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Healthcare Member Enrollment and Onboarding: Challenges, Solutions, and Best Practices

Enrollment and onboarding are among the most critical moments in the member lifecycle. Yet for many health plans, these processes remain fragmented, manual, and difficult to scale. 

That creates a dangerous combination: operational inefficiency, rising cost, and a poor first impression for members. 

And the data backs it up. A recent McKinsey study found that most Medicare Advantage members are dissatisfied with their onboarding experience. And recent J.D. Power studies show that new members of commercial health plans are significantly less satisfied than established members, with onboarding experience being a major driver of dissatisfaction. That’s not just an experience issue; it’s a business problem. 

Why is Healthcare Member Onboarding So Difficult? 

If you step inside most payer environments, enrollment and onboarding aren’t owned by a single system—or even a single team. 

Instead, they span: 

  • Exchange platforms and broker portals
  • Core administration systems (Facets, QNXT, TriZetto EAM)
  • CRM applications
  • Billing systems
  • Communication platforms and print vendors 

Each system performs a function. But none owns the experience. 

The result? 

  • Data is captured in one system, validated in another, and communicated somewhere else
  • Manual intervention fills the gaps
  • Errors introduced early propagate downstream 

This fragmentation is systemic across payer operations. Even broader payer workflows suffer from siloed systems and disconnected engagement tools, which continue to degrade member experience and operational visibility. 

The Real Cost of Healthcare Onboarding Inefficiency 

The impact of these issues isn’t always immediately visible—but it shows up everywhere: 

1. Revenue Leakage and Delays 

Nearly 46% of healthcare organizations report revenue impact from slow or inefficient enrollment workflows. 

Delays in onboarding don’t just slow operations, they delay payment and activation. 

2. Rising Administrative Costs 

McKinsey estimates that automation and digital transformation can deliver $150M–$300M in administrative savings per $10B in revenue for payers. That 1.5-3% savings would flow down to the bottom line; a margin boost even smaller payers would like to see. 

That number is driven largely by: 

  • Manual enrollment processing
  • Data rework
  • Print-heavy communications
  • Call center demand 

3. Call Center Overload 

Enrollment and onboarding confusion directly translates into demand. 

Healthcare call centers: 

And much of that volume is preventable. 

Many of those calls are caused by confusion about: 

  • ID cards
  • Coverage dates
  • Provider networks
  • Benefits 

Clarifying these would drive down avoidable calls, repeat contacts, and cost-to-serve. 

4. Data Errors and Rework 

Enrollment depends heavily on 834 transactions. But poor data quality, missing fields, and transaction errors require constant intervention and reconciliation—which can delay onboarding and even prevent timely delivery of ID cards and welcome materials. 

Why are the First 90 Days so Important for Member Engagement? 

Operational inefficiency is only part of the story. The bigger issue is experience. The first 90 days set the tone for the entire member relationship, influencing trust, engagement, satisfaction, and long-term retention. 

The first 90 days determine: 

  • Whether members understand their benefits
  • Whether they engage with care
  • Whether they stay 

And today, those early experiences are often broken. 

Members are frequently: 

  • Overwhelmed with generic communications
  • Confused about what their plan covers
  • Unsure how to use benefits 

Less than 25% of members actively engage with their health plan during the first 90 days. 

That’s a missed opportunity and a revenue risk. Because when members don’t understand their plan, they churn. In fact, onboarding-driven confidence is one of the strongest predictors of retention and satisfaction in healthcare plans. 

Why Can’t Core Payer Systems Deliver Modern Onboarding Experiences? 

Traditional enrollment and onboarding systems can’t solve today’s challenges because they weren’t designed to deliver connected, omnichannel member experiences. 

Most payers have already invested heavily in core systems. 

These platforms are essential for: 

  • Eligibility
  • Enrollment transactions
  • Billing
  • Claims 

But they were never designed to deliver: 

  • Personalized communications
  • Omnichannel engagement
  • Dynamic onboarding journeys
  • Real-time data capture experiences 

Those gaps are where the problem lives. Payers aren’t lacking systems. They lack connection between them. 

A New Approach: Connecting the Enrollment Experience 

Leading payers are shifting their mindset. For them, enrollment and onboarding are no longer treated as back-office processes. They’re being reimagined as connected, end-to-end experiences. 

That transformation focuses on four key capabilities: 

1. Data Capture: Capture complete and accurate data at the point of entry 

2. Communications: Deliver clear, personalized, and compliant information 

3. Journey Orchestration: Guide members across channels and time 

4. Content Governance: Ensure consistency, compliance, and scalability 

Individually, these exist. Together, they transform onboarding. 

What Should Health Plans Looks for in an Enrollment and Onboarding Solution? 

Modernizing enrollment and onboarding isn’t just about replacing technology. It’s about choosing a solution that can simplify operations while creating better member experiences across the entire journey. 

As you evaluate options, look for capabilities that help connect processes, communications, and experiences rather than adding another point solution to your technology stack. 

A modern enrollment and onboarding solution should include: 

  • Guided digital forms that simplify data collection, reduce errors, and help members complete enrollment with confidence.
  • Omnichannel communications that deliver consistent, personalized experiences across email, SMS, web, print, and other preferred channels.
  • Workflow automation that reduces manual effort, streamlines approvals, and keeps enrollment moving without unnecessary delays.
  • Event-driven journeys that trigger the right communication at the right time based on member actions and lifecycle events.
  • Integrations with core administrative systems and existing technologies to eliminate duplicate data entry and improve operational efficiency.
  • Content governance that enables teams to manage communications centrally while maintaining consistency across products, brands, and channels.
  • Audit trails and version control that support compliance, simplify reporting, and provide confidence that the right content reaches the right members.
  • Scalability that allows organizations to start with a single use case and expand across products, lines of business, and member journeys over time. 

The right solution shouldn’t just improve one part of the process. It should create a connected foundation that helps health plans deliver better member experiences, operate more efficiently, and adapt as expectations and business needs evolve. 

How Smart Communications Helps Payers Close the Gap 

At Smart Communications, we’ve seen firsthand how connecting these capabilities transforms both operations and experience. 

We help payers modernize enrollment and onboarding through four integrated capabilities: 

Intelligent Data Capture 

  • Guided, dynamic enrollment experiences
  • Real-time validation to prevent errors
  • Reduced rework and faster processing 

Personalized Communications at Scale 

  • Automated welcome kits, ID cards, and onboarding materials
  • Omnichannel delivery (print, email, SMS, digital)
  • Clear, plain-language communication 

Member Journey Orchestration 

  • Event-driven onboarding journeys
  • Personalized, milestone-based engagement
  • Continuous interaction across the first 90 days 

Content & Compliance Control 

  • Centralized content management
  • Version control and audit readiness
  • Faster updates across markets and products 

Smart Communications customers leveraging these strategies have seen dramatic reductions in call volume—up to 80% in some cases. 

