HRA Implementation Guide | Release 1.0 | April 2014

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VERSION 3.2.1 - APRIL 2014

HEALTH RISK ASSESSMENT

IMPLEMENTATION GUIDE

Confidential: The contents of this document are confidential and intended solely for the recipient. Reproduction of, or forwarding to anyone not directly sent or given permission to view this document is strictly forbidden.


“GOOD HEALTH AND GOOD SENSE ARE TWO OF LIFE’S GREATEST BLESSINGS.”

— PUBLILIUS SYRUS


CONTENT 04 Employer Group Variance 05 Available Format 05 Availability, Delivery & Language Support 07 Biometric Data 08 Structure 09 Completion Incentive 09 Participation Options 09 Available Reports 13 Delivery Options 15 Contact Us

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LET’S BEGIN

HRA

V3.2.1 HEALTH RISK ASSESSMENT IMPLEMENTATION GUIDE Deployment of the Health Risk Assessment module is designed to allow flexibility between employer groups. The purpose of this document is to outline each available option. This module may be selected as a standalone component or offered in conjunction with other Meliora Modules.

Employer Group Variance Each employer group is able to configure Health Risk Assessment (HRA) deployment to meet their individual needs. It is not necessary for all employer groups under one reseller to maintain the same configuration.

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Available Formats The HRA is available in 2 basic formats, Long Form and Short Form and may be delivered online or paper based. Employer groups can deliver both long and short forms to the same population or subgroup and can switch between long and short forms from year to year. Aggregate reports support both versions within the same population and time period. Format 1. Long Form

The long form assesses current health, including lifestyle behaviors, biometrics,

health status and compliance with recommended preventive health screenings;

chronic conditions; future disease risk, and workplace productivity. 2. Short Form The short form delivers all the functionality required to assess current health, including biometrics, but omits chronic and future disease risk assessments and workplace productivity. The shorter format facilitates completion by populations with low literacy and reduces processing costs of paper assessments.

Availability, Delivery & Language Support This Module can be delivered in both long and short form to the same population or subgroup and can switch between long and short forms year to year. Availability The HRA open and close dates are determined by the employer group. Possible Examples:

1. Full Year (The HRA would be available for the entire Wellness Plan Year)

Open Date: January 1, 2014

Close Date: December 31, 2014 2. Partial Year (The HRA would be available for a portion of the Wellness Plan Year)

Open Date: January 1, 2014

Close Date: March 31, 2014

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Delivery There are several delivery functionalities and options to be considered prior to deployment.

Online or Paper Based (Paper version is not yet available in version 3.2.1)

The primary delivery target is online. A paper-based version of the questionnaire is

also supported, with functions to batch load data from paper forms into the central

database for assessment and reporting. The paper version is completed using bubble

forms in English or Spanish which support standard scanning technologies.

Biometric & Laboratory Results

Results from biometric screenings and laboratory tests many be entered into the HRA

questionnaire by the user. In addition, functions are provided to allow results to be:

• Entered/updated by a health coach

• Entered/ updated by a site administrator

• Batch/loaded from a file

Process Mode

Process Model determines what happens immediately after a participant has

completed all HRA questions and the required timing of biometric and laboratory

results entry into an HRA.

Employer groups electing the Meliora Coaching Module and Meliora HRA Module will

have a Submit/Lock (SL) process model. Employer groups not electing the Meliora

Coaching Module will have a Lock (L) process model.

Completed HRAs will have a status of submitted or locked.

• A submitted HRA may still be updated/changed by the participant.

• A locked HRA is no longer available to be updated/changed by the participant.

A submitted HRA will transition to a locked HRA in one of the following ways:

1. Biometric/lab results are loaded into the Meliora system

• Biometric results dated 120 days prior or 120 after the participant HRA start date can be loaded

into an HRA.

• It takes approximately 24 hours for biometric/lab results loaded in to the Meliora system to be reflected in an HRA and for the HRA to lock.

2. 60 days have passed since the participants HRA Start Date

• If no biometric/lab results are loaded into an HRA within 120 days of the

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participant HRA start date, the HRA will lock.


3. A wellness coach manually locks the HRA

• A wellness coach may edit, lock or unlock and HRA at any point in time.

4. The employer group process model is lock

• Upon completing all HRA questions participants will be asked if they would like

to lock their HRA and alerted that once an HRA is locked question responses

may no longer be changed.

Language Support The HRA questionnaire and participant reports are available in English and Spanish. Both versions use the same data elements, providing a single database for aggregate reporting and review by health coaches.

