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The (Theoretical?) Framework of Employee Wellness
Posted by Bob M. in Employee Wellness Programs, Health Risk, Uncategorized on May 28, 2012
How is employee wellness supposed to work?
We still haven’t wrapped up our commentary on the Shape Up employer wellness survey. Things got stuck when it came to understanding the opinions employers expressed about health risk appraisals. In order to understand their opinions of HRA’s we need to know their expectations of HRA’s. And, to do that, it’s important to appreciate how health risk fits into the overall picture of employee wellness.
In fact, regardless of your interest in the ShapeUp survey, health risk and the measurement of health risk are so intrinsic to the framework of employee wellness that their deconstruction is essential, especially when so many of the professionals responsible for employee wellness have had limited opportunity to study what health risk really is, and why it is (or isn’t) important.
So this post is the first in a series exploring the role of health risk appraisal and employee wellness.
For starters, here’s the prevailing rationale, adapted from Goetzel and Ozminkowski, that serves as the framework of most employee wellness programs today:
- Most health problems, and their associated costs, are preventable.
- Modifiable health risk factors — such as tobacco use, sedentary lifestyle, and unhealthful eating habits — are precursors to many of these health problems.
- Many modifiable health risks are predictive of higher healthcare costs and decreased worker productivity.
- Employer sponsored wellness programs can reduce modifiable health risks.
- Improvements in the health risk profile of a population can lead to reductions in healthcare costs and improved employee productivity.
Important to this understanding of employee wellness are a few other learnings about health risk and their impact on health and productivity:
- The number of health risks an individual has may have greater impact on financial outcomes than the severity of any one health risk. This is especially true for clusters of health risks related to heart disease, stroke, or psychosocial disorders (such as depression and anxiety).
- Keeping low-risk employees low-risk may be a more direct route to health care cost containment compared to trying to improve the risk profile of high-risk employees. This focus on the low-risk, advocated by Dee Edington, is counter to a commonly accepted approach in which high-risk employees are targeted — based on the theoretical efficiency of targeting the 20% highest risk individuals believed to incur 80% of health care costs.
- While it is unsurprising that risk is an indicator of future health problems, it is also is correlated — via mechanisms not fully understood — to near-term health care costs. In other words, one might expect that someone with cardiac risk factors is likely to incur higher health care expenses when they have, say, a heart attack, studies by Goetzel, Anderson, et al have shown that risk factors are associated with higher health care costs even in the near term, before the emergence of full-blown disease.
- In employee wellness, absenteeism and presenteeism are the most common productivity metrics.
The model described by Goetzel and Ozminkowski is not the only rationale for conducting employee wellness programs. It may not even be the best rationale. But as we move forward in the next few posts to understand health risk appraisals — what they do, what they don’t do, and how they are perceived by wellness managers — it is essential to understand modifiable health risk and its role in the proliferation of employee wellness programs.
Behavioral Economists Challenge Outcomes-Based Wellness Incentives
Posted by Bob M. in Behavioral Economics, Employee Wellness Programs, Incentives, Uncategorized on March 27, 2012
I’ve had to eat so much crow since I started posting on this blog, you’d think I would’ve acquired a taste for it by now. My latest sampling was served up courtesy of behavioral economists and their connection, or lack thereof, to outcomes-based employee health incentives.
In one of my least popular posts ever, Be Afraid: Behavioral Economics and Outcomes-Based Wellness (May 2011), I criticized corporate benefits managers who, I argued, relied on the research of behavioral economists to Read the rest of this entry »
Buddy System Trumps Incentives in New Study
Posted by Bob M. in Behavioral Economics, Coaching, Incentives, Uncategorized on March 27, 2012
A new study that flew under the radar of most wellness professionals may have major implications for our understanding of how to influence health behavior and the role of outcomes-based incentives. Read the rest of this entry »
Deconstructing the ShapeUp Survey’s Findings about Incentives
Posted by Bob M. in Commentary, ShapeUp, Uncategorized on March 14, 2012
According to the ShapeUp Employer Wellness Survey, the average per employee per year incentive is $375.
I’ll take a pass, for now, on discussing the role of incentives in motivating behavior change. That topic is being well covered in all corners of the wellness world.
Let’s take a look at this number, $375. While ShapeUp wrote in its blog, and its webinar debate, that this is the average per employee per year (PEPY) incentive, I suspect that they were being more precise when they stated in their survey results that $375 was Read the rest of this entry »
Engagement vs Participation: Shaping Up or Just Showing Up?
