Journey solutions

A starting point for the work ahead.

Install a free template, adapt the conditions to your program, and test it with your team before publishing.

Enrollment teams

Member enrollment

Route new enrollments to a welcome or a missing-information follow-up.

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Engagement teams

Member re-engagement

Identify inactive participation and prepare a focused follow-up.

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Care teams

Treatment adherence support

Flag requests for help with an existing care plan for team review.

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Program coordinators

Heart health check-ins

Prepare check-ins and flag callback requests for an existing heart health program.

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Rehabilitation teams

Recovery check-ins

Prepare appointment support and follow-up during an existing recovery plan.

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Care coordinators

Care coordination

Flag open support requests for follow-up and review other request statuses.

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Each solution includes a draft Journey, a Form, editable email actions, and internal status actions. Add your approved messages and channel settings when you are ready. No member outreach starts on installation.