Biometric Data There are a variety of options regarding the impact of loading biometric data in to an HRA Biometric Data Minimum Requirements Loading biometric data will lock the HRA for participants/employer groups with a process model of Submit/Lock. 1. The default minimum requirements for biometric values to lock an HRA are glucose and total cholesterol. Biometric Value Inclusion Based on the list below each employer group has the ability to determine what values will be loaded into an HRA. Electing not to include a biometric value will remove the value from the HRA and any ability to enter/track the value. Note: Glucose and total cholesterol are required to lock an HRA with biometrics. Available options are as follows:

Height, Weight, Waist, Hip, Body fat, Neck, Blood pressure, Total cholesterol, HDL

cholesterol, LDL cholesterol, Triglycerides, Fasting/no-Fasting glucose, A1c (non-

diabetic or diabetic), PSA, Cotinine

Self-Reported Data Each employer group has the option to accept or deny self-reported biometric values. Allowing self-reported data allows the user to enter biometric values into their HRA. Any verified biometric data loaded into an HRA will override all self-reported data.

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Don’t Know Data

To progress to the next page of questions, all questions on the current page must be

answered. The Don’t Know option allows the user to select. Don’t Know for any given

biometric value and progress to the next page of questions. Example Self-Reported Data & Don’t Know

If the option to allow self-reported data has been enabled, the user is not able

to progress to the next page of HRA questions without providing all biometric

values. Enabling the Don’t Know function allows the user to progress to the next

page of HRA questions without entering all biometric values.

Auto Generated Health Risk Assessment

This option allows an HRA to be created when biometric values are loaded.

Structure The HRA uses evidence based treatment guidelines and disease-risk models from recognized organizations such as the National Institutes of Health and US Prevention Services Task Force to assess participants for current and future health risks. These evidence-based guidelines and models have been developed by independent panels of experts that systematically review the evidence of effectiveness and develop recommendations. Individual Risk Factors Each participant is presented with an assessment of the following individual risk factors: .

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LIFESTYLE BEHAVIORS

BIOMETRICS & LAB RESULTS

PREVENTIVE SCREENINGS

Nutrition Activity Alcohol Tobacco Substance Abuse Stress Motor Vehicle Safety

Weight Waist Circumference Waist to Hip Ratio Body Fat Blood Pressure Total Cholesterol LDL Cholesterol HDL Cholesterol Triglycerides Fasting PSA*Men Only

Physical Examination Blood Pressure Cholesterol* Colonoscopy* Pap Smear* Mammogram* Breast Exam* Flu Shot

*Based on age and gender


CHRONIC CONDITIONS* Arthritis Asthma Back Pain COPD Depression Diabetes Heart Disease Heart Failure Hypertension

FUTURE DISEASE RISK* Arthritis Back Pain Breast Cancer Colorectal Cancer Lung Cancer Skin Cancer COPD Depression Diabetes Heart Disease Heart Failure Hypertension

WORKPLACE PRODUCTIVITY* Self-reported Absenteeism Self-reported Presenteeism

*Available on long form ONLY

Completion Time The Long Form HRA should take between 15 and 20 minutes to complete. The Short Form HRA should take between 10 and 15 minutes to complete.

Completion Incentive This Module may be offered with or without a completion incentive. There is not a set completion incentive, each employer group may select the completion incentive.

Participation Options Participants will be able to complete an HRA based on the Open and Close Dates determined by the employer group.

Available Reports HRA completion will generate reports for both the individual and program administrator. Participant Reports Two reports are available for reporting individual participant data -- the user report and the provider report. These reports are available for each health risk assessment questionnaire

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started. The long- and short-form HRA generate the same participant reports, but the shortform reports do not include any information related to chronic conditions or future disease risk. Participants completing the HRA questionnaire in Spanish will receive a User Report in Spanish. The provider report is always delivered in English. A. User Report

The user report is a personalized report designed for the program participant or

participant. This report details the participant’s health risks and lifestyle behaviors,

together with recommended actions for health improvement. The User Report is

available in HTML for delivery to the screen, as a PDF optimized for printing. 1. Summary Chart

The first part of the report contains a summary table that assesses

the participant’s modifiable risk factors, compliance with recommended

preventive screenings, disease severity and control (for participants with

one or more selected chronic conditions), and future disease risk. The

first section provides summary results, listing a Wellness Score (calculated from

16 modifiable risk factors), Chronic Conditions Impact (if applicable), and

Future Disease Risk.

High risks are shown in red, moderate risks in yellow, and healthy behaviors/

low risks in green. Assessments that cannot be calculated because of

missing data or unknown result are shown in blue. The results of the current

HRA questionnaire are compared to the results of the two previous

questionnaires to show progress over time.

In the online (HTML) version of the report, links are provided within the

summary table to take the user directly to the associated results and

recommendations section.

