How to Find, Guide and Keep Patients for Life

Rachel Neely
Wed 16 Aug 2022
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Few health systems aren’t aware of the importance of building one-to-one (1:1) consumer journeys by bringing in personalization, accessibility and innovation and how it can help them find, guide and keep patients for life. Particularly after the start of the pandemic, health consumers expect health systems to provide them personalized experiences powered by clinical context.

According to a report conducted by Sage Partners and Verato, 88% of healthcare leaders view patient identity as being important to improving the patient experience. In the same report, 72% of leaders are “concerned” or “extremely concerned” that siloed, inaccurate patient data hurts care quality and the bottom line. Scattered, inaccurate patient data results in zero clinical context. It directly impacts the efforts to build 1:1 health journeys that can help health systems find consumers, guide them to achieve wellness, and keep them lifelong by proactively delivering care.

Roadblocks in the ecosystem

Personalization and clinical context require better utilization of patient data. On the whole, inadequate utilization of health data by hospitals and clinics costs the U.S. healthcare system nearly a trillion dollars annually. According to a recent Morning Consult study, data readiness challenges, inept systems that don’t talk to each other, and increased dependence on EHRs, together hinder health systems from achieving the high degrees of clinically contextualized personalization and convenience which are at the core of the “find, guide, and keep” triage.

Building digital engagement strategies that drive consumer activation requires health systems to invest in data integration and have data-driven insights on multiple factors including SDoH, medical history, financial transactions, etc. But, according to the recent Morning Consult survey study of healthcare leaders, nearly 7 in 10 health systems are not using technology to identify at-risk patients. They haven’t integrated medical and social data, which makes it difficult for them to find the right consumers. In general, health systems aren’t doing enough to find the right prospects and health consumers to help them grow their service line business, which they can do while engaging with the right existing patients to decrease costs and improve health outcomes.

Furthermore, almost half of the health systems aren’t confident that their organizations have the infrastructure to capture and use the full range of patient data, which makes it difficult for them to guide patients toward improved and lasting health outcomes. On the whole, this hinders their prospects of building and deploying personalized, interconnected healthcare journeys which are the cornerstone to keeping patients engaged for life.

Find-Guide-Keep: A three tier strategy to build health 1:1 journeys

Integrating and activating valuable sources of data–EHR, claims, labs, pharmacy, SDoH, and more–gives healthcare organizations the information they need to guide patients along their wellness journey. It enables providers to streamline workflows among the care team members, as well as produce reports to measure the effectiveness of outreach, engagement, and loyalty efforts. With all data accessible through one platform, healthcare organizations can develop strategies to keep patients for life. And that strategy is based on three stages.


In the find stage, health systems need to utilize a rich blend of behavioral, clinical, and claims data to determine their top service and market opportunities, be that through growth or retention strategies. They should consider building risk models to determine which specific consumers and patients are at highest risk and design digital engagement strategies to drive consumer activation while simultaneously implementing proactive, preventative care outreach strategies for their existing patient population.

Awareness and consideration: In this first step, the consumer experiences and self-assesses symptoms, driving them to online research, discussions with family and friends, and social media to seek opinions. Investing in a data integration platform can help health systems leverage this rich behavioral data as well as marketing engagement data (e.g. clicks, impressions, click path data, etc) to drive more personalized content to consumers to build their awareness of treatment options.


In the guide stage, health systems start investing in long-term patient relationships which they can initiate by developing guided care pathways to improve access, scheduling, care coordination and health outcomes. At this stage, hospitals and clinics implement data-led insights to boost their efforts of personalized hospital outreach, either through digital or 1:1 personalized engagements.

Help and enroll: After consideration, a consumer/patient contacts a health system or provider to schedule an appointment or receive other informational resources. But the call center experience is often siloed and blind to consumer/patient data, which reduces the chance of building long-term 1:1 health journeys. For example, the efficiency of call centers is still frequently measured on the amount of time taken to close the call with a patient and not on the quality of time spent to close that call. This requires a deep change management exercise with healthcare systems as they need to equip the call center agents with insightful patient data that can drive meaningful engagement and enrollment.

Care and treat: The provider meets the patient, performs an assessment, makes a diagnosis, suggests treatment, and/or delivers on-site care. This is the stage where providers need to have proactive conversations and improve on clinical care coordination and care delivery. Investments in a data integration platform focused on building 360-degree patient profiles can improve operational efficiency and outcomes in real time for physicians, care managers, health leaders and patients.


In the keep stage, health systems provide value by expanding on the find and guide steps.They take steps to build and deploy personalized, interconnected healthcare engagement journeys that go beyond the immediate needs of treating illness to proactively encourage long-term wellness.

Recovery and rehab: After treatment, it is critical for health providers to motivate patients to continue with their follow-up care and make positive changes in their daily activities. Health systems can focus on strengthening and streamlining their communication so patients don’t miss their regular checkups, medication, screenings, tests, vaccinations, etc. If there is a communication gap at this point, it can literally ruin all the previous efforts in building a 1:1 health journey. Activating their data helps to personalize the health system’s communication, making it more effective. Such personalized reminders are typically received positively and help to build trust in the health system.

Ongoing care and proactive health: After the recovery and rehab step, the actual test of 1:1 health journeys begin. Health systems must take steps to sustain engagement with patients for their ongoing care management, promote long-term engagement, and enable better self-care. Many health systems still fail at this, either because of their inability or unwillingness to break down data silos which cause reactive, versus proactive engagement.

Setting the stage with data as a competitive advantage

According to a 2021 McKinsey study, improved utilization of data could eliminate 50 to 75 percent of the trillion dollars wasted in healthcare annually. In the U.S. alone, this would save $500 billion to $750 billion in healthcare costs. Solving data fragmentation is about enabling every health decision to be supported by a holistic view of patient data.

The Innovaccer Health Cloud unlocks data investments housed on siloed systems as it accelerates strategies designed to find, guide, and keep patients for life. The Health Cloud’s Data Activation Platform (DAP) ingests, aggregates, and normalizes healthcare data across systems and settings to create a longitudinal, unified view of the patient that serves as a single source of clinical and financial truth across the health system enterprise.

When paired with Innovaccer’s Patient Relationship Management (PRM) solution, the unified patient record helps to boost patient acquisition and retention, and improve the bottom line. Innovaccer’s internal and customer data shows health systems using the PRM solution have realized as much as 15% improvement in patient outcomes and 30% higher patient satisfaction.

Through data accessibility and interoperability enabled by a cloud data platform, healthcare organizations can develop integrated strategies that have the scope to go from illness to wellness and stay with consumers for life. Integrating and activating all patient data wherever it resides can help ensure health systems have the full clinical view of the patient which is crucial for proactively and perpetually promoting better health.


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Tags: Healthcare
Rachel Neely
Senior Director - Growth Strategy

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