Extending (Not Replacing) Core Systems 

A key advantage of this approach is that it works with existing infrastructure. Core systems from HealthEdge, TriZetto, and others remain the system of record. 

Smart Communications becomes the experience layer that: 

  • Connects data across systems
  • Eliminates manual handoffs
  • Enables real-time, event-driven communication
  • Accelerates change without core system releases 

It’s integration—not replacement—that unlocks value. 

What Modern Enrollment and Onboarding Deliver 

When enrollment and onboarding are transformed, the results are measurable: 

  • 40–70% reduction in manual effort
  • 20–50% faster onboarding cycles
  • 30–60% reduction in compliance defects
  • Significant reductions in call volume 
  • 10–25 point improvements in member satisfaction scores 

And perhaps most importantly: 

  • Lower cost-to-serve
  • Faster revenue realization
  • Higher retention rates 

From Cost Center to Competitive Advantage 

Enrollment and onboarding will always be complex. Regulatory requirements will continue to evolve. Volume will continue to grow. But complexity doesn’t have to create friction. 

The organizations leading in this space aren’t simplifying the ecosystem, they’re connecting it. They understand that: 

  • Data drives accuracy
  • Communication drives understanding
  • Experience drives retention 

And when those elements come together, onboarding becomes more than a process. It becomes a competitive advantage. 

Final Thought 

The first 90 days of the member relationship are too important to leave to fragmented systems and manual processes. 

Enrollment and onboarding are more than operational steps. In fact, they’re an opportunity to create defining moments. 

If you’re thinking about how to modernize them, now’s the time. Explore how leading payers are transforming onboarding. Connect with Smart Communications to see what’s possible. 

Frequently Asked Questions  

Q: Why do health plans need to improve member engagement after onboarding? 
Health plans need to improve member engagement after onboarding because early interactions build trust, encourage healthier behaviors, and drive long-term satisfaction and retention. 

Q: What are the biggest challenges in payer enrollment and onboarding? 
Fragmented systems, manual processes, poor data quality, and inconsistent communications create inefficiencies, errors, and poor member experiences. 

Q: Why is onboarding so important in healthcare? 
Onboarding shapes first impressions, influences CAHPS and Star Ratings, and directly impacts retention and engagement. 

Q: How does onboarding affect call center volume? 
Member confusion during onboarding, especially around benefits and coverage—drives avoidable call volume and repeat contact. 

Q: What results can health plans expect from modernization? 
Health plans can achieve significant gains, including reduced cost, faster onboarding, improved compliance, and higher satisfaction. 

Q: Can enrollment modernization improve star ratings? 
Yes, enrollment modernization can support higher Star Ratings by improving member engagement, increasing preventive care participation, reducing confusion, and creating more timely, personalized communications throughout the member journey. 

Q: How does Smart Communications help? 
Smart Communications connects data capture, communications, orchestration, and content into a unified experience layer without replacing core systems. 

Integrating with Epic, Meditech, and PointClickCare: A Quick Guide to SmartIQ™ Interoperability

By John Zimmerer, VP of Healthcare Marketing at Smart Communications 

When you’re evaluating customer data capture solutions, you don’t have time for generic promises. You need to know exactly how a solution like SmartIQ integrates with the systems you’re already using—namely Epic, Meditech, and PointClickCare. 

Let’s cut to the chase. If your healthcare organization is looking to streamline data intake, reduce administrative burden, and elevate patient experiences, SmartIQ delivers with plug-in flexibility and secure interoperability across the EHR market. 

Here’s what you need to know about using SmartIQ with the major players. 

How to Use SmartIQ with Epic 

You’re already using Epic to manage patient records, scheduling, billing, and more. SmartIQ helps you extend that ecosystem by automating data capture at the front end—before it ever hits Epic. 

With SmartIQ + Epic, you can: 

  • Prefill forms using data already stored in Epic, eliminating repetitive input
  • Route completed forms back into the patient record via HL7, FHIR, or API-based integration
  • Configure logic-driven workflows that align with your existing Epic modules 

Whether you’re collecting consent forms, intake questionnaires, or referral data (particularly from non-Epic users), SmartIQ lets you do it all without disrupting your clinical workflows. 

Using SmartIQ with Meditech 

Meditech’s EHR systems offer robust capabilities—but creating smooth, patient-facing digital experiences can be challenging. That’s where SmartIQ fits in. 

By integrating with Meditech, SmartIQ allows you to: 

  • Prepopulate digital forms using Meditech data
  • Collect structured inputs from patients or staff and push them directly back into the EHR
  • Customize data collection workflows that match Meditech’s clinical logic and security protocols

No need to rebuild your infrastructure or use AI or OCR to extract and structure data. SmartIQ connects to Meditech through secure APIs and interoperability standards you already trust. 

Connecting SmartIQ to PointClickCare 

If you’re in long-term or post-acute care, PointClickCare is likely your core EHR. SmartIQ enhances it with modern data capture flows designed for both staff and residents. 

You’ll be able to: 

  • Digitize and automate admission, discharge, and billing forms
  • Reduce errors by validating inputs before they ever reach PointClick
  • Care Improve compliance with audit trails and real-time record updates

SmartIQ’s flexibility means you can handle everything from HIPAA-compliant e-signatures to custom form logic—without retraining your teams or changing your EHR. 

Why SmartIQ Stands Out in Healthcare 

You’re not just looking for form software. You need a customer data capture solution that respects your workflows, speaks your compliance language, and integrates without compromise. 

SmartIQ gives you: 

  • Standards-based interoperability (FHIR, HL7, REST APIs)
  • Configurable form logic that adapts to multiple care settings
  • Security-first architecture built for healthcare-grade data
  • No-code form design so your team can move fast—without IT bottlenecks 

Whether you’re rolling out new patient intake journeys or automating staff onboarding, SmartIQ keeps you agile, compliant, and connected. 

See the Solution in Action 

Request a demo to see how SmartIQ can help you automate data collection and improve the patient experience—without ripping and replacing your tech stack. 

Frequently Asked Questions

How does SmartIQ connect to Epic, Meditech, or PointClickCare? 

SmartIQ uses standard integration protocols like FHIR, HL7, and REST APIs to connect securely with major EHR platforms. You can push and pull data in real time, enabling seamless front-end data capture. 

Does SmartIQ work with other EHR and practice management systems? 

Yes! Although some systems are easier to integrate with than others. Reach out to us to discuss integrating with your system. 

My system already offers digital forms. Why would I need SmartIQ ? 

We hear from providers that the built-in capabilities are great for simple use cases, but not for more complex workflows. Particularly when multiple parties (patient, provider, payer, etc.) need to participate. Or when integrations with other systems are required. 

