Engage Members & Equip Teams
Member engagement and care team enablement
Relay ties member communication, outreach and field work to the member record, and trains the people doing the work—with consent and opt-out rules checked before anything is sent.
Who it serves
- Care coordinators and community health workers
- Outreach and marketing teams
- Field staff
- Training and workforce leads
Texting & calling
Texts and calls that stay in the member record
Two-way texting and calling from Relay, with inbound messages matched to the right member and consent and opt-out rules checked on every send.
- Two-way SMS with consent and STOP handling
- Inbound and outbound calling
Outreach & campaigns
Outreach as tracked work
An outreach case for each member you need to reach, every attempt logged, and campaigns whose audiences, sends and results are stored.
- Available: Outreach cases and worklist
- Available: Campaign audiences and results
- SMS campaign sending, which can be turned on
Appointments
Appointments on the member record
Create appointments by type and track their status from the member record. Staff can send a text confirmation or reminder when the member has consented; automatic reminders run once texting and background jobs are enabled.
- Available: Appointment scheduling and status
- Manual text confirmations and reminders
- Automatic reminders, which can be turned on
Self-screening & intake
Let your community start the conversation
A public self-screening link and a community intake page your organization can turn on. Staff review each submission and link it to a member or dismiss it.
- Public self-screening by link
- Community intake page
- Staff review queue
Field & CHW work
Field work that syncs when the signal returns
An installable field app captures proof of delivery—address and delivery photos with location—and queues it offline until the device reconnects. Community health workers record visit notes and safety flags on the member record.
- Available: Field app with offline proof-of-delivery queue
- Available: Proof review queue
- Available: CHW visit notes, safety flags and productivity view
Learning & workforce
Training tied to the work
Role-based learning paths, server-scored practice, a 16-module community health worker program and certificates of completion, in English and Spanish.
- Available: Learning Center and role paths
- Available: Review and publishing of imported lessons
- Available: Relay Academy credential tiers
How it connects to the rest of Relay
- Coordinate Care
Every text, call and outreach attempt lands on the member's timeline.
- Connect Data & Intelligence
Consent records decide who may be texted, called or recorded.
- AI Assistance & Workflow Automation
Drafted replies and call summaries wait for a person to approve them.
See member engagement in Relay
Tell us how you reach members today, and we'll show how texting, calling and outreach work in Relay.
Request a demo