What’s Inside

Seven proven plays to boost engagement, close care gaps, and reduce costs—without portal logins or app downloads. Each play includes guidance for setup, channels, CTAs, and key outcomes.

• Member Warm Welcome – Onboard new members with benefits education, digital ID cards, and PCP selection.
• HRA Surveys – Improve survey completion rates with simple, mobile-friendly digital channels.
• SDOH Surveys – Quickly identify social needs and connect members to resources.
• Closing Gaps in Care – Guide members to care gap closure for provider visits, labs, prescription fills and more.
• Medication Adherence – Understand and overcome barriers such as cost, transportation, and more.
• Chronic Condition Navigation – Deliver proactive, year-round support for members managing complex conditions.
• Maternal Health Navigation – Guide expectant and new mothers with stage-based education and appointment reminders to support better outcomes.

Why Health Plans Use This Playbook

• Get started quickly: Built on best practices trusted by leading health plans, these pre-built workflows are fully customizable and ready to go live in weeks.
• Stay compliant: HIPAA-secure and HITRUST R2 certified, with PHI protection and two-factor authentication baked in.
• Focus on what matters: Learn the key metrics your peers track for each journey—so you can measure real progress, not vanity numbers.
• See measurable impact: Raise quality scores and Star Ratings, improve adherence, lower call volume, and cut avoidable costs.

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