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How can I manage my company's Wellness Program records?

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Benefits>>Medical>>Wellness

Wellness Program

Here you can keep records of your company's Wellness Programs as well as list all persons involved with cost allocations.

A wellness program is used to improve or maintain overall health. Such programs include: health screens, exercise programs, nutritional guidance and tobacco-cessation program.

How does it work?

Follow the navigation below to enter, edit, delete or view a list of Wellness activities available for employees in your organization.

Within this window there are four steps to take:

Step 1 - Enter a Wellness Program

Benefits>>Medical>>Wellness>>Wellness Program

Before we can enroll employees into a wellness program we must first enter the type of wellness programs available.

Program Code/Name: Enter a user defined Program Code and Program Name.

 

Save this record and repeat to enter Wellness Programs

Step 2 - Enter a Wellness Vendor

Benefits>>Medical>>Wellness>>Wellness Vendors

After you have entered the wellness program, let us enter the name of the wellness vendor(s) and assign a user defined code.

Vendor Code/Vendor: Enter a user defined Vendor Code and Vendor.

 

Save this record and repeat as needed.

Step 3 - Enter the Wellness Location

Benefits>>Medical>>Wellness>>Wellness Location

Now enter the Wellness Locations, that is, the site where the employee wellness program is facilitated. You may have multiple locations for a single Wellness program.

Location Code/Location: Enter a user defined Location Code and Location.

 

Save this record and repeat as needed.

Step 4 - Enter the Wellness Transaction

Benefits>>Medical>>Wellness>>Wellness Transactions

This window allows you to enroll an employee into a Wellness Program. Additionally, the costs for each employee will be updated each time a transaction for the employee is saved.

Company Code/Name/Badge Number/Last/First Name: Select the Company Code & Name, Badge Number, Last Name and First Name of the employee to be enrolled in a Wellness Program.

Date Started: Date employee begins Wellness Program.

Program/Vendor/Location: Select the Program, Vendor & Location.

Comments: Enter details of what will be done while the employee is with the Vendor.

Renewal Date: Date wellness program is to be renewed.

Date Terminated: Enter the date the wellness program ends.

Costs: Enter the cost to enroll and maintain employee in wellness program.

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