Hyper-Personalized Engagement
Different patients need different engagement
Leverage an intuitive workflow to setup personalized outreach. Segment your patients, craft tailored surveys or messages, and take control of who and how you engage.
HOW IT WORKS
Take control of how you engage different patients
Build your audience
Use, or exclude, unlimited patient identifiers to build extremely granular audiences from your patient population.
Design your outreach
Customize surveys or messages to target problems, improve satisfaction scores, and eliminate unnecessary identifier questions.
Take control
Develop engagement triggers and templates, and schedule outreach when it will be most impactful. Then just let the outreach run.
Tools to hyper personalize outreach, improve retention, and grow business
Audience Segmentation
Use patient identifiers from your EHR (race, gender, language, insurance, etc.) to define a targeted survey audience.
Event Trigger
Define what will trigger a survey or message, for example registration, procedure, discharge, etc.
Outreach Selection
Use a template or easily build a custom message or survey, pulling in defined question topics and benchmark questions.
Outreach Timing
Setup when the survey or message will be sent so it makes sense for the situation.
Outreach Delivery
Finalize by determining the mode, email or text, and other details such as reminders. Then let it run and automate engagement.
You wouldn’t give every patient the same diagnosis, so why send them all the same survey?
You care for a diverse group of patients with different needs, preferences, and medical journeys. Take control of how you engage different segments of patients to solve problems, improve satisfaction scores, and build loyalty.
Personalize outreach by demographic
Ask the right questions for the situation
53-year-old female
Attended annual physical
- Survey Name
Provider Experience + Option to Schedule Mammogram - Survey Delivery
Email - Survey Timing
1 day after appointment
24-year-old female
Attended annual physical
- Survey Name
Provider Experience + Family Planning Services Intel - Survey Delivery
Text - Survey Timing
1 day after appointment
Matt
32-year-old male
Missed Appointment
- Survey Name
Telehealth Option + Missed Appointment Reason - Survey Delivery
Text - Survey Timing
1 hour after missed appointment
Steven
32-year-old male
First Time Patient
- Survey Name
Additional Demographics + Promote Services Offered - Survey Delivery
Text - Survey Timing
30 minutes after appointment
Ask the right questions for the situation
Matt
32-year-old male
Repeat No-Show-er
Private Insurance
- Survey Name: Telehealth Option + Missed Appointment Reason
- Timing & Delivery
Text survey 1 hour after missed appointment
Steven
32-year-old male
First Time Patient
- Survey Name: Provider Experience + Option to Schedule Mammogram
- Timing & Delivery:
Text survey 30 minutes after appointment
Personalize your patient engagement
Tailor your survey outreach to target problems and make improvements.
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