Campaign head start · Sep 23 working session

Healthcare star ratings and Queue Optimizer.

One story, two tracks, timed to the CMS release. A head start for the group to shape: the chain from queue to rating, who owns it in each account, a starting draft of the sequence, and the path to an October launch.

ForCheryl, Sierra, Carter, Naveen, Nate
Pairs withThe customer side
As ofSep 21, 2026
ByDallas Andrews, GTM Engineering
In one screen
  • The story. A service queue that slips on a busy day turns into a measure, the measure turns into a rating, and the rating turns into money. Queue Optimizer is the layer that catches the slip before it happens. That chain holds for health plans and for health systems, and it runs through a different program for each, so the campaign reads best as one story with two tracks.
  • The moment. CMS posts the 2027 Medicare Advantage Star Ratings in early October (last year it was October 9, six days before open enrollment). The October refresh job is already watching for it daily and turns the release into each plan's own movement the same week.
  • The offer. Queue Optimizer reaches beta mid Q4 2026 and GA in Q1 2027 per the Product roadmap deck, so the honest ask in every touch is a pilot conversation.
  • In hand today. The 2026 Stars universe (98 parents, 32 Tier A and B), three Stars campaigns staged in lemlist with Nate as sender, the October refresh runbook, the Queue Optimizer sales kit page, the Cleveland Clinic account plan with Inger, and a starting draft of the sequence below for Cheryl and Sierra to reshape.
01

One story, two tracks

Health plans (Medicare Advantage)Health systems (Cleveland Clinic and peers)
The ratingCMS Part C and D Star Ratings, 2027 ratings post early OctoberCMS Overall Hospital Star Rating, plus the ambulatory CAHPS surveys and the quality terms in Medicare Advantage risk contracts
Where the queue shows upComplaints about the plan, members choosing to leave, the CAHPS customer service score. All three are live in the 2027 ratings. CMS also holds plan call centers to a two minute average hold and a five percent disconnect rate, checked by secret shopper every quarterThe ambulatory CAHPS survey asks patients how often they got an appointment and an answer as soon as they needed. HFMA sets the access center benchmark at under five percent abandoned calls, and its 2024 survey average sat just above that
The moneyFour stars or better earns the five percent benchmark bonus and a larger rebate share. KFF puts the 2026 bonus program above $13BPatient experience is about a quarter of the Hospital Value Based Purchasing score, funded by a two percent payment withhold. Systems carrying Medicare Advantage risk also share in the plan's star performance
The line to keepQueue performance feeds measures CMS scores and pays onThe hospital star rating is built on the inpatient HCAHPS survey and has no phone or queue measure. The provider story runs through access, ambulatory experience scores and risk contracts
Who feels itStars and Quality, Member Services, Medicare financePatient Access, Patient Experience, Population Health and value based care

Cleveland Clinic sits in the second column with one addition: it took on Medicare Advantage delegated risk agreements in January 2025 and runs a co-branded plan with Aetna, so plan star measures now reach its own revenue. Which program Cleveland Clinic has in mind when it says star ratings is the first thread below.

Sources: CMS CY2027 final rule fact sheet (Apr 2 2026), CMS 2027 Star Ratings measures list, 42 CFR 422.111(h), KFF 2026 quality bonus analysis, CMS Overall Hospital Star Rating 2026 methodology, AHRQ CG-CAHPS, HFMA patient access KPIs, Becker's coverage of Cleveland Clinic 2025 results.

02

Who owns star ratings

SeatHealth plansHealth systems
Owns the ratingVP or SVP Stars and Quality, Chief Medicare OfficerChief Quality Officer, Chief Safety, Quality and Experience Officer
Owns the experience scoreVP Member Experience, CAHPS program leadChief Patient Experience Officer
Owns the queueVP Member Services, Director Contact Center Operations, WFM leadExecutive Director Patient Access or Access to Care, Director Access Optimization, Director Call Center Operations
Owns the moneyMedicare CFO, VP Medicare FinanceVP Population Health or Value Based Care, managed care contracting, revenue cycle

How the target list gets its owners, in order:

  1. Split the list into current customers and net-new, and into plans and systems. Customers hear this through their account manager's plan. Net-new goes through the customer exclusion gate before any load.
  2. Salesforce-known contacts first through Clay Audiences, at zero credits. For Cleveland Clinic that already surfaces the Access to Care, Access Optimization and Call Center Operations seats.
  3. Clay people search by the seats above for every gap, then Enrich Person to confirm each name is current in the role. Titles in Salesforce age, and the experience seat at Cleveland Clinic is one that needs a fresh read.
  4. Each account ends with a rating owner, a queue owner and a money owner, so two people in one account never get the same angle.
03

The three laws, applied to this relaunch

Unique insight wins. Every vendor emails a plan about Stars in October. What only we can send is the plan's own 2027 movement on the service measures, computed at parent level from the CMS file within 48 hours of release, next to the queue layer that acts on it. For customers the unique piece is stronger: their own Intradiem usage data beside their own measures.

