HOW IT WORKS

Take control of how you engage different patients

Audience Builder - Create Audience

Build your audience

Use, or exclude, unlimited patient identifiers to build extremely granular audiences from your patient population.

Survey - Family Planning

Design your outreach

Customize surveys or messages to target problems, improve satisfaction scores, and eliminate unnecessary identifier questions.

Text Message Survey

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
1

Audience Segmentation

Use patient identifiers from your EHR (race, gender, language, insurance, etc.) to define a targeted survey audience.

Event Trigger
2

Event Trigger

Define what will trigger a survey or message, for example registration, procedure, discharge, etc.

Survey Selection
3

Outreach Selection

Use a template or easily build a custom message or survey, pulling in defined question topics and benchmark questions.

Survey Timing Icon
4

Outreach Timing

Setup when the survey or message will be sent so it makes sense for the situation.

Delivery
5

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

Susan
Susan

53-year-old female
Attended annual physical

  • Survey Name
    Provider Experience + Option to Schedule Mammogram
  • Survey Delivery
    Email
  • Survey Timing
    1 day after appointment
Aubrey
Aubrey

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

Matt

32-year-old male
Missed Appointment

  • Survey Name
    Telehealth Option + Missed Appointment Reason
  • Survey Delivery
    Text
  • Survey Timing
    1 hour after missed appointment
Steve

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

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
Steve

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.