Samaritan Health Services 2023 Dashboard

Your custom communication strategy and engagement updates

Final Engagement Update

Updated 11/21/2022

Total Unique Engagements

Total Engagements

Total Unique Engagements is the number of unique employees who have used Decision Doc, while Total Engagements is the number of reports delivered. An employee who ran multiple scenarios in Decision Doc will be counted once under Total Unique Engagements, but may be counted 4 times under Total Engagements.

Communication Strategy

Embedding Decision Doc in your open enrollment (OE) strategy will make Decision Doc feel like a natural part of the enrollment process. Based on our Implementation Meeting, we’ve put together guidance and materials you can use to make Decision Doc stand out to employees.

This is your unique link to Decision Doc.

Seven steps to optimize enrollment

1. Add the Decision Doc domains to your Allow List

To create a seamless experience for employees, we need to ensure our domains are on your Allow List. We’ve made this easy by creating a Letter to your IT Department. Sending this to your IT team is critical, so please let us know if you have any questions!

Supporting Materials (click to download)

Letter to your IT Department

2. You agreed to participate in the Decision Doc Sweepstakes, funded by HSA Bank! 

We’ve provided a Graphic, Flyer, and Email Template for you to share this exciting opportunity with employees. Incorporate these materials, along with the rest of the items below!

Pro Tip: Link the Graphic directly to Decision Doc to make it easy for employees to access!

3. Add the Decision Doc URL to your benefit enrollment platform, employee portal, and anywhere else it might catch employees eyes.

Here are some materials and suggested opportunities to share Decision Doc.

  • Welcome Announcement: a Welcome Banner or Welcome Image that is linked directly to Decision Doc. Consider including either this welcome banner or image on your employee portal and benefit enrollment platform.
  • Your official enrollment page: this is the last opportunity to catch employees before they make their decisions. Use the Short Messaging Blurbs and Reminder Icon to serve as the final reminder.
  • Accompanying your plan documents and plan cost details: Include Decision Doc anywhere you share plan details and cost information. Use the Short Messaging Blurbs, the Employee Flyer (with QR code), and Custom 2-minute Video to help employees understand how Decision Doc can help them choose a plan.
  • Pair with your contact information: Is your most common question from employees: “which plan should I enroll in?” We’ve created a specific Short Messaging Blurb you can include next to your contact information.
  • Additional Opportunity: use the smaller Reminder Icon next to any place you talk about your plans. This will be a nice visual reminder for employees.
4. Include language in your benefit guide.

Based on typical benefit guides we’ve seen, here are some suggestions for where you might include language:

  • Eligibility and Enrollment Section: Let all employees know that Decision Doc can help them evaluate their plan options throughout the year. Use the Benefit Guide Language and Reminder Icon to catch employees’ attention. Additionally, if you have the space, consider inserting the full Employee Flyer in the guide!
  • Plan Overview and Cost Section: Use the Benefit Guide Language that describes how Decision Doc can help employees evaluate the entire cost of their plans, not just the premiums.
  • HSA Section: HSAs can be scary for some employees. Use the Benefit Guide Language that describes how Decision Doc can help employees better understand if HDHPs and HSAs are a good option for them and their family.
  • Medical FSA Section: Use the Benefit Guide Language that describes how Decision Doc can help employees better understand the difference between HSAs and FSAs. Consider adding the small Reminder Icon here to grab people’s attention.
  • Q & A Section: Sometimes employees need a little extra information about Decision Doc before they use the platform. We provided FAQs we often receive about Decision Doc.
5. Add the Decision Doc PPT slides to your HR meeting presentations.

You mentioned some HR meetings. Use these Benefit Meeting Slides and Talking Points in your meetings to describe what Decision Doc is and how it can help employees.

Supporting Materials (click to download)

Benefit Meeting Slides & Talking Points

6. Include Decision Doc in your OE email communications

Direct emails to employees about Decision Doc is one of the best ways to encourage participation.

  • MHM-led emails: MHM will email employees directly during your OE period to share the Quick Start Guide and let them know how to get started with Decision Doc. All we need from you is to send the Introduction to Decision Doc email. This will ensure they recognize the email coming from our team.

Pro tip: include the Employee Flyerwith QR code, as an attachment to this email!

Don’t forget about Step 1 and make sure your IT Department has added our domains to the Allow List! 

  • Samaritan Health Services-led emails: We have included an additional set of email templates with language you can include within other OE emails you may already be sending. These include: General email, Email from your Executive Leadership, and a Raffle Announcement Email (plus, an Exclusive Raffle Flyer)
Supporting Materials (click to download)

Email Templates

  • Intro to Decision Doc (send on 10/17/2022)
  • General
  • From your executive leadership
  • Raffle Announcement


    7. Additional Materials

    Here are a few other materials we have created for you.

    • Text Messaging: We provided a few Short Messaging Blurbs you can send out through text messages.
    • Quarter Sheet: print these Quarter Sheets and have them handy in your office if employees come to ask you for questions! You can also use them for any HR meetings.
    Supporting Materials (click to download)

    Text Messaging- Short Messaging Blurbs

    Quarter Sheet (PDF)


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