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Confidential | 1 The Importance of Data Integration Experiences of King Ranch and Montana Municipal Interlocal Authority Evidence - Based Strategy

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Page 1: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

Confidential | 1

The Importance of Data Integration

Experiences of King Ranch and Montana Municipal Interlocal Authority

Evidence - Based Strategy

Page 2: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

Confidential | 2

Data is EVERYWHERE,

but what do you do with it?

Page 3: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

Confidential | 3

Wellness Coordinator

King Ranch

Melissa Rodriguez

As the Wellness Coordinator for King Ranch,

Melissa utilizes data to influence, motivate,

educate and inspire members to make lifestyle

and behavior changes. She promotes a healthy

culture by maintaining constant communication

with members throughout the organization and

traveling to more than 30 sites across Texas and

Florida.

Panelists

Page 4: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

Confidential | 4

Panelists

With years of experience in the HR and benefits

industry, Will leads the Employer Solutions Team at

DHS Group with employer product vision and an

understanding of customer and market needs.

Will’s primary duties include: providing solutions that

improve the health of populations while mitigating

future health care spend, creating proactive and

strategic plans for wellbeing programs and increasing

employment engagement by being a proactive

partner.

Will HeroldVP of Employer Solutions

DHS Group

Page 5: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

Confidential | 5

Panelists

Sirine Jazi, MPH, CPH Director, Client Engagement & Analytics

Sirine has cross-functional expertise in population health

analytics, program management and client relations. Bridging

the gap between technology and business needs, Sirine works

with large employers and their consultants to utilize technology

to simplify complex health analytics and transform it into useful

and actionable information.

Sirine leads DHS Group’s Health Analytics Team in the delivery

of turnkey solutions and plays an integral role in both product

design and innovation. She is passionate about an employers

vital role in healthcare and supporting them in identifying

strategies that help elevate health and wellbeing.

Page 6: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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What data should I be reviewing?

HRIS

Health

Grade Profiles

Disability

Claims

Pharm.

Claims

Disease

Management

BMS

Workers'

Comp

Wellness

HRA

Plan Design

& Attributes

Medical

Claims

Wages

Other

Page 7: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

Confidential | 7

Where can I get all this data?

• Broker/Consultant

• TPA/Carriers – Medical, Pharmacy,

Dental, Vision

• Wellness Vendor

• Biometric Screening Vendor

• Payroll System

• HRIS

• Leave Management Vendor/Internal

Reporting

• Workers Comp Vendor

Page 8: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

Confidential | 8

What metrics should I be reviewing?

• Per Subscriber/

Member Per

Year/Month Cost

• High Cost Claims

• Chronic Conditions

• Prevention Screening

Compliance

• Utilization of Plan

• Incidence Rates

• Prevalence Rates

• Audit/Fraud

• Gaps of Care

• Motor Vehicle Injures

• Cost of Tobacco

Users

• Specialty Drugs

• Wellness

Participation

• Incentive Compliance

• Wellness ROI

• Biometric Screening

Results

• Health Risk

Assessment

• ACA Compliance

• Enrollment Reports

• Carrier Eligibility Files

• Workers Comp

• Absence

Management

• Talent Management

• Budgeting

• Employee Surveys

Page 9: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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What key metrics should I focus on?

IBI Research: A Pragmatic Approach for Employers to Improve Measurement in Workforce

Health and Productivity. By Tom Parry, Ph.D and Dr. Bruce Sherman

• Financial

• Program Participation

• Health Risks

• Biometric Screenings

• Employee Health Engagement

• Utilization

• Gaps in Care

• Chronic Conditions

• Avoidable ED Visits

• Lost Productivity

• Lost Work Time

Page 10: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

Confidential | 10

How do I review all of this data?

Page 11: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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What is integrated data?

How it relates to benefits:

• Benefit data comes from a variety of

sources.

• It can be tied together (“integrated”) by

finding a common element in each

source (like “employee number”) and

linking the data in a database.

• This can then give you a way to analyze

integrated benefit costs to help in

strategic planning.

Data integration involves associating data that reside in different sources

and then providing users with a unified view of the data.

