Harborview wants to understand where field staff need support.

Which visits feel comfortable? What would help with the difficult ones? Follow a Sensagram with Rosa, a Community Health Worker eight months into the role.

Illustrative scenario
Harborview Senior Care · fictional employer

9:41

HHarborview

Text Message · SMS
Today

Which visits feel comfortable, and what would help? Share your experience in a confidential check-in.

About 6 minutes. Talk or type.

sensagr.am/your-check-inReply STOP to opt out.

1 / 8

Scroll to follow Rosa’s conversation.

Begin with the person’s work.

Rosa receives a text invitation to share her experience of home visits. She can open the link and answer by voice or text.

Responses are de-identified before the employer sees them.

Start with a measure.

A visit-comfort question gives the team a consistent way to compare experiences. Rosa rates a home that feels unsafe 1 out of 5.

Ask for the story behind the score.

Her rating prompts a question about what happened. The conversation leaves room for her to describe the experience in her own words.

Notice the specific points in her story.

Her answer points to an unclear exit rule and difficulty reaching support.

Explore the support she needed.

The next question follows the visit Rosa described and asks what would have helped in that moment.

Turn the experience into specific needs.

Rosa names the guidance and support that would make a difference.

Provide pre-approved education in real time.

The Help Agent brings approved guidance and a pathway to human support into the same Sensagram.

Optional, after the research questions. Support activity stays separate from research findings.

See whether the guidance landed.

A learning check helps your team see what people understood from the education, with feedback in the same Sensagram.

Try the question on the phone.

Employers receive transcripts rather than voice recordings. Results use groups of at least 5; smaller groups are hidden or combined.

Figure out how pervasive the problem is.

The campaign brings experiences together. The Insight Agent prepares reports for the teams deciding what to do next.

Field readinessCampaign workspace

Insight AgentDraft

Field Readiness Brief

When ending a visit isn’t a clear decision.

47 of 84 community health workers described no clear rule for ending a visit early. Separately, 39 of 141 field staff could not reach anyone after 5 pm. HR and operations can review the approved guidance and support route together.

5 report sections selected

Key takeaways

47 of 84 Community Health Workers described no clear rule for ending a visit early.
39 of 141 field staff could not reach anyone after 5 pm.

Insights

No clear rule for ending a visit47 / 84community health workers
Support after 5 pm39 / 141field staff
High comfort in an unsafe home30 / 84community health workers

Transcripts and quotes

“...and I'm thinking, if I leave, am I abandoning her? Does that count as a missed visit? So I texted my supervisor and didn't hear back, it was almost 5. I ended up staying like 20 minutes longer than I should have, trying to calm things down, and then I said I'd come back Monday and I left.”

Response HV-017 · De-identified transcript

View Rosa’s conversation

Listening reel

Computer-voiced excerpts

“A clear rule. Like, if this happens, you leave, and it counts as a visit, not a miss. And somebody who actually picks up after 5. Just not my supervisor's cell.”

Listening reel option preview. Selected excerpts are read by a computer voice; original staff recordings are not shared.

Suggested next steps

Confirm the approved exit rule and recording practice.
Verify after-hours coverage and the contact route.

Comfort map and numbers by group

Rated comfort 4 or 5 out of 5
Visit situation	CHWs under 6 months	CHWs 6 to 12 months	CHWs 1 to 3 years	CHWs 3+ years	Nurses
Drinking or drug use in the home	29%6 / 21	38%10 / 26	56%15 / 27	70%7 / 10	61%19 / 31
Someone who seems paranoid or is hearing voices	33%7 / 21	46%12 / 26	59%16 / 27	70%7 / 10	58%18 / 31
A home that feels unsafe	19%4 / 21	31%8 / 26	44%12 / 27	60%6 / 10	52%16 / 31

Illustrative campaign. Groups with fewer than 5 people are hidden. Each cell shows its group denominator.

Insight AgentDraft

Field Readiness Brief

A difficult visit. A clear route to support.

47 of 84 community health workers described an unclear exit rule; 39 of 141 field staff could not reach anyone after 5 pm. Review those gaps alongside how a visit ended for safety is recorded.

5 report sections selected

Key takeaways

47 of 84 Community Health Workers described no clear rule for ending a visit early.
39 of 141 field staff could not reach anyone after 5 pm.

Insights

No clear rule for ending a visit47 / 84community health workers
Support after 5 pm39 / 141field staff
High comfort in an unsafe home30 / 84community health workers

Transcripts and quotes

“...and I'm thinking, if I leave, am I abandoning her? Does that count as a missed visit? So I texted my supervisor and didn't hear back, it was almost 5. I ended up staying like 20 minutes longer than I should have, trying to calm things down, and then I said I'd come back Monday and I left.”

Response HV-017 · De-identified transcript

View Rosa’s conversation

Listening reel

Computer-voiced excerpts

“A clear rule. Like, if this happens, you leave, and it counts as a visit, not a miss. And somebody who actually picks up after 5. Just not my supervisor's cell.”

Listening reel option preview. Selected excerpts are read by a computer voice; original staff recordings are not shared.

Suggested next steps

Review how staff record a visit ended for safety.
Confirm who responds after 5 pm and how staff reach them.