Do I need to involve IT for SmartIQ integrations? 

SmartIQ is designed for minimal IT involvement. With no-code configuration tools, your business teams can create and manage digital workflows independently—though IT can step in for deeper API-level customization. 

What kinds of data can I collect with SmartIQ? 

You can capture any structured or unstructured data: patient intake forms, consent documents, staff onboarding, billing data, and more. All inputs are securely validated, routed, and stored. 

Is SmartIQ HIPAA-compliant? 

Yes. SmartIQ is fully compliant with HIPAA and supports healthcare-specific security protocols like encryption at rest and in transit, audit logging, and role-based access controls. 

The Three Must-Have Use Cases for Insurance Document Generation Software

By Eileen Potter, VP of Insurance Marketing at Smart Communications 

When it comes to digital transformation, few industries face more complexity—or urgency—than insurance. From policy issuance to billing and claims, insurers handle thousands (if not millions) of documents every year.  

Increasingly, leading insurers are turning to AI-powered document generation to manage this complexity, using intelligent automation and data-driven insights to deliver relevant, timely communications at scale. 

If you’re still relying on outdated systems to handle document generation, you’re missing a critical opportunity to improve operational efficiency and customer retention. 

In this blog, we break down the three essential use cases for modern insurance document generation—so you can stay competitive, compliant, and connected to your policyholders. 

Why Insurers Can’t Afford to Overlook Document Generation 

The average insurer is juggling legacy systems, siloed data, and growing expectations from digital-first customers. Modern document generation solutions like SmartCOMM™ help insurers automate, personalize, and scale customer communications across the policy lifecycle—without increasing cost or complexity. 

And yes, this has a direct impact on customer retention. Clear, timely, and personalized communications lead to better engagement, reduced churn, and higher satisfaction scores. 

Let’s look at the three document generation use cases every insurer should prioritize. 

1. Policy Documents: Set the Tone from Day One 

When a customer receives their policy, they form their first real impression of your brand. If what you’ve sent them is difficult to understand or inconsistent with what they’ve been quoted you’re starting off on the wrong foot. 

Document generation can help: 

  • Automate creation of welcome kits, policy summaries, and declarations
  • Dynamically personalize based on product type, geography, or customer segment
  • Ensure regulatory compliance with pre-approved templates and rules 

Why it matters: A well-executed policy delivery process sets the tone for trust and transparency, helping customers feel confident in their purchase decision. 

Did you know that AI can assist in generating, refining, and optimizing content to ensure clarity, tone, and compliance across every communication? 

2. Billing Documents: Make It Easy to Understand (and Pay) 

Billing communications are among the most frequent—and scrutinized—touchpoints with policyholders. Confusing layouts or errors leads to customer service calls, late payments, or worse, cancellations. 

Document generation can help: 

  • Deliver consistent billing notices across channels (email, print, portal)
  • Provide clear breakdowns of charges, credits, and due dates
  • Include personalized messages, payment options, and upsell offers 

Why it matters: Easy-to-understand billing improves customer satisfaction and can increase policy retention, reducing friction in an already complex financial relationship. 

3. Claims Correspondence: Build Loyalty When It Counts Most 

Claims are emotional, urgent, and a key driver of customer retention. The way you communicate during this phase can make or break a relationship. 

Document generation can help: 

  • Automate status updates, claim summaries, and payment timing
  • Deliver updates via your customer’s preferred channel
  • Tailor language and tone to suit the context of the claim 

Why it matters: Proactive and clear claims communication improves transparency, reduces anxiety, and builds trust—turning a potential churn event into a loyalty opportunity. 

Pro tip: Leverage AI to orchestrate communications across channels, ensuring customers receive the right message at the right stage of their journey. 

Ready to See What Smarter Document Generation Looks Like? 

Smart Communications helps insurers modernize how they manage and deliver customer communications across policy, billing, and claims. With SmartCOMM, you can streamline document creation, reduce compliance risk, and deliver experiences your customers actually want to engage with. 

For a deeper look at how insurers can leverage document generation software to ensure regulatory compliance and accuracy, request a Demo of SmartCOMM today. 

Frequently Asked Questions 

How is AI impacting insurance document generation? 
AI enhances document generation by enabling smarter personalization, automated content selection, and predictive messaging. With AI, insurers can generate the right message, for the right person, at the right time—without manual intervention. 

Can AI help reduce churn in insurance? 
Yes. AI-powered document generation can improve communication clarity and relevance, which are critical to retaining insurance customers. Predictive analytics can also flag at-risk customers and trigger personalized outreach automatically. 

Is SmartCOMM compatible with AI tools? 
Absolutely. SmartCOMM integrates with AI solutions to power intelligent content automation, dynamic templates, and smarter workflows—so you can scale personalized communication without scaling resources. 

How long does it take to implement SmartCOMM? 
Implementation timelines vary, but many insurers see results in just a few months. Our team works closely with your IT and business units to ensure a smooth transition and fast time-to-value. 

How Automated Forms Solve the Preregistration Gap in Healthcare Workflows

By John Zimmerer, VP of Healthcare Marketing at Smart Communications 

If you work in healthcare, you’ve probably heard this gripe from patients:  

“Didn’t I already fill this out?” 

Even with robust Electronic Health Record (EHR) platforms like Epic, many organizations struggle with one critical phase of the patient journey: preregistration. Paper packets, duplicate entry, missed data fields, and frustrated patients are common complaints. 

EHRs were built for documentation and clinical excellence, not necessarily for front-end patient experience. 

That leaves a glaring gap—one that results in: 

  • Repetitive administrative tasks
  • Lower patient satisfaction scores
  • Slower check-in times
  • Higher no-show or reschedule rates 

Although Epic does a great job supporting clinical care, it’s not designed to handle every step of the patient journey, especially before the visit even begins. 

That’s where an automated forms solution can step in to make things easier for both patients and staff. 

Let’s break it down. 

Where Epic Falls Short: A Side-by-Side Look 

Epic’s Capabilities for Preregistration: 

  • Patient portal-based forms (MyChart)
  • Demographics, insurance, and consent captured in-system
  • Integration with existing clinical workflows 

But… 

  • Low completion rates unless patients are actively using
  • MyChart No flexibility for non-portal users (think: first-timers or digitally hesitant)
  • Limited customization of workflows for different service lines or visit types
  • Inconsistent communication channels (email/text/phone) for reminders and forms
  • Manual follow-up needed for incomplete or missing information 

How No-Code Digital Patient Intake Forms Bridge the Gap  

Digital patient intake forms, like SmartIQ™, bridge the gap to solve what EHRs miss. Think of them as the “front doors” your patients actually want to walk through. They should be simple, digital, and easily completed before arrival. 

