Overview Page

Please Note: Not all features are available for all clients. If you are not seeing this specific functionality in your Dashboard, please check with your organization to determine if/when this feature will be enabled.

The Overview Page is a tab on the Dashboard designed to give individual staff an overall view of how well they are managing members through their digital health journey. This page provides key insights about members assigned to you, invited by you, recommended next best actions for managing your members, and serves as a quick way to take action on those members.

Getting Started

1. Open the Overview Page through the header of the Wellframe Dashboard.
2. Review your digital panel summary at the top of the Overview Page. This shows how many members are assigned to you and how many members you are the primary for on Wellframe.
3. Review and set the date filter. This filter controls the time frame for the relevant widgets on the Overview Page data, with the default as 30 days.

Within the Overview Page, there are four individual widgets that can be used to help you manage your digital panel:

• Management Checklist
• Member Counts
• Member States
• Members Who Are Engaged

Management Checklist Widget

The Management Checklist shows activation recommendations across your digital panel. Activation recommendations are staff actions that help personalize the member’s digital experience and drive member engagement. The Management Checklist shows current recommendations–it is not impacted by the date filter.

This widget includes:

• Members who need a welcome message​: Any members that have not yet received their first in-app message​.
• Members without condition-specific care program¹: Digital Management members that are not enrolled in one of our traditional care programs focused on managing a clinical condition.
• Members with care program requests​: Any members that have an outstanding request to enroll in a care program.

You can clear these lists by opening up the member’s profile and taking action.

Note: When you add a care program after a member onboards, it does not start until the next day. The “members without a condition-specific care program” list will not clear until those programs have started.

Member Count Widget

This widget includes:

Member Counts shows your performance against key digital measures, during a specified time period. You can use the date filter to adjust the timeframe for this data.

• Members you interacted with/have not interacted with³: Onboarded members that you have interacted with/have not interacted with, in the selected timeframe. This count only reflects members that are assigned to you currently.
  • Interactions help drive member engagement. Consider reaching out to members who haven’t had a recent interaction.
• Members you invited/onboarded: This count includes any members you invited and that have completed onboarding. These members may or may not be assigned to you currently.
  • Tracking invites and onboards can help you improve your conversion rates for digital care management. Consider reaching out to invited members to help them complete the onboarding process.

Member States Widget

The Member States widget, enables you to view how your assigned members are distributed across your member panel, over a specific time period.

Navigating the Member States Widget

In addition to showing a count of members in each state, you can also view:

• Upcoming Digital Unable to Reach (Invited): A count of members at risk of being automatically moved to Unable to Reach (Invited) in the next 7 days.
  • Where to find?
    • Unlabeled count located between Invited and Dig. Management in the Member States Ribbon
• Upcoming Digital Unable to Reach (Onboarded): A count of members at risk of being automatically moved to Unable to Reach (Onboarded) in the next 7 days.
  • Where to find?
    • Unlabeled count located between Dig. Monitoring and Dig Unable to Reach in the Member States Ribbon

Toggle between each member state to view a list of relevant members and additional member details based on the state. Click on the member to open up their profile and take action.

Navigating Changes in Member States

The changes count in the top right corner of the Member States widget, displays insights for members who have auto-moved to Digital UTR, have engaged while in Digital UTR, and Ineligible members. The date range for this functionality is set at the top of the page. This view allows you to review how many members have had state or eligibility changes that were triggered automatically.

Members Who Are Engaged Widget

This widget shows members engaging within Digital Management and Digital Monitoring, and a breakdown of tasks completed.

This view enables you to reach out to members who have not engaged for a prolonged period of time. Users can see their assigned members who are engaged by Member State: Digital Management or Digital Monitoring. You can toggle between members who are Engage or Not Engaged.

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1. Wellness/lifestyle management programs, biometric monitoring programs, gaps in care programs and digital advocacy programs are not considered condition-specific care programs. ↩︎
2. Task icons include alerts, insights, chats, follow-ups and gaps in care. ↩︎
3. Interactions are actions staff take that result in an action or activity for the member. This includes sending any message, scheduling a care program (staff-assigned or through a member request), setting up a medication or general reminder, and adding an instruction. Interactions do not include dismissing alerts or insights, follow ups, viewing survey results, changing a member state, updating member details, and other similar activities. ↩︎