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Provant Health Solutions Company Name Date University of Texas System Provant Training January 16, 2012

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Provant Health Solutions

Company Name

DateUniversity of Texas System

Provant TrainingJanuary 16, 2012

2

UT System Goals

“To improve the health and well-being of Texans through achieving optimal performance level of University of Texas System employees, retirees and dependents health at all Institutions..”

Livingwell.utsystem.edu

3

About Provant

4

Employers• 1,400 Employer Clients• 8% Education Clients • 99.8% Employer Retention Rate

Employees/Participants• Serve over 6 Million • 69% of Participants we Serve Work

for Companies with >10,000 Employees

• 98% Participant Satisfaction Rate

Provant Employees• Corporate Headquarters in

East Greenwich, RI: 97 Employees YTD

• Field Employees and Part-Time Employees: Over 10,000

• 4,292 Health Coaches and 1,169 Health Educators

• All W-2 Employees; NO SUBCONTRACTED STAFF

• Offices: AL, CA, CO, MN, NY, OH, TN, TX, VA

Who We Are: Scalability & Reach

2012 All rights reserved. Proprietary & Confidential to Provant Health.

An Account Team with Depth

Client Services

Ed DoughertyVP, Account Management

Lauren Koretzki /Geri Genant

Barbara HaydonVP, Clinical Services

Chandra Bessette /Sara Pontarelli

Oversight

Operational

Tactical

Strategic

CORE ACCOUNT TEAM Supported byBACK END OPERATIONS

Dan ScanlonChief Operating Officer

Barbara AnketellSVP, Operations

Heather ProvinoChief Executive Officer

Executive Sponsor

Event Staffing

Customer Service

Data & Reporting

Health Coaching

Information Technology

Shipping & Logistics

Finance

Kelly ShahVP, Business Development

Jen Mullin/Amy Gregoire

Keith SheridanChief Information Officer

2012 All rights reserved. Proprietary & Confidential to Provant Health.

6

How We Help

Understand the University of Texas System’s needs, wants, business objectives

Develop metrics of success together

Utilize data-driven approach to assess & provide insights into the System’s population health risks

Help the System Deliver targeted interventions and personalized programs across the total population

Help the System Incent healthy behaviors and outcomes, managing all aspects of incentive program

Leverage and Integrate with the System’s other sponsored health programs

Measure impact to ensure program meets the System’s desired outcomes/metrics

Provide strategic recommendations and continuous fine-tuning of interventions to meet the System’s goals and objectives.

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Provant Impact

2011 Program Engagement

Program:

Provant’s Engagement/Participation

Rate

Industry Reported Data (Average Participation

Rates)

Health Assessment Completion

• 49.4% without incentives• 52.6% - 90.3% with incentives

• 34% without incentives1

• 48% with incentives1

Health Coaching Participation

• 35.7% participation without incentives

• 71.4% of total eligible population with incentives

• 8% without incentives2

• 21% with incentives2

[1] PriceWaterhouseCoopers, Health and Well-Being Touchstone Survey Results, May 2011[2] NBGH Towers Watson Pathway to Health and Productivity, 2011/2012 Staying@Work Survey Report

82012 All rights reserved. Proprietary & Confidential to Provant Health.

Program Provant’s Engagement

Health Coaching • 77.1% completion rate with

participation-based incentives• 27% migration to lower risk level

Health & Wellness Platform

• 50.9% Average Utilization/Engagement• By pre-registering employees and

assigning a temporary user name and password to each employee, we have seen online utilization as high as 60%

Participation Based Programs vs.