Every advantage decays. Last year's hook has an expiry date. CMS finalized removing the call center interpreter and TTY measures starting with the 2028 ratings, so the 2027 release is the last one that counts them, and the copy moves to the measures that stay. The release-week window is just as perishable: by November the inbox is full of Stars notes.

Iteration speed beats decay. Two variants on every Email 1, a first read on replies inside a week, swaps made wave by wave. The refresh job, the Clay tables and the lemlist drafts give us a head start here: a new angle becomes a same-day change, and the loop keeps getting tighter as we run it.

04

Starting draft of the sequence

A starting draft for Cheryl and Sierra to reshape. It follows the Sep 3 doctrine shape (three emails, two LinkedIn touches, one question per message, no calendar ask in Email 1). The Back Office Optimizer framework ran five emails and three LinkedIn touches, and extending to that shape is an easy add once the direction is set. Tokens in double braces fill from the CMS release and the Clay table.

Track A, health plans. Cadence: Email 1 in release week, LinkedIn connect day 2, Email 2 day 4, LinkedIn message day 7, Email 3 day 11.

Email 1. Subject: {{plan_name}} and the 2027 stars

Hi {{firstName}},

CMS posted the 2027 Star Ratings {{release_day}}, and {{plan_name}}'s book looks to have landed near {{stars_2027}}. You'll know the exact picture better than I do.

The service side of that number gets made on the days call volume runs past the forecast.

That's what Intradiem works on. Our new Queue Optimizer sits on top of the ACD and WFM you already run, watches every queue against its service level target, and recommends the agent moves before a queue slips, with your team approving them.

It reaches beta this quarter. Worth a conversation on what a pilot across your member services queues could look like?

Nathan

LinkedIn connect note (day 2).

Hi {{firstName}}, sent you a note by email about {{plan_name}}'s 2027 stars and the service side of the number. Thought this might be a quicker way to connect. Nathan

Email 2 (day 4, reply in thread).

{{firstName}}, one more angle. Open enrollment starts October 15, the stretch when member services queues carry the most volume and the two minute hold standard is hardest to keep.

Humana has run Intradiem since 2020 and has it on the record: handle time down 45 seconds and a 7X return five years in. Queue Optimizer is new, so it has no numbers of its own yet. A pilot is how it earns them, on your queues and your targets.

How is your team covering the enrollment peaks today?

Nathan

LinkedIn message (day 7).

Thanks for connecting, {{firstName}}. The short version of my note: the service side of {{plan_name}}'s 2027 stars gets made on the days volume beats the forecast. Intradiem's new Queue Optimizer flags the queues about to slip and recommends the agent moves before they do, on top of the ACD and WFM you run. Worth a conversation on what a pilot across your member services queues would need?

Email 3 (day 11, breakup).

{{firstName}}, I'll leave it here. If the 2027 numbers put the service measures back on your desk before the measurement year closes, that's the moment to pick this up. Hope open enrollment runs smoothly for the team.

Nathan

Track B, health systems. Same cadence, no release-day dependency.

Email 1. Subject: the phone side of access

Hi {{firstName}},

HFMA sets the access center bar at under five percent of calls abandoned, and its 2024 survey put the average just above it.

That's the gap Intradiem works on. Our new Queue Optimizer runs on top of your phone system and WFM, tracks each scheduling queue against its target, and flags the agent move before a queue slips. Your team approves each one.

It reaches beta this quarter. Worth a conversation on how {{company}} covers the peak days now?

Nathan

LinkedIn connect note (day 2).

Hi {{firstName}}, I emailed you about the phone side of patient access at {{company}}. Connecting here in case it's the easier place to pick it up. Nathan

Email 2 (day 4, reply in thread).

{{firstName}}, one more angle. The CAHPS surveys your medical groups field ask patients how often they got an appointment and an answer as soon as they needed. That score gets made in the scheduling queue.

Humana has run Intradiem since 2020 and has it on the record: handle time down 45 seconds. Queue Optimizer is new, so its own numbers will come from pilots.

