VERSION 2.0 - APRIL 2014
ACTION PLANS
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.
“THE INTEGRATION OF EXPONENTIALLY GROWING TECHNOLOGIES IS BEGINNING TO EMPOWER THE PATIENT, ENABLE THE DOCTOR, ENHANCE WELLNESS AND BEGIN TO CURE THE WELL BEFORE THEY GET SICK.” — DANIEL KRAFT
CONTENT 04 Employer Group Variance 04 Available Action Plans 05 Action Plan Selection & Availability 06 Structure & Duration 06 Completion Incentive 06 Enrollment Options 08 Messaging & Alerts 09 Reporting Features 13 Contact Us
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LET’S BEGIN
Action Plans
V2.0
ACTION IMPLEMENTATION GUIDE Deployment of the Action Plan 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. There are several Action Plan options that require the HRA Module, Wellness Coaching Module or both. A complete overview of each component is listed below.
Employer Group Variance Each employer group is able to configure Action Plan deployment to meet their individual needs. It is not necessary for all employer groups under one reseller to maintain the same configuration.
Available Action Plans The complete Action Plan Module includes the following: *For a complete description of each Action Plan please see the Action Plan Catalog.
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OUR ACTION PLANS
Healthy Eating
Physical Activity
Weight Management
Diabetes Prevention
Heart Disease Prevention
Smoking Cessation
Depression
Stress Management
Financial Wellness
Risky Drinking
Diabetes Management
Action Plan Selection & Availability This Module is configurable by employer group and may be offered as a complete suite of Action Plans or individually. Action Plans may be deployed at one time or staggered throughout the program year. Example Options 1. Full Deployment: Deploy the complete suite of Action Plans at the start of the wellness year until the end of the program year 2. Partial Deployment: Select the specific Action Plans desired to be deployed 3. Staggered deployment: Select specific Action Plan to be deployed each quarter Start Date & Close Date
Groups will determine the start and close date of Action Plan availability. The start date
is the first date that the participant has the ability to enroll in an Action Plan. The close
date reflects the last day that the Action Plans will be available.
Example:
Start Date: 1/1/2014
Close Date: 12/31/2014
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Structure & Duration Each Action Plan provides 8 weeks of material and is divided in to Steps. Each Step represents a 7 day, 1 week period. To complete an Action Plan all 8 Steps must be completed. Steps cannot be skipped and are required to be completed in order.
The employer group may determine if participants can enroll in more than one
Action Plan at a time. 1. Concurrent 2. Individual
Enrollment: Allows participants to enroll in more than one plan at a time
Enrollment: Participants are only allowed to enroll in one Action Plan at
time.
An Action Plan will close when: 1. All
steps in the Action Plan have been completed
2. The
final close date submitted during implementation has passed.
Completion Incentive This Module may be offered with or without a completion incentive. The employer group may select the completion incentive for each individual Action Plan. Incentives are awarded based on Action Plan completion, not on a Step by Step basis. All Steps must be completed for the participant to be awarded an incentive. The incentive amount is variable and can be determined by each employer group. This Module does not have a fixed incentive value.
Enrollment Options There are a variety of enrollment options and triggers. I.
Open Enrollment
Participants are able to enroll in the Action Plan of their choice free of
restrictions or guidance. II. Automatic
Enrollment Criteria Examples
Utilizing biometric screening values and HRA responses, participants can be auto
enrolled in the appropriate Action Plan. A. Automatic Enrollment Criteria 1. Biometric Screening Values
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*Health Risk Assessment Module Required
*Submit/Lock or Lock HRA only
*There are additional fees associated with this feature
Based on the Employer Group determined biometric scorecard, screening values
outside of a healthy range can trigger the system to enroll a participant in the
appropriate Action Plan. Users are required to complete a Health Risk
Assessment and biometric screening. Screening values must be loaded in to the
Meliora platform +/- 120 days from HRA start date.
Date Example:
HRA Start date is January 1, 2014. The date that the biometrics screening was
completed must fall 120 days prior OR 120 days after January 1, 2014.
Screening Value Examples:
The biometric screening values tracked with in the HRA are BMI, waist
circumference, blood pressure, total cholesterol, HDL cholesterol & fasting
glucose. Based on a screening result falling within a specific range, an Action
Plan can be presented to the participant.
2. Health Risk Assessment Response
*Health Risk Assessment Module Required
*There are additional fees associated with this feature
Participant responses to a variety of HRA questions can trigger an Action Plan.
Triggers can be engaged when the HRA has been submitted or when it has been
locked. Best practice is to wait until the HRA has been locked.
Example:
Chronic/Current Conditions
The HRA asks participants if they have been diagnosed or are currently suffering
from the following:
Arthritis, Asthma, Back Pain, COPD, Depression, Diabetes, Heart Disease, Heart
Failure & Hypertension. Based on this participant reported information an
individual can be auto enrolled in an Action Plan.
Lifestyle Risk Factors
The HRA addresses the following Lifestyle Risk Factors: eating habits, activity/exercise,
stress, alcohol use, tobacco use, substance abuse and motor vehicle safety. Based on
these responses an individual can be auto enrolled in an Action Plan.
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Action Plan Enrollment & Engagment Message & Alerts
1. Messaging
Standard Meliora email messaging and Alerts can be used for enrollment and
engagement purposes. Participants can be notified when they have been
auto enrolled in an Action Plan based on HRA responses or biometric results.
Messages can also be used to remind current
Action Plan enrollees they are due to complete the next Action Plan Step.
Messages are sent to the email address provided during registration or by an
eligibility file upload.
Message content can be customized during implementation.
Message Examples: Update your Action Plan:
To update your Action Plan visit:
<insert site URL> and click `My Activities` from the top navigation menu.
Automatic Enrollment
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Thank you for participating in the %Company_Name% wellness program. Based
on your recent program participation you have a new Alert. Please login in to
%SITE_NAME% and visit My Alerts in the left navigation bar for additional
information.
2. My Alerts
The My Alerts function will provide brief instructions directing participants to the
correct area of the site to enroll in an Action Plan or complete the next Step.
Reporting Features Action Plans by Program The User Action Plans by Participant report provides information about each individual enrolled in an Action Plans. The following information is included: 1.
Program: The wellness cycle that the Action Plan occurred
2.
Member Current Coaching status. Available only with Meliora Coaching Module
3.
Member Sub-Status Current Coaching status. Available only with Meliora Coaching Module
4.
Date of Birth
5. User ID 6. First Name 7. Last Name 8. Email 9. Action Plan Title 10. Action Plan Start Date 11. Status: Active, Cancelled, Completed 12. Completed/Cancelled Date 13. Last Completed Step: The name of the last completed step
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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 industryâ&#x20AC;&#x2122;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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