Health Outcomes/Results-Based Incentive

Programs

• 20 – 25% Engagement • 75% -90% Engagement

2011 Program Engagement

92012 All rights reserved. Proprietary & Confidential to Provant Health.

10

University of Texas: Whole Person Health

11

Full Health Management

1. Comprehensive communication of all programs

2. HIPAA compliant services

3. Individual and System health assessment

4. Integrated approach to Member management

5. Personalized Member programming and recommendations

6. Impactful solutions that leverage the right resources (VBBD

approach)

7. Full Incentive management

8. Robust analysis of program outcomes

9. Strategic support and long term planning

2012 All rights reserved. Proprietary & Confidential to Provant Health.

12

Health Assessment

~40 Questions Self-reported

Biometrics Workshop and

resource recommendations based on out score.

Connectivity between member, Health Coach

Personalized Member Experience

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Launches

2/15/2013

13

Coaching Model:Whole Person Coaching

Provant Coaching Statistics:• 4,293 National Health Coaches• Each Care Plan is Personalized to the Individual• Easy Access with Appointments• Coach & Advocate Team Share EHR System • Inbound Model Supports Personal Accountability• Coaching Hours: Monday-Friday 6 am to 6pm CST• Average Risk Migration: 15%• Average Completion: 53% (with Incentive)

We are different people with different needs working to accomplish similar goals: Earn a living, support my family and live life. I want a program that is about me, easy to use and that helps me with what is important to me. Our similarity: We both work in the System.

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Launches 4/1/2013

Heather Provino
Change picture to UT picture

14

Coaching Model:Whole Person Coaching

Holistic and Personalized Approach to Health Interventions and Coaching

• Review Numbers/Health Risks• Develop Personal Health Action Plan• Establish Personal Health Goals• Risk Stratification (HA Data)

• Assess Primary, Secondary, Tertiary Health Risks• Determine Readiness to Change• Utilize Motivational Interviewing• Teach Self-Management Skills• Establish Ongoing Care Plan• Coordinate of Care• Measure Outcomes Optimize UT System Sponsored Programs

This means that each of our unique needs come first.

We get a Coach who is going to

work with us where we are, how we want and who care about each of us individually, our

families and my personal wellbeing

2012 All rights reserved. Proprietary & Confidential to Provant Health.

15

Coaching Outreach

1. Flexible Model: In-bound and/or Outbound Coaching, Onsite, Telephonic, or Web-based Coaching, all Risk Levels

2. Opt-In Methodology: Member download opt-in form from the Health Platform

3. Risk Stratification Model: Based upon research from the University of Michigan Health Science Center & biometric guidelines from the American Heart Association; Incorporates HA Data, to identify risk level , number of outbound calls, and determine most appropriate coaching plan – unlimited member inbound calls

4. Whole-Person Approach: Holistic and personalized approach to health coaching utilizing clinical counseling model

Addresses primary, secondary and tertiary health risks Readiness to change Motivational interviewing

5. Dedicated Health Coach: Same health coach remains with member as long as they are in program

6. Integration into Condition Management & Disease Management

ProNavigate Informatics System Stratifies Individuals

2012 All rights reserved. Proprietary & Confidential to Provant Health.

16

Incentive

The incentive page lists all of the health activities and results that will be rewarded.

Step 1: Health Assessment

Step 2: Preventative Exam

$25 Gift Card mailed to member home

Taxable income

Weekly incentive fulfillment through Health Platform

2012 All rights reserved. Proprietary & Confidential to Provant Health.

17

Incentive Administration

Full administration can include:

Compliance and Legal Oversight: Including ERISA, ADA, HIPAA, HITECH, and Gina. Co-Fiduciary responsibility for the incentives and appeals. Each employer client receives a program compliance binder with full legal review and sign off by Provant.

Appeals/Reasonable Alternatives Management: Basic Appeal (disputing accuracy of results or participation status) Medical Appeal (exceptions due to medical issues/need for reasonable accommodation).

Plan Language/SPD for Wellness Plan: Create and provide plan language/standard plan design for the wellness program includes all necessary legal language and messaging required maintaining compliance.

Design of Compliant Employee Communication Materials: Ensures that all communication materials are compliant with ERISA, HIPAA, ADA, GINA, and HITECH.