Is the access queue on the agenda for your experience and quality teams this year?

Nathan

LinkedIn message (day 7).

Good to be connected, {{firstName}}. I wrote to you about the phone side of access: patients feel the scheduling queue before anything else, and the experience surveys ask about it directly. Intradiem's new Queue Optimizer tracks each scheduling queue against its target and flags the move before one slips. It reaches beta this quarter. Open to a conversation on what a pilot on your scheduling queues would need?

Email 3 (day 11, breakup).

{{firstName}}, last note from me. If the phone side of access moves up the list when next year's plans get set, I'd be glad to pick this back up. Hope the scheduling lines hold steady through the fall.

Nathan

Current healthcare customers

No cold sequence. Customers get this as content their account team carries: a one page piece per track with the chain above, the two days comparison from the Queue Optimizer deck, and the pilot as the next step. For Cleveland Clinic it lands in the marketing lane of the account plan Inger already runs, and the sponsor conversation stays with Amy and Inger.

05

Path to an October launch

  1. This week. Direction on the two tracks and the sequence shape. The target list split by customer or net-new and by plan or system.
  2. Sep 28 to Oct 2. Owners identified per account in the order above. Customer exclusion gate run on the net-new lane. Copy through the eight line check. lemlist campaigns staged as drafts with the send gate closed. Nate reads every step.
  3. Release day (early October). The refresh job turns the CMS file into each plan's 2027 movement and the tokens fill. One final gate check on real rows, then Track A launches inside 48 hours on Naveen's and Nate's go. Track B has no release dependency and can start the same week.
  4. Week two. First read on replies, variant swaps, the wait for October accounts from earlier waves get their own movement as promised.
06

Threads to shape together

  • Which star program is on Cleveland Clinic's mind: the hospital rating, its Medicare Advantage risk agreements, or the Aetna co-brand? Mary Ann or Inger will know, and it decides the provider story.
  • The target list: which accounts are on it, how many are current customers, and how many are plans versus systems? That sets the size of each lane.
  • The pilot offer: Product has not published beta terms for Queue Optimizer yet. What can a touch promise beyond a conversation?
  • Proof: Queue Optimizer has no customer result yet, so the draft keeps Humana's platform results clearly apart from it and says plainly that Queue Optimizer's own numbers come from pilots. Is there a healthcare provider story marketing would clear by name?
  • Sequence shape: three emails and two LinkedIn touches as drafted, or the five and three shape from the Back Office Optimizer framework?
  • Lander and tracking: the same Pardot redirect setup Sierra built for back office, one link per track from Email 2 onward?
  • Sender and capacity: Nate as sender again, and which warmed mailboxes carry the October volume?
Campaign head start · Sep 23 working session

Healthcare star ratings and Queue Optimizer.

CMS release · early OctoberOne story, two tracks
The story

A queue that slips becomes money.

01Queue 02Measure 03Rating 04Money Illustration, not data
One story

Two tracks, one chain.

Health plansQueue performance feeds measures CMS scores and pays on. Stars and Quality, Member Services, Medicare finance.
Health systemsThe hospital star rating has no phone or queue measure. The story runs through access, ambulatory experience scores and risk contracts.
Timing

The release is the launch.

CMS release windowEarly October. Last year it was Oct 9. OCT 1OCT 15OCT 31 Open enrollment opens Track A launches inside 48 hours of the file Illustration. The release date rests on precedent.
Queue Optimizer · Product roadmap deck

Every touch asks for a pilot conversation.

NowPilot conversationThe ask in every touch.
Mid Q4 2026BetaQueue Optimizer is new, so it has no numbers of its own yet. A pilot is how it earns them.
Q1 2027GABeta terms are a thread for Product.
The three laws, applied

Unique, perishable, fast.

Unique insight winsThe plan's own 2027 movement on the service measures, from the CMS file within 48 hours of release.
Every advantage decaysThe interpreter and TTY measures leave with the 2028 ratings. Copy moves to the measures that stay.
Iteration speed beats decayTwo variants on every Email 1, a first read inside a week, swaps wave by wave.
Three owners per account, three angles

Who owns star ratings.

The ratingVP or SVP Stars and Quality. Chief Quality Officer at a system.
The experience scoreVP Member Experience. Chief Patient Experience Officer.
The queueVP Member Services, contact center and WFM leads. Patient Access.
The moneyMedicare CFO. Population Health and value based care.
Path to an October launch

Four steps, gate closed until the go.

Threads

To shape together.

Intradiem · Stars relaunch