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EMPLOYER NAME

EMPLOYER NAME. AGENDA/OBJECTIVES. 1. Introductions and Background. Objectives. 2. 3. Why HealthEquity?. 4. Model and Technology. 5. Service and Education. 6. Implementation. INTRO AND BACKGROUND. HEALTHEQUITY LEADERSHIP. Steve Neeleman, MD CEO/Founder Practicing Surgeon

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EMPLOYER NAME

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  1. EMPLOYER NAME

  2. AGENDA/OBJECTIVES 1 Introductions and Background Objectives 2 3 Why HealthEquity? 4 Model and Technology 5 Service and Education 6 Implementation

  3. INTRO AND BACKGROUND

  4. HEALTHEQUITY LEADERSHIP Steve Neeleman, MD CEO/Founder Practicing Surgeon Author,The Complete HSA Guidebook Jon Kessler Chairman Founder of WageWorks, the nation’s largest TPA

  5. HEALTHEQUITY OVERVIEW • Founded 2002 • Based in Salt Lake City, Utah • IRS approved non-bank trustee • 5th largest HSA custodian, fastest growing of the top ten custodians • 250,000 accounts, $400M in assets • Education-based service model • Client-tailored web sites • 24/7/365 access to live Member Services specialists • FDIC-insured cash account or investing

  6. COMPANY NAME OBJECTIVES

  7. OBECTIVES • Secure a best-fit HSA custodial relationship • Provide excellent customer support • Support ongoing, three-pillar educational strategy • Offer an integrated solution with BCBSIL and Medco • Complement and promote current wellness programs • Comply with existing SAP electronic data capture process

  8. WHY HEALTHEQUITY?

  9. NET PROMOTER® METHODOLOGY • Promoter (P): Loyal enthusiasts who keep buying and urge friends to do the same (score 9 or 10 on 10-point scale) • Passives: Satisfied, but unenthusiastic; easily wooed by competition (score 7 or 8 on 10-point scale) • Detractor (D):Unhappy customers trapped in a bad relationship (score 6 or less on 10-point scale) • Where P – D = Net Promoter Score • Average American company rating is 9 • Very best companies range from 48 to 82

  10. HOW DOES HEALTHEQUITY COMPARE?: Banking Industry Source: NetPromoter® Industry Report 2009, HealthEquity added

  11. DOW CORNING CASE STUDY

  12. MODEL, TECHNOLOGY, AND INTEGRATION

  13. INTEGRATION Health and Wealth Full Integration Enables … Eligibility BCBS of Illinois Medco Contributions HealthEquity Eligibility, Claims, Rx, Contributions Superior Execution Devon Energy Health and Wealth Web Site Ongoing Employee Engagement – Cost Saving Tools, Alerts, and Messaging Account Management – Claim Review, PayChoice™Technology, Investing 24/7/365 Access to Live Member Services Specialists

  14. MEMBER LAUNCH Open Enrollment Meetings and Communications Account Screeningand Set Up Ongoing Interactions 60–90 days prior 40 days prior 20 days prior 17 Days prior 15 days prior Plan Yr. Begins Ongoing Devon Enrollment HealthEquity Receives Enrollment Welcome Kit and Debit Card First Login to Web Portal 01001010010110

  15. Demo DEVON ENERGY HSA PORTAL

  16. SERVICE AND EDUCATION

  17. SERVICE EXCELLENCE 24/7/365 Specialist turnover was less than 15% last year HealthEquity Member Services specialists are professionals with extensive experience and specialized skills specific to HSAs, HRAs, and FSAs Backgrounds and skills include: Healthcare, nursing, CNAs, insurance claims and billing, financial, banking and investments Education and just-in-time resources ensure HealthEquity specialists are accurate and up-to-date on IRS legislation, HSA information, and healthcare expenses.They attend two hours of education bi-weekly, respond to 10-question weekly quizzes, and complete weekly call evaluations.

  18. HEALTH AND WELLNESS EDUCATION 24/7/365 Easy point-and-click captures the call reasons and educational points A second click captures the action taken by the member as a result of the education provided by the member services specialist

  19. REPORTING: Interactions and Trends In addition to basic expected reporting results, educational interactions, enrollments, $ contributed, etc. are captured in CRM and reported to Devon.

  20. ENROLLMENT AND EDUCATION HealthEquity® Resources • Educational materials • Open enrollment web site • Plan cost calculators • Open enrollment meetings/webinars • Online tutorials for e-mail distribution • Dedicated open enrollment line • The Complete HSA Guidebook (online or hardcopy) • Member portal • New member tutorials • New member welcome kits

  21. IMPLEMENTATION

  22. IMPLEMENTATION TEAM Implemented 60+ partners with different depths of integration and customization Implementation typically tales 2–4 months Involves project lead, communication lead, and IT resources HealthEquity assigns a partner relationship manager and creates a cross-functional team Implementation Team Structure Partner SolutionsTeam Partner Relationship Manager Marketing and Sales Support Technology Operations Member & Client Services Financial Services “Continued focus on the customer will keep us loyal forever! Your responsive team has made implementation a breeze. We love you guys and recommend you to anyone who will listen.” – New Partner

