📊 Workforce health report updated — 87% engagement rate 💰 Claims processing complete — $12,450 in savings this month 🏥 New employee enrollment — Sarah Chen added to plan 📈 Cost analysis ready — 23% reduction vs. traditional plans 🔧 Plan settings updated — GLP-1 program unlocked for eligible employees
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Welcome to DPC Health Advantage

"Manage your workforce healthcare strategy with comprehensive analytics, claims processing, and plan optimization tools designed to improve outcomes and reduce costs."

📊 Workforce Health Impact

87% Engagement Rate
Members active in last 30 days
Access Patterns
62% same‑day / next‑day bookings • 38% telemedicine
Prevention Progress
54% completed annual preventive / labs YTD
Roll‑up of member QuickBook, Appointments, and Preventive activity.

📋 Claims & Benefits

24–48 hrs TAT
Average claims processing time
Top Categories
Primary Care • Rx • Urgent • Mental Health
Monthly Savings
$12,450 verified savings this month
Tracks benefit utilization, processing status, and savings vs. traditional plans.

💰 Financial ROI

−23% vs. Baseline
ROI delta vs. traditional plan
YTD Spend Tracking
Employer vs. Member out‑of‑pocket
Indemnity Credits
Live total & recent events
Transparent spend tracking with projected vs. actual and savings attribution.

⚙️ Plan Optimization

Included Benefits
Primary • Telemedicine • Urgent • Mental Health • Labs/Preventive
Optional Programs
GLP‑1/Metabolic • Gut Health • Genetic Screening • Wellness Vitals
Configuration Options
Unlock programs, tune limits, preview cost impact
Employer view of the member coverage snapshot with instant configuration.
"Monitor your workforce health metrics, track employee engagement, and optimize your healthcare strategy to improve outcomes and reduce costs."
"Track claims processing, monitor benefit utilization, and ensure your employees are getting the most value from their healthcare coverage."
"Your DPC partnership provides transparent, predictable healthcare costs. No surprise bills, no hidden fees—just clear pricing and comprehensive coverage that protects your workforce."
"Customize your healthcare plan to meet your workforce needs. Add optional programs, adjust coverage levels, and optimize your benefits strategy."

Workforce Health

📈 Last 30 Days — Key Indicators

87%
Engagement
Members active
62%
Access Speed
Seen same/next day
54%
Prevention
Annual preventive / labs YTD
4.7
Satisfaction
Post‑visit CSAT / 5

💡 Impact Highlights

ER Avoidance (Est.)
−18 visits triaged to primary/urgent
Earlier access reduces expensive leakage
Sick‑Day Reduction (Est.)
−0.6 days/employee this month
Faster care & return‑to‑work guidance
Care Gaps Closed
+31% (A1C, statins, screenings)
Proactive nudges drive adherence
"Blended cost is tracking −23% vs. baseline via earlier access, Rx savings, and indemnity credits."

🔄 Utilization Funnel (Anonymous)

Search & Intake
1,240
Appointments Booked
910
Visits Completed
862
Rx / Labs Fulfilled
674 / 428

Top Drivers

• After‑hours telemedicine diverts ER/urgent
• Rx price transparency lifts adherence, lowers OOP
• Preventive nudges close gaps earlier

Risks & Gaps

• Hypertension cohort overdue labs (12%) → send nudges
• New hires no visit in 60 days → auto‑invite
• Shift workers low prevention → add late slots

💵 Cost Impact Breakdown

Earlier Access

$▼ cost vs. baseline

Rx Savings & Adherence

$▼ member OOP; adherence ▲

Indemnity Credits

$▲ credits offset exposure
Baseline vs. actual, aggregated & anonymized. Finance‑ready view ties to Finances and Claims tabs.

