Post-discharge member outreach

Sample workflow using fictional data. Not a customer deployment and not clinical guidance.

Campaign and objective

  • Confirm recovery status, medication access, follow-up scheduling, and route clinical exceptions

Questionnaire and conditional questions

  • Identity verification
  • Symptoms and severity follow-up
  • Medication access
  • Appointment and callback preferences

Roster mapping

  • Member ID
  • Contact and language
  • Discharge details
  • Care manager
  • Consent
  • Time zone

Attempts, opt-out, and workflow rules

  • Calling windows
  • Retry limits
  • Immediate suppression after opt-out
  • Routine completion rule
  • Clinical trigger and escalation

Member submission and dashboard

  • Separate structured member record
  • Attempt and outcome history
  • Review and disposition
  • Campaign completion and escalation metrics

Campaign walkthrough

  • Campaign setup
  • Questionnaire builder
  • Roster field mapping
  • Calling policy
  • Member submission
  • Reason for clinical review
  • Reviewer queue
  • Campaign dashboard
  • Book a Demo Using This Campaign