Page 12: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Why is it so hard?There are technical issues and business issues

There is no common data model that all vendors use to capture and manage

information. So when you merge data you have a difficult matching problem.

• Data sources have different data definitions or

semantics; What is an “employee” in one

system may be a “member” in another.

• This matching is further complicated by the

different timeframes vendors use to capture

the data and the timing is becoming more

frequent.

• Vendors may be reluctant to share the data.

• Privacy Fears.

Page 13: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

Confidential | 13

Population Health Analytics Initiative

• Integrated data from multiple facets:

HRIS DataMedical Claims

BiometricScreening

ResultsRX Claims Enrollment

• Data aggregation Data analytics Evidence-based strategies

Page 14: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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King Ranch

King Ranch is an iconic Texas

company with a rich history. With

nearly 700 active employees

across 30 locations focusing on

cattle ranching, farming,

commodity marketing and

processing, luxury retail goods and

recreational hunting.

Page 15: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Challenges in Managing Chronic Conditions

• Lack of access to various components of the data

• Inability to analyze by specific sub-groups in the population

• Inability to analyze special cohorts of the population through time

(Diabetics, Hypertensives, Obese members, etc.)

• Difficulty tracking high risk members and over utilizers

• Measuring medication adherence

Page 16: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Tackling Chronic Conditions

• Integration provides insight into all aspects of population health

• King Ranch is able to easily identify members with chronic conditions

• Utilization across all programs and facets of the data

• Trends in risk

• Prevalence of chronic conditions by wellness location

• Untreated chronic conditions

Page 17: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Prevalence of Chronic Conditions

Page 18: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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How King Ranch uses Data to Manage Wellness

0% 20% 40% 60% 80% 100%

Robstown

South Texas Farm

Saddle Shop

Santa Gertrudis

Norias & Encino

Main House

Service Center

Laureles

HMC

Publishing

Feedyard

Security

% Obese Employees

0% 20% 40% 60% 80% 100%

Robstown

Norias & Encino

Service Center

Santa Gertrudis

Main House

Saddle Shop

South Texas Farm

Publishing

Security

Feedyard

HMC

Laureles

% Diabetic Employees

Page 19: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Spouses also need Wellness Interventions

0% 20% 40% 60% 80% 100%

South Texas Farm

Robstown

Saddle Shop

Norias & Encino

Santa Gertrudis

Security

Main House

% Obese Spouses

0% 20% 40% 60% 80% 100%

Robstown

South Texas Farm

Norias & Encino

Santa Gertrudis

Feedyard

Saddle Shop

Security

Service Center

HMC

Main House

% Diabetic Spouses

Page 20: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

Confidential | 20

Adjusted Program Initiatives

• Targeted wellness campaigns and interventions

• Working closely with our South Texas locations

• Shifting focus from just employees to include families

• Roll-out of Disease Management program focused on diabetes

• Additional integration of Disease Management data in order to monitor and

measure effectiveness

Page 21: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Montana Municipal Interlocal Authority (MMIA)

• Provides self-funded employee benefit, liability, property, and workers'

compensation coverage to incorporated cities and towns of Montana.

• Pool of 78 municipalities in Montana

• 6,100 members

Page 22: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Population Health Analytics Initiative

• Integrated data from multiple facets:

HRIS/Enrollment

Data

Medical Claims

BiometricScreening

ResultsRX Claims

VisionClaims

DentalClaims

• Data aggregation Data analytics Evidence-based strategies

Page 23: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Assessing Program Effectiveness

• Outcomes based financial incentives between 2013 and 2017:

1. Tobacco

2. BMI

3. HBA1C

4. Cholesterol

5. Blood Pressure

• Goal – understand participation and impact (if any) of outcomes based

program and use this information to design 2018 incentive/wellness program

Page 24: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Participation in Wellness Programs

• Participation trends and demographics

• Who is participating in wellness programs?

• What conditions are most prevalent among members?

• How to determine if incentives are working to drive participation?

• Is the prevalence of conditions and cost/utilization different among those

who participate in wellness programs vs. those who do not?

