Automate member outreach from campaign setup to clinical escalation.
Run member outreach campaigns with AI voice, structured forms, automated follow-up, and clinical escalation while preserving human clinical oversight.
Complete campaign workflow
- Create outreach campaign
- Build the outreach form
- Upload or sync member data
- Validate eligibility and consent
- Voice assistant calls members
- Responses populate member-specific forms
- Rules evaluate each submission
- Routine cases complete automatically
- Exceptions enter clinical review
- High-priority cases are escalated
- Campaign and member reports are updated
Create outreach campaigns without rebuilding the workflow each time
- Custom campaign forms
- Conditional questions
- Required-field validation
- Member-specific variables
- Consent and disclosure steps
- Clinical risk questions
- Review and escalation rules
- Reusable campaign templates
Upload the member population and launch outreach at scale
- Roster upload or approved system integration
- Map member fields
- Validate eligibility and consent
- Create an individual member campaign record
Let the voice assistant conduct structured member outreach
- Identity verification
- Approved AI disclosure
- Structured questions
- Configurable retries
- Voicemail handling
- Opt-out capture
- Callback requests
Turn every member conversation into structured workflow data
- Member-specific form submission
- Call attempts and outcome
- Structured responses
- Risk flags
- Clinical review status
- Escalation status
- Audit history
Apply workflow rules immediately after each submission
- Routine response: mark complete
- Incomplete response: follow up or review
- Configured risk indicator: clinical review
- High-priority condition: notify clinical team
- Member request: callback task
- Opt-out: suppress future campaign calls
Focus clinical teams on members who need attention
- Exception-based clinical review
- Priority and reason for review
- Structured answers and call summary
- Assigned reviewer
- Final disposition
Escalate time-sensitive responses without waiting for a report
- Campaign-configured workflow and escalation rules
- Routine follow-up
- Care manager review
- Clinical review
- Immediate configured escalation
Track outreach performance and member outcomes in real time
- Members uploaded
- Members eligible
- Calls scheduled
- Attempts completed
- Answer rate
- Identity-verification rate
- Form-completion rate
- Incomplete-response rate
- No-answer outcomes
- Voicemail outcomes
- Opt-outs
- Callback requests
- Clinical-review rate
- Escalation rate
- Average attempts per member
- Review turnaround time
- Final disposition
- Campaign completion rate
- Every aggregate metric links to underlying member records
Campaign examples
- Care-gap outreach
- Health-risk assessments
- Medication-adherence check-ins
- Post-discharge follow-up
- Social-needs screening
- Preventive-screening outreach
- Chronic-condition check-ins
- Appointment preparation
- Member satisfaction follow-up
Approved integrations
- Roster and eligibility intake
- Campaign assignment
- Member record handoff
- Clinical task creation
- Outcome and disposition updates
- API and webhook access
Controlled automated calling
- Consent status per member
- AI voice disclosure
- Identity verification
- Opt-out and suppression controls
- Permitted calling windows
- Configurable retry limits
- Role-based access
- Encryption
- Audit history
- BAAs with applicable subprocessors
- Human override
- Clinical escalation controls