Here’s how Epic and SmartIQ compare: 

Epic MyChart vs. SmartIQ’s Automated Form Solution 

Feature 

Epic MyChart 

SmartIQ 

Form Completion Without Login 

 

❌ 

✅ 

Mobile-First Design 

 

⚠️ Limited 

✅ Optimized 

Channel Flexibility (SMS/Email) 

 

⚠️ Basic 

✅ Fully Customizable 

Smart Form Routing by Visit Type 

 

❌ 

✅ 

eSignature Integration 

 

⚠️ Limited 

✅ Seamless 

Analytics + Completion Tracking 

 

❌ 

✅ Real-Time 

Automated Reminders 

❌ 

 

✅ 

Why It Matters: The Real-World Impact of Preregistration Gaps

Preregistration may seem like an admin issue, but it’s actually a strategic opportunity. When digital patient intake forms are automated, streamlined, and completed before the patient even arrives: 

  • Wait times drop
  • No-show rates decrease
  • Operational efficiency improves
  • Healthcare communications feel more modern
  • Patients feel prepared, respected, and heard 

Most importantly, your staff stops chasing down paperwork and starts focusing on care. 

Interested in the other factors that can make or break your patient intake forms? Read “How to Create Digital-First Patient Intake Forms” 

The Takeaway: You Don’t Have to Wait for the EHR to Catch Up 

Epic is powerful, but it’s not perfect. Modernizing preregistration will help save time and create a smoother, more connected experience for employees and patients alike. When digital tools work alongside your EHR, the entire process feels less like paperwork and more like care. 

Schedule a demo to see how SmartIQ helps providers like you bridge the gap. 

Fixing First Impressions: How Automating Data Collection Can Fix These 5 Client Service Bottlenecks in Wealth Management

By Cindy Griffin, Vertical Marketing Specialist at Smart Communications 

At our INNOVATE conference in New Orleans, keynote speaker James Dodkins (aka the CX Rockstar) delivered a powerful message: 

 “Many first impressions are out of your hands, but they are never out of your control.” 

In wealth management, first impressions matter deeply. Whether it’s a prospective client onboarding for the first time or an existing one updating their information because of a life change, the experience they have with your firm shapes how they perceive you. 

And yet, many wealth management firms are unintentionally making the wrong impression. Outdated, manual client service processes are creating friction, delays, and frustration; these are the bottlenecks that you must address. Simply stated, these bottlenecks are creating the wrong impression. In this article, I’ll dive into how automating data collection processes can help wealth management organizations overcome these challenges. 

Legacy Processes Are a Challenge to Scale 

As demand for personalized service grows and advisor-client interactions become more complex, wealth management firms are under pressure to deliver a high-touch experience at scale. But for many firms, the reality looks more like this:

  • Endless back-and-forth emails for missing documents
  • Paper forms and wet signatures
  • Tedious manual rekeying of data into multiple systems 

In 2025, the most common client service bottlenecks can be traced to one root issue: outdated data collection processes. Modernizing how your firm collects and conveys data can eliminate friction, unlock scalable workflow automation, and, most importantly, create great impressions on your clients.  

Here are the five most common bottlenecks and how you can solve them: 

Bottleneck #1: Manually Collecting Data from Clients 

Advisors and client service staff often waste hours tracking down forms, missing data, or signatures from clients. These requests are typically handled by email or phone, creating fragmented communication trails and introducing significant room for error. 

The Result: Slow onboarding, frustrated clients, and inefficient use of staff time. 

The Fix: Replace manual methods with guided, digital experiences that accurately collect data the first time. Intelligent, online, mobile-friendly forms validate inputs, ensure completeness, and eliminate the back-and-forth. 

The Smart Approach: Firms using forms automation solution SmartIQ have reduced data collection time by 60% to 75%. And Not In Good Order rates? Organizations leveraging SmartIQ have reduced them from a typical industry standard of 35% to 2%. In short, SmartIQ’s no-code/low-code solution transforms traditional form-based processes into fast, secure, fully automated digital experiences that make it easier for clients to engage and firms to scale. 

Bottleneck #2: Fragmented Data Handoffs Between Teams 

Even when client data is successfully collected, it often gets stuck in operational limbo or becomes siloed. Staff members email spreadsheets, print forms, or manually re-key information into internal systems, creating bottlenecks and a risk of data loss, incorrect data, or duplication. 

The Result: Disjointed workflows and costly handoffs that delay client service. 

The Fix: Workflow automation tied to automated data collection allows client information to move seamlessly between people and systems. This eliminates double-handling (unnecessary rehandling of materials or information) or siloed information and creates a single source of truth. 

The Smart Approach: SmartIQ eliminates fragmented data handoffs by capturing structured, validated data at the point of entry and routing it through integrated workflows. Instead of relying on emails, spreadsheets, or re-keying, SmartIQ connects with CRMs, portfolio accounting, and other internal systems via prebuilt connectors and flexible APIs. This ensures accurate client data flows seamlessly between systems, reducing manual effort, cutting processing times, and creating a “single source of truth” for every interaction. 

Bottleneck #3: Compliance Delays Due to Incomplete Data 

A missing checkbox or signature can kick off compliance alerts that start a cascade of manual reviews, rerouting, and rework. These delays aren’t just operational headaches.  A recent Capgemini report cited a survey showing a 31% increase in penalties on global financial institutions for anti-money laundering and know your customer violations.  Non-compliance can significantly impact profits and regulator relationships. 

The Result: Delays that not only make a bad impression on clients, but also increase regulatory risk. 

The Fix: Automated digital data collection solutions can prevent errors by collecting the information at the source. Intelligent forms ensure all required fields are completed and compliant before submission. 

The Smart Approach: SmartIQ reduces compliance delays by ensuring that data is complete, accurate, and validated before submission. Guided digital interviews dynamically adjust based on client responses, so required fields are never missed. Built-in logic checks and field-level validation reduce the risk of human error, while version control ensures the most current regulatory templates are always used. 

Bottleneck #4: Lack of Real-Time Visibility into Client Progress 

Too often, advisors and client service teams don’t know where a client is in a process. Has the form been started? Submitted? Is something missing? This lack of visibility leads to redundant follow-ups, delayed services, and poor client experiences. According to an Avaloq wealth management survey, 30% of ultra-high-net-worth (UHNW) clients experience onboarding times of three months or more.  This is a level of delay that can damage trust and hinder long-term relationship growth. 

The Result: Advisors are operating in the dark, and clients can see it, hurting critical retention efforts. 

The Fix: Automated systems with a clear view of where each client’s request stands can give teams the visibility needed to support clients more effectively. When everyone has insight into a client’s status, it’s easier to anticipate needs, reduce delays, and provide a more seamless experience. 

The Smart Approach: With SmartIQ’s real-time dashboards and progress tracking, teams gain full visibility into where clients are in the journey, enabling proactive support. Built-in audit trails and status updates provide transparency, so nothing falls through the cracks. 