• Understanding program effectiveness

• Impact on average member costs

• Impact on cost of treating chronic disease

• Impact on decreasing risk of chronic disease

Page 25: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Participation Trends and Demographics

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

2013 2014 2015 2016 2017

Participation Rate

Page 26: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

2013 2014 2015 2016 2017

Participation Rate by Gender

Female Participation Male participation

18

23

28

33

38

43

48

53

2013 2014 2015 2016 2017

Avg Age by Participation

Others Screened

Participation Trends and Demographics

Page 27: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

2013 2014 2015 2016 2017

Participation by Avg Risk Score

Screened Others

Participation Trends and Demographics

Screened Unscreened

2013

2014 -5% -2%

2015 1% 3%

2016 2% 5%

2017 1% 3%

% Change in Avg Risk

Page 28: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

Confidential | 28

Preventing Hypertension

• In 2016: 1,125 people were identified as pre-hypertensive based on screenings – with no

prior medical diagnosis of hypertension in previous years

• In current plan year, out of the 1,125 pre-hypertensives:

• 184 dropped off or have no screening yet in 2017

• Reduced sample n = 941

• 322 returned to Normal blood pressure (34%)

• 57 became diagnosed hypertensive (6%)

• 481 remained pre-hypertensive (51%)

• 75 moved to Stage 1 hypertension based on biometric, remain undiagnosed in Med (8%)

• 6 moved to Stage 2 hypertension based on biometric, remain undiagnosed in Med (1%)

If out of the 322 individuals who returned to normal blood pressure levels, 20% of them (64) were the result of

wellness initiatives, the plan benefited from an estimated cost avoidance of $225,000* from the wellness initiatives

*Based on an average hypertensive cost of $9,000 per year and an average cost of $5,500 per screened member per year

Page 29: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Impacting BMI• In 2016: 674 people were identified as obese based on screenings

In current plan year, out of those individuals:

• 104 have dropped off or have no screening yet in 2017. Reduced sample n = 570

• 1 returned to Normal weight (0.2%)

• 49 moved to ‘Overweight’ BMI (9%)

• 520 remain obese (91%)

• In 2016: 783 people were identified as overweight based on screenings

In current plan year, out of those individuals:

• 121 dropped off or have no screening yet in 2017, new n = 662

• 55 returned to Normal weight (8%)

• 552 remain ‘Overweight’ (83%)

• 55 moved to ‘Obese’ BMI (8%)If out of the 105 individuals who went from obese or overweight BMI to lower BMI ranges, 50% of them were the result

of wellness initiatives, the plan benefited from an estimated cost avoidance of $44,000* from the wellness initiatives

*Based on an average obese screened person’s cost of $6,700 per year and an average cost of $5,700 per normal BMI screened person per year

Page 30: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Adjusted Program Initiatives• Move from outcomes based to participation based incentives

• Implement central health engagement platform accessible to all employees

and spouses

• Incentivize screenings follow up with a health coach to educate and funnel

members to other appropriate resources:

• Incentivize preventive cancer screenings and relevant immunizations

• Utilize peer-pressure/group participation rates as one of the incentive levers

➢ Disease Management

➢ EAP

➢ RX Mail Order Program

➢ Telemedicine

➢ PCP

Page 31: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Integrated Data Supporting a Population Health Approach is Key

• Capturing the data is just the beginning, each data feed is a piece of the

puzzle. An integrated population health analytics approach allows using the

integrated information to derive evidence-based strategy.

• For King Ranch, integrating demographics from their HRIS system to their

biometric and traditional claims data allowed them to better understand the

variances in health status and gaps among their key locations – allowing for a

more focused and effective wellness and communication strategy

• For MMIA, understanding participation in their wellness program and its

effectiveness on participants and costs allowed them to make strategic

program adjustments based on data.

Page 32: Evidence - Based Strategy · Director, Client Engagement & Analytics Sirine has cross-functional expertise in population health analytics, program management and client relations

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Thank you!

dhsgroup.com

[email protected]

832.457.3250

king-ranch.com

[email protected]

832.681.5742 832-201-8520

[email protected]

dhsgroup.com