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          Patient and Member Outreach

          Patient and Member Outreach

          Healthcare marketing teams use Patient and Member Outreach in the Health Engagement app to create and manage multichannel campaigns. Member engagement is made easier by working with pre-built tools such as outbound engagement templates, flows, and Data 360 components.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise and Unlimited Editions with Health Cloud, Agentforce for Health Cloud, and Data Cloud add-on licenses

          For example, the care gap closure outbound engagement template automatically engages members with one or more open care gaps through personalized emails and SMS reminders. This template is powered by these pre-built components:

          • Care Gap Closure Identity Resolution that creates a unified profile of the member based on the member 360 data.
          • Care Gap Closure Segment that segments records from the Unified Individual HECG DMO with an open care gap status and a care gap target resolution date that’s within 14 days from the current date.
          • Care Gap Data Graph that joins data from the Unified Individual HECG DMO and other related DMOs to get details to include in the outreach emails for care gap closure.
          • Unify Health Risk Details batch data transform that joins Health Risk Evaluation, Health Risk Evaluation Detail, and Health Risk Evaluation Outcome to create Unified Health Risk Details.
          • Health Engagement: Close Care Gaps flow that creates care gap closure outreach and follow-up tasks for unified individuals based on risk scores and outreach engagement.
          • Email and SMS templates that are personalized for each member using the data graph merge fields.

          Now, let's set up Patient and Member Outreach so that your marketing team can start usingthe engagement tools.

           
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          Salesforce Help | Article