Bottleneck #5: Diminishing ROI from Manual Processes 

Peak times like tax season or year-end planning place tremendous strain on advisors and client service teams. Advisors and client service teams are stretched or delay non-urgent work. Firms cannot simply add headcount to address this problem. 

The Result: Advisors and client service staff are burned out and miss opportunities to deliver high-value client service. Manual work scales costs, not service quality. 

The Fix: Automating data collection and related workflows frees up staff for higher-value tasks, like client outreach and strategy. It’s the only sustainable way to scale without increasing headcount. 

The Smart Approach: By turning manual workflows into intelligent, digital experiences, SmartIQ dramatically reduces time spent during peak periods on repetitive tasks like data entry, document review, and chasing missing information. This leads to higher operational efficiency, lower costs, and more time for advisors and staff to focus on delivering value to your clients. 

The Path Forward for Client Service Teams 

Digital transformation isn’t just about modernizing infrastructure. It’s about creating client service operations that are fast, efficient, and, most importantly, leave a great impression. 

Automation allows firms to move faster, reduce manual errors, and give clients the seamless experience they expect. And it frees advisors to focus on what matters: building great relationships. 

Forward-thinking firms are already reimagining their service model with automation. If your firm is still reliant on PDFs, emails, and manual follow-ups, now is the time to explore how SmartIQ can fit into your roadmap. 

Because that first impression? It’s not out of your control, it’s just waiting to be automated. 

For more information on how these challenges impact customer experience, and how your organization can overcome them, access a complimentary copy of our 2025 Benchmark report. Be sure to watch the video below for insights from the report.

Why Cloud Tech Is Central to Wealth Management Success

By Cindy Griffin, Financial Services Vertical Marketing Specialist at Smart Communications 

Modern, integrated technology is no longer optional; it’s how wealth management firms win over elite advisors. Mergers and acquisitions activity in wealth management is booming, with a record 272 transactions announced in 2024 and 75 announced in the first quarter of 2025.  

These firms will succeed by taking advantage of economies of scale and Assets Under Management (AUM) growth. But real success hinges not just on scale or AUM. For acquiring firms, the ability to attract and retain top advisor talent is among the most valuable assets after the deal closes.  

Why Cloud Tech Matters More Than Ever  

In addition to firm consolidation, the pool of financial advisors is shrinking. According to Cerulli Associates, the number of advisors in the U.S. was essentially flat in 2023 and over the next decade, more than 100,000 advisors – or approximately 37.5% of the industry – plan to retire. With a contracting pool, advisors can be more selective about where they choose to practice. The increased competition for talented advisors means wealth management firms must use cloud technology to stand out. 

The value-add that advisors provide is excellent client service, and intuitive, effective technology that makes the client experience more efficient can help advisors grow their business. The more time advisors dedicate to what matters most to each client, the higher the trust in the relationship. For these reasons, advisors want technology that minimizes administrative work and maximizes time to focus on their value add to clients.   

Wealth management firms that offer a seamless tech experience create less disruption and more opportunities for their advisors.  At the end of the day, technology can be a deciding factor in whether talented advisors stay or leave. 

Common Pitfalls of Technology in Wealth Management  

Legacy systems, clunky workflows, and poor integrations frustrate advisors. For example, a firm uses a PDF-only onboarding form collecting know-your-customer (KYC) information.  The best-case scenario in this PDF-only situation happens when the client receives the form and they’re able to fill it out correctly the first time and return it via email.  

However, this scenario is unlikely and not secure since personally identifiable information (PII) is being passed through the form. More likely is that with a lot of back-and-forth between the advisor and the client, most of the information is collected and manually added into the firm’s systems. 

At this point, no one is happy. Advisors feel that administrative work has cost them important client–facing time. Plus, clients begin the advisor relationship with a frustrating and drawn-out onboarding experience. Wealth management firms risk churning advisors and clients if technology is an impediment to a good client experience.  

Technology Attracts and Retains Talent  

The right technology creates an advantage in attracting and retaining talented advisors.  How can a wealth management firm ensure that it’s using the right technology? 

  • Invest in technology that is API-friendly or has established integrations and is scalable for different advisor workflows.
  • Involve advisors in technology decisions and treat them like internal clients.
  • Communicate clearly how the technology roadmap will improve advisors’ work day-to-day. 

Research has shown that advisor practices that are heavy users of technology are higher–growth practices. Cleary, firms that lead with advisor-friendly technology can gain a strategic edge. 

Smart Communications Helps Develop a Technology Advantage 

Smart Communications helps wealth management firms develop their technology advantage with SmartIQ™, a low-code technology solution that makes automating data collection easy:   

  • Manual forms are transformed into online, mobile-friendly, intuitive interviews to collect data.
  • Data collection is secure and scalable; data becomes a two-way conversation between the advisor and client.
  • Pre-built connectors and a flexible API architecture ensure seamless integration into the existing tech stack. 

SmartIQ offers a digital client experience for complex advisor workflows like client onboarding, annual KYC information collection, and more. What once was a major administrative burden to advisors becomes a competitive advantage to attracting and retaining advisors. Investing in the right technology isn’t just smart infrastructure. It can be the key to unlocking advisor loyalty, performance, and long-term growth. 

To find out how you can leverage cloud tech in wealth management to improve data collection processes and maximize your advisors’ time, request a demo. 

Enhancing Patient Financial Assistance with IXM Solutions: Benefits, ROI, and Impact

By John Zimmerer, VP of Healthcare Marketing at Smart Communications 

In today’s healthcare landscape, improving patient experience and operational efficiency is paramount. Hospitals are increasingly recognizing the need to streamline their financial assistance processes to better serve patients and optimize internal operations. One promising approach is the adoption of Interaction Experience Management (IXM) solutions. This blog post will explore the requirements, benefits, and return on investment (ROI) of implementing an IXM solution for patient financial assistance. 

Interested in learning more about Interaction Experience Management solutions?  
Check this blog out later! 

Understanding the Requirements for an IXM Solution 

To effectively enhance the digital experience for patients applying for financial assistance, an IXM solution must meet several key requirements: 

  1. User-Friendly Interface: The solution should offer an intuitive and accessible interface, enabling patients to easily navigate the application process. This includes mobile compatibility, multilingual support, and clear instructions to accommodate diverse patient populations. 

  1. Integration with Existing Systems: Seamless integration with electronic health records (EHR), billing systems, and patient portals is essential. This ensures a smooth data flow, reduces manual entry, and minimizes errors. 

  1. Security and Compliance: Robust cybersecurity measures are crucial to protect patient data and comply with regulations such as the Health Insurance Portability and Accountability Act (HIPAA). This includes encryption, multi-factor authentication, and regular security audits. 

