Insight. Action.
Measure.
Getting People to Act: Driving Engagement
through insight, personalization, and behavioral
science
August 19, 2015
© Medullan, Inc.
2page
Your Guides Today
Ryan Rossier
VP, Product Innovation
Ryan leads the product innovation team at Medullan. His
expertise includes market research and analysis,
program management, agile delivery excellence, and
lean start up.
Josh is the Chief Behavioral Scientist at ChipRewards. Dr. Klapow is
a licensed clinical psychologist and works extensively to
communicate the role of behavioral science in a wide range health
and wellness topics.
Josh Klapow, PhD
Chief Behavioral Scientist
Chris Duke, PhD
Director, Center for Consumer Choice in Health Care
Dr. Duke is the Director of Altarum Institute’s Center for
Consumer Choice in Health Care, and conducts
research into how patients can make decisions to get
maximum value out of their health care.
3page
Today’s topics
Recap and background: Insight. Action. Measure
ACE Measure: increase the probability for action
The science of behavior change
Applying the science to achieve outcomes
Q&A
1
2
3
4
5
4page
MEDULLAN ACTIVATE
Insight. Action. Measure.
INSIGHT
OUTCOME
& LEARNING
RIGHT
PEOPLE
RIGHT INTERVENTION,
RIGHT TIME
RIGHT
REFINEMENTS
1
2
3
ACTION
MEASURE
5page
MEDULLAN ACTIVATE
Insight. Action. Measure.
INSIGHT
OUTCOME
& LEARNING
RIGHT
PEOPLE
RIGHT INTERVENTION,
RIGHT TIME
RIGHT
REFINEMENTS
1
2
3
ACTION
MEASURE
Actionable insights identify the right
opportunities and the right people to target
6page
MEDULLAN ACTIVATE
Insight. Action. Measure.
INSIGHT
OUTCOME
& LEARNING
RIGHT
PEOPLE
RIGHT INTERVENTION,
RIGHT TIME
RIGHT
REFINEMENTS
1
2
3
ACTION
MEASURE
Get people to take action with the right intervention at
the right time (relevant and receptive)
7page© Medullan Inc.
The Altarum Consumer
Engagement (ACE) Measure
Chris Duke PhD
Director, Center for Consumer Choice in Health Care
Altarum Institute
8page
How can we leverage engagement?
When we understand an individual’s personal level of
engagement, there are many opportunities for intervention.
We can segment similar people to understand:
– Who is more or less likely to have health problems?
– How can we message to different segments
appropriately?
– How can we provide self-awareness to each
segment?
– How can we set appropriate health goals?
But how can we identify individuals’ level of engagement?
9page
• Altarum Institute developed the ACE Measure in 2014.
– Survey of 3 primary domains and 12 questions.
– Validated against many health outcomes and behaviors.
– Published manuscript available here:
http://link.springer.com/article/10.1007%2Fs40271-015-0131-2
• ACE was developed with several goals:
– Scientifically validate a measure of engagement
– Capture modern forms of engagement, like web resources
– Capture complexity of engagement with multiple domains
– Licensing agreement does not require financial payment
Introducing the ACE Measure
10page
ACE Measure Domains
• Commitment: Everyday health behaviors
– Highly predictive of health outcomes and medical adherence.
• Informed Choice: Preference for learning about health
– Highly predictive of researching health, shared decision-making.
• Navigation: Experience and savvy using healthcare
– Highly predictive of comparing cost and quality information.
• Individuals’ may be high on one domain and low in
another.
11page
0
.2.4.6.8
5 10 15 20 25
Commitment
Commitment
also predicts
healthy control
of:
• Cholesterol
• Blood pressure
• Smoking
• Glucose
5 10 15 20 25
Commitment Score
80%
60%
40%
20%
0%
Likelihood of not being
clinically obese.
Commitment & Healthy Outcomes
© 2014 Altarum Institute
12page
How are we using ACE?
• A healthcare organization is customizing patient
messaging based on patient ACE scores.
– Understand who needs help in specific areas
– Set appropriate goals for engagement and health
• A hospital has providers talk patient through ACE
scores in the hospital.
– Understand patient strengths and weaknesses
– Assign extra resources for specific patient deficits
– Set appropriate goals for engagement and health
© 2014 Altarum Institute
13page
• Patients took an engagement survey and were called by
a health coach following a hospitalization.
• Coaching message was segmented into four levels to be
achievable to each level of engagement.
