For health plans
How a caregiver engagement program actually runs.
It runs on records you already hold, opens with your name rather than ours, and stops the moment a care gap closes. Nothing in it asks your staff to learn a new system.
Why it matters
Your quality program and the family at home already want the same thing.
Caregivers are already doing the work of caring for your members. What we can do is help point that effort toward the things that matter both for a member’s health and for your Star Ratings.
From scheduling annual wellness visits or breast cancer screenings to taking health risk assessments or behavioral health screenings, someone is working in the background to support your members who need help at home. Reaching that person is a different job from member outreach, and the rest of this page is how it is done.
How it works
Identify. Activate. Engage.
A repeatable program instead of a benefit you announce and hope someone uses. Everything below is the detail on one of these three steps.
Finding and reaching informal caregivers
We work with your data team to find the informal caregivers already sitting in your records, then tailor the engagement plan and the messaging to the members whose open gaps matter most.
- Identify the right population
- Compare against existing platform users
- Tailor engagement plans and messaging
Turning outreach into action
A multi-channel approach that moves unengaged caregivers toward daily use of the platform. It opens with a warm introduction from you and does not stop there — outreach runs on more than one channel, and tries again when a first attempt goes unanswered.
- Warm introduction from the plan
- Multi-channel outreach
- Second-chance re-engagement
Pointing caregivers toward what you need done
Caregivers are already putting in the work. We direct it at the gaps that count for a member’s health and for the measures you are graded on, then track every completed action against the gap it belongs to and report it back to you.
- Frictionless onboarding
- Habit-building nudges
- Action tracked and reported by measure
Finding the population
There are more caregivers in your data than you think.
Most plans assume they have data on a few thousand caregivers. In practice the population is often far larger, and has just never been assembled into something anyone could act on.
Where caregivers are usually hiding
- Authorized representative records
- Designee and proxy files
- Communication consent flags
- Existing app or portal users with a relationship on file
- Care management notes and prior outreach history
We work with your data team to assemble these into one cohesive list, then segment it by the members whose open gaps matter most.
The engagement model
We build trust by allowing caregivers to learn the app before assigning them work.
Care gaps are visible from the moment a caregiver enters the app, but the first thing the app focuses on is saving them time. We want to be valuable to caregivers before we start asking them for things.
Care gap communication plan
- Immediate In-app message + push notification — new care gap
- Day 3 Push reminder, if still open
- Day 7 In-app prompt + push reminder
- Day 14 Push reminder
- Day 21+ Email, weekly cadence
Every step is conditional on the gap still being open. Caregivers can mark an item already done, or ask to be reminded later.
Commercial model
You pay for activity that actually happened.
Pricing is activity-based, not seat-based, and invoicing is tied to verified events. There is no prepayment and no minimum spend to sign.
Per caregiver we contact
Invoiced in phases as outreach runs, rather than as one charge for the whole population.
Per engaged member, per month
Charged only for members whose caregiver is actively using the platform that month. Dormant accounts are not billable.
Per confirmed care gap action
Charged on a completed, verified gap action. The largest share of what you spend is tied directly to the thing you are buying.
A one-time implementation fee covers integration and configuration. Specific rates depend on population size and measure mix, and we will walk through them on a call.
Security & compliance
Built to clear your vendor risk assessment.
We hold SOC 2 Type II, audited annually, and operate under a BAA with every plan partner. Member and caregiver data is minimized, encrypted in transit and at rest, and access is scoped to the people who need it.
Documentation and evidence requests →
Questions we get
The things quality teams ask first.
We already have a member engagement vendor.
Almost certainly, and we are not one. Your engagement vendor talks to members. We talk to the family member acting on the member’s behalf, a population your existing vendor has no path to and typically no data on. The two run in parallel rather than competing for the same inbox.
We don't think we have caregiver data.
This is one of the most common things we hear. After some digging, it’s usually not true. The data usually exists across authorized representative records, designee files, and communication consent flags. It has just never been assembled into anything that can be acted on.
What consent is required?
We work from caregivers your members have already designated and who have communication consent on file. We do not contact anyone outside that. Specific handling is agreed during implementation and documented in the BAA.
How do you attribute results to a measure?
Care gaps enter the system tagged to the measure they belong to. Every caregiver action is tracked against that gap and reporting rolls up at measure level, so you see which actions were taken, for which members, following which outreach. Closure itself is confirmed against your data rather than declared by us.
Won't this annoy our members?
The escalation is deliberately conservative: one gap at a time, a fixed cadence, an off-ramp on every message, and a hard stop the moment the gap closes. Anything still open after 21 days drops to a weekly cadence rather than pressing harder.
What is the lift on our side?
An agreement and BAA, a named sponsor and data counterpart, roster access, a care gap file or API path, and a content review. No new portal for your staff and no clinical workflow change. We scope the sequencing, the data path and the timeline with your team before anything is built, and outreach starts with a smaller cohort before it scales to the full population.
Find out how many caregivers are already in your data.
A 30-minute working session with our team: the identification approach, the engagement model, and what a pilot looks like against your priority measures.
Request a demo