  1. Automated Eligibility Verification: The system should automatically verify patient eligibility for financial assistance programs, reducing the administrative burden on staff and speeding up the application process. 

  1. Real-Time Status Updates: Providing patients with real-time updates on the status of their applications enhances transparency and reduces anxiety, leading to a better overall experience. 

  1. Analytics and Reporting: Comprehensive analytics and reporting capabilities are necessary to monitor application trends, identify bottlenecks, and measure performance. This data-driven approach helps in continuous improvement of the financial assistance process. 

Desired Business Outcomes 

Implementing an IXM solution for patient financial assistance can lead to several desirable business outcomes: 

  1. Improved Patient Experience: A streamlined application process reduces patient stress and improves satisfaction. This can lead to higher patient retention and loyalty, as patients feel more supported and valued. 

  1. Operational Efficiency: Automation of manual processes reduces the administrative workload, allowing staff to focus on higher-value tasks. This leads to increased productivity and better resource allocation. 

  1. Cost Savings: Reducing the time and resources spent on manual processing can result in significant cost savings. This includes savings from reduced labor costs, decreased paperwork and mailing costs, and lower IT maintenance costs. 

  1. Enhanced Data Security: Implementing advanced cybersecurity measures protects patient data and reduces the risk of breaches, ensuring compliance with regulatory requirements. 

  1. Better Financial Performance: Improved efficiency and patient satisfaction can lead to better financial performance, including reduced bad debt and improved cash flow. 

Calculating Return on Investment (ROI) 

To justify the investment in an IXM solution, it is essential to calculate the ROI. This involves considering both hard operational cost savings and soft benefits. 

  1. Operational Cost Savings: 

  • Reduction in Manual Processing Costs: Calculate the savings from reduced labor costs due to automation. For example, if the hospital currently spends $500,000 annually on manual processing, and automation reduces this by 50%, the savings would be $250,000. 

  • Decrease in Paperwork and Mailing Costs: Estimate the savings from reduced use of paper and postage. If the hospital spends $100,000 annually on these costs, and the IXM solution reduces this by 70%, the savings would be $70,000. 

  • Lower IT Maintenance Costs: Consider the savings from integrating with existing systems and reducing the need for multiple platforms. If the hospital spends $200,000 annually on IT maintenance, and the IXM solution reduces this by 30%, the savings would be $60,000. 

  1. Improved Business Outcomes: 

  • Improved Patient Retention: Quantify the potential increase in patient retention and loyalty, which can lead to higher revenue. For example, if improved patient experience leads to a 5% increase in patient retention, resulting in an additional $500,000 in annual revenue, this should be included in the ROI calculation. 

  • Enhanced Staff Productivity: Estimate the value of increased staff productivity due to reduced administrative workload. If staff productivity increases by 20%, leading to an additional $100,000 in value, this should be factored into the ROI. 

  • Reduced Bad Debt: Calculate the potential reduction in bad debt as a percentage of gross revenue due to more efficient financial assistance processing. If bad debt is currently 5% of gross revenue – let’s say, $1,000,000 – and the IXM solution reduces this by 20%, the savings would be $200,000. 

By summing these savings and benefits, we can calculate the total net financial gains and determine the ROI. For example, if the total net financial gains are $1,180,000 and the investment cost is $500,000, including software, implementation, training, and support, then the ROI would be: 

ROI = ($1,180,000 / $500,000) x 100 = 236% 

Impact on Key Management Performance Indicators (KPIs) 

Implementing an IXM solution can positively impact several key management performance indicators: 

  1. Aging of Accounts Receivables: A more efficient financial assistance process can reduce the aging of accounts receivables by accelerating the approval and payment process. This leads to improved cash flow and reduces financial risk. 

  1. Cost to Collect: Automation and improved efficiency can lower the cost to collect by reducing the resources needed for manual processing and follow-up. This results in significant cost savings and better financial performance. 

  1. Bad Debt as a Percentage of Gross Revenue: By improving the accuracy and speed of financial assistance approvals, the IXM solution can help reduce bad debt as a percentage of gross revenue. This leads to better financial health and sustainability for the hospital. 

Consider SmartIQ™ for Patient Assistance 

Investing in an IXM solution like SmartIQ to enhance the digital experience for patients applying for financial assistance is a strategic move that can yield significant benefits for your hospital system. SmartIQ can streamline the application process, improve patient satisfaction, and enhance operational efficiency. By automating manual processes, you can achieve substantial cost savings and allow your staff to focus on more complex tasks. 

An investment in SmartIQ will pay off through hard operational cost savings and soft benefits such as improved patient experience and staff productivity. Additionally, our solution can positively impact key management performance indicators, including the aging of accounts receivables, cost to collect, and bad debt as a percentage of gross revenue. 

If you’re looking to improve patient experience, operational efficiency, and financial performance while mitigating cybersecurity risks, consider using SmartIQ for patient assistance. By adopting our IXM solution, you can ensure your hospital system remains competitive and continues to provide exceptional care to your patients. 

About the Author 
John Zimmerer is the Vice President of Vertical Marketing, Healthcare at Smart Communications, where he acts as a subject matter expert on the digital transformation of customer communications and data-centric, often form-based workflows. Most recently, John has been researching and writing about improving customer experience in healthcare and is regarded as a thought leader in this area. John has over 20 years of software product marketing experience. His areas of expertise include market research, analyst relations, public relations and digital marketing. 

McKinsey Offers Advice on Upcoming Changes to CMS Star Ratings

By John Zimmerer, VP of Healthcare Marketing at Smart Communications 

In an article (registration required) published August 13, 2024, McKinsey & Company provide an excellent analysis on the upcoming changes to the Centers for Medicare and Medicaid Services (CMS) Star Ratings program.  

In the article linked above, the firm underscores the significance of CMS’s shift toward health outcomes and highlights how member experience will continue to impact scoring. I’ve compiled those insights, what they mean for healthcare payers like you, and how Smart Communications’ solutions can help, in this article below. 

Key Findings from the Report 

The full report is well worth the read, but I’d like to call out a few points that caught my attention. 

I’ve written and presented in the past on the importance that Medicare beneficiaries place on the Star Ratings when choosing a plan. McKinsey has been surveying this population for several years, and noted in the report that Star Ratings, as the most important factor in plan selection, increased from 5% in 2020 to 24% in 2023. They also analyzed plan enrollment data and found that, as of the 2023 plan year, 76% of those enrolled in a Medicare Advantage plan were in plans rated four or more Stars, up 10 percentage points since 2015. Clearly, Star Ratings matter to potential enrollees. 

McKinsey called attention to the fact that, starting in 2025, quality of care and outcomes will be weighted more heavily in CMS Star Ratings. According to their analysis of plans with a high percentage of members in value-based contracts, McKinsey found that providers that do better on HEDIS and CAHPs surveys can be linked to a 0.5 to 1.5 percent reduction in medical loss ratio (MLR). So, focusing on quality should help Medicare Advantage plan members achieve better outcomes and the payers that offer those plans be more profitable. 

