Decision Doc, powered by Sherpa Score
Everything you need to know for your implementation
Congratulations – you’ve decided to offer unparalleled decision support to employees for the upcoming year!
To maximize the value of Decision Doc, powered by Sherpa Score, there are two key components to your launch. Your dedicated Customer Success Team will walk you through each step to ensure an easy and seamless process.
Setup
Getting Decision Doc Ready for Use
Engagement
Embdedding Decision Doc into your Open Enrollment Strategy
Setup
3 Easy Steps
There are a few things we’ll need from you so we can build Decision Doc, but our team will do most of the heavy lifting!
Component 1: Setup
There are a few things we’ll need from you so we can build Decision Doc, but our team will do most of the heavy lifting!
1. Participate in your dedicated setup calls
Two calls – that’s all we ask of you! Join your Customer Success Team for a Kick-off call and a Communications Connect (Comms Connect) call so we can walk you through the setup process and discuss best practices for optimal engagement.
Who’s involved
HR team, Benefit consultants and Unum Account Executive
2. Submit your benefit & employee eligibility information
We need details about your ancillary benefits, your health plan documents, and contribution structure, as well as a census file of all employees eligible to enroll in your plans. Once we receive this information, our Implementation Team will do the rest to get Decision Doc ready!
Who’s involved
- Benefit consultants: Typically provide plan documents. Here’s a list of what to send.
- HR teams: Send eligibility file using this template.
3. Approve your plan-rate details
Once Decision Doc is built, we’ll send an overview of your Plans and Rates, as they’re entered into our system. This is an important step because we cannot launch Decision Doc without this sign-off. Once we receive your approval, our team will conduct final user testing, and then setup is done!
Who’s involved
HR team
Embed Decision Doc
Utilize your custom Decision Doc Communications Package to spread the word to employees.
Engagement
Component 2: Engagement
Utilize your custom Decision Doc Communications Package to spread the word to employees. View some Best Practices here.
Decision Doc Communication Package
Your Customer Success team has perfected the simple steps needed to acheive high engagement, so you and your employees get the most from Decision Doc. We’ll equip you with the materials you need (flyers, email templates, icons, and more!) to ensure all employees get excited about Decision Doc – we’ll store them on your Employer Dashboard for easy access. By embedding materials into your open enrollment communications, it’ll be impossible for your employees to go through open enrollment without hearing about (and using!) Decision Doc.
Still Have Lingering Questions?
Check out the following documents for some FAQs and please feel free to reach out to your Customer Success team if you have other questions.
Incentives Best Practices
Offering incentives can be a fun way to engage employees and increase participation with Decision Doc.
Learn More About Incentives Best Practices
Debrief Call
The MyHealthMath team is always looking to improve our processes and we’d love to check in and see how we did during your implementation.
Ongoing Engagement
Decision Doc is available to you even after Open Enrollment ends! New Hires and QLEs can continue to use Decision Doc to compare health plan options.
Learn More About Ongoing Engagement
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