Incentive Campaign. Create Group ... For example, points for PF, DV, TA... also, ... Pysician Last Name: Enter Patient's
Incentive Campaign Flow - Untitled Step 1
Step 2
Create Group FIelds
Step 3
Create Custom Activities (Workshop)
Create Activity Fields
- O n-st ie Seminars list - W ebinars List - Reasonable Alt ernat ive List
F ield Dat a T ype:
Select
F ield G roup:
W ebinars
F ield Name:
Maint ain Don't G ain W ebinar
F ield T ype:
Numeric
Nam e
Weight Watch
F ield G roups:
W ebinar List Maint ain Don't G ain. . Resist ance 101 F amily Resolut ions
Paramet ers: Point Value:
(O pt ional)
active:
Chec k box 2
Not es: - Field Type ( what if it is a webinar and it is just a matter of at t ending or not ?) - Remo ve "Available F or", organizat ion should be select ed on last st ep when creat ing campaign? - Point value should be opt ional, and of f ered also when creating campain. For example, points for PF, DV, TA... also, what if t here are no point s needed f or t his f ield?
F ield Name:
Exercise Challenge A
F ield Name:
W eigh in T ask
F ield Name:
Maint ain Don't G ain W ebinar
active:
Chec k box 2
Not es: - Should have abilit y t o Add mut iple Activity Fields int o one Custom Activity - May need t o be in correct order? - Show G roup F ields inst ead of all Act ivity F ields - T his could be where we make Reasonable Alt ernat ive Act ivit ies?
Step 4 Incentive Campaign Campaign Name: Activity Type:
Reward T ype:
2014 Alt us Campaign ???
Dat e Range:
S M2007 Tu We T F S u o 2 3 3 1 h2 r3 a4
1 0 1 7 2 4 3 17
1 1 8 2 51 8
Active:
Act ive
I nsurance Rewards T ype
Activity
F requency
Requir ed
Point s
Program
Physician F orm
O nce
Yes
100
100
Program
HRA
O nce
Yes
100
100
Activity
W eight W at ch
W eekly
Yes
100
400
Activity
St ep Challenge
Daily
No
5
Program Activity
Type Item Name to find existing program or activity
Add New Line
Mont hly
yes
Q uart erly
No
100
Max Point s
20 100 Edit Add Alt ernat ive Dat e Range
Result s Base Point O pport unit ies T his cont ent area depends on Reward T ype select ed: Cash Reward, I nsurance Discount , Combinat ion Rewards, O t her Rewards
O rganizat ion F irst Communit y Credit Union Type Item Name to find existing Organization Add O rganizat ion Save
O t her Rewards
Reasonable Alt ernat ive
Physicians - Untitled
Finish
Step 2 Step 1 Physician Type: Enter Patient's Member ID/User ID:
Practice Name:
Pysician First Name:
Email:
Pysician Middle Name:
Phone:
Pysician Last Name:
Create Account: Next
Physician
select
yes
No
Register to keep track of all your patients & log back in easily by creating a password.
Next
Create Account:
Yes
No Finish Dentist
Next
Data Collection Flow Chart - Untitled Registered Users / Employees Recieve email or printout and login to website
Company Admin Register Your Company Checkbox
Updates Profile Info
Census Upload
Employee - Resets password - Updates profile info. - Signs Tobacco Affidavit
Company Admin Upload Census & Creates new Registered Users Emailed
901
0
Prints Paperwork Employee - Print signed Auth. for Release of Patient Info. - Prints Physician Form & Dental Visit Form
Company Admin Aug > SMTuW e T FS Defines the 2 3 3 1234 u ousth 1 r1 a 56789 1 1200 11111 Incentive Campaign 9 10 22222 2 0 1 22 32 42 53 63 718 date range. 2345678 90712345 678901
Program Selection Tobacco Affidavit Physician Form Dental Visit Form
Register Clinic Info Physician logs into website register clinic informion by creating an account.
HR Printout
Incentive Campaign < Jul SMTuW e T FS 1234567 uoy h1 r1 a 89 1111 1120 11122 222 222 0 32 4 2 3 3 1234 567891 01 56789 2307 456711 8
Physician/Dentist Recieved paperwork from Employee takes Biometrics or Dental Information
Logs Results onto Site Physician addes Biometrics or Dental information by using employee's member#
Company Admin Creates Physician Form Instructions Company Admin Creates Tobacco Affidavit Company Admin Creates Dental Form
View Medical Results Employee is able to view medical results from the Physician or Dentist
Email is sent to Employee notifying medical results are updated
Registration Flow Chart - Untitled
Registration Flow Chart: Step 1 First Name
Middle Name
Last Name
Email Address
Describe type of user. I am:
an Employee of a registered company a Medical Professional
Medical Professional
Employee
Company ID# (not required)
Company ID# *
Practise Name*
DOB
Type of Practise
Gender:
Office Phone*
ext
Address*
City*
City* zip code
State*
Country*
Country*
Create Username
Create Username
Create Password
Create Password
Confirm Password
Confirm Password
Receive more information about Wellness Programs. Submit
Female
Office Phone*
Address*
State*
Male
ext
zip code
Receive more information about Wellness Programs. Cancel
Submit
Cancel
Users
Company & Physician Management - Untitled
Company Admin
Employee
Physician
Step 1
Create Account
a. Registers company and admin info. b. Uploads .xls sheet and creates accounts for employees c. Website generates a specific code for each employee Site Structure Doc_V2.4.doc (Page 2,3,4)
Login d. Website emails employee step by step process with their mem. ID & Comp. ID a. Able to modify company & employee info. b. Veiw all company information.
d. Or, prints .pdf & gives to employee step by step process with their mem. ID & Comp. ID. (filename-52.pdf) Site Structure Doc_V2.4.doc (Page 5,6)
Login
Step 2
a. Employee login/create password & complete registration info. b. Employee sign off to allow physician to give information to UWG c. Download, print & sign .pdf info to give to Physician Site Structure Doc_V2.4.doc (Page 7)
Print .pdf includes member ID, comp. ID, instructions for physician, & deadline to submit data (filename-52.pdf)
a. Employee delivers .pdf instruction form to physician. b. Physician takes employee's biometric measurements: Height, Weight, Waist Circumference, Glucose and/or A1c, TC, HDL, LDL, Triglycerides
Site Structure Doc_V2.4.doc (Page 7) Physician Login
Step 3
a. login & adds physician/practice Information b. Physician enter's Member ID c. System confirms Member ID and populates current information d. Biometric data is now entered for participant e. Check box for more info about Wellness Programs
Step 4
Site Structure Doc_V2.4.doc (Page 8,9)
Reports on Companies (Next Module)
Admin
Reports for Company Employees (Next Module)
Reports for Physicians (Next Module)