And while member experience measures will decline in weighting in rating year 2026, McKinsey pointed out that those measures will still make up a considerable portion of the aggregate Star score. McKinsey advises: “High performance in these competitive measures will continue to be critical to achieving a 4+ Star Rating for the foreseeable future.” 

What Payers Can Do to Improve CMS Star Ratings 

McKinsey suggests that, to help improve quality metrics, payers can strengthen provider relationships by developing digital provider-enablement tools that offer near-real-time member data. They called out that these capabilities will become increasingly critical as clinical Star measures become more time-bound (for example, requiring member-level follow-ups within 30 days after an event). 

They also noted that this year marks the first time in which CMS will collect data to benchmark performance for the Health Equity Index (HEI). As McKinsey puts it: This means that to maximize performance in rating year 2027 (RY2027), payers need to prioritize identifying—and engaging—members with HEI-defined social risk factors now.  

They suggest that two of the important demographics to focus on will be members of dual-eligible special needs plans (D-SNPs) and those eligible for the low-income subsidy (LIS). The article says, “Improving HEDIS scores is important, as their performance will have a greater effect on overall Star Ratings given that the newly introduced HEI is expected to comprise select HEDIS and pharmacy measures. While identifying D-SNP and disabled members from member profiles should be relatively easy, identifying LIS-eligible members could require more effort. CMS estimates up to three million seniors could benefit from this program but are not currently enrolled. To find likely LIS-eligible members, payers can consider claims, socioeconomic data, geospatial data, as well as information from screenings and surveys related to social needs and wellness, among other data types. Beyond current MA members, payers can also zero in on their own commercial or individual plan members who will age into Medicare in the near term.” 

McKinsey also states that, “…member outreach is imperative, and personalizing targeted messages can help ensure necessary actions are taken. Subsequently, tracking how such outreach initiatives affect results is important for reallocating resources away from low-ROI methods.” They suggest that the focus of this outreach should be on recommending that members consider higher-quality yet lower-cost care, and that enhancing member experience to address care gaps and identifying members with social risk factors are important next steps. 

McKinsey closes with this statement, which I’m including verbatim: 

“Investing in automation and other digital technologies such as generative AI is key to improving member experience. For example, automated prior authorization, customer self-service AI chatbots, targeted member messaging, and automated outreach could help plans’ Star performance. 

A Smart Solution for Improving Star Ratings 

Such tools, like The Conversation Cloud™, can also have the added benefit of helping reduce costs, especially administrative expenses. Our analysis indicates that in 2025, MA payers could face administrative and medical cost increases of $50 per member per month (PMPM), driven by increased healthcare utilization and administrative spend, and $30 PMPM revenue impact due to rate declines (Exhibit 3). Administrative efficiencies gained from improved digital tools will help offset these increases and the investments needed to fully integrate Star Rating improvements into the overall MA strategy.” 

The Conversation Cloud fits perfectly with these recommendations. Our solutions can integrate with core systems to provide a highly secure enterprise-wide engagement platform. Specifically: 

  • Payers can use SmartIQ™ to conduct HEDIS and CAHPS surveys.
  • Payers can use SmartIQ to survey and screen members on their social risk factors (SRFs).
  • Payers can use SmartIQ workflows to automate outreach messages to members.
  • Payers can feed data from SmartIQ, core systems, and third-party data sources to send targeted outreach messages to members (e.g., re: LIS eligibility and lower cost options), potentially using SmartCOMM to manage the communications.
  • Payers can use Conversation History as a data source for tracking responses to iteratively improve outreach initiatives.
  • Payers that implement these tools could recognize the cost savings that McKinsey estimates. 

Contact us to learn more about how our software can support your quality improvement efforts.

Improving Patient Engagement: How the Conversation Cloud™ Leads the Way

By John Zimmerer, VP of Healthcare Marketing at Smart Communications 

Digital transformation in healthcare presents a mixed landscape, according to analyst firms IDC, Forrester, and Gartner1. These initiatives aim to enhance customer engagement, streamline processes, and improve patient outcomes, yet, per Gartner, as many as 60% fall short of expectations. 

Gartner points out that many of these efforts result in “optimization” rather than true “transformation”. Genuine digital transformation goes beyond digitizing existing processes – it reinvents them. This often involves transitioning from legacy point solutions to enterprise-wide platforms, typically cloud-native SaaS solutions. 

This blog explores how Smart Communications’ The Conversation Cloud helps providers reinvent patient engagement, forms and communication processes. Our solutions that make up the Conversation Cloud platform provide the convenience, personalization, and the data security your patients desire, while also aiming to increase health equity and improve outcomes. 

The Burden of Forms on Patient Engagement 

Forms are ubiquitous in healthcare, and patients despise them. They find these forms time-consuming, repetitive, and often riddled with irrelevant questions. 

This dissatisfaction affects both your top and bottom lines. A survey of physicians and patients found that: 

 

I would submit that a good chunk of that in-office waiting time is largely due to forms. When visiting a healthcare provider, patients may encounter (and staff are often asked to help with) various forms, including: 

  • Scheduling the appointment
  • Pre-registration and intake
  • Consent to treatment
  • Medical record release authorization
  • Authorization of representative
  • Financial assistance application 

Many providers still rely on paper forms to collect patient information. Scanning and using optical character recognition (OCR) on these forms can be cumbersome and carries the risk of data loss (no OCR program claims 100% accuracy) and breaches, since paper is portable. 

Some providers have moved to fillable PDF or HTML forms, but these often fall short of patient expectations. Patients want forms that pre-fill known information, provide a consistent experience across devices, allow progress to be saved, and ask only relevant questions. 

Our research identified these as top reasons why patients abandon forms. 

Typically, healthcare-related forms are difficult to modify without IT help and are challenging to manage and control. The software used to create forms often lacks integration with core systems or with third-party services (e.g., address verification or e-signature solutions) or has limited functionality. For example, most cannot support multiple parties contributing information, route to multiple signatories, or chain forms together.   

For instance, if a medical release form is being completed on behalf of another person, an appointment of representative forms is also required. Similarly, multiple admission forms may need to be combined into a single digital signing session to streamline the process for the patient and reduce the provider’s e-signature costs.  

Outdated Patient Forms Are a Symptom of a Larger Process Problem 

Forms are always part of a larger process: they collect data for purposes such as informing a treatment plan or managing revenue cycles. 