Posted by Bob M. in Commentary, Employee Wellness Programs, ShapeUp, Uncategorized on March 12, 2012
Employers cited increased “engagement” as their number one priority when designing wellness offerings, according to ShapeUp’s Employer Wellness Survey. And in their webinar, “Debating the Results of Our Wellness Survey,” ShapeUp noted that respondents had used the terms “engagement” and “participation” interchangeably. Throughout the webinar, ShapeUp chose to follow suit.
For me, this part of the webinar was a roller-coaster ride. I was disappointed Read the rest of this entry »
Do Annual Physical Exams Improve Health Outcomes?
Posted by Bob M. in Commentary, Screenings, Uncategorized on March 10, 2012
In case you missed it, the most recent issue of the Annals of Internal Medicine included an important but disturbing editorial “What We Don’t Know Can Hurt Our Patients” (excerpt here). The editorial piggy-backed on an article describing a study showing that most physicians don’t understand screening statistics.
The discussion got me to thinking about an ongoing LinkedIn forum, to which I’ve previously referred, in which wellness managers are falling in lock-step in support of requiring annual physical exams.
Here, for what it’s worth, is another one of my contributions to that discussion:
According to the US Office of Disease Prevention and Health Promotion, “the US Preventive Services Task Force [in the 2nd edition of its preventive guidelines] has rejected the traditional emphasis on a standardized annual physical examination as an effective tool for improving the health of patients. Instead, they emphasized that the content and the frequency of the periodic health exam needs to be tailored to the age, health risks and preferences of each patient.”
A good overview of the topic, representing both sides, is available on the website of the American College of Physicians.
It’s important to identify how best to motivate employees to be fully engaged in their health and wellness. But first we must, as clearly as possible, identify those behaviors that are truly helpful. As for “annual” preventive exams, the most positive thing you can say is that the jury is still out.
Zero in on a ShapeUp Obesity Study
Posted by Bob M. in Commentary, ShapeUp, Uncategorized on March 9, 2012
I’m stepping aside from the series about the ShapeUp Employer Wellness Survey results to take a knee-deep dive into the obesity study published in the journal Obesity in 2009.
Bottom line: ShapeUp met a standard for excellence by publishing, in a peer-reviewed journal, the positive outcomes generated by it’s social-based wellness platform. The study should be a key consideration for any prospective purchaser who seeks evidence-based solutions (and that should be all of us). But…while the study, despite some limitations, gives ShapeUp the grounds on which to argue, “Anyone serious about controlling behavior-driven health care costs in America would be wise to zero in on weight loss interventions,” those of us in the field should take pause before Read the rest of this entry »
Zeroing in on Weight Loss May Be a Bad Idea — The ShapeUp Survey, Pt 3
Posted by Bob M. in Commentary, Employee Wellness Programs, Reporting, ROI, ShapeUp, Uncategorized on March 8, 2012
In one of ShapeUp’s initial posts following the release of the results of its Annual Survey Large Employer Wellness Survey, they emphasized that obesity is a key driver of employer health care costs, and the survey results found that employers view addressing obesity as an important goal.
ShapeUp concluded:
Anyone serious about controlling behavior-driven health care costs in America would be wise to zero in on weight loss interventions aimed at large, self-insured companies.
Anyone?
In fact, employers who invest in weight management are likely to be doing so to excess. Read the rest of this entry »
Intent-to-Treat: It Counts
Posted by Bob M. in Employee Wellness Programs, smoking, Uncategorized on March 6, 2012
If you’ve ever conducted an evaluation of your tobacco cessation program, you may be familiar with the distinction between intent-to-treat and responder quit rates. In case you’re not familiar with these terms, read on. Not only will knowledge of these methodologies inform your future evaluations of all your health promotion programs, but it will help you:
- Identify the interventions that are best to offer your employees.
- Present outcome data on your program’s interventions — not just tobacco cessation, but interventions for any health risk — in a more credible manner.
- More readily identify “spin,” when it is applied to the success rate of treatments — for example, weight loss programs — in the lay press and in peer-reviewed journals. Read the rest of this entry »


Wellness Budgets: ShapeUp Spotlights the One Percent
Posted by Bob M. in Commentary, Employee Wellness Programs, ROI, ShapeUp, Uncategorized on March 25, 2012
I nitpicked with ShapeUp for the way they used the term “per employee per year.” It’s only fair that I give them props for introducing a lot of people to one of the best ways to express total employee wellness budget: as a percentage of total health care expense.
In their survey results, ShapeUp reported, “Wellness budgets are typically 1-3% of total health care spend.” Elsewhere Read the rest of this entry »
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