Onboarding Details Report
Purpose:
This report provides a detailed overview of member onboarding activity over a specific time period. It is designed to support performance tracking and operational insights.
Key Contents:
- Population Overview:
- Total members onboarded and invited by staff.
- Onboarding Breakdown:
- Staff vs. Self-onboarding rates
- Staff conversion rates and median onboarding time
- Touchpoints required before onboarding
- Trend Analysis:
- Weekly onboarding trends over the past 12 weeks
- Conversion rates and member counts by week
- Care Area Insights:
- Onboarding distribution across care areas (e.g., Wellness, Care Transitions)
- Onboarding access code prefix analysis by care area and program
- Employer Group & Line of Business:
- Onboarding performance segmented by employer and insurance line
- Care Team Performance:
- Onboarding metrics by Wellframe team and onboarding access code prefix’
- Demographics:
- Member onboarding status by age and gender
Usage:
This report supports onboarding strategy optimization, identifies high-performing teams and programs, and highlights opportunities for improving member conversion and engagement.
Dashboard Filters
- Wellframe Team (Invited by Staff)
- Onboarding Access Code Prefix
- Member Line of Business
- Employer Group
- Date Range
Definitions
| Filters | |||||||
| Field | Description | Wellframe Team | Onboarding Access Code Prefix | Member Line of Business | Employer Group | Date Range | Business Unit Code |
| Members Invited by Staff and # Staff Inviting Members | Count of members invited by staff to join Wellframe and the count of staff inviting members within date range | X | X | X | X | X | X |
| Members Onboarded by Staff and % of Total Onboards | Count of members who successfully created a Wellframe account using unique member-specific onboarding access codes provided by staff. The percentage of staff onboards relative to total onboards within date range | X | X | X | X | X | X |
| Staff Conversion Rate | Percent of staff-invited members who have onboarded (# onboarded members / # invited members) | X | X | X | X | X | X |
| Members Self Onboarded and % of Total Onboards | Count of members who created an account with Wellframe using onboarding access codes from marketing campaigns | X | X | X | X | X | X |
| Median Days to Onboard for Staff Invites | The median number of days for a staff-invited member to onboard, calculated by taking the difference in days between the dates a member was invited and onboarded | X | X | X | X | X | X |
| Median Touchpoints before Staff Onboard | The median number of phone calls and text messages staff-invited members received prior to onboarding. This metric excludes the initial automated onboarding text message sent to members | X | X | X | X | X | X |
| Self vs Staff Onboards (Last 12 wks) | The share of self and staff onboards by week | X | X | X | X | X | |
| Onboarding Care Area by Self vs Staff | The share of self and staff onboards by enrollment care area | X | X | X | X | X | X |
| Onboards by Onboarding Access Code and Care Area | Total members onboarded and percentage of self vs staff onboards grouped by onboarding access code prefix, enrollment care area, and enrollment program name | X | X | X | X | X | X |
| Onboards by Employer Group and Member Line of Business | Total members onboarded and percentage of self vs staff onboards grouped by employer group, line of business, and onboarding access code prefix | X | X | X | X | X | X |
| Members Invited | Count of members invited by staff to join Wellframe | X | X | X | X | X | X |
| Members Staff Onboarded | Count of members who successfully created a Wellframe account using unique member-specific onboarding access codes provided by staff | X | X | X | X | X | X |
| Staff Conversion Rate | Percent of staff-invited members during date range who have onboarded. (# staff-invites that onboarded / # staff-invites within date range) | X | X | X | X | X | X |
| Staff Invites, Onboards, and Conversion Rate (Last 12 wks) | Count of staff-invited members, count of staff-invited members who have completed onboarding either in the same week or later, and the staff conversion rate by invited week. Note: The count of onboarded members by invited week may change as members can onboard late. Count of staff-invited members, staff-onboarded members, and conversion rate by week. | X | X | X | X | X | |
| Onboards by Team and Onboarding Access Code | Count of members staff-invited, staff-onboarded, staff conversion rate, and median days to onboard segmented by Wellframe team and onboarding access code prefix | X | X | X | X | X | X |
| Members Self Onboarded | Count of members who created an account with Wellframe using onboarding access codes from marketing campaigns. | X | X | X | X | X | X |
| % Self Onboarded | Percentage of self onboards relative to total onboards within date range | X | X | X | X | X | X |
| Members without a primary assigned | Count of self-onboarded members that do not currently have a primary staff assigned. This tracks staff coverage for self-onboards | X | X | X | X | X | X |
| Members Self Onboarded and % Self Onboarded by Week (Last 12 wks) | Count of members who self onboarded and percentage of self onboards relative to total onboards by week | X | X | X | X | X | |
| Onboards by Onboarding Access Code and Member Line of Business | Count of members who self-onboarded and percentage of self-onboards relative to total onboards by onboarding access code prefix and member line of business | X | X | X | X | X | X |
| Member Status by Age Bucket | A count of staff-invited members, staff-onboarded members, and self-onboarded members by age bucket | X | X | X | X | X | X |
| Member Status by Gender | A count of staff-invited members, staff-onboarded members, and self-onboarded members by gender | X | X | X | X | X | X |
Re-Enrolled Member Reporting
Members who return to care management through a Streamlined Re-Enrollment link are not counted as new onboards in this report. Re-enrolled members retain their original onboarding date and are reflected in the report as follows:
- Onboarding counts: Re-enrolled members are not added to Members Onboarded by Staff or Members Self Onboarded totals during the re-enrollment date range. The original onboarding event remains the only onboarding counted for the member.
- Care program: The member’s new care program reflects the date the program started (the re-enrollment date). Access code filters in this report, including the Onboards by Access Code and Care Area and Onboards by Team and Access Code tables, continue to reflect the member’s original onboarding access code.
- Onboarding attribution: Original staff onboarding credit and self-onboarding credit are retained. Re-enrollment does not transfer or duplicate onboarding attribution.
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