Questionnaire and QuestionnaireResponse, so content moves with you.
Messaging providers
Texts through a registered sender with delivery receipts, opt-out sync and number checks.
Your own app or portal
Embed the same HRA experience in your member app or portal through the API.
See the platform with your own state’s HRA.
Bring your form and outreach policy. We’ll show how it runs as a campaign.