Incentive Eligibility Report/Data Feeds: Manage all aspects of incentive tracking Provide incentive eligibility reports as frequently as necessary.

Data/File Transfers and Receipt from External Vendors: Integrate all aspects of our incentive programming with other third party service vendors. Incorporate results into the Over 11,000 unique data files to third party vendors.

2012 All rights reserved. Proprietary & Confidential to Provant Health.

18

Living Well Health Platform Powered by Provant

Livingwell.provantonline.com

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Launches

2/15/2013

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• 33 Lifestyle & Condition Workshops

• Week-by-Week Guided Program to Help Establish& Maintain Healthy Habits

• Most Workshops are 6-12 Weeks

• Articles, Tips, Tools and Tasks Help Member Take Action & Stay Engaged

• Monthly eBlast Communication

• Institution Specific Resources

Targeted Programs with Comprehensive Tools

2012 All rights reserved. Proprietary & Confidential to Provant Health.

20

Workshops

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Workshop Name Description Duration (Weeks)

Anxiety (HWKB) This one week workshop includes an overview of anxiety and treatment options that can be done independantly, or through collaboration with a health care professional. 1 week

Asthma(HWKB)This workshop is designed to help you take control of your asthma. Get familiar with your condition and what triggers it, and learn to manage your symptoms by following the asthma action plan along with recommendations from your healthcare provider.

1 week

COPD (HWKB) This introduction workshop will provide you with educational information on how to work with your healthcare provider to manage your COPD. 1 week

Diabetes (Type 2) Overview (HWKB)This workshop is filled with important information to guide you on your journey with Type 2 Diabetes. There is not a cure for diabetes, but if you learn about the condition, eat healthy, exercise, avoid smoking, and follow your healthcare providers plan for you, many of the life changing complications can be avoided.

1 week

Headaches (HWKB) Includes information on different types of headaches, plus tools for self assessments, and information on prevention and preparing for your appointment with your provider. 1 week

Heartburn (HWKB)This one week workshop will assist those with heartburn to understand prevention and self care treatments. Member will identify when to call for help and how to be best prepared for your appointment.

1 week

High Cholesterol (HWKB) This one week workshop includes an overview about high cholesterol, and self mangement resources that will teach you to be in control of your cholesterol. 1 week

Osteoporosis (HWKB) This one week workshop will provide the user with information and decision making tools regarding treatment and management of osteoporosis. 1 week

Prepare for Flu Season (HWKB)This one week workshop shares an overview of influenza including causes, symptoms, prevention, and home treatment. A self assessment is included to help you to decide whether or not to get the flu shot.

1 week

Preventive Health-Female (HWKB)People have different health screening needs depending on age, gender and current health conditions. This one week workshop outlines the guidelines and recommendations for women and various screenings.

1 week

Preventive Health - Male (HWKB)People have different health screening needs depending on age, gender and current health conditions. This one week workshop outlines the guidelines and recommendations for men and various screenings.

1 week

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Workshops (Cont.)

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Workshop Name Description Duration (Weeks)Alcohol Abuse & Addiction Education (HWKB)

This two week workshop share an overview of the causes, symptoms and risk factors for alcohol abuse, and offers treatment options to help member to cut back or stop drinking. 2 weeks

Depression (HWKB) Depression is a common condition that goes undertreated most of the time. This two week workshop will help members to identify symptoms of depression, and offer resources for treatement. 2 weeks

Drug Abuse Education and Self Management (HWKB)

This two week workshop is focused on an in depth overview of drug dependence and abuse and offers treatment options for rehabilitation. 2 weeks

Introduction to Stress ManagementThis is a four week workshop designed to teach you helpful tools and simple ways of reducing, channeling, or coping with the specific stress in your life. After completion of this introduction to stress management workshop and the stress questionnaire at the end, you will be guided to complete other stress related workshops. The other stress management workshops focus on seven of the most significant areas of stress.