Claims & Benefits

📊 Claims Processing Performance

Avg Processing Time

36h
On target • 48h SLA

Savings vs Traditional

−23% overall cost
Baseline: traditional PPO

Indemnity Paid YTD

$468,250 paid • $221,750 remaining

🏥 Service Utilization (Last 30 Days)

Top Services

Primary Care 412
Telemedicine 298
Rx Fulfillment 267
Urgent Care 89

Optional Add-ons

GLP‑1 / Metabolic 42 requests
Gut Health 27 requests
Genetic Screening 13 requests

⏱️ Average Processing Timeline

Intake 6h
Adjudication 14h
Pricing 4h
Payment 8h
Total 32h

📋 Recent Claims Activity

Date
Service
Amount
Status
Aug 19
Telemedicine Visit
$75 billed → $0 member
Paid
Aug 17
Rx Fulfillment — Atorvastatin
$6.75 member cost
Processed
Aug 14
Urgent Care Visit
$250 indemnity credit posted
Paid

Finances

💰 YTD Financial Snapshot

64%
Budget Utilization
YTD spend vs annual budget
−23%
Savings vs Baseline
Traditional plan benchmark
$142
Avg PEPM
Per-employee per month
$222k
Indemnity Balance
Remaining pool YTD

🏢 Employer Utilization Snapshot

Same/Next-Day Access

—%

ER/Urgent Diversions

— this month

Rx Generic Conversion

—%

🧾 Recent Claim Events

🔓 Unlock Requests

No unlock requests yet.

📅 Booking Requests

No booking requests yet.

🧾 Spend Composition & Savings Attribution

YTD Spend Composition

Employer Member Indemnity

Savings Attribution (vs Baseline)

ER / Urgent Diversion—
Rx Pricing & Adherence—
Preventive & Chronic Mgmt—
Percent contributions sum to Savings vs Baseline KPI.

📆 Spend Forecast (Next 3 Months)

Aug (Actual)$—
Sep (Forecast)$—
Oct (Forecast)$—
Nov (Forecast)$—
Budget (Guide)$—

📋 Recent Financial Events

Date
Event
Amount
Notes
Aug 19
Monthly Membership Invoice
$48,300
410 covered employees
Aug 17
Indemnity Credit Posted
$250
Urgent Care visit offset
Aug 14
Rx Adherence Savings
$1,120
90‑day generic conversions

Plan Settings

⚙️ Your DPC Plan — Configuration

Turn programs on/off, set eligibility, and see real‑time cost impact before publishing to your workforce.

Dependent Eligibility

Toggle which dependents are included in this plan

Included Benefits & Optional Programs

Switchboard

Included Benefits
Primary Care Included Telemedicine Included Urgent Care Included Mental Health Included Labs & Preventive Included
Optional Programs
GLP‑1 / Metabolic +$ Gut Health +$ Genetic Screening +$ Wellness Vitals +$
Optional programs are billed PEPM or per‑event. Toggle to preview total cost and savings impact.

Live Cost Impact

$142
Projected PEPM
Membership + options
−23%
Savings vs PPO
After diversion & Rx
87%
Eligible Enrolled
Based on rules
$222k
Indemnity Balance
Remaining YTD
Tip: Use Finances to validate impact before publishing changes.

Eligibility & Contributions

Rules

Location
Employment
Waiting Period
Employee Contribution
Rules update eligibility %, PEPM distribution (Employer/Member), and adoption.

PEPM Split (Projected)

Employer
$—
Member
$—
Indemnity offset
$—
How it works: The total PEPM is split between employer contribution, member contribution (if any), and indemnity credits that offset costs.

Transparent Comparison

DPC Health Advantage
Same/next‑day accessIncluded
Telemedicine 24/7Included
Transparent pricingIncluded
Preventive & labsIncluded
Indemnity creditsIncluded
GLP‑1 / MetabolicOptional
Genetic screeningOptional
Traditional PPO
Access delaysTypical
Copays & deductiblesHigh
ER leakageCommon
Rx opacityCommon
Preventive complianceLow
Net savingsUnclear
Comparison is educational; validate ROI in Finances and utilization in Claims for your workforce mix.

Option Pricing (PEPM or Per‑Event)

Program
Pricing
Est. Uptake
Monthly Impact
GLP‑1 / Metabolic
$49 PEPM (eligible)
$0
Gut Health
$19 PEPM
$0
Genetic Screening
$149 per kit
$0
Wellness Vitals
$7 PEPM
$0

Keep Your Team Engaged

Auto‑Invites for New Hires
Send onboarding links + first‑visit nudges at day 3, 7, 21.
Quarterly Wellness Drives
Push labs/preventive to close care gaps; track in Workforce.
Add a High‑Impact Program
Consider GLP‑1 or Gut Health for at‑risk cohorts; see ROI below.