  23. TESTING PROCESS • Stable Platform • Accounts since 2003 • Dev, test, and production environments • Format & Data Exchange Testing • HealthEquity maps and processes test files • HealthEquity executes unit tests and initial test cases • Partner performs user acceptance testing • HealthEquity provides partner accessto test environment • Scenario Testing • Scenario test files • HealthEquity file processes test files • HealthEquity executes test cases • Partner performs user acceptance testing

  24. NEXT STEPS

  25. NEXT STEPS: Contacts and Information Requests Onsite meetings, The Complete HSA Guidebook, and information requests 1 Steve Neeleman, MD, CEO 801.727.1012, sneeleman@healthequity.com 2 Gary Bell, SVP Enterprise Strategy, 801.727.1046, gbell@healthequity.com 3

  26. TRACK RECORD “If you are going to attempt a CDH strategy: 1) Be serious, 2) Make an investment, and 3) Work with experienced partners like HealthEquity.” – Chief HR Officer, Large Employer “Continued focus on the customer will keep us loyal forever! Your responsive team has made implementation a breeze. We love you guys and recommend you to anyone who will listen.” – Director, New England Health Plan “HealthEquity continues to ‘out do’ themselves in customer service! Thanks for taking such good care of our clients. We very much appreciate your efforts. The feedback from our clients has been five-star.” – VP, California Banking Institution

  27. www.healthequity.com THANK YOU!

  28. DEMO CAPTURES

  29. DEMONSTRATION EMPLOYER RESULTS Better Experience Better Decisions Better Outcomes Better Discounts/Choice HEALTH PLAN A • INTEGRATED ACCOUNT MANAGEMENT • HSA / HRA / FSA / DCRA / VEBA • LOWER COSTS • MAXIMIZE NETWORK • DISCOUNT / ACCESS • EMPLOYEE SATISFACTION • HIGH-QUALITY EXPERIENCE • MINIMAL DISRUPTION • CHOICE • CENTRALIZED COMMUNICATION • CONSISTENT CONSUMER STRATEGY CLAIMS & ELIGIILITY INFORMATION HEALTH PLAN B • Live 24/7/365 • Support • Web Portal MOST VALUE HEALTH PLAN C COMMUNICATION, MARKETING, AND EDUCATIONAL SERVICES • Debit Card PBM DM • Claims from • Insurance • Continuing Education

  30. PLATFORM FROM WHICH TO DRIVE PROGRAMS

  31. INSURANCE INFORMATION

  32. INVESTMENT

  33. PAYMENT PLATFORM PayChoice™ platform offerrs “pay from any account” option Add optional personal checking account Pay provider directly from any account and create a lifetime record of how claims were paid

  34. Rx PRICING TOOL For integrated pharmacy claims, HealthEquity proactively identifies savings opportunities and makes the member aware of the opportunities on the PayChoice™ platform and via e-mail.

  35. Rx SAVINGS REPORT Alternative Med Result: Member is educated and can talk to their provider about ways to save.

  36. SYMPTOM CHECKER Help members decide whether to treat at home or see a doctor. Possible causes of the symptom, how to self treat, when it’s an emergency, when to call a doctor, and how to prevent it in the future.

  37. LEVERAGE PAYMENT PLATFORM: Medical Care and Rx Members visit the site to pay claims and transact. Includes opportunities-to-leverage capability: • Provides timely and relevant information • Rx savings or drug-to-drug interaction messaging • Message around care opportunities • Ease of use • Rx mail order link • Direct payment connection to Medco

  38. PERSONAL HEALTH AND FINANCIAL RECORD (PHFR) Track health statistics, conditions and care, and drugs and allergies. View medical spending organized by type of service and condition.

  39. CARE GUIDELINES Step-by-step guide to understanding and managing 12 common conditions

  40. CONTENT & DECISION SUPPORT • Health encyclopedia • A comprehensive, award-winning collection of illustrated health information on diseases and conditions, symptoms, tests, surgeries, and more • Symptom checker • Detailed information on more than 300 specific symptoms, such as abdominal pain, headaches, or heart palpitations, allows members to search topics based on what they’re experiencing • Care guidelines • Comprehensive articles on more than 1,600 topics are categorized by disease/condition overview, symptoms, treatment, and prevention • Surgeries and procedures • Graphical presentations cover more than 100 topics, from gastrointestinal conditions to plastic surgery • Health risk assessment • URAC-accredited general risk assessment and 12 lifestyle and condition assessments • Helps members assess and minimize disease and illness risk

  41. HEALTHEQUITY OVERVIEW Key Differentiation • Account integration: • HSA/HRA/FSA/VEBA • Health plan integration • Pharmacy benefit integration • Disease managementintegration • Available before and after enrollment • Teachable moments and live activations • Targeted communications • Configurable Web portal platform Execution Proactive Engagement Integrated Account Management Education Flawless Execution Experience “I wish HealthEquity could train other vendors how to achieve flawless implementation and provide stellar customer service.” – Denise Johnson Human Resources Director Regence • Live Member Services specialists 24/7/365 • Regularly exceed industry standards and SLAs • Low turnover

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