HealthSeptember 02, 2025

Scaling impact with personalized healthcare for member-centric success

Care management teams can deploy personalized educational content through various methods to tailor member experiences at scale, individually, or related to their utilization.

At a time when patients and members are craving more personalized outreach and tailored healthcare experiences, payer care management teams are positioned at the crossroads for many patients. Their role is not to treat or even recommend a course of treatment, but to offer their members the right tools to understand their next steps, have the most productive conversations with their providers, and then make informed decisions for their own care outcomes and wellbeing.

That requires a careful approach to personalization that balances member-specific customization with privacy concerns and the ability to scale.

When you think about a care manager’s priorities, what you're trying to figure out is how to best help people who are in the process of making an important decision, making them aware of different potential options based on their claims or diagnostic codes and other appropriate factors. There are several ways that tailoring educational content, decision aides, and outreach to a member’s needs can be achieved:

  • Batch outreach for everyone who fits into a certain patient population or meets certain criteria.
  • Individualized content for members who self-select to receive follow-up on a particular condition or treatment option.
  • Tagging content to specific coded conditions or claims.
  • Utilization-based outreach to specific claims or procedures to help improve preparation and outcomes.
  • Education to augment or enhance employer-based incentive health coaching.

Scaling personalization through batch deployment

For more common conditions and care decision scenarios, the ability to send educational materials and programs in batches to population cohorts of members enables care managers to address the need to personalize care and provide a more tailored member experience while still using resources at scale.

Some effective examples of this approach include:

  • Targeting programming that discusses the pros and cons of both colonoscopy procedures and at-home test kits to all members about to turn 50 at low risk for colon cancer to help inform their decision-making.
  • Reaching out to members for awareness around hypertension and understanding the risks associated and potential options available – including medications or lifestyle changes – to help them consider what might be right for them when discussing with their providers.

Individualized education for members who self-select follow-up

In addition to offering useful, pertinent information at scale, the batch approach gives care management teams the ability to initially reach out en masse to their members at risk for a certain condition or recovering from a certain procedure and then offer the opportunity for them to contact their care manager to engage in a more detailed consultation or follow-up with more programming. This way, what started out as a larger-scale communication allows members to self-select into deeper personalization or even one-on-one discussions.

Addressing rising risk through content tagging

To help deliver the most appropriate information to members, care managers can benefit from using content that is tagged to essential metadata in the member’s profile, such as clinical codes related to procedures or diagnostic codes in the claims. While the care manager may have visibility to these codes, educational content solution vendors should have built-in safeguards to help protect against compromising member data privacy.

An example of how this content tailoring might work could be if a patient is having a consultation for knee pain or has been diagnosed with lower back pain. In both cases, there are scenarios in which surgery is the more appropriate option and scenarios in which physical therapy may be all that is warranted. Care managers can give people content tagged to that diagnosis about the different options available and what questions to ask to facilitate that conversation with their doctors.

Utilization management using engagement to improve outcomes

In addition to care management outreach, utilization managers are becoming more involved in sending tailored content to members in an effort to improve the outcomes of decisions already made. In cases where prior authorization has already been approved for a knee surgery or other similar procedure, targeted educational content regarding how to prep for surgery, what to expect before and after surgery, and how to take care of yourself during recovery are proving valuable to optimizing results for members and plans.

These materials also help set member and caregiver expectations for their upcoming procedures or lab tests so that they are better able to manage the overall experience.

The growing influence of employer plan requirements

Becoming more popular and prevalent, incentives or requirements are being added by employers to their benefits plans. For example, members might get a discount on their premiums if they participate in a health assessment or receive a gift if they take part in three wellness coaching sessions. Some specific benefits may even be tied to a required number of meetings with a care manager to discuss different options before authorization is given.

As these kinds of programs are becoming more and more common, delivering targeted educational materials to members at these specific points where they are being directed to engage in order to access benefits can help add value and further personalize the experience, helping members achieve the preset goals.

eBook: The power of personal content journeys

Health plans that are looking to proactively address outcomes should consider how personalized educational content can help members better understand their diagnosis, recommended treatment plans, medications, and overall holistic care journeys.

UpToDate® Consumer Education member content is accessible, diverse, and inclusive, and is designed to align with UpToDate clinical decision support. For health plan organizations, that evidence-based alignment helps create clear communication between providers, care managers, and members that is vital to improving trust and outcomes. Learn more in our eBook, “The power of personalized content journeys.”

Download the eBook by filling out the form below.
Mitch Collier headshot
Technology Product Management Associate Director, Wolters Kluwer Health
Mitch Collier is an experienced software development leader with a demonstrated history of delivering successful solutions in the healthcare industry. Mitch focuses on improving member and patient engagement, optimizing workflows, and leveraging data to better manage population health. With nearly 25 years of experience in digital health, Mitch has specialized in virtual care solutions for health plans, health systems, and large employers.
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