Examples of these larger processes include: 

  • Admissions
  • Care coordination
  • Referral management 

To truly digitally transform these crucial processes, simply moving to electronic forms is insufficient and only scratches the surface. Beyond the forms, supporting workflows must be built and automated. Additionally, the data gathered needs to be standardized and disseminated to the appropriate systems for reuse. This requires a single enterprise platform that integrates seamlessly with your existing systems, rather than a collection of point solutions. 

SmartIQ™, the forms automation and data collection part of The Conversation Cloud platform, meets all these requirements. 

How You Can Benefit from SmartIQ and Improve Patient Engagement 

  • Decreased abandonment rate. Easy-to-access, simple, and individually relevant forms increase submission rates. 

  • Shortened time to completion. Faster form completion leads to quicker patient care, improved compliance rates, better health outcomes, and shorter revenue cycles.  

  • Elimination of incomplete or inaccurate data. Structured data removes the need for scanning, OCRing, or rekeying forms, reducing the risk of missing or incorrect data. 

  • Lower administrative expenses. Reduced time spent on paperwork and follow-ups makes staff more productive and your organization more profitable. 

  • Improved security and compliance. A secure, HIPAA-certified SaaS platform keeps PII and PHI safe, minimizing risk and reputational damage. 

Loyalty and the Consequences of Poor Patient Communications 

Patient communications—from appointment reminders to treatment summaries and statements—are predominantly handled by the electronic health record (EHR), practice management, or similar health information systems. However, these systems often have gaps or limitations, particularly in handling revenue cycle management communications. 

Our recent healthcare benchmark research found that the importance of healthcare communications continues to increase. Globally, 85% of respondents said that communications are either somewhat or very important to patient experience, up from 81% the previous year. 

However, only 46% of patients rated the healthcare communications they received as very good or excellent. They noted that clarity, accuracy, and timeliness of communications significantly impact their trust in healthcare organizations. 

Alarmingly, 66% of respondents said they would switch providers if the quality of healthcare communications didn’t meet their expectations, up 15% from the previous year. 

Healthcare organizations need to operate efficiently, but this is strained by staffing shortages and a patchwork of point solutions. Gartner, IDC, and others identify technical debt from maintaining legacy solutions as a barrier to operational efficiency. This is driving many healthcare organizations to move to cloud solutions. 

Analyst firms recommend adopting artificial intelligence (AI) to address staffing shortages and productivity challenges. While healthcare organizations have been slow to adopt generative AI (GenAI), 47% of surveyed healthcare consumers see its potential to improve communications, although 66% have concerns about its use. While we provide several AI-powered features, we recommend taking a cautious, considered, and contained approach to leveraging GenAI in your organization. 

SmartCOMM™, the communications management part of The Conversation Cloud, is an ideal solution for managing your dunning letters, payment plans, invoices, and statements. It integrates with health information systems, patient and provider portals, mobile applications, chatbots, and other channels and systems, providing a single platform for managing content and communications. 

How You Can Improve Patient Engagement with SmartCOMM

  • Enhance clarity. Use built-in AI-powered content analysis and enhancement tools to improve the readability of patient communications, increasing compliance and reducing complaints. 

  • Improve accuracy. Integrate with core systems and use simple-to-construct business logic to tailor communications with patient-specific information. 

  • Ensure timeliness. Connect with patient touchpoints to trigger timely communications through preferred channels such as web, email, SMS, or print. 

  • Address equity. Adapt communications to your population’s language, literacy, and ability levels, ensuring compliance with Section 508 and other accessibility standards. 

  • Increase efficiency. Consolidate communications onto a single SaaS solution accessible across your organization, reducing costs and improving efficiency.  

Conclusion 

Turn to Smart Communications as your trusted partner for digitally transforming your patient engagement and communications. Our Conversation Cloud helps refactor your patient forms and rationalize your content, transitioning from managing transaction-driven touchpoints to cultivating ongoing customer conversations. 

It’s Time to Get Smart!

Contact us today to discuss your unique needs or to see a demonstration of how our solutions can help. 

1 U.S. Healthcare Payers 2024 CIO Agenda Insights and Data. Available online.

Report Defines Market for Healthcare Customer Experience Platforms

By John Zimmerer, VP of Healthcare Marketing at Smart Communications 

A recent report entitled ‘The Customer Experience Platforms for Healthcare Landscape, Q2, 2024’ (Forrester Research, Inc., April 30, 2024) provides an excellent overview of the market for member engagement and patient engagement solutions. Additionally, the report identifies 29 notable vendors in the space. Smart Communications was recognized in the report, and I’ve compiled top insights, below. 

The Market, Defined 

Forrester says, “You can use customer experience platforms for healthcare to grow revenue, improve outcomes with sustained engagement, and unlock operational efficiencies.” The report is intended for providers and payers looking for new ways of engaging customers “to drive acquisition, sustain engagement, differentiate their offerings, and (re)establish trust.” 

The authors define the healthcare customer experience (CX) platform market as: 

“Technologies that orchestrate seamless, personalized healthcare experiences at every touchpoint to drive sustained customer engagement that improves customer loyalty and trust.” 

The report defines how healthcare organizations (HCOs) can use customer experience platforms to unlock business value, provides an assessment of the maturity of this rapidly evolving market, and explores the market dynamics driving the market for member engagement and patient engagement solutions. 

Vendors Profiled in the Report 

Forrester segments the healthcare CX platform market in several ways. 

First, the authors bucket the vendors by size based on reported revenue: large ($250 million or more), medium (between $100 million and $250 million), and small (between $10 million and $100 million). Each vendor listing includes geographic focus, industry focus (up to three), and deployment model(s) supported. 

The report then defines “core” use cases of customer acquisition, customer engagement, and customer loyalty and retention and these “extended” use cases: 

  • Care referral coordination
  • Chronic care management
  • Customer activation
  • Customer segmentation
  • Finding care
  • Personalized care journeys
  • Reputation management 

Each vendor was asked to choose the top three extended use cases they support from that list. The report defines the underlying functionality required to support each of the core and extended use cases. 

Here is the list of vendors and the top three use cases each supports: 

A screenshot of a survey from Forrester with a list of CX platform vendors.

A Smart Solution for Member Engagement and Patient Engagement 

The Conversation Cloud from Smart Communications is trusted by payers and providers to establish and increase member engagement and patient engagement. Our solutions can integrate with core systems to provide a highly secure enterprise-wide engagement platform.

Read the report or contact us to learn more about how we support care referral coordination, chronic care management, and customer activation. 

For a limited time, you can download a complimentary copy of the report here. 

 

About the Author 
John Zimmerer is the Vice President of Vertical Marketing, Healthcare at Smart Communications, where he acts as a subject matter expert on the digital transformation of customer communications and data-centric, often form-based workflows. Most recently, John has been researching and writing about improving customer experience in healthcare and is regarded as a thought leader in this area. John has over 20 years of software product marketing experience. His areas of expertise include market research, analyst relations, public relations and digital marketing.