HRA outreach for Medicaid and Medicare plans
Health risk assessments members actually finish.
Text each member a secure link to the HRA their state approved. They answer on their own phone, one question at a time, and anything that needs follow-up becomes a referral before they close the page.
No app to download. No password. Built for Medicaid managed care, Medicare Advantage and D-SNP.
The problem
An HRA is a deadline with a survey attached.
State contracts and CMS give you a window to complete each member’s assessment. Most of that window goes to reaching people, not to the questions.
Calls land at the wrong time
Voicemail, wrong numbers and call-backs use up the attempts your policy allows.
Paper comes back late
Mailed forms return weeks later, half finished, and still need keying in.
Every state wants its own form
Different names, wording, required questions and approvals by state and line of business.
Answers wait in a report
A member who needs help today is found when someone reads next week’s batch file.
How it works
From eligibility file to care plan, on the member’s phone.
Load the eligible list
Numbers are cleaned, landlines and reassigned numbers flagged, and consent checked before anything goes out.
Text one secure link
Plan-branded, no health information in the text, sent inside quiet hours in the member’s time zone.
Verify, then answer
The member confirms identity the way their state requires, then answers one question per screen.
Act on the answers
A care plan on completion, and referrals to maternity, care management and social-needs teams.
Why plans choose it
Built around the HRA rules your team already works to.
Most engagement tools send messages. This one is built for the whole job: the right form, the right member, inside the window, with something done about the answers.
One link, not a chat thread
Members get a single short link. It opens a clean mobile page with one question per screen, a progress bar and a Back button, and every tap saves.
Typical approachChat-style SMS asks question after question by text, and a 40-item HRA gets lost among the member’s other messages.
The form your state approved
A library of HRA forms by state and line of business, each version carrying its approvals. Campaigns can only launch with a form approved for their scope.
Typical approachOne national digital HRA, with state differences handled in spreadsheets and scripts.
Identity rules that follow state policy
Medicaid ID and date of birth in one state, date of birth and ZIP in another. No health information appears until the member is verified.
Typical approachAn app account and password, or no check at all before questions start.
Answers that trigger action
The member sees a care plan the moment they finish. Pregnancy, high risk and social needs route to the right team by your rules, the same day.
Typical approachAnswers land in a batch file and wait for someone to read them.
Outreach operations built in
High-risk members first, retries at different times of day, a 90-day pause after three attempts, standard dispositions and a partial-HRA queue ranked by risk.
Typical approachSend-and-report messaging, with the follow-up rules living in a call-center binder.
One platform for every outreach survey
HRAs are the first solution. Care gaps, social needs screens and other payer and provider surveys reuse the same links, member app, form library and rules.
Typical approachA separate vendor, contract and member experience for each program.
Compared with the usual options
What changes for the member, and for your team.
| What matters for HRAs | Outbound calls and mail | Chat-style SMS bots | Portal or app HRAs | Text-to-web outreach |
|---|---|---|---|---|
| What the member has to do | Be home, pick up, stay on the line | Reply to dozens of texts in a row | Download an app or remember a password | Tap one link. Answer on their own time. |
| Stopping and coming back | Start the call over | Thread gets lost among other texts | Depends on the session timeout | Same link resumes at the same question |
| Form each state approved | Script per state, kept by hand | Rewritten into chat prompts | Usually one national form | Versioned per state and LOB, with approvals attached |
| Identity check | Agent asks verification questions | Often none before questions start | Account login | State-specific fields, before any health information |
| When answers turn into action | After notes are reviewed | After a batch export | After a batch export | On completion: care plan and referrals |
| Cost per attempt | Agent minutes, postage, data entry | Many messages per HRA | Low, but few members log in | An invite and a few reminders by text |
Comparison of common approaches, not of named vendors. Many vendors combine several of them.
Solutions
Start with HRAs. Add the next survey on the same platform.
Each solution is a pack of forms, rules and reports on one shared core, so your members see the same trusted link and your team learns one tool.
Health risk assessments
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.
Explore HRA outreach- Medicaid managed care
- Medicare Advantage
- D-SNP and other SNPs
- CHIP, with a guardian completing
Care gap closure
Turn open HEDIS gaps into booked screenings.
Social needs screening
Find social needs early and connect members to help.
Annual wellness visit prep
Arrive at the wellness visit with the questions already answered.
Transitions of care check-ins
Check in after discharge before small problems become readmissions.
Member experience pulse
Hear about access and service problems while you can still fix them.
Patient intake and outcomes
Collect intake forms and patient-reported outcomes by text.
Trust and security
Designed so a forwarded text exposes nothing.
Member data stays behind an identity check, and the link itself is worthless to anyone else.
- Texts carry a random link code and no health information.
- Only a hash of each link code is stored, never the code itself.
- Link previews in messaging apps can’t open or use up the link.
- Five wrong identity answers lock the link for 30 minutes.
- STOP replies take effect at once, and texts respect each member’s quiet hours.
Customers
Health plan teams we work with.
Placeholder. Add customer logos here only with each customer’s written permission. See the customers page.
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.