Patient & Family Engagement

Engage people when the information is most useful.

Help patients and families understand, participate, and follow through. PatientEXP connects education and portal outreach with patient-reported outcomes, social-needs feedback, and a clear route to the team that can help.

Patient & caregiver communication

Give the care circle a clear next step.

Engagement includes the family members and caregivers who help someone prepare, recover, and stay connected.

01

Confirm who should receive updates

Identify authorized caregivers, preferred channels, consent, and the information appropriate to share.

02

Make guidance easy to act on

Use plain-language, care-team-approved education for preparation and recovery, with an explicit next step.

03

Make help easy to find

Provide a request route, explain response coverage, and define escalation to the appropriate team.

Close the loop on an unmet need

Capture the concern, assign the responsible team, document the response, and check whether the need was addressed.

Walk through the HCAHPS cleanliness example

Your engagement

Make participation easier to begin and sustain.

Scope the services, deliverables, and responsibilities around your priority. Agree on a baseline, review period, and measures before work begins.

Your deliverables

What you receive

  • An outreach plan for the selected population and goal
  • Education, feedback, or patient-reported measures
  • Routing for reported barriers and requests for help
Your team

What you bring

  • An engagement lead and eligible patient population
  • Approved content, measures, and caregiver permissions
  • A team to respond to needs and track follow-through
Progress review

What we measure

  • Responses and completed next steps
  • Portal activation and subsequent use
  • Reported needs addressed and communication opt-outs

Representative use cases

Turn communication into participation.

Choose the channel that fits the patient and the next step. Explore SMS, RCS, voice, and email.

01 / EDUCATION

Personalized guidance

Deliver the right content based on where a person is in the journey.

02 / DIGITAL

Portal activation

Invite patients when the value of digital access is most relevant.

03 / RESPONSE

Timely service recovery

Route concerns into visible ownership while there is still time to respond.

04 / PATIENT OUTCOMES

Patient Reported Outcomes

Capture patients’ perspectives on symptoms, function, recovery, and quality of life using Patient Reported Outcome Measures (PROMs) to inform follow-up.

05 / SOCIAL NEEDS

Social Determinants of Health

Capture reported social needs and barriers, including transportation, food, and housing, to help teams guide appropriate support.

Activate engagement

Where could better timing improve participation or trust?

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