 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Do you have a primary care provider?
SUBMIT ANSWER
90%
WF
Survey
9:41 am
100%
 
 
 
 
Health plan staff can see survey answers, and understand important information like member health history, concerns, and unique needs. The survey asks Emma if she has a PCP.
Finish survey 
An initial survey is designed to welcome Emma and close gaps in care
Improving Emma's experience
 
 
SUBMIT ANSWER
 
 
 
Survey
9:45 am
100%
WF
 
 
 
 
 
 
Welcome!
We’re so glad you’re here—we look forward to helping you manage your health.
TAP TO CONTINUE
 
 
 
 
Survey
9:41 am
100%
WF
DAILY
LONG-TERM
Long-term checklist
This is a personalized plan to keep your health on track.
 
 
 
 
 
 
 
Select a Primary Care Provider
Schedule a Mammogram
Schedule Sam's Yearly Exam
 
Checklist
Reminders
Me
Chat
Resources 
 
 
 
Select a Provider
9:52 AM
100%
WF
Checklist
Reminders
Me
Chat
Resources 
 
 
FIND A PROVIDER
 
Your next steps:
Select or find a primary care 
provider in your network
If you already have a primary car provider,
enter their name in the box below
Maxine Goodwill, MD
Call your doctor to make an annual appointment.
If you don't have a primary care provider, tap below to find one in your area.
 
 
If you already have primary care provider, 
enter their name in the box below:
DELETE
SAVE
An advocate can help Emma set up an appointment. Her son, Sam, lives with asthma, and she realizes it’s time to set up an annual physical with his pediatrician. Emma can also set a reminder for Sam’s appointment in the app.
Schedule appointment
Registering her PCP reminded Emma to make an appointment for her son, Sam.
Emma also manages her family's health and wellness needs
 
 
 
Survey
9:50 am
100%
WF
LONG-TERM
DAILY
Long-term checklist
This is a personalized plan to keep your health on track.
Checklist
Reminders
Me
Chat
Resources 
 
Schedule Sam's Yearly Exam
 
 
 
 
Select a Primary Care Provider
 
Schedule a Mammogram
 
 
Completed
 
 
See a Provider
9:51 am
100%
WF
Checklist
Reminders
Me
Chat
Resources 
 
 
 
Call your doctor to make an annual appointment.
If you don't have a primary care provider, tap below to find one in your area.
Your next steps
FIND A PROVIDER
DELETE
SAVE
 
 
Schedule a  Yearly Exam
STATUS
Scheduled
 
Enter your appointment details:
Yearly Exam for Sam (Son)
10:00 AM
05/12/2022
 
 
Set a reminder
Send us a message
 
Her checklist prompts Emma to schedule an appointment for a mammogram due to general age-based recommendations and medical history uncovered in her onboarding survey.
Emma is encouraged to schedule a mammogram
Wellframe encourages Emma to proactively manage her health
Complete Checklist Task
 
 
 
Survey
9:50 AM
100%
WF
LONG-TERM
DAILY
Long-term checklist
This is a personalized plan to keep your health on track.
Checklist
Reminders
Me
Chat
Resources 
 
 
Select a Primary Care Provider
 
Schedule a Mammogram
 
 
Schedule Sam's Yearly Exam
 
 
 
Scheduled
Completed
 
 
 
Survey
9:41 am
100%
WF
Follow-up visits matter
Attending your follow-up visit is important to 
maintaining your health. Your doctor will be 
able to check your progress and provide
guidance and next steps for you to take to 
stay healthy.
MESSAGE MY ADVOCATE
Checklist
Reminders
Me
Chat
Resources 
 
 
Her advocate can answer any questions Emma has, and help her understand what her insurance covers fully and when she has a copay.
Message care advocate
Emma messages her care advocate with a question about her benefits coverage
Secure two-way chat is convenient for members & staff 
 
 
 
Chat
9:56 AM
100%
WF
 
 
 
 
Your Care Team may not respond immediately.
If this is an emergency, please contact your doctor 
or emergency services.
I need to schedule a yearly exam
for my son, Sam. Will this be 
covered by my insurance?
9:53 am
 
 
Thanks for your help!
9:56 am
You can view the details of your
HSA account in the Member
Benefits tab. Tap Resources in 
the menu below to get started.
9:56 am
 
 
 
The copay for her son Sam's next appointment can be made with funds from her HSA card. But first, Emma wants to see how much she has available.
Visit member benefits
Emma wants to check her available HSA balance
Customize member resources on health and benefits 
 
 
 
Checklist
Reminders
Me
Chat
Resources 
My HSA Account
9:58 AM
100%
WF
$8800
HSA deposit account balance
 
$0
total  funds spent
 
Contributions to your HSA
Last updated: One minute ago
2022 Tax Year
2021 Tax Year
$7200
$600
View account details
Manage funds
 
 
 
 
 
Next 
 
Previous 
Emma can rest easy knowing she has the information she needs
“For the first time in my life, I feel like 
I have the information and support to 
manage my health—and my family’s 
health. I had no idea that I needed to 
schedule a mammogram appointment 
until the Wellframe app alerted me, and explained its importance at my age.”
 
