60-90 days  

Activate, Engage & Optimize 

• Review Activate and Engage Processes To improve member engagement. (link to presentation and KC) Activate to Engage Inservice Presentation  
  • Add metrics for Welcome Message within 3 days 
  • Add condition specific program as soon as possible or by 14 days  
  • Encourage and/or add Medication reminders 
• For direct staff managers:  
  • Review the staff’s metrics monthly. 
  • Where are there coaching opportunities for improving activation/engagement metrics? 
  • Do workflows need to be updated? Example adding medication reminders and/or general reminders.  
  • Are there any best practices to be shared with other staff members? 

• Optimize Dashboard Functionality To enable efficient caseload management through different filters/segments/attributes informing you of member engagement. Optimize Inservice 
  • All View  
    • The “All” view offers a collective list of all members on Wellframe. Here, you can sort and filter the population as needed, such as by access code, member state, or language. 
  • Review Dashboard Overview Page  
    • The Overview Page is a tab on the Dashboard that provides actionable insights into a Care Manager’s “Member” panel so they can have full visibility into key insights to help determine next actions to help activate, engage, and progress members on their digital health journey. 
  • Review Member States  
    • The “Member States” summary – All members who are currently assigned to you. The Member States widget enables you to view how your assigned members are distributed across your member panel, over a specific time period. 
      • Invited 
      • Digital management 
      • Digital Monitoring 
      • Digital Dormant 

Data/Report Recommendations  

Goals & Tracking Recommendations: 

• Improve member engagement through workflows 
• Optimize dashboard usage and caseload management 

Staff Scorecard 

By month 3, members also may be marked as done or no longer part of care management, so that case turnover should factor into their digital caseload. 

Staff Performance – Member Activation & Engagement Tracking 

Here we are looking at members that onboarded in the first 60 days. This data is available weekly and monthly. There is a delay in data availability between when a member onboards and when this data becomes available. 

Recommended Additional Reports: 

• Organization Performance – Use monthly and quarterly onboarding and engagement metrics to assess progress toward KPIs. 

• Member Activity – Early Engagement – Use to evaluate engagement in the first 31 days post-onboarding. 

• Member Activity – Overall Engagement – Use to track retention at 30, 60, and 90 days and engagement by activity type. 

• Member States – Use to understand member distribution across states and optimize caseload management.