2. Results and Recommendations

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The second part of the report contains detailed results and recommended

actions for health improvement. This section follows the same order

as the summary table. The results and recommendations section

is highly personalized based on the participant’s assessed health

risks, readiness to change, and responses to individual questions with

the HRA. The report length varies with the age, gender, and health risks of the


participant, but is typically 12-13 pages in the PDF version for the long-form HRA

and 5-6 pages for the short-form.

The results and recommendations section is written in accordance with a Flesch-

Kincaid Grade Level score of 8th grade. The report follows current medical and

health guidelines developed by organizations such as the National Institutes

of Health, the Center for Disease Control and Prevention, the American

Heart Association.

The online (HTML) version of the report supports up to two links within each

subsection of the report to provide the user with direct access to further

information related to the subsection topic. These links are controlled

by an XML file for each HRA configuration. The default XML file provides links

to publicly available web sites from organizations such as the National Institutes

of Health and the American Heart Association. One or more client-specific links

files can be created to access client resources.

Provider Reports

The provider report is designed to give health care providers easy access to the results

of the health risk assessment. The report summarizes the participant’s health risks and

lifestyle behaviors in tabular format

The Provider Report is available as a PDF optimized for printing and in XML format

through web services. The report length varies with the age, gender, and health risks of

the participant, but is typically 2 pages. Administrator Reports

A variety of administrator reports are available to assist with employer group

administration and outcome reporting. 1. HRA Management Reports

Management reports assist program managers with program administration. a.

HRAs by Date

The HRAs by Date report summarizes HRA participation and status for a

selected date range, categorizing HRAs as Started, Submitted or Locked.

The report is delivered as an Excel data table and PDF bar chart.

b.

HRA Listing

The HRA Listing generates a report in Excel format that provides

information about each participant that has started an HRA and

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c.

the status of each HRA. HRA Results

The HRA Results Report provide three presentations of HRA data, each in

Excel format. 4.

5.

6.

1. The Biometrics Results Reports list actual values reported

for body measurements and laboratory tests. The data

is color coded, with self-reported data in red and

data from all other sources (batch loaded, entered

by administrator or health coach) in green. Two reports

are provided, one listing data in Lbs, Ft, Inches and

the other in Kgs Meters.

2. The Lifestyle Readiness to Change Results Report lists

the lifestyle assessment and the readiness-to-change

result for five lifestyle behaviors.

3.

HRA Aggregate Reports

2. HRA Aggregate Reports

HRA Aggregate reports combine results from many HRAs. These reports allow

site administrators to profile a population to determine key health risks and to

measure program outcomes over time.

The HRA database supports aggregate reporting where data has been collected

through multiple questionnaires, including:

• The Spanish language questionnaire.

• The long-form and short-form questionnaires.

• Historical HRA data loaded from third-party vendors.

The number of HRAs assessed is included in each section of a report to provide

meaningful comparisons where all assessments may not be present.

NOTE: Reports do not mask results for small population subgroups as the

reports may be required for internal purposes in addition to being shared

with end clients. Site administrators should determine what level of data

can be shared with end clients where low population size may create privacy

issues. a.

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HRA Population Reports

The HRA Population Reports provide a summary of risk factors for a

selected population at a given time. The HRA Population Reports include


an additional selection page that allows definition of the date range and

HRAs to be reported, together with entry of the total participants in the

population (used for calculating participation rates).

• The Health Risk Summary Report provides a tabular analysis of the

risk factors for a selected population at a given time and is delivered in

Excel format.

• The Population Health Risk Report includes bar charts, data tables, and b.

a narrative explanation of health risks and is delivered as a PDF. HRA Population Trend Reports

The HRA Population Trend Reports compare risk factors for a given

population for two time periods and can be used to measure program

outcomes over time. The reports can be generated for two different data

sets. • The population option includes HRAs for all participants in each time

period, and shows how the risk profile of the group has changed over

time.

• The cohort option includes HRAs for participants with HRAs in both

time periods, allowing the impact of the program on participants to be

measured.

The HRA Population Trend Reports include an additional selection page

that allows definition of the date ranges for each time period and the

HRAs to be reported, together with entry of the total participants in the

population (used for calculating participation rates).

Delivery Option / User Report

The User Report is displayed to the participant on the screen in HTML format. Links within the user report page provide access to the PDF version of the User Report and also to the PDF version of the Provider Report..

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CONTACT

MELIORA TECHNOLOGY

CORPORATE OFFICE 600 West 6th Street Suite 150 Fort Worth, Tx 76102 Phone 877 282 3044

Meliora Technology is the industry’s premier provider of technology solutions for workplace health management programs, including the development and implementation of customized, web based health management software. We also offer a wide range of tools and services that streamline the benefits administration process, including an online benefits enrollment and administration system, EDI data exchange, error resolution and more.

Fax 877 667 2994

email: info@melioratech.com www.melioratech.com

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