• Results?
– Survey engagement increased
– Medical adherence increased
– Readmissions declined, saving an average of $1872 per person
Full study: http://www.ncbi.nlm.nih.gov/pubmed/19514801
Case study: Tailored health coaching
14page© Medullan Inc.
The Business of Behavior
Change
When success depends on doing
Josh Klapow Ph.D
Chief Behavioral Scientist
ChipRewards
15page
Proprietary & Confidential
• The individual becomes the center
of the “universe”
• Individual actions drive
engagement across markets
• What someone does or doesn’t do
on any given day is quantified
• How can this be unified?
Source: Oliver Wyman
Healthcare: A Personalized Marketplace
16page
Proprietary & Confidential
The Common Denominator
17page
Proprietary & Confidential
BEHAVIOR
The Common Denominator
18page
Proprietary & Confidential
Behavioral Science: An empirical approach to
understanding, evaluating and changing
human behavior.
What is Behavioral Science?
19page
Proprietary & Confidential
Behavioral Science: An empirical approach to
understanding, evaluating and changing
human behavior.
What is Behavioral Science?
20page
Proprietary & Confidential
• Learning Theories (Skinner/Pavlov)
• Health Belief Model (Rosenstock)
• Theory of Reasoned Action (Ajzen & Fishbein)
• Social Cognitive Theory (Bandura)
• Transtheoretical Model (Prochaska & DiClemente)
• Information/Motivation/Behavioral Skills Model
(Fisher & Fisher)
Models of Behavior Change
21page
Proprietary & Confidential
Probability
of Behavior Change
(likelihood, not guarantee)
Heuristic
22page
Proprietary & Confidential
The Application
23page
Proprietary & Confidential
- PTO days
- Charity donations
- Company merchandise
- Payroll deposits
- Merchandise
- Gift cards
- Real-time travel
- Activities & events
- Notifications
- Virtual badges
- Achievements
- Discounts
- Special offers
- Savings & benefits
- Premium reduction
- HRA / HSA / FSA
contributions
- Annual exams
- Preventive screens
- Condition management
- Generic conversion
- Rx compliance
- Mail-order Rx
- Eligibility changes
- EMR system data
- DM/Wellness vendors
- Onsite health events
- Remote participation
- Medical purchases
- Grocery purchases
- Self-reported activity
- Quiz completion
- Evaluator reporting
Actions Data Sources Consequences
Consequence Rules
Behavior Change at Scale
24page
Proprietary & Confidential
Case Study 1
25page
Proprietary & Confidential
 Targeted segment of 745 eligible employees from large, national employer.
 Self-insured health benefit plan with historical cost increases ≥10% annually
 10 year history of wellness initiatives with limited ROI
 On-site fitness and gym memberships
 HRA’s and biometrics with incentives
 Annual physical with PCP with incentives
* Reeves, J., Kapp, B. (2013). Improved Cost, Health, and Satisfaction With a Health Home Benefit Plan for Self-Insured Employers and
Small Physician Practices, Journal of Ambulatory Care Management Vol. 36, No. 2, pp. 108–120.
26page
Proprietary & Confidential
Patient
Health
Information
Registry and Cost
Management
Systems
ChipRewards
PCP Delivery
System – P4P
Medical
Homes
Care Plan -
Patient
Guidelines /
Incentives
Care
Coordination
Team- Coaches,
Case Managers,
M.D. Medical
Director
ChipRewards Role
 Connected to all sources of information
 Automated tracking behavior and processing rules
 Communicate consequences to plan administrator
12 Compliance Rules
Selected examples:
 Complete Health Risk Assessment
 Establish care with PCP
 Follow PCP Treatment Plan
(Specialist Referral, Laboratory/Medication)
 Report Emergency Room (ER) / Urgent Care Visit
 Timely Report of Inpatient Discharge to PCP
 Participate in Health Management Program
Member Consequences
 1st violation: written warning issued.
 2nd violation: 100% increase in the employee
contribution to premium
 3rd violation: Termination of participation in preferred plan
Platform
27page
Proprietary & Confidential
Hedis Measures % Measures Improved %
A1C in past year 84.4% A1C 90.1%
BP in past year 92.6% BP 94.2%
LDL C in past year 75.6% LDL C 88.1%
T C in past year 76.4% T C 89.5%
Disease Controlled % Utilization Improvement %
Diabetes Mellitus 64.5%
Hypertension 81.8% Lower ER Visits/1,000 -7%
Hyperlipidemia: LDL-C 75.6% Lower Hospital Days/1,000 -48%
Hyperlipidemia: T C 76.4%
After 24 months, total medical costs were 23% lower than the baseline year.
