Introducing CareMessage Outreach Insights: Smarter Patient Outreach, for Healthier Communities

You send out a text message to remind hundreds of patients it’s time for their annual wellness visit. Then you outreach to families to connect them with a local food pantry. Lastly, you share vital information about a new flu shot clinic. You hit "send." And then what? Who has changed their number? Did your message resonate more to patients who speak Spanish or English? Most importantly, is what you’re doing actually working?

For years, answering these questions has been a time-consuming, manual process of exporting spreadsheets and wrestling with data. At CareMessage, we believe you deserve better tools. We know that your time is your most precious resource, and your impact is your most important metric. That's why we are thrilled to introduce Outreach Insights, our new, redesigned in-app reporting experience that takes you from numbers to insights.

From Data Overload to Clear Impact

Outreach Insights is a new way to see, understand, and act on the results of your patient communication. We built it to solve the exact problems our partners have shared with us: the challenge of tracking performance, the difficulty of reporting clear ROI to leadership, and the frustration of not knowing why a campaign didn't land as expected.

With Outreach Insights, you can now track delivery, engagement, and opt-out rates across all your campaigns right within the CareMessage platform—no more CSV exports required.

“We heard loud and clear from our partners that while they loved using our Outreach feature, they felt like they were having a hard time understanding performance. Our goal with Outreach Insights was to eliminate that friction. We wanted to build something intuitive, powerful, and self-service, so teams could spend less time pulling data and more time using it to make a difference.”

Jonathan Sendsen, Product Manager at CareMessage.

See Your Work Through a New Lens: The Health Equity View

What makes Outreach Insights truly transformative is its ability to categorize your work through the lens of our Health Equity Pillars. Leveraging our AI categorization, for the first time clinics can see their outreach efforts automatically grouped into Access to Care, Clinical Outcomes, and Social Drivers of Health. As a result, this provides a new opportunity to assess impact into the most critical areas of patient engagement. How many messages about colorectal cancer went out? How many dimensions of SDOH are we covering? Now, you can answer these questions with a few clicks.

This view helps you:

  • Visualize Your Impact: Instantly see how much of your communication is dedicated to each pillar of health equity.
  • Understand Patient Needs: Identify which topics are resonating with your communities.
  • Tell a Powerful Story: Easily download charts and visuals to share with your leadership, board, and funders, demonstrating the comprehensive nature of your work.

“Designing Outreach Insights was about translating complex data into a clear, human-centered story. We focused on creating clean, intuitive visualizations that make insights immediately understandable. Highlighting patient impact was key—because that’s what matters most to both CareMessage and our customers. We wanted clinics to see the dashboard insights and feel a sense of pride and clarity in the incredible, multifaceted work they do every day.”

Alexia Yang, Senior Product Designer at CareMessage

Key Features to Start Exploring Today

Outreach Insights is packed with features designed for your workflow:

  • Aggregate Dashboards: See a high-level overview of your delivery, response, and opt-out rates across all campaigns, as well as detailed volume breakdowns by day, week, and month.
  • Performance by Language: Understand how your messaging performs across different linguistic groups to ensure your outreach is equitable and effective.
  • Campaign Drill-Downs: Dive into a specific campaign to see message-level delivery and response data.
  • Failed Delivery Insights: Quickly identify why messages failed, whether due to a missing phone number, language preference, or previous opt-out, so you can improve your data quality and reach.

Smarter Outreach, for Healthier Communities

At CareMessage, we believe that technology’s greatest purpose is to increase access to care, improve clinical outcomes, and assess social drivers of health. Our analysis shows that in the last 12 months, our partners exchanged one to three million messages in critical areas like behavioral health, nutrition, and financial assistance. Each of those messages is an opportunity to improve the life of a patient in need.

Outreach Insights is our next step in making sure every one of those opportunities counts. By providing you with clear, actionable data, we empower you to refine your strategies, prove your impact, and double down on what works.

Ready to see your impact? Navigate to the "Outreach" section in your CareMessage account and click the new "Insights" tab to get started today! Check out our Help Center article for a detailed walkthrough.

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Special thank you to the amazing CareMessage team members who contributed to the design and development of this new feature: Marco Carvalho, Raya Kuo, Jonathan Sendsen, Luis Valgoi, and Alexia Yang.

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