9:55 am
 
 
Hi Emma. It looks like your
insurance will cover Sam's 
yearly exam, but you will 
have a small copay. Your HSA
account can be used to cover 
the cost.
Sandra • Care Advcoate
After Emma views her HSA balance, she decides to browse the Library for more information on being a family caregiver.
Emma can rest easy knowing she has the information she needs
 
 
 
 
 
Survey
9:41 am
100%
WF
90%
 
 
 
Do you have a primary care provider?
The long-term checklist includes key action items based on Emma's unique needs. Because she just finished her introductory checklist, Emma is prompted to add a PCP on the app.
Add a primary care provider
Every time Emma logs in, she sees her long-term checklist
Wellframe helps Emma stay on track
An advocate can help Emma set up an appointment. Her son, Sam, lives with asthma, and she realizes it’s time to set up an annual physical with his pediatrician. Emma can also set a reminder for Sam’s appointment in the app.
Schedule appointment
Registering her PCP reminded Emma to make an appointment for her son, Sam.
Emma also manages her family's health and wellness needs
Complete Checklist Task
Her checklist prompts Emma to schedule an appointment for a mammogram due to general age-based recommendations and medical history uncovered in her onboarding survey.
Emma is encouraged to schedule a mammogram
Wellframe encourages Emma to proactively manage her health
The copay for her son Sam's next appointment can be made with funds  from her HSA card. But first, Emma wants to see how much she has available.
Visit member benefits
Emma wants to check her available HSA balance
Customize member resources on health and benefits 
 
Health plan staff can see survey answers, and understand important information like member health history, concerns, and unique needs. The survey asks Emma if she has a PCP.
Finish survey 
An initial survey is designed to welcome Emma and close gaps in care
 
Improving Emma's experience
The long-term checklist includes key action items based on Emma's unique needs. Because she just finished her introductory checklist, Emma is prompted to add a PCP on the app.
Add a primary care provider
Every time Emma logs in, she sees her long-term checklist
Wellframe helps Emma stay on track
 
 
Complete onboarding  
 
Health plan staff can see survey answers, and understand important information like member health history, concerns, and unique needs. The survey asks Emma if she has a PCP.
Finish survey 
An initial survey is designed to welcome Emma and close gaps in care
Improving Emma's experience
 
 
 
 
Clinical Advocacy
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Complete onboarding  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Sandra • Care Advcoate
Resources
Resources
Article
Clinical, benefits, and wellness support are all at her fingertips in the app
Read Library article
 
 
 
Next 
 
Previous 
Her checklist prompts Emma to schedule an appointment for a mammogram due to general age-based recommendations and medical history uncovered in her onboarding survey.
Wellframe encourages Emma to proactively manage her health
 
 
Checklist
Read Library article
 
 
After Emma views her HSA balance, she decides to browse the Library for more information on being a family caregiver.
Clinical, benefits, and wellness support are all at her fingertips in the app
 
 
 
Next 
 
Previous 
Her checklist prompts Emma to schedule an appointment for a mammogram due to general age-based recommendations and medical history uncovered in her onboarding survey.
Wellframe encourages Emma to proactively manage her health
 
 
 
“For the first time in my life, I feel like I have the information and support to manage my health—and my family’s 
health. I had no idea that I needed to schedule a mammogram appointment 
until the Wellframe app alerted me, and explained its importance at my age.”
 
 
Schedule a personalized demo
See how Wellframe helps Emma's husband, Ben 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Want to learn more about how our clinical advocacy solution can help your members? 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Please fill out the form to continue helping Emma navigate her new benefits
Please fill out the form to continue helping Emma navigate her new benefits 
 
Tap here to write a message
 
 
Tap here with a message
 
 
 
 
Want to learn more about how our clinical advocacy solution can help your members?
 
