HealthConvos for agencies

How it works

Help patients and clinical research participants find the answers they need to the tough questions they may be afraid to ask.

Bring those experiences to life in seven simple steps.

Get the detailed agency playbook
HealthConvos patient experience showing Greg’s video and suggested questions, including ‘How do I tell the people I love?’
An example of the patient experience

Your workflow.
Our platform and expertise.

HealthConvos includes the tools to coordinate scripts, videos, approvals, and launch. Prefer your own project management system? We’ll work with your process. You have operational flexibility, with HealthConvos staff available to offer expertise as needed.

Here’s the built-in workflow. A module answers patient questions about a specific condition through an integrated experience of video responses, suggested questions, and ongoing stories.

  1. Add a brand

    You

    Create the client you’re working with. Add its logo and colors so patients see its brand.

    Brands → + Add brand

  2. Invite its admin

    You

    The admin approves scripts and videos, and gets the patient links, QR codes, and usage on their own dashboard.

    Open the brand → Team

  3. Send a script

    YouBrand

    Give it a title and attach the PDF. The brand approves it, or asks for changes and you send a new version.

    Open the brand → Scripts

  4. Choose who makes the videos

    YouHealthConvos

    Once the script is approved: upload the videos you filmed, or choose “HealthConvos makes them.” “Not needed” takes it off the list.

    Open the brand → Videos

  5. Approve the videos

    YouBrand

    Videos come to you first. Approve them yourself (final), or send them to the brand to approve. If videos are added later, only the new ones need a look.

    Video approvals

  6. Module is published

    HealthConvos

    HealthConvos reviews and publishes the module, then licenses it to your agency.

    Shows under Modules

  7. Grant it to the brand

    You

    Give the module to the brand. Its patients can start using it, and the brand finds the links on its dashboard.

    Open the brand → + Grant modules

After that

Usage

How patients use each brand’s modules, by month and by module.

Requests

Brands can ask for content changes. A badge on Brands shows what’s waiting for your reply.

Message HealthConvos

Use the note box at the top of the dashboard for questions or to ask for modules.

Activity

Who changed what, for your agency and every brand.

The complete agency playbook

Ready for the details?

Patient Engagement Platform for Agencies walks you through the whole system, with annotated screenshots, team responsibilities, and practical guidance from setup to ongoing usage.

20 pages · PDF · October 2026

Patient Engagement Platform for Agencies — HealthConvos agency playbook

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