Health risk assessments
Get HRAs done inside the window, without the call-center grind.
Text each member a secure link to the HRA their state approved. They answer one question per screen on their own phone, and any answer that needs follow-up becomes a referral before they close the page.
For Medicaid managed care, Medicare Advantage, D-SNP and other SNPs, CHIP, with a guardian completing.
Why HRAs stall
The questions are the easy part.
Calls land at the wrong time
Outbound calls reach members at work, at the pharmacy or not at all. Voicemail, wrong numbers and call-backs use up the attempts your policy allows.
Paper comes back late, or never
Mailed HRAs return weeks later, half finished, and someone still has to key them in before anyone can act on them.
Every state wants its own form
One state calls it a Care Needs Screening, another a New Member Survey. Wording, required questions and approvals differ by state and line of business.
Answers wait in a report
A member who says they fell last month, or has nowhere to live, often waits until a batch report is read. The need was known the day they answered.
The member experience
What your member sees, screen by screen.
Redrawn from the working product with a sample plan. Every screen is sized for a phone held in one hand.
Load the eligible list
Upload your eligibility file or connect a feed. Numbers are cleaned, landlines and reassigned numbers are flagged, and consent is checked before anything is sent.
Text one secure link
Each member gets a plan-branded short link. The text holds no health information, and it goes out inside quiet hours in the member’s own time zone. High-risk members are texted first.
Verify, then answer
The member confirms who they are with the fields their state requires, such as Medicaid ID and date of birth. Then it is one question per screen, and every tap saves.
Act on the answers
A personal care plan appears the moment they finish. Pregnancy, high risk and social needs route to maternity, care management and community outreach teams by your rules.
Follow-up
For members who don’t finish
Most of an HRA program is chasing the members who started and stopped. The platform runs that policy for you.
- Reminders go out at a different time of day on each attempt.
- After three unanswered attempts the member is paused for 90 days, or for the period your policy sets.
- Partial HRAs are queued for your team, ranked by risk, with attempt history alongside.
- Members can decline with a reason, or tell you they already did it, and the platform checks before texting again.
- Staff can finish an HRA with the member by phone in the same form, and the completion method is recorded.
Built for HRA programs
The details state contracts and CMS care about.
The form each state approved
Each form version carries its approvals by state and line of business. A campaign cannot go live with a form that is not approved for its scope, and each member keeps the version they started.
Due dates, not just send dates
Each member’s due date comes from enrollment and your state contract, 90 days by default. Annual outreach starts ahead of the anniversary, and first-touch timeliness for high-risk members is flagged.
“Complete” means complete
Required questions are set per form. Anything less is tracked as partial and followed up, so your completion counts match what a state auditor will count.
Identity rules per state
Medicaid ID and date of birth in one state, date of birth and ZIP in another. No health information shows until the member is verified.
Built for small screens and plain words
Large tap targets, one question at a time, a progress bar and plain-language items. It loads quickly on an older Android phone with a weak signal.
Reports regulators ask for
Completion within window by state, line of business and category of aid, with outreach attempts and dispositions behind every number.
Your numbers
How far are you from your completion target?
Enter your own figures. Nothing leaves this page.
members a year who need to finish an HRA they are not finishing today.
Completing today: 7,000 · Needed for target: 10,000
What you can measure
Reported the way regulators and your Stars team count.
- HRA completion within the regulatory window, by state, line of business and category of aid
- Days from enrollment to first contact for high-risk members
- Link opens, identity checks and drop-off by question
- Referrals created, accepted and closed
- Cost per completed HRA compared with calls and mail
Questions
What HRA teams ask us first.
Do members need to download an app or create a password?
No. The link opens in the phone’s browser. The member confirms their identity with details they already know, such as Medicaid ID and date of birth, and starts answering.
What about members who don’t open the link or don’t have a smartphone?
Reminders retry at different times of day. Members who still don’t respond can be reached by phone, and staff complete the same form with them while the platform records how the HRA was completed.
Can we use our own approved HRA?
Yes. Load the HRA your state approved, or start from a template and send it through your own clinical and regulatory sign-off. The approval record stays attached to each form version.
How is the link kept secure?
The link carries a random code and no health information. Only a hash of the code is stored, link previews in messaging apps cannot use it up, identity is checked before any health information appears, and repeated wrong answers lock the link for 30 minutes.
How does texting stay within TCPA and carrier rules?
Texts go only to members with valid consent, inside quiet hours in their time zone, from a registered sender. STOP replies take effect at once and sync back to your systems. Your compliance team approves the message wording.
See an HRA campaign from list to care plan.
We’ll walk through the member experience on your own phone, then the admin side with your state’s form.