 
 
 
 
 
 
 
Digital Care Management
 
 
 
 
 
 
 
 
 
 
Hi Ben, welcome to the
Wellframe app! I'm Jackie and 
I will be your care manager.
9:41am
Before we get started, would
you complete this short
assessment so I can better
understand your health goals?
Nice to meet you, Jackie
9:48am
START ASSESSMENT
9:48am
Jackie  •  Care Manager
Care plans are easily customized for members
After Ben logs into the app, his care manager—Jackie—sends him a message.
Jackie asks Ben to take a virtual Intake Assessment through the app. It’s faster 
and more private than a phone call, and 
helps Jackie understand Ben’s health needs.
Open Assessment
 
 
 
 
 
Good morning
Today we will be asking about the health goals you'd like to work on 
using Wellframe. Your health goal or goals can be simple as getting 
more excercise, or more complicated, like managing your diabetes.
 
Open Assessment
Care plans are easily customized for members
After Ben logs into the app, his care manager—Jackie—sends him a message.
Jackie asks Ben to take a virtual Intake Assessment through the app. It’s faster 
and more private than a phone call, and 
helps Jackie understand Ben’s health needs.
 
 
Complete the survey
 
 
 
Thank you for completing the check-
in! Your responses have been sent to 
your care manager. 
Remember: It may take up to 2 
business days for your care manager 
to respond to messages and survey 
responses submitted here in the 
Wellframe app.
If you have concerns that your issues 
need to be urgently addressed,
please call your doctor. In case of 
emergency, call 911 immediately.
Good morning
 
Complete the survey
 
Care plans are easily customized for members
After Ben logs into the app, his care manager—Jackie—sends him a message.
Jackie asks Ben to take a virtual Intake Assessment through the app. It’s faster 
and more private than a phone call, and 
helps Jackie understand Ben’s health needs.
 
 
100%
 
 
 
 
 
 
Checklist
Care programs help members stay on track
Ben receives daily checklist tasks to help him manage his pre-diabetes.
Ben’s care program includes features like:
  • Weekly activity goals
  • Educational articles
  • Medication reminders
  • Personalized recommendations
  • Encouragement messages
 
 
 
 
 
 
Reminders
 
Care programs help members stay on track
 
 
YES
Did you take Statin at 9:00am?
Take daily medication
 
Wellframe supports biometrics device integration
Ben can track his blood sugar in the app.
Ben can pair his glucometer device with the Wellframe app. This makes it easier for Ben and his care manager to keep track of his blood sugar readings over time.
 
 
Sync glucometer device
 
 
 
 
 
Checklist
 
Wellframe supports biometrics device integration
Ben can track his blood sugar in the app.
Ben can pair his glucometer device with the Wellframe app. This makes it easier for Ben and his care manager to keep track of his blood sugar readings over time.
 
 
Sync glucometer device
 
 
Wellframe supports biometrics device integration
Ben can track his blood sugar in the app.
Ben can pair his glucometer device with the Wellframe app. This makes it easier for Ben and his care manager to keep track of his blood sugar readings over time.
 
 
Sync glucometer device
 
 
 
 
 
Checklist
 
See Ben's progress
 
Wellframe supports biometrics device integration
Ben can track his blood sugar in the app.
Ben can pair his glucometer device with the Wellframe app. This makes it easier for Ben and his care manager to keep track of his blood sugar readings over time.
 
See Ben's progress
 
Sync glucometer device
 
 
 
 
 
Blood sugar
 
 
 
 
 
 
 
 
 
1/3/2022 - 1/9/2022
 
Despite improvements, Ben still struggles
It’s challenging to make a big lifestyle change, even with help. When Ben misses a scheduled phone call with Jackie, she checks his progress on her care manager dashboard.
 
 
 
 
 
 
Chat
9:41 am
100%
WF
 
 
 
Your Care Team may not respond immediately.
If this is an emergency, please contact your doctor 
or emergency services
Hi Ben! It's time for our video
chat. Tap the video icon at the
top of your screen to connect.
Great, look forward to talking
then. I will call you on the 
number we've used before.
12:22pm
 
 
One hour ago
Jackie • Care Manager
 
 
 
Even though I was seeing improvement 
with my pre-diabetes, the stress of it 
all—work, kids, finances, and now exercise 
and diet—felt like I was juggling too many
 balls and dropping them all.
Despite improvements, Ben still struggles
It’s challenging to make a big lifestyle change, even with help. When Ben misses a scheduled phone call with Jackie, she checks his progress on her care manager dashboard.
 