2 weeks

Migraine Headaches (HWKB) This two week workshop will help you to understand more about migraine headaches. An overview of what migraine headaches are, plus information on diagnosis and treatment is included. 2 weeks

Tension Headaches (HWKB) This workshop will help you to understand tension headaches; how to manage and prevent them. 2 weeks

Understanding Back Pain (HWKB) Two week workshop with basic information on back pain; how to diagnose and treat it. 2 weeks

Heart Failure (HWKB) This three week workshop will assist you with understanding heart failure including the disease process, diagnosis and treatments. The discussion of end of life options is included so you can prepare accordingly. 3 weeks

Life Balance This three week workshop is designed to teach you a variety of life balancing skills. Explore the areas of your life that are out of balance, identify personality traits that contribute to your stress, and identify strategies to balance it all! 3 weeks

Personal Goal SettingWith goals, we create the future in advance. We shape our lives. Done correctly, goals transform our lives. Changing behavior to improve your satisfaction with your life requires taking personal responsibility for your actions. This three week Goal Setting Workshop provides tools and techniques to assist you in identifying and committing to important behavior change goals, creating a massive action plan, and identifying strategies and techniques which create success.

3 weeks

Social StressHealthy and supportive relationships are associated with lower levels of stress, increased longevity, and greater levels of happiness. In this four week social stress workshop, you will develop the necessary skills that will strengthen the relationships that are important for your social network.

3 weeks

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Workshops (Cont.)

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Workshop Name Description Duration (Weeks)

Financial WellnessDevelop the skills in this four week workshop to create financial wellness. Learn to manage your own personal financial status by reducing your debt, keeping good records, and developing overall healthy budget habits.

4 weeks

Healthy Aging (HWKB)This four week workshop is designed to provide healthy living choices for the aging population. This health promotion workshop includes information on routine screenings, vaccines that are specific to the aging population, tips for exercise and healthy eating as well as a few tips on some of the more common conditions associated with aging.

4 weeks

Job Stress This four week workshop will help you to learn new ways to manage stress in the workplace which can mean the difference between success or failure on the job. 4 weeks

Personality & StressL Using Emotional Resiliency

Discover how we can move beyond a painful history, harmful negative thoughts, and innumerable setbacks by taking control and being accountable for our lives. This four week workshop will show you how you can tap in to these virtues to live a better and more fulfilling life.

4 weeks

Smoking Cessation This four week program is designed to assist those that smoke to understand the risks of smoking and take steps to quit smoking and keep it that way! 4 weeks

Cardiovascular Disease Prevention This 6-week workshop is designed to help you understand and manage any risks you have for heart disease. 6 weeks

Diabetes Prevention This is a six week workshop designed to educate you about diabetes, and provide useful tools to help you reduce your risks of developing diabetes. 6 weeks

Exercise The exercise workshop is a six week workshop designed to assist you in establishing better exercise habits. Throughout the workshop, you will be guided through a series of tasks to strengthen your understanding of a proper exercise regime.

6 weeks

Nutrition The nutrition workshop is a six week workshop designed to assist you in establishing better eating habits. Throughout the workshop, you will be guided through a series of tasks to strengthen your understanding of healthy eating habits.

6 weeks

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Workshops (Cont.)

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Workshop Name Description Duration (Weeks)

Hypertension (HWKB)This twelve week workshop provides an overview of hypertension with educational topics specific to the lifestyle management of high blood pressure. Following the dietary and activity requirements of this workshop combined with regular healthcare visits is the best way to manage your hypertension.

12 weeks

Weight Management (HWKB)

The Weight Management Workshop is a twelve week program is designed to assist you in establishing better fitness and nutrition practices and in developing personal wellness behaviors to promote weight management. Throughout the program, you will be guided through a series of tasks (worksheets, articles, videos or instructions) to strengthen your understanding of healthy lifestyle habits.