28page
Proprietary & Confidential
Case Study 2
29page
Proprietary & Confidential
 Incented stair usage promotion was one component of a larger
health and wellness incentive program
 Program to increase stair usage among 216 employees in a
single 8 floor building
 Employees swiped their employee ID cards at readers on the
doors at the entrance and exit of the stairwells which
automatically awarded points to individual reward accounts
*Schumacher et al. (2013). Boosting workplace stair utilization: A study of incremental reinforcement.
Rehabilitation Psychology, 58(1), 81-86.
30page
Proprietary & Confidential
 Stair-taking behavior increased by over 600%
 New stair-takers increased by 66.4%
 Substantial overall gains were immediate and sustained
over a 6-month period
0.00%
20.00%
40.00%
60.00%
80.00%
100.00%
120.00%
Percentage of Employees Using Stairs
0
50
100
150
200
250
300
350
Average Number of
Times Stairs Used Per Day
39
301
Baseline With Incentives Baseline With Incentives
31page© Medullan Inc.
Final Thoughts
32page
MEDULLAN ACTIVATE
Insight. Action. Measure.
INSIGHT
OUTCOME
& LEARNING
RIGHT
PEOPLE
RIGHT INTERVENTION,
RIGHT TIME
RIGHT
REFINEMENTS
1
2
3
ACTION
MEASURE
33page© Medullan Inc.
Questions?
34page
Join us for the next in our 3 part series
#1 INSIGHT
Finding Actionable
Insights
Aug 5, 2pm
#2 ACTION #3 MEASURE
Getting Members
to Act
Aug 19, 2pm
Measuring
Effectiveness
Sep 9, 2pm
See info.medullan.com/webinars for more details.
35page© Medullan Inc.
Thank you!
Chris Duke
chris.duke@altarum.org
Josh Klapow
josh.klapow@chiprewards.com
Ryan Rossier
rrossier@medullan.com
36page
Better Lives
I N N O V A T I O N
F O R
We improve the healthcare experience
through human-centered digital solutions
37page
38page
www.chiprewards.com
ChipRewards | What We Do
A configurable solution that
merges science, technology,
people and processes to
optimize the probability that
targeted behaviors occur.
Behavioral
Science
Enhanced
Utilization &
Outcomes
User
Experience
Engagement &
Loyalty

Getting People to Act

  • 1.
    Insight. Action. Measure. Getting Peopleto Act: Driving Engagement through insight, personalization, and behavioral science August 19, 2015 © Medullan, Inc.
  • 2.
    2page Your Guides Today RyanRossier VP, Product Innovation Ryan leads the product innovation team at Medullan. His expertise includes market research and analysis, program management, agile delivery excellence, and lean start up. Josh is the Chief Behavioral Scientist at ChipRewards. Dr. Klapow is a licensed clinical psychologist and works extensively to communicate the role of behavioral science in a wide range health and wellness topics. Josh Klapow, PhD Chief Behavioral Scientist Chris Duke, PhD Director, Center for Consumer Choice in Health Care Dr. Duke is the Director of Altarum Institute’s Center for Consumer Choice in Health Care, and conducts research into how patients can make decisions to get maximum value out of their health care.
  • 3.
    3page Today’s topics Recap andbackground: Insight. Action. Measure ACE Measure: increase the probability for action The science of behavior change Applying the science to achieve outcomes Q&A 1 2 3 4 5
  • 4.
    4page MEDULLAN ACTIVATE Insight. Action.Measure. INSIGHT OUTCOME & LEARNING RIGHT PEOPLE RIGHT INTERVENTION, RIGHT TIME RIGHT REFINEMENTS 1 2 3 ACTION MEASURE
  • 5.
    5page MEDULLAN ACTIVATE Insight. Action.Measure. INSIGHT OUTCOME & LEARNING RIGHT PEOPLE RIGHT INTERVENTION, RIGHT TIME RIGHT REFINEMENTS 1 2 3 ACTION MEASURE Actionable insights identify the right opportunities and the right people to target
  • 6.
