One activity log for every member touch.
Health-plan staff document interactions, reach members by email and physical mail, attach documents to the member record and run the standard outreach reports, from one screen per member.
What outreach staff use every day.
Interaction log
Calls, notes and follow-up tasks on one timeline per member, with the staff member and timestamp on every entry.
Email and physical mail
Send email through your SMTP provider and letters through a print-and-mail service, from the member record, logged alongside everything else.
Document upload
Attach forms, correspondence and supporting documents to the member record.
Tasks
Follow-ups assigned to staff with due dates, visible on the member and on the staff member's queue.
Six standard reports
Activity by staff, outreach by channel, open tasks, contact outcomes, document inventory and member coverage of outreach.
Admin and agent roles
Agents work their members; administrators manage users, templates and reports.