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WorldDoc Roll-Out Process. Three–step Implementation Cycle. PLANNING GO LIVE FOLLOW UP . Step I. PLANNING. Third Party Admin. New Account Registration TPA WD New Account Form if <500 Impl. Planning if >500ees WD TPA & Empl. Brief from the Client
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Three–step Implementation Cycle • PLANNING • GO LIVE • FOLLOW UP
Step I. PLANNING • Third Party Admin. • New Account Registration • TPA WD • New Account Form if <500 • Impl. Planning if >500ees • WD TPA & Empl. • Brief from the Client • Strategic Planning • Site Access set up • Direct • Contract & Impl. Planning • Seller WD Client • Brief from the Client • Strategic Planning • Site Access • Eligibility Issues • Send out Proposal/Contract • Accept proposal/Sign Contract
Planning the Kick off - Areas of Consideration Project Management Marketing Issues Eligibility Issues Product Launch Employer Internal Wellness Initiatives (>500 lives)
Account Management Employer Communication levels Employer IT >500 lives direct indirect tech. support WorldDoc Account Manager WorldDoc Account Manager WorldDoc IT WorldDoc Marketing Direct TPA
Implementation Model • The WorldDoc system acts as a portal through which superior health care tools and information is delivered to end-users • Both WorldDoc tools and other client vendor tools • Results in significantly lower implementation costs then competing products • Full Program is designed around the client’s specific goals, objectives, population needs, existing tools, etc. • Use of built-in incentives to drive desired behavior (points/rewards) • Population analysis driven by integrated user assessments (HRA, Diabetes, etc.) • Experience customized to drive the behavior of most benefit to both user and employer/plan
Application Model Branded URL Model Private Label Options • The client decides the best way to brand the service: (listed in order of development required) • WorldDoc.com “brought to you by” • Client branded application • Branded url • Fully integrated
Step II GO LIVE • Direct • Orientation • Management Demos • Train the Trainer • Product roll out • Customization and production of mkt. materials (WD) • Onsite implement. or mailing campaign (WD+Client) • Onsite mkt. materials • Incentive Programs (if applicable) • Monitoring and adjustments • Third Party Admin. • Distribution of Marketing Materials (TPA) • If <500ees • TPA sends out marketing materials • If >500ees • Customization and production of mkt. materials (WD) • Onsite implement. or mailing campaign (WD+Client) • Onsite mkt. materials • Incentive Programs (if applicable) • Monitoring and adjustments
Client/Group Specific User Specific Client-Specific Branding and Content on System Homepage • The health portal retains the client brand • Left side contains universal links/content • Center is client/group specific • Right is user specific
Communication Tools • Communication channels: • Printed materials for mailing and worksite campaigns • Electronic materials to be distributed by employer and WorldDoc • Information to be both general and feature specific For clients >500ees. • All materials can be customized to the employer • All materials can be integrated with the internal health and wellness information For clients <500 ees. • All the materials will be provided in the generic form
Communication Platforms TPA or Employer Paycheck stuffers Co-Campaigns with Health Providers Financial Incentive Programs Corporate Newsletters/Web site Mailing EMPLOYEE Seasonal email Health Reminders Satisfaction Surveys Newsletters Utilization Reports Training/Biometric Health fairs Table tent cards Posters/Banners Kiosks Worksite WorldDoc
Communication Goals • Informemployees about the new benefit • Encourage enrollment • Educate about the range of tools WorldDoc offers • Explain benefits of using health decision support tools • Build and maintain strong awareness and utilization among employees
Working Together Most of the communication tools can be implemented directly by the employer and/or the Third Party Administrator. Employer involvement in the promotion is critical in achieving desired utilization levels, ensures credibility and increases responsiveness
Collateral WorldDoc Introduction Announcement Letter / Email / Poster Tri-fold Pamphlet Table Tent Card
Step III. Follow Up • Direct • Account Management • Progress monitoring • Strategic adjustments • Liaisons • Follow up Marketing • Follow up campaigns (feature, subject, group specific) • Planning future promo. actions and campaigns • Reporting (only if >500 ees.) • Utilization repots • Population Analysis • Customer Satisfaction • Third Party Admin. • Distribution of Follow up Marketing Materials (TPA) • If >500ees • Onsite implement. or mailing follow up campaigns (WD+Client) • Reporting • TPA population aggregated overview • Utilization • Customer Satisfaction
Feature/Tool Specific Promotion Paycheck stuffers Emails
Collateral Incentive Promotions Health Risk Assessment Competition / Drawing WorldDoc Quiz / Drawing
Opt-in Education and Behavior Change Programs • Monthly, personalized emails sent to users who completed the Health eValuation. • The messages encourage behavior changes and consist of customized health tips helping users accomplish their health goals
Email Communication • “Did you know….”, seasonal, health related messages may be sent directly by WorldDoc or by the Employer • If email is not available for all of employees, it is recommended to display the information on a company bulletin board or in an area frequented by employees.
Account Management Requirements Client Brief Reseller Form
Things to Consider • Learn the Client’s Goals • Set up an expectation • Employer involvement • Usage levels • Proposal & Implementation Plan • Communicate