Data and Technology Strategies Elevate Payer-Driven Patient Education

Analytics platforms, omnichannel engagement, telehealth, and other technology and data innovations are transforming patient education initiatives within the payer space.

Dr. Cathy Moffitt, a pediatrician with over 15 years of emergency department experience and now Chief Medical Officer at Aetna within CVS Health, emphasizes the crucial role of patient education in empowering individuals to navigate their healthcare journeys. “Education is empowerment; it’s engagement. In my role with Aetna, I continue to see health education as fundamental,” Moffitt explained on an episode of Healthcare Strategies.

Leveraging Data for Targeted Education

At large payers like Aetna, patient education starts with deep data insights. By analyzing member data, payers can identify key opportunities to deliver educational content precisely when members are most receptive. “People are more open to hearing and being educated when they need help right then,” Moffitt said.

Aetna’s Next Best Action initiative, launched in 2018, is one such program that reaches out to members at optimal times, focusing on guiding individuals with specific conditions on the next best steps for their health. By sharing patient education materials in these key moments, Aetna aims to maximize the impact and relevance of its outreach.

Tailoring Education with Demographic Data

Data on member demographics—such as race, ethnicity, gender identity, and zip code—further customizes Aetna’s educational efforts. By incorporating translation services and sensitivity training for customer representatives, Aetna ensures that all communication is accessible and relevant for members from diverse backgrounds. Additionally, having an updated provider directory allows members to connect with healthcare professionals who understand their cultural and linguistic needs, increasing trust and the likelihood of engaging with educational resources.

Technology’s Role in Mental Health and Preventive Care Education

With over 20 years in healthcare, Moffitt observes that patient education has made significant strides in mental health and preventive care, areas where technology has had a transformative impact. In mental health, for example, education has helped reduce stigma, and telemedicine has expanded access. Preventive care education has raised awareness of screenings, vaccines, and wellness visits, with options like home health visits and retail clinics contributing to increased engagement among Aetna’s members.

The Future of Customized, Omnichannel Engagement

Looking ahead, Moffitt envisions even more personalized and seamless engagement through omnichannel solutions, allowing members to receive educational materials via their preferred methods—whether email, text, or phone. “I can’t predict exactly where we’ll be in 10 years, but with the technological commitments we’re making, we’ll continue to meet evolving member demands,” Moffitt added.

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