Checklist

Download Your Member Engagement Checklist

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Use the checklist to evaluate member engagement strategy, technology and processes. Whether performing an internal review or vetting a third-party vendor, this checklist enables health plans to determine if a solution can deliver coordinated and impactful outreach that maximizes engagement.

Make sure you have the right member engagement tools, systems and processes in place to:

  • Build data-driven strategies that optimize campaign budgets, personalize member experiences and address quality pain points
  • Close data gaps and create comprehensive member records that support coordinated campaigns
  • Implement a member-centric and flexible reward methodology that increases care gap closure
  • Conduct coordinated, omnichannel outreach at scale while minimizing costs and manual processes
  • Track all performance metrics in a centralized platform and improve cross-departmental awareness of all outreach initiatives
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