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Example - New Use Case Form

Communication Preferences

To which partner does this use case belong? (i.e., Internal, Payer A, Partner B, etc.)

What is the name of this use case? (i.e., Pre-Enrollment, Re-activation, Discharge, etc.)

Which communication channels will be used for this use case?

Which communication channels will be used for this use case?

What is the criteria for someone to qualify for this outreach campaign?

Enter each condition on a new line using the format below. Use exact field names and values as they exist in your data.
Structure: field_name operator value(s)
Supported Operators: =, !=, >, <, >=, <=, IN, NOT IN
Examples: - patient_status = inactive - patient_status IN (inactive, reached_not_enrolled) - last_send_days >= 90 - state = MA

Outreach Preferences and Content Readiness

Is your content ready to be used, or do you need assistance in creating it?

Is your content ready to be used, or do you need assistance in creating it?
A
B

What is the maximum time period during which RiskAverse is allowed to send communications for this use case?

What is the maximum number of touchpoints (i.e., emails, SMS) you’d like to use for this use case?

On which days of the week are communications allowed to be sent? (Select all that apply)

Recommendation: All Days
On which days of the week are communications allowed to be sent? (Select all that apply)

Are there any special restrictions or guidelines we should be aware of for this project? (i.e., first touchpoint has to be SMS with 3 day breaks between messages)

Examples: First touchpoint must be email No more than one touchpoint/week

Between which hours should communications be sent to members? (i.e., 8 am - 5 pm Local Time)

Recommendation: leave it as open as possible (TCPA compliance = 8am - 9pm Local Time).

When is your preferred start date for this use case?