Tips and guidelines that can help make your SimplyEngaged® program a successYou’ve taken an important step in choosing the SimplyEngaged wellness incentive program. While encouraging your employees to improve their health, you can also take more control of health care costs. The following recommendations are designed to help you get your wellness program off to a great start.

Successful wellness programs like SimplyEngaged empower organizations to take an active role in motivating improved employee health and wellness. From years of experience with SimplyEngaged customers around the country, we know that program success is driven by a combination of:

Executive sponsorship and support

Helping employees measure, access and understand their health risks

Educating employees on health issues

Offering health improvement programs

Offering incentives to promote desired behaviors

Sustained organizational commitment to the program

SimplyEngaged can help you better control your health care costs while sustaining competitive employee benefits by rewarding employees with financial incentives when they participate in wellness activities. Implementing SimplyEngaged involves a few simple components.

Suggested timelinePolicy Start Date Within 60 days after Policy

Start DateWithin 60-120 days of Policy Start Date After Biometric Screening, Ongoing Ongoing

Set strategy Introduce program Engage employees in Health & Wellness Engage employees in Health & Wellness Keep wellness alive

1. Introduce your Wellness Program to employees with Executive Sponsorship and support.

2. Host a health or wellness fair and include a Biometric Screening Event to kick off your wellness program.

3. Help employees take charge and improve their health with Health Coaching programs

4. Keep health and wellness top-of-mind for employees with Regular Employee Wellness Communications

Identify a Wellness Champion or Ambassador to promote your SimplyEngaged program and encourage participation.

Conduct a planning meeting with your Wellness Champion and UnitedHealthcare representative to plan your SimplyEngaged program wellness activity and communication calendar.

Promote the Biometric Screening Event.

Communication Tools: • Flier & Poster

Promote the Health Assessment and rewards at the Biometric Screening Event.

Communication Tools:• Flier & Poster

Promote Health Coaching Programs.

Communication Tools:• Flier & Poster

Communication Tools:

• Create your own newsletter using the custom tool and available articles.

• Promote the Healthy Mind Healthy Body® newsletter using the attached flier.

Schedule a Biometric Screening Event with your Oxford representative.

Introduce the program to your employees with executive sponsorship and support.

Communication Tools:

• CEO Letter/Email• Employee Presentation• Program Overview Brochure

Biometric Screening Events: • Screening includes non-fasting cholesterol with glucose,

body composition (BMI and body fat) and blood pressure.• Screening events are for employees only. • Events require a minimum of 20 participants.• To have two events at one location, you must expect 75

participants at each event.• Standard operating time:

Monday through Friday, 5 a.m. to 7 p.m.• Additional fees will be applied for non-standard event

times and requests to include spouses, non-Oxford covered employees.

• Events cancelled within four (4) weeks of the event date cannot be rescheduled unless the customer agrees to fund the new event.

Online Health Coaching:

• Nutrition • Exercise• Weight Management • Smoking Cessation • Stress Management • Diabetes Management • Heart Health• High Blood Pressure• Back Pain• Pregnancy• Preventive Care• Asthma

Monitor program results.

• Review participation and summary reports with your Oxford strategic account executive.

• Recommended timing: 6 months from program start and pre-renewal.

Health Assessment Rewards:

With biometric screening results in hand, employees and their spouses log in to oxfordhealth.com and complete the online Health Assessment to receive a personalized report identifying opportunities for improvement and a $75 reward.

Health Coaching Rewards:

• $25 reward for completing online program• $75 reward for completing telephonic program• Maximum reward: $175 per employee or $350 per family

(for eligible spouses also participating in the program).

Notes on Communication Tools:

• All SimplyEngaged tools are available in both the Broker and Employer Portal on oxfordhealth.com.

Notes on Employee Rewards:

• Children may not participate in the rewards program. • Members are eligible to receive a maximum of one

incentive reward for each wellness activity they complete annually.

Notes on Employee Rewards continued:

• Employees track personal rewards on oxfordhealth.com.• Employees redeem gift card rewards.

Notes on Taxation:

• Rewards earned may be taxable income. Federal tax law is currently unclear with respect to incentives earned as part of a wellness product or program.

• We do not provide tax advice; it is the customer’s reponsibility to determine tax and witholding obligations.

• Request an annual report of employee rewards from your Oxford representative.

Policy Start Date Within 60 days after Policy Start Date

Within 60-120 days of Policy Start Date After Biometric Screening, Ongoing Ongoing

Set strategy Introduce program Engage employees in Health & Wellness Engage employees in Health & Wellness Keep wellness alive

1. Introduce your Wellness Program to employees with Executive Sponsorship and support.

2. Host a health or wellness fair and include a Biometric Screening Event to kick off your wellness program.

3. Help employees take charge and improve their health with Health Coaching programs

4. Keep health and wellness top-of-mind for employees with Regular Employee Wellness Communications

Identify a Wellness Champion or Ambassador to promote your SimplyEngaged program and encourage participation.

Conduct a planning meeting with your Wellness Champion and UnitedHealthcare representative to plan your SimplyEngaged program wellness activity and communication calendar.

Promote the Biometric Screening Event.

Communication Tools: • Flier & Poster

Promote the Health Assessment and rewards at the Biometric Screening Event.