12 weeks

24

Platform Tools

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Tool Description

Health LogThe Health Logs allow you to track and monitor your blood glucose, blood pressure, cholesterol and heart rate.

Health AssessmentCompletion of your Health Assessment (sometimes referred to as HRA) will allow you to identify your primary health risks and will provide a more complete understanding of your overall health and wellness. You will also be able to take action to improve your personal health risks by signing up for specifically targeted workshops.

Health Assessment Report

After you complete your wellness program’s Health Assessment, you’ll automatically be brought to your Report page. You can always access this resource to track your overall health with the risk score, each individual health area, assess what you may be at risk for, and edit your personal health information to try and reduce your risk level and improve your wellness score.

Risk AdvisorThis tool identifies your primary health risks based on your responses to the Health Assessment. Here you can access useful information and register for workshops that are specifically targeted to each health risk. With the Risk Advisor, you have the necessary tools to learn about and take action to improve your personal health risks.

Screening ResultsView your HRA results and risk score and find information on improving your specific health risks. Screening Results also provides your personal biometric data.

Body MeasurementsHere you can enter very specific body measurements that can give you a clearer picture of your current health, and another tool for tracking your progress. Your waist/hip ratio (WHR) is also calculated automatically based on your entries for waist and hip measurements.

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Platform Tools (Cont.)

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Tool Description

Wellness Workshops

When you are enrolled in a workshop, this page serves as a reference resource to access the workshops you’re currently enrolled in. Information about the workshop’s goals, weekly tasks, and your progress can be found here.

Progress Report

Your Progress Report can help you measure results and track the specifics of your health and wellness progress. Here you can check out your daily totals of calories burned versus calories consumed, track your weight and exercise, find an analysis of your personal nutrient recommendations, and view your weekly diet and fitness summary.

Track my WeightThe weight management tool allows you to keep track of your progress towards and maintenance of, your weight goals. This tool provides weight measurement and tracking, as well as Body Mass Index (BMI) calculation and body fat percentage.

Add/Analyze Recipes

Add personal recipes to your wellness account and save them for private or public use. As you add ingredients, nutritional value will be automatically calculated for you.

Compare DaysUsing this tool, you can create graphs that compare your nutritional intake over different days. This can help you see days where you had success, and perhaps those where you could have improved.

Food Log

Keeping track of your food intake will help you stick with your meal plan. Maintain your daily Food Log to help analyze patterns and customize your diet. You can search our extensive food database, view nutritional information of specific foods, create your own custom foods and recipes, and select foods previously entered.

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Platform Tools (Cont.)

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Tool Description

Meal Planner

A healthy diet helps to control and prevent chronic conditions such as cardiovascular disease, diabetes, obesity and some cancers, and also helps maximize exercise results. You can quickly select a meal plan based on your caloric and dietary needs and goals. The caloric ranges that are recommended are determined by your exercise level, weight goals, and other factors. You can then choose to print the meal plan and food options, or generate a shopping list of foods.

My Nutritional Needs

Find an analysis of your personal dietary and nutrient recommendations with breakdowns of each nutrient.

Sports NutritionThis is an informational page designed to give you useful perspective on how to remain healthy while training for a sport.

Today's TotalsThis tool gives you your daily nutritional intake based on the foods and beverages you have entered in the food log for this day.

Cardio LogTracking your regular cardio exercise and the approximate amount of calories burned per exercise will demonstrate your progress and keep you motivated.

Exercise PlannerChoose from numerous different exercise plans depending on your needs and fitness level. Cardio components of the plan will be displayed in the Cardio Log and strength training components will be displayed in the Strength Training Log.

27

Platform Tools (Cont.)

2012 All rights reserved. Proprietary & Confidential to Provant Health.

Tool Description

Message CenterYour Message Center is where you can send and receive message to and from dietitians, trainers, nurses, wellness buddies or other program users.

