Health plans leave HRA completion rates on the table because manual outreach doesn't scale. The HRA Agent automates member contact, conducts structured assessments by voice or SMS, identifies risks and social needs, and routes members to the right programs — automatically.
4x
more HRAs completed vs. manual outreach
80%
of eligible members reached
24/7
automated assessment coverage
The HRA Agent handles every type of health risk assessment campaign — from new member onboarding through post-discharge risk screening.
Start every member relationship with a complete health picture.
Automatically reach new members within their first 30 days to complete an initial health risk assessment — establishing a baseline risk profile and identifying members who need proactive care management before gaps open.
Hit completion targets without manual dialing.
Run annual HRA campaigns across your full eligible population — with automated outreach, structured assessment conversations, retry logic for non-responders, and completion documentation written back into your care management system.
Surface social needs alongside clinical risks.
Incorporate standardized SDOH screening into every HRA interaction — identifying housing instability, food insecurity, transportation barriers, and social isolation, then routing members to community resources or care coordination.
Catch high-risk members before they readmit.
Trigger HRA outreach automatically following inpatient discharges — assessing medication adherence, follow-up appointment status, support at home, and any new risks surfaced during the hospital stay.
Health Risk Assessments
Identify Eligible Members
The agent pulls from your member eligibility files, care gap reports, discharge notifications, or any configured data source to build the outreach list for each HRA campaign.
Initiate Outreach
Personalized AI voice calls and SMS messages are launched automatically — with retry logic for non-responders and configurable contact windows that respect member preferences.
Complete the Assessment
The agent guides each member through the full HRA questionnaire using natural, conversational AI — adapting follow-up questions based on prior answers and collecting structured responses in real time.
Score, Route, and Document
Completed assessments are scored automatically, members with elevated risks are routed to the right program or reviewer, and every response and action is written back into your care management system — without manual follow-up.
The HRA Agent conducts full health risk assessments through natural AI-driven conversations — not surveys or robo-calls. Members are guided through structured questions adapted to their responses, with the full assessment completed and scored in a single interaction. Every channel is HIPAA-compliant, with transcription, response capture, and documentation handled automatically.
Estimated net value
Manual outreach cost
Case Health AI spend
"We were completing maybe 40% of our HRA target manually. Case Health AI got us to over 80% in the first campaign cycle — and every completion was documented and scored without anyone on my team touching it."
James Whitfield
Director, Population Health, Medicare Advantage plan, 120,000+ members
Everything you need to know about the HRA Agent and how it fits into your existing population health programs.
