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Field Note No. 009 Before Anyone Calls It Engagement

An employee receives an invitation to a new healthcare benefit.

They create an account, answer a few questions, and download the app.

From an implementation perspective, things are moving along. Another person is onboarded. Another box is checked.

But the employee has not necessarily decided to trust anyone yet.

They have completed a process.

That distinction is easy to miss because one part is straightforward to measure. We can count invitations, registrations, and completed questionnaires.

It is harder to see whether someone feels comfortable asking a clinician a question they have been keeping to themselves.

A person might know exactly how to contact their care team and still hesitate.

They may wonder whether their concern is important enough. Whether they will feel rushed. Whether they will have to explain everything again to someone new.

If the benefit comes through work, they may also have questions about privacy. What does the employer receive? Who can see what? Where does the employment relationship end and the clinical relationship begin?

Those deserve clear answers, not an assumption that everyone already understands.

We often talk about engagement as though the remaining challenge is getting people to click something.

Send another reminder. Change the subject line. Explain the features again.

Sometimes a reminder is useful. People are busy, and benefits information competes with everything else arriving in their inbox.

But sometimes the missing piece is not awareness.

It is confidence in what will happen after they reach out.

A clinician introduction can make a service feel less anonymous. A plain explanation of privacy can address a concern that was never raised aloud. A first conversation where someone feels heard can give the next conversation a different starting point.

None of those moments looks especially impressive on a launch checklist.

They still matter.

This is also why we should be careful about treating every employee who has not used a benefit as someone who needs more persuasion.

Some people already have a clinician they trust. Some do not need care right now. Others may need a better explanation of how the new service fits alongside what they already use.

The point is not to create visits for the sake of a utilization number.

It is to make sure uncertainty, discomfort, or misunderstanding is not standing between someone and care they actually need.

For employers, that means a successful launch is a beginning. It creates the opportunity for a relationship, but it does not complete one.

For those of us delivering care, it means remembering that a person can be fully onboarded in our system and still be deciding how they feel about us.

There is no checkbox for that.

There is the next interaction, and how we handle it.

THE 60%

Field Notes from the Working Majority

FIELD NOTE NO. 009

BEFORE ANYONE CALLS IT ENGAGEMENT