 
 
 
View Ben's progress
Despite improvements, Ben still struggles
It’s challenging to make a big lifestyle change, even with help. When Ben misses a scheduled phone call with Jackie, she checks his progress on her care manager dashboard.
View Ben's progress
 
 
 
Despite improvements, Ben still struggles
It’s challenging to make a big lifestyle change, even with help. When Ben misses a scheduled phone call with Jackie, she checks his progress on her care manager dashboard.
View Ben's progress
 
 
 
 
Despite improvements, Ben still struggles
It’s challenging to make a big lifestyle change, even with help. When Ben misses a scheduled phone call with Jackie, she checks his progress on her care manager dashboard.
View Ben's progress
 
 
 
 
 
Send Ben the survey
 
Despite improvements, Ben still struggles
It’s challenging to make a big lifestyle change, even with help. When Ben misses a scheduled phone call with Jackie, she checks his progress on her care manager dashboard.
View Ben's progress
Send Ben the survey
 
 
 
 
 
Members can enroll in multiple care plans
Ben needs support for his 
mental health as well as 
pre-diabetes
View Ben's progress
Send Ben the survey
 
 
 
 
 
Jackie gets an alert when Ben completes the survey, prompting her to review his answers. These surveys and alerts help Jackie prioritize members that need more support.
Enroll Ben in an additional care program
 
Members can enroll in multiple care plans
Ben needs support for his 
mental health as well as 
pre-diabetes
View Ben's progress
Send Ben the survey
Enroll Ben in an additional care program
 
 
 
 
Jackie gets an alert when Ben completes the survey, prompting her to review his answers. These surveys and alerts help Jackie prioritize members that need more support.
 
 
Members can enroll in multiple care plans
Ben needs support for his 
mental health as well as 
pre-diabetes
View Ben's progress
Send Ben the survey
Enroll Ben in an additional care program
 
 
 
 
Jackie gets an alert when Ben completes the survey, prompting her to review his answers. These surveys and alerts help Jackie prioritize members that need more support.
 
 
Members can enroll in multiple care plans
Ben needs support for his 
mental health as well as 
pre-diabetes
View Ben's progress
Send Ben the survey
Enroll Ben in an additional care program
 
 
 
 
 
Jackie gets an alert when Ben completes the survey, prompting her to review his answers. These surveys and alerts help Jackie prioritize members that need more support.
Ben feels better 
knowing he’s not alone 
in improving his health
 
 
Now that Ben is getting support for his pre-diabetes and depression, he is better prepared to make important lifestyle changes. Through the Wellframe app, Ben receives daily tasks, reminders, helpful articles, and encouragements from his care manager.
See how Wellframe helps Ben's wife, Emma 
Schedule a personalized demo
 
 
 
Open Assessment
 
 
 
 
 
Wellframe supports biometrics device integration
Ben can track his blood sugar in the app.
Ben can pair his glucometer device with the Wellframe app. This makes it easier for Ben and his care manager to keep track of his blood sugar readings over time.
 
 
Sync glucometer device
 
 
 
 
 
Checklist
 
 
 
 
 
Members can enroll in multiple care plans
Ben needs support for his 
mental health as well as 
pre-diabetes
View Ben's progress
Send Ben the survey
Enroll Ben in an additional care program
 
 
 
 
 
Jackie gets an alert when Ben completes the survey, prompting her to review his answers. These surveys and alerts help Jackie prioritize members that need more support.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Checking off my tasks makes me feel accomplished. The articles are helpful, and the exercise tracker helps me accomplish my fitness goals. Plus, my care manager Jackie checks in with me to make sure I’m getting the help I need.
 
Pre-Dinner
Chat
Survey
Checklist
Survey
Add a device
Add a device
Blood sugar
 
Jackie  •  Care Manager
 
 
 
Jackie • Care Manager
See Ben's progress
 
 
 
 
 
 
Today we will be asking about the health goals you'd like to work on 
using Wellframe. Your health goal or goals can be simple as getting 
more excercise, or more complicated, like managing your diabetes.
Survey
Good morning
Open Assessment
Complete the survey
 
 
Care plans are easily customized for members
After Ben logs into the app, his care manager—Jackie—sends him a message.
Jackie asks Ben to take a virtual Intake Assessment through the app. It’s faster and more private than a phone call, and helps Jackie understand Ben’s health needs.
 
 
 
 
 
 
 
 
Ben receives daily checklist tasks to help him manage his pre-diabetes.
Ben’s care program includes features like:
  • Weekly activity goals
  • Educational articles
  • Medication reminders
  • Personalized recommendations
  • Encouragement messages
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Want to learn more about how our digital care management solution can help your members? 
 
Schedule a personalized demo
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Tap here with a message
 
 
 
 
Tap here to write a message
 
 
 
Tap here with a message
 
 
 
 
Tap here with a message
 
Please fill out the form 
to continue helping Ben manage his pre-diabetes
 
 
Please fill out the form 
to continue helping Ben manage his pre-diabetes 