    6page MEDULLAN ACTIVATE Insight. Action.Measure. INSIGHT OUTCOME & LEARNING RIGHT PEOPLE RIGHT INTERVENTION, RIGHT TIME RIGHT REFINEMENTS 1 2 3 ACTION MEASURE Get people to take action with the right intervention at the right time (relevant and receptive)
  • 7.
    7page© Medullan Inc. TheAltarum Consumer Engagement (ACE) Measure Chris Duke PhD Director, Center for Consumer Choice in Health Care Altarum Institute
  • 8.
    8page How can weleverage engagement? When we understand an individual’s personal level of engagement, there are many opportunities for intervention. We can segment similar people to understand: – Who is more or less likely to have health problems? – How can we message to different segments appropriately? – How can we provide self-awareness to each segment? – How can we set appropriate health goals? But how can we identify individuals’ level of engagement?
  • 9.
    9page • Altarum Institutedeveloped the ACE Measure in 2014. – Survey of 3 primary domains and 12 questions. – Validated against many health outcomes and behaviors. – Published manuscript available here: http://link.springer.com/article/10.1007%2Fs40271-015-0131-2 • ACE was developed with several goals: – Scientifically validate a measure of engagement – Capture modern forms of engagement, like web resources – Capture complexity of engagement with multiple domains – Licensing agreement does not require financial payment Introducing the ACE Measure
  • 10.
    10page ACE Measure Domains •Commitment: Everyday health behaviors – Highly predictive of health outcomes and medical adherence. • Informed Choice: Preference for learning about health – Highly predictive of researching health, shared decision-making. • Navigation: Experience and savvy using healthcare – Highly predictive of comparing cost and quality information. • Individuals’ may be high on one domain and low in another.
  • 11.
    11page 0 .2.4.6.8 5 10 1520 25 Commitment Commitment also predicts healthy control of: • Cholesterol • Blood pressure • Smoking • Glucose 5 10 15 20 25 Commitment Score 80% 60% 40% 20% 0% Likelihood of not being clinically obese. Commitment & Healthy Outcomes © 2014 Altarum Institute
  • 12.
    12page How are weusing ACE? • A healthcare organization is customizing patient messaging based on patient ACE scores. – Understand who needs help in specific areas – Set appropriate goals for engagement and health • A hospital has providers talk patient through ACE scores in the hospital. – Understand patient strengths and weaknesses – Assign extra resources for specific patient deficits – Set appropriate goals for engagement and health © 2014 Altarum Institute
  • 13.
    13page • Patients tookan engagement survey and were called by a health coach following a hospitalization. • Coaching message was segmented into four levels to be achievable to each level of engagement. • Results? – Survey engagement increased – Medical adherence increased – Readmissions declined, saving an average of $1872 per person Full study: http://www.ncbi.nlm.nih.gov/pubmed/19514801 Case study: Tailored health coaching
  • 14.
    14page© Medullan Inc. TheBusiness of Behavior Change When success depends on doing Josh Klapow Ph.D Chief Behavioral Scientist ChipRewards
  • 15.
    15page Proprietary & Confidential •The individual becomes the center of the “universe” • Individual actions drive engagement across markets • What someone does or doesn’t do on any given day is quantified • How can this be unified? Source: Oliver Wyman Healthcare: A Personalized Marketplace
  • 16.
  • 17.
  • 18.
    18page Proprietary & Confidential BehavioralScience: An empirical approach to understanding, evaluating and changing human behavior. What is Behavioral Science?
  • 19.
    19page Proprietary & Confidential BehavioralScience: An empirical approach to understanding, evaluating and changing human behavior. What is Behavioral Science?
  • 20.
    20page Proprietary & Confidential •Learning Theories (Skinner/Pavlov) • Health Belief Model (Rosenstock) • Theory of Reasoned Action (Ajzen & Fishbein) • Social Cognitive Theory (Bandura) • Transtheoretical Model (Prochaska & DiClemente) • Information/Motivation/Behavioral Skills Model (Fisher & Fisher) Models of Behavior Change
  • 21.
    21page Proprietary & Confidential Probability ofBehavior Change (likelihood, not guarantee) Heuristic
  • 22.
  • 23.
    23page Proprietary & Confidential -PTO days - Charity donations - Company merchandise - Payroll deposits - Merchandise - Gift cards - Real-time travel - Activities & events - Notifications - Virtual badges - Achievements - Discounts - Special offers - Savings & benefits - Premium reduction - HRA / HSA / FSA contributions - Annual exams - Preventive screens - Condition management - Generic conversion - Rx compliance - Mail-order Rx - Eligibility changes - EMR system data - DM/Wellness vendors - Onsite health events - Remote participation - Medical purchases - Grocery purchases - Self-reported activity - Quiz completion - Evaluator reporting Actions Data Sources Consequences Consequence Rules Behavior Change at Scale
  • 24.