Comfort map and numbers by group

Rated comfort 4 or 5 out of 5
Visit situation	CHWs under 6 months	CHWs 6 to 12 months	CHWs 1 to 3 years	CHWs 3+ years	Nurses
Drinking or drug use in the home	29%6 / 21	38%10 / 26	56%15 / 27	70%7 / 10	61%19 / 31
Someone who seems paranoid or is hearing voices	33%7 / 21	46%12 / 26	59%16 / 27	70%7 / 10	58%18 / 31
A home that feels unsafe	19%4 / 21	31%8 / 26	44%12 / 27	60%6 / 10	52%16 / 31

Illustrative campaign. Groups with fewer than 5 people are hidden. Each cell shows its group denominator.

Insight AgentDraft

Field Readiness Brief

Prepare for the visits that test the guidance.

47 of 84 community health workers described no clear exit rule. In the same role group, 30 rated their comfort in an unsafe home 4 or 5 out of 5. Explore both high and low ratings before deciding what practice or guidance is needed.

5 report sections selected

Key takeaways

47 of 84 Community Health Workers described no clear rule for ending a visit early.
39 of 141 field staff could not reach anyone after 5 pm.

Insights

No clear rule for ending a visit47 / 84community health workers
Support after 5 pm39 / 141field staff
High comfort in an unsafe home30 / 84community health workers

Transcripts and quotes

“...and I'm thinking, if I leave, am I abandoning her? Does that count as a missed visit? So I texted my supervisor and didn't hear back, it was almost 5. I ended up staying like 20 minutes longer than I should have, trying to calm things down, and then I said I'd come back Monday and I left.”

Response HV-017 · De-identified transcript

View Rosa’s conversation

Listening reel

Computer-voiced excerpts

“A clear rule. Like, if this happens, you leave, and it counts as a visit, not a miss. And somebody who actually picks up after 5. Just not my supervisor's cell.”

Listening reel option preview. Selected excerpts are read by a computer voice; original staff recordings are not shared.

Suggested next steps

Use an unsafe-visit scenario to practice finding the approved exit rule.
Explore both high and low comfort ratings before deciding what training is needed.

Comfort map and numbers by group

Rated comfort 4 or 5 out of 5
Visit situation	CHWs under 6 months	CHWs 6 to 12 months	CHWs 1 to 3 years	CHWs 3+ years	Nurses
Drinking or drug use in the home	29%6 / 21	38%10 / 26	56%15 / 27	70%7 / 10	61%19 / 31
Someone who seems paranoid or is hearing voices	33%7 / 21	46%12 / 26	59%16 / 27	70%7 / 10	58%18 / 31
A home that feels unsafe	19%4 / 21	31%8 / 26	44%12 / 27	60%6 / 10	52%16 / 31

Illustrative campaign. Groups with fewer than 5 people are hidden. Each cell shows its group denominator.

Report preview · continues below

Put the findings to work.

Field readiness · Source findings

Built from the campaign findings.

47 / 84CHWs · no clear exit rule 39 / 141Field staff · support after 5 pm

Policy Agent

Proposed

Illustrative edit · for review

Ending a visit
for safety.

~~Use the current field guide.~~If you feel unsafe during a visit, follow [approved exit procedure].

Record the visit as [approved visit status].

~~Contact your supervisor.~~Contact [verified support route]. If there is no response, use [approved escalation route].

From the finding47 / 84 CHWsNo clear exit rule

Next · HR & Field Operations review

Training Agent

Drafted

Field readiness1 / 6

Learning set

When a visit feels unsafe.

A short learning set built around the approved field guide and support procedure.

6 learning cards

Learning Team reviews

Communication Agent

Approved

From: HR Communications
To: Field staff

Subject

Clearer guidance for difficult visits

You told us that the rule for ending a visit and the route to support after hours were unclear. HR and Field Operations reviewed the guidance and the contact route.

The exit rule and visit-recording instructions.
The current field guide.
The after-hours support contact and coverage hours.

HR Communications
Harborview

Next · HR Communications distributes

Sensagram Pulse Agent

Drafted · Not scheduled

Show people what changed and find out whether it helped.

The Pulse Agent drafts a follow-up Sensagram that shows staff how their responses led to changes, then checks whether those changes had the intended impact.

Original findingsUnclear exit rules.
Hard-to-reach support.

1
In the past week, have you had a visit where you felt unsafe?Yes / No
2
How confident do you feel about how to reach someone for help after hours?

Start with a question your team needs to answer.

Request a walkthrough

Harborview wants to understand where field staff need support.

How comfortable do you feel with each of these visits?

You rated an 'unsafe home' lowest. Can you tell me about a recent visit where that came up?

In that moment, what would have helped?

Support for yournext visit.

Ending adifficult visit.

Reach a person.

Begin with the person’s work.

Start with a measure.

Ask for the story behind the score.

Notice the specific points in her story.

Explore the support she needed.

Turn the experience into specific needs.

Provide pre-approved education in real time.

See whether the guidance landed.

Figure out how pervasive the problem is.

When ending a visit isn’t a clear decision.

Key takeaways

Insights

Transcripts and quotes

Listening reel

Suggested next steps

Comfort map and numbers by group

A difficult visit. A clear route to support.

Key takeaways

Insights

Transcripts and quotes

Listening reel

Suggested next steps

Comfort map and numbers by group

Prepare for the visits that test the guidance.

Key takeaways

Insights

Transcripts and quotes

Listening reel

Suggested next steps

Comfort map and numbers by group

Put the findings to work.

Built from the campaign findings.

Policy Agent

Ending a visitfor safety.

Training Agent

When a visit feels unsafe.

Communication Agent

Clearer guidance for difficult visits

Sensagram Pulse Agent

Show people what changed and find out whether it helped.

Start with a question your team needs to answer.

Support for your
next visit.

Ending a
difficult visit.

Ending a visit
for safety.