Welcome to DPC Health Advantage for Employers

Designed to: ✓ Lower healthcare spend ✓ Increase employee satisfaction ✓ Deliver measurable ROI

What we'll cover:

✔ Company & admins

✔ Workforce & eligibility

✔ Enrollment & invitations

✔ Coverage & programs

✔ Funding & billing

✔ Access & service windows

✔ Reporting & ROI

✔ Compliance & go-live

Get Started

Intent & Success

Why DPC Health, right now?

Lower claims

Offer better benefits

Improve retention

Boost satisfaction

Transparency & ROI

Other

Success this quarter looks like…

PEPM ↓ __% ER visits ↓ __% Rx savings ↑ __% Engagement ≥ __% Retention ↑ __% CSAT ≥ __/5 Other

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Company & Admins

Legal name / DBA

Industry

HQ & worksite ZIPs

Primary contacts

Program Owner

Benefits Lead

Finance/AP

Security/IT

Admin seats (dashboard access)

Branding preferences

Co-brand emails Intranet tile Launch posters Manager toolkit

Admin Note: This defines who sees reports, who edits Plan Settings, and who approves unlocks.

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Workforce & Eligibility

Headcount (approx.)

Turnover (%/yr, optional)

Employment types

Full-time Part-time Contractors Union Seasonal/Temp Interns

Shifts

Day Night Swing Rotating

Remote vs On-site mix

Remote (%)

On-site (%)

Waiting period

None

30d

60d

90d

Dependent coverage

Include dependent coverage

Spouse Children Domestic partner

Maps to Plan Settings → Eligibility rules & "Eligible Enrolled"

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Identity, HRIS & Data Feeds

SSO Select SSO provider Okta Azure AD Google None

HRIS/Payroll Select HRIS Workday UKG ADP Bamboo Rippling Paylocity Namely Other

Employee ID key

EEID

Email

Both

Data transport

API

SFTP CSV

EDI 834

Manual upload

Sync frequency

Real-time

Daily

Weekly

Monthly

Technical contact (files/API)

Enables auto-enrollment & reliable cohort slicing in Workforce/Finances

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Enrollment & Invitations

Invitation method(s)

HRIS auto-invite CSV bulk upload Email invites SSO/Okta tile QR/poster code Manager-led invites

Rollout style

All employees

Pilot cohort (dept/site)

Voluntary opt-in

Reminder cadence

3/7/14 days

Weekly for 4 weeks

Custom

Invite languages

English Spanish Other

Enrollment support channel

HR helpdesk

DPC helpdesk

Shared

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Coverage & Programs

Included with DPC Health (info):

Included: Primary Care • Telemedicine • Urgent • Mental Health • Labs/Preventive

Optional add-ons (toggle ON/OFF)

GLP-1/Metabolic

Gut Health

Genetic Screening

Wellness Vitals/Lifestyle

Eligibility by cohort

All FT only FT+PT Location (choose sites) Role/Dept

Unlock policy for add-ons

HR approval

Clinical criteria + HR

Self-pay allowed

Not offered

Site/cohort exceptions (optional)

Mirrors Plan Settings Switchboard, employee Coverage Matrix, Unlock Inbox

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Funding & Billing

Membership funding

Employer-paid

Shared contribution

Stipend

Other

Employee share (if shared)

Dependent funding

Employer-paid

Shared

Employee-paid

Add-on funding

Employer-paid

Shared

Employee-paid

Self-pay

Billing

Monthly invoice

Consolidated by site

PO required

Billing/AP contact

Powers PEPM split & invoices within Finances

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Access Targets & Service Windows

Same/next-day access target

≥60%

≥75%

≥90%

Other

After-hours telemedicine

Enable after-hours telemedicine

Start time

End time

Holiday coverage

Limited Full telemed Closed Other

Employee support SLA

<4h

<8h