Communication Tools:• Flier & Poster

Promote Health Coaching Programs.

Communication Tools:• Flier & Poster

Communication Tools:

• Create your own newsletter using the custom tool and available articles.

• Promote the Healthy Mind Healthy Body® newsletter using the attached flier.

Schedule a Biometric Screening Event with your Oxford representative.

Introduce the program to your employees with executive sponsorship and support.

Communication Tools:

• CEO Letter/Email• Employee Presentation• Program Overview Brochure

Biometric Screening Events: • Screening includes non-fasting cholesterol with glucose,

body composition (BMI and body fat) and blood pressure.• Screening events are for employees only. • Events require a minimum of 20 participants.• To have two events at one location, you must expect 75

participants at each event.• Standard operating time:

Monday through Friday, 5 a.m. to 7 p.m.• Additional fees will be applied for non-standard event

times and requests to include spouses, non-Oxford covered employees.

• Events cancelled within four (4) weeks of the event date cannot be rescheduled unless the customer agrees to fund the new event.

Online Health Coaching:

• Nutrition • Exercise• Weight Management • Smoking Cessation • Stress Management • Diabetes Management • Heart Health• High Blood Pressure• Back Pain• Pregnancy• Preventive Care• Asthma

Monitor program results.

• Review participation and summary reports with your Oxford strategic account executive.

• Recommended timing: 6 months from program start and pre-renewal.

Health Assessment Rewards:

With biometric screening results in hand, employees and their spouses log in to oxfordhealth.com and complete the online Health Assessment to receive a personalized report identifying opportunities for improvement and a $75 reward.

Health Coaching Rewards:

• $25 reward for completing online program• $75 reward for completing telephonic program• Maximum reward: $175 per employee or $350 per family

(for eligible spouses also participating in the program).

Notes on Communication Tools:

• All SimplyEngaged tools are available in both the Broker and Employer Portal on oxfordhealth.com.

Notes on Employee Rewards:

• Children may not participate in the rewards program. • Members are eligible to receive a maximum of one

incentive reward for each wellness activity they complete annually.

Notes on Employee Rewards continued:

• Employees track personal rewards on oxfordhealth.com.• Employees redeem gift card rewards.

Notes on Taxation:

• Rewards earned may be taxable income. Federal tax law is currently unclear with respect to incentives earned as part of a wellness product or program.

• We do not provide tax advice; it is the customer’s reponsibility to determine tax and witholding obligations.

• Request an annual report of employee rewards from your Oxford representative.

Timing is everything. Launching a wellness program after open enrollment may improve participationThe ramp-up to open enrollment generally includes a mass of employee communications, including notices of benefi ts changes, additions or eliminations; education about new benefi t plan features; and enrollment instructions and reminders to complete enrollment. The onslaught may make employees feel bombarded with too much information. Consequently, wellness experts assert employers should think twice before launching a wellness campaign during the open enrollment period.

Because “there is so much going on during that period,” Bob Carpenter, vice president of the health and wellness program unit at ComPsych, said he prefers employers to “roll out a comprehensive wellness program separately from open enrollment.”1

1Source: Employee Benefi t News, (JLKY), 15 June 2007, ISSN: 1044-6265. Author(s): Lydell C. Bridgeford.

SimplyEngaged customer approaches to maximize employee participation and program value

In addition to the basic program components outlined here, SimplyEngaged customers have used some of these approaches to increase program participation and success: Drawings at the biometric screening event

to increase participation Educational “lunch ‘n learn” sessions on

health and wellness topics Visible and regular communication from

the employer Lower premiums Additional paid time off

To market your SimplyEngaged program and drive employee participation, these employee communication tools and materials are available electronically on Employer eServices via the Communication Resource Center:

Employee presentation CEO Letter template to kick off the program Promotional fl iers and posters Quarterly wellness newsletters Custom wellness newsletter tool allows you to

create your own health and wellness newsletter on a variety of topics

Improving health is more often about behavior change than anything else and employee behavior can be diffi cult to impact. That’s where incentives can play a powerful role.

SimplyEngaged participants are more likely to engage in desired behaviors. 60% participation in biometric screening versus

30% on average 22% participation in Health Assessment versus

2% on average For each one-point improvement in an employee’s health assessment risk, individual claims costs may fall as much as $56 per individual.*(*Source: Dee Edington, Director of the Health Management Research Center of the University of Michigan & the U.S. Department of Health and Human Services.)

SimplyEngaged is in compliance with the Genetic Information Nondiscrimination Act of 2008 (GINA) as follows:

Our Health Assessment tool does not include family history questions. Completion of the Health Assessment is not

mandatory to access benefi ts, it is only required in order for the individual to earn the $75 reward. Th e $75 reward for Health Assessment completion

is not suffi ciently large as to be perceived by the consumer as mandatory.

Oxford HMO products are underwritten by Oxford Health Plans (NY), Inc., Oxford Health Plans (NJ), Inc. and Oxford Health Plans (CT), Inc. Oxford insurance products are underwritten by Oxford Health Insurance, Inc.

M50807-C MS-12-082 2/12 Copyright © 2012 Oxford Health Plans LLC. All rights reserved.

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