WorldDoc Roll-Out Process

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WorldDoc Roll-Out Process
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Threestep Implementation Cycle

• PLANNING
• GO LIVE
• FOLLOW UP

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Step I. PLANNING
Third Party Admin. New Account Registration
TPA ? WD New Account Form if lt500 Impl.
Planning if gt500ees 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
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Planning the Kick off - Areas of Consideration
Project Management
Marketing Issues
Eligibility Issues
Product Launch
Employer Internal Wellness Initiatives
(gt500 lives)
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Account Management
Employer
Communication levels
Employer IT
gt500 lives
direct
indirect
tech. support
WorldDoc Account Manager
WorldDoc Account Manager
WorldDoc IT
WorldDoc Marketing
Direct
TPA
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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 clients
  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

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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

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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 (WDClient) Onsite
mkt. materials Incentive Programs (if
applicable) Monitoring and adjustments
Third Party Admin. Distribution of Marketing
Materials (TPA) If lt500ees TPA sends out
marketing materials If gt500ees Customization and
production of mkt. materials (WD) Onsite
implement. or mailing campaign (WDClient) Onsite
mkt. materials Incentive Programs (if
applicable) Monitoring and adjustments
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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

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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 gt500ees.
• All materials can be customized to the employer
• All materials can be integrated with the internal
  health and wellness information
• For clients lt500 ees.
• All the materials will be provided in the generic
  form

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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
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Communication Goals

• Inform employees 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

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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
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Collateral WorldDoc Introduction
Announcement Letter / Email / Poster
Tri-fold Pamphlet
Table Tent Card
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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 gt500
ees.) Utilization repots Population Analysis
Customer Satisfaction
Third Party Admin. Distribution of Follow up
Marketing Materials (TPA) If gt500ees Onsite
implement. or mailing follow up campaigns
(WDClient) Reporting TPA population aggregated
overview Utilization Customer Satisfaction
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Feature/Tool Specific Promotion
Paycheck stuffers
Emails
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Collateral Incentive Promotions
Health Risk Assessment Competition / Drawing
WorldDoc Quiz / Drawing
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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

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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.

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Communications Calendar 2004
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WorldDoc Client Transfer
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Account Management Requirements

• Client Brief

Reseller Form
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Things to Consider

• Learn the Clients Goals
• Set up an expectation
• Employer involvement
• Usage levels
• Proposal Implementation Plan
• Communicate