  • 25.
    25page Proprietary & Confidential Targeted segment of 745 eligible employees from large, national employer.  Self-insured health benefit plan with historical cost increases ≥10% annually  10 year history of wellness initiatives with limited ROI  On-site fitness and gym memberships  HRA’s and biometrics with incentives  Annual physical with PCP with incentives * Reeves, J., Kapp, B. (2013). Improved Cost, Health, and Satisfaction With a Health Home Benefit Plan for Self-Insured Employers and Small Physician Practices, Journal of Ambulatory Care Management Vol. 36, No. 2, pp. 108–120.
  • 26.
    26page Proprietary & Confidential Patient Health Information Registryand Cost Management Systems ChipRewards PCP Delivery System – P4P Medical Homes Care Plan - Patient Guidelines / Incentives Care Coordination Team- Coaches, Case Managers, M.D. Medical Director ChipRewards Role  Connected to all sources of information  Automated tracking behavior and processing rules  Communicate consequences to plan administrator 12 Compliance Rules Selected examples:  Complete Health Risk Assessment  Establish care with PCP  Follow PCP Treatment Plan (Specialist Referral, Laboratory/Medication)  Report Emergency Room (ER) / Urgent Care Visit  Timely Report of Inpatient Discharge to PCP  Participate in Health Management Program Member Consequences  1st violation: written warning issued.  2nd violation: 100% increase in the employee contribution to premium  3rd violation: Termination of participation in preferred plan Platform
  • 27.
    27page Proprietary & Confidential HedisMeasures % Measures Improved % A1C in past year 84.4% A1C 90.1% BP in past year 92.6% BP 94.2% LDL C in past year 75.6% LDL C 88.1% T C in past year 76.4% T C 89.5% Disease Controlled % Utilization Improvement % Diabetes Mellitus 64.5% Hypertension 81.8% Lower ER Visits/1,000 -7% Hyperlipidemia: LDL-C 75.6% Lower Hospital Days/1,000 -48% Hyperlipidemia: T C 76.4% After 24 months, total medical costs were 23% lower than the baseline year.
  • 28.
  • 29.
    29page Proprietary & Confidential Incented stair usage promotion was one component of a larger health and wellness incentive program  Program to increase stair usage among 216 employees in a single 8 floor building  Employees swiped their employee ID cards at readers on the doors at the entrance and exit of the stairwells which automatically awarded points to individual reward accounts *Schumacher et al. (2013). Boosting workplace stair utilization: A study of incremental reinforcement. Rehabilitation Psychology, 58(1), 81-86.
  • 30.
    30page Proprietary & Confidential Stair-taking behavior increased by over 600%  New stair-takers increased by 66.4%  Substantial overall gains were immediate and sustained over a 6-month period 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% Percentage of Employees Using Stairs 0 50 100 150 200 250 300 350 Average Number of Times Stairs Used Per Day 39 301 Baseline With Incentives Baseline With Incentives
  • 31.
  • 32.
    32page MEDULLAN ACTIVATE Insight. Action.Measure. INSIGHT OUTCOME & LEARNING RIGHT PEOPLE RIGHT INTERVENTION, RIGHT TIME RIGHT REFINEMENTS 1 2 3 ACTION MEASURE
  • 33.
  • 34.
    34page Join us forthe next in our 3 part series #1 INSIGHT Finding Actionable Insights Aug 5, 2pm #2 ACTION #3 MEASURE Getting Members to Act Aug 19, 2pm Measuring Effectiveness Sep 9, 2pm See info.medullan.com/webinars for more details.
  • 35.
    35page© Medullan Inc. Thankyou! Chris Duke chris.duke@altarum.org Josh Klapow josh.klapow@chiprewards.com Ryan Rossier rrossier@medullan.com
  • 36.
    36page Better Lives I NN O V A T I O N F O R We improve the healthcare experience through human-centered digital solutions
  • 37.
  • 38.
    38page www.chiprewards.com ChipRewards | WhatWe Do A configurable solution that merges science, technology, people and processes to optimize the probability that targeted behaviors occur. Behavioral Science Enhanced Utilization & Outcomes User Experience Engagement & Loyalty