How COVID-19 Changed HRAs

The year 2020 has been historic to say the least, and the far-reaching impact of this pandemic continues to be felt. Early in the pandemic, medical community members began to fear the worst as preventative health visits seemed to be put aside. As these delays began to reach weeks and months, the long-term consequences of such became an area of concern.

Healthcare providers rely on the data provided in completed Health Risk Assessments (HRA) to determine who is most at risk and how to intervene with preventative measures that can help their members. These measures often lead to healthier outcomes for their members. With routine medical check-ups being delayed, the HRA may be the only link to help a member who is experiencing mental or physical distress and may be in need of support.

In supporting many of these organizations before and during the pandemic, we have developed a series of best practices that support higher completion rates, particularly among the aging and special needs populations.  Some of these practices revolve around how to communicate with members.

Develop a Strong Dialer Strategy

Varying the attempts across different days and time of days along with more than 4 attempts nets higher completion rates. Historical performance shows highest completion rates using up to 8 attempts for each member without negatively impacting member abrasion.

Offer Multiple Communication Methods

Standard HRA mail delivery and phone outreach are only two options for communicating with members. OmniCare365 recommends a full matrix of outreach channels which not only increases completion rates but allows members to utilize the communication channel they feel most comfortable using.

Multiple Languages support

The need to utilize a language line to communicate with your members decreases completion rates by up to 20% and negatively impacts member experience. OmniCare365 establishes a certified bilingual team to ensure that each opportunity to complete HRAs for members needing a language other than English is fully maximized. 

HRA communications could be a life-saving measure for members facing a potentially serious medical condition or behavior that could lead to critical health issues. Healthcare providers should strive to reach record completion rates during these challenging times, and leverage as many tools as possible to establish this connection with their members.

About the author:  Matt Hunt is the CEO of OmniCare365, a customer experience provider with a practice dedicated to managing Health Risk Assessment communications on behalf of leading healthcare providers.

The Balance Between Sales Conversion and Superior Customer Experience

Sales brings smiles to leadership and commissioned front-line agents alike. Customer Acquisition is important to the overall health of a business, but retention is a success factor that should never be neglected.

This underscores the importance of striking a proper balance between sales conversion and maintaining superior customer satisfaction scores.  In my experience, we have found that focusing on the two items in parallel can lead to an increase in both metrics.

To accomplish this, it all begins with training.  The tips we shared as best practice behaviors all lead to this balance.  When agents are conversational and patient, the sales process flows more naturally and the prospect is more likely to either buy or at least remain a current customer.

Sales are critical but so is brand experience.  We recommend to our clients that average handle time (AHT) requirements remain flexible on all sales programs to protect the brand experience for the customer. Additionally, this improves the experience for employees as they are better able to focus on listening and responding to objections or customer concerns.

Although the statistics vary slightly by industry on the exact cost of retaining customers versus acquiring new ones, all brand leaders can agree that retention and customer experience should always be the primary focus.  Aligning to this mindset when planning and executing sales programs can truly make a difference in long term value for businesses of all sizes.

About the author:  Matt Hunt is the CEO of OmniCare365, a customer experience provider with a practice dedicated to managing Health Risk Assessment communications on behalf of leading healthcare providers.

Data Driven Customer Acquisition

In the age of this pandemic, acquiring customers has taken on a different level of complexity.  Acquiring, retaining, and upselling customers is now more important than ever.  In addition, brands must be creative on how to do this as consumer lifestyles have shifted significantly.

As a result, we have noticed that the role of the contact center in customer acquisition is becoming increasingly more valuable in the process of customer acquisition.  We have also noticed that relying on data to help guide our front-line team members to successfully manage those communications is also growing.

Below are a few key observations that we have identified as success factors in selling based on the data:


Data tells us the precise moment that a customer is ready to be ‘asked’ for the sale.  Leaning into this data allows us to train and coach our agents on exactly what to do before, during, and after the ‘ask.’  Asking too soon may negatively impact the customer experience.  Waiting to ask may result in missing the tight window of opportunity.  Again, access to the right data gives us this crystal ball.


Training on timing is critical.  Training on the right message that is compelling for each customer is equally important.  Analyzing success and failures help narrow this message and replicate the correct message throughout the front-line teams.  Without access to the right data, this very necessary step can be missed.


Having access to great data is one thing.  Using it wisely makes you successful, especially in sales.  We review data hourly and daily to spot trends quickly and pivot when needed. Sometimes the most minor adjustments can make the most meaningful impact in the selling process.  Taking the time to study the data and seek out potential areas of improvement can help drive a successful selling process. At OmniCare365, we use AmplifAI as our core data platform.  Whatever you use in your contact center, make sure that your entire sales teams are locked into using it as a standard best practice for customer acquisition.

About the author:  Matt Hunt is the CEO of OmniCare365, a customer experience provider with a practice dedicated to managing Health Risk Assessment communications on behalf of leading healthcare providers.

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