Insights Report
Purpose:
This report offers a comprehensive view of member onboarding, engagement, staff performance, and capacity metrics, with demographic insights.
Key Contents:
- Onboarding:
- Staff and self-onboarding volumes
- Weekly onboarding trends and conversion rates by team
- Engagement:
- Monthly engagement rates and activity types
- Retention and engagement by care area and program type
- Staff Performance:
- Follow-up completion rates, login activity, and response times
- Top care program subscriptions and staff-level metrics
- Staff Capacity:
- Member interactions and assignment volumes
- Panel size trends and interaction breakdowns
- Demographics:
- Device usage, age, and gender distribution of onboarded members
Usage:
This report supports strategic planning, performance monitoring, and demographic analysis to optimize member engagement and staff efficiency.
NOTE: This report is currently only available to legacy customers who began using Wellframe prior to 2024. Please use other digitally optimized reports for your analytical needs. Reach out to your account team with any questions.
Dashboard Filters
- Member Line of Business
- Employer Group
- Date
Definitions
Member Onboarding Section
| Member Onboarding | Filters | |||
| Name | Description | Date | Employer Group | Member Line of Business |
| Progress to Onboarding Target | Shows the percent of members who have signed up out of the target | X | ||
| Annual Onboarding Target | This is the targeted number of signed up members | |||
| Members Invited by Staff | A count of members invited who were added to Wellframe by staff via the “Invite Member” form on the Wellframe Dashboard. | X | X | |
| Members Onboarded by Staff | A count of members who downloaded the Wellframe app and signed up after being invited to Wellframe by a Staff member | X | X | X |
| Members Self-Onboarded | A count of members who downloaded the Wellframe app and signed up through a direct marketing campaign | X | X | X |
| Total Onboarded | A count of all members who downloaded the Wellframe app and signed up through all channels. | X | X | X |
| Members Onboarded – YTD | A count of all members who downloaded the Wellframe app and signed up through all channels, year to date. | X | X | X |
| Total Onboarded (Cumulative) | A count of all members who downloaded the Wellframe app and signed up through all channels for all time. | X | X | X |
| Members Self Onboarded by Week – Last 12weeks | Bar chart showing a count of members self-onboarded by week for the last complete 12 weeks. | X | X | X |
| Average Staff Conversion Rate | A count of members invited by staff to download the app divided by a count of members who downloaded the app and completed sign up. | X | X | |
| Staff with 0 Onboards | A count of staff who have no members who have downloaded the app and completed sign up after the staff invited the member to sign up. Staff which report themselves as managers in the dashboard are not counted in this metric. | X | ||
| Members Invited Telephonically, Onboarded, & Conversion Rate by Week – Last 12 wks | Chart showing a count of members staff invited to the platform, a count of members who downloaded the app and signed up after receiving an invite, and | X | X | |
| Invitations and Onboarding by Team | A count of members who were invited to download the mobile app and a count of members who completed the mobile app sign up process by Team. | X | X |
Member Engagement Section
| Member Engagement | | Filters | | |
| Name | Description | Date | Employer Group | Member Line of Business |
| Members, Engaged Members, % Engaged Members by Month (Last 6mo) | A count of members who have access to the mobile app (have signed up and are eligible), a count of members who were considered engaged that month, and the percent of members who were engaged ( # engaged members / # of members with mobile app access). | | x | x |
| Member Engagement by Type and Month (Last 6mo) | A count of members who did at least one of the following: completed a program checklist task, dismissed a reminder, created a reminder, sent a message, requested a care program, selected a health goal, viewed an on-demand article, or viewed a member benefit. | | x | x |
| Current Members | A count of members that currently have access to the Wellframe app. A member has access to the Wellframe app if they are onboarded, eligible, and enrolled. | | x | x |
| % Current Members on Maintenance | The percentage of current members with a maintenance label applied. | | x | x |
| Median Days Engaged Between Days 0 and 30 | Of members who have been onboarded for at least 30 days, the median number of days members were considered engaged between days 0 and 30. | x | x | x |
| % Members with Medication Reminders | The percent of members who have a medication reminder out of all sign up members. | | x | x |
| Current % Members w/No Active Program | Currently enrolled, onboarded, and eligible members that are not on maintenance and not subscribed to a care program/date dependent program. | | X | X |