Talk to a Dietition Use this tool to send a nutrition related question to a registered dietitian.

Talk to a Trainer Use this tool to send an exercise related question to a certified trainer.

Health LibraryAccessing this tool will bring you to an online resource where you can access information related to personal health.

Incentive Summary This report gives you a snapshot of the incentive points you have earned.

User GuideThis is the link that opens our comprehensive User Guide to help you learn about and use our site.

SurveysHere you can reference all the surveys your administrator has built for members in your organization, or just at your location, to complete. You can access results for completed surveys, or select surveys that you haven’t completed yet

Demonstration

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Program Management

Full Service Support is our Core Strength

Report Details

Description Timing Value

Health Assessment Aggregate Report

Aggregate report of health assessment detailing health risks for the population

14 business days after the close of the Health Assessment campaign

Use data to stratify health risks; Measure readiness to change

Measure year over year population health risks and risk migration and Create Targeted Interventions

Health Coaching Report

Report detailing participation, risk stratification, risk migration, active enrollment, and inactive enrollment.

Quarterly, due on the 15th of the month

Assesses aggregate health risks, program participation, improved Member motivation, program adherence and program completion results

Portal Utilization Report

Report that details the number of user accounts, number of active users, wellness workshop enrollment and completion, activity minutes logged, number utilizing “Talk to a Trainer or Dietician” feature and health assessment completions for the month

Monthly, due on the 15th of the month

Provides valuable insight relative to engagement levels & behavior change

This information can also be useful for program promotion and incentive tracking purposes to drive program participation

302012 All rights reserved. Proprietary & Confidential to Provant Health.

Report Details (Continued)

Description Timing Value

Incentive Participation Reports

Report of incentives completed and rewards earned

Monthly Provides pertinent information regarding incentive points earned for each activity so that incentive rewards can be distributed

Claims Analytics Report provides population and cost data by participation, disease states, corporate/site specific, and preventive services

Frequency based on UT System’s needs

Measures economic impact of program

Program Review Consultation

Report provides in-depth analysis of programs and provides strategic opportunity to better understand population’s data, how it impacts the population, medical trends and program participation as well as determining the most appropriate interventional and engagement strategies to support population risk migration

Quarterly Data collected is used to assess and build focused and targeted communication and interventional strategies, determine if current programming strategies are impactful on the population health (year over year) and highlight the key areas where the best opportunities for health improvement, cost containment and medical cost trend impact exists

Measurable outcomes as well as the refinement of goals and priorities are established for the wellness program based on the outcome of the consultation and success metrics are refined to ensure continued measurement of goal attainment

312012 All rights reserved. Proprietary & Confidential to Provant Health.

32

It is all about Engagement

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Chancellor’s Letter

“Your health and well-being are critical to attainment of your own goals and accomplishments.”

“The Living well program provides an opportunity for you to take an active role in your health care decisions

and help improve your quality of life.”

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Communications

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Communications

• Portal Launch Mailer February 14th – USPS

• Portal Launch Email February 15th

[email protected]

• Welcome Kit– eFile on portal February 15th

– USPS (members with no email)February 21st

• 3 Post Cards/Letters TBD

36

Institution Activities

Ideas:• Providing a healthy breakfast or lunch for staff for the

day with some flyers/handouts about the program • Distributing fun items like stress balls, key tags,

stickers, etc., with the logo • Encouraging managers/leaders/department heads to

hold a quick meeting to announce launch• A “10 o’clock walk” or something that encourages

everyone to go take a quick walk at a certain time in celebration of the launch

• Traditional communications like a payroll stuffer, etc…

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Support

• Wellness Committee

• UT System Core Team

• Provant Account Team

• Provant Customer Service– 877.239.3557

• 6 AM – 5 PM Central Monday - Friday

[email protected]• 2 Business Day Response Time

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Thank You!