| Median Days Engaged [Days 0 through 30] by Enrollment Primary Care Area | The median number of days members (onboarded at least 30 days ago) were considered engaged by Enrollment Primary Care Area between days 0 and 30. Enrollment primary care area is the highest priority care area of program(s) members are subscribed to as of day 14 post-onboarding | X | X | X |
| 30 and 90 day Retention by Enrollment Primary Care Area | A count of members retained on wellframe day 30 and 90 by enrollment primary care area. A member is considered retained on wellframe day 30 or 90 if the member is considered engaged on or after day 30 or 90. Enrollment primary care area is the highest priority care area of program(s) members are subscribed to as of day 14 post-onboarding. | X | X | X |
| Mobile Users by Primary Care Area on WF Day 30 | A count of active members (enrolled, onboarded, and eligible) by their primary care area on wellframe day 30. Primary care area is the highest priority care area of program(s) members are subscribed to at any given point in time. | X | X | X |
| Conversation Count (Last 12wks) | A count of conversations by week for the last 12 weeks. Conversations can be initiated by Staff or a Member. Messages are grouped into conversations using natural language processing that assesses multiple factors such as the author of the message, the presence of a greeting, the amount of time since the last message. | | X | X |
| Members Marked as Done | A count of all members who have been marked as done by Staff. Members who have been invited as well as onboarded members can be marked as done. When a member is marked as done they can no longer access the mobile app. | X | X | X |
| Programs Ended | A count of programs ended. A program can end automatically due to the member reaching the last of program content, or the Staff member can end the program. | X | X | X |
| Members Marked as Done by Reason | A count of members who have been marked as done by Staff by reason. | X | X | X |
| Program End Reasons | A count of programs ended by the program end reason. | X | X | X |
Staff Performance Section
| Staff Performance | Filters | |||
| Name | Description | Date | Employer Group | Member Line of Business |
| Top 10 New Care Program Subscriptions | A count of started care program subscriptions by Program name. A care program subscription means the care program has been added to the members profile. | X | X | X |
| Percent Followups Completed by Due Date and Team | Of all followups for members, the percent of followups that have been completed by the due date broken out by Team. | X | X | |
| Staff without a Login (Last 30d) | A count of staff members who have not logged in the past 30 days. Staff which report themselves as managers in the dashboard are not counted in this metric. | |||
| Followups Completed by Due Date | A count of member follow-ups that have been completed by the Staff member by the due date of the followup. | X | X | |
| % Current Members Missing a Primary | A percentage of current members without a primary Staff member assigned. | X | X | |
| Median Response Time By Team | The median time in hours for a Staff member to respond to a message from a member. | X | X | X |
Staff Capacity Section
| Staff Capacity | Filters | |||
| Name | Description | Date | Employer Group | Member Line of Business |
| Unique Members Interacted With, # of Interactions | A count of members who have received an interaction from a Staff member. An interaction is defined as an in-app message, a text message, a phone call, a clinical note, or a patient instruction. Non-onboarded members can also receive an interaction. The number of interactions being the count of interactions between members and Staff members. | X | X | |
| Primary Members Interacted With, # of Interactions | A count of members who have received an interaction from their Primary Staff member. The number of interactions being the count of interactions between members and primary Staff members. | X | X | X |
| Median Active Panel Size Over Time (Last 6 mo) | The median active panel size over the past 6 months. The median active panel size shows the median number of members assigned to a Staff member per day in a given week. | X | X | |
| Members Currently Assigned vs. Unique Members Interacted With | A count of members who have received an interaction from a Staff member and a count of current members who have been invited to download the app, or have signed up on the app by team. | X | X | X |
| Number of Primary Assignments by Wellframe Team | A count of members who have a primary staff member assigned by Team. | |||
| Unique Members Interacted with by Week (Last 12 wks) | A count of members interacted with by a Staff member cut by members with a maintenance label vs. members without a maintenance label by week, for the last 12 weeks. | X | X | |
Member Demographics Section
| Member Demographics | Filters | |||
| Name | Description | Date | Employer Group | Member Line of Business |
| Distribution of Onboarded Members by Device Type | The percent of members who signed up on the mobile app by operating system. | X | X | X |
| Distribution of Onboarded Members by Age & Sex | A count of members who signed up on the mobile app by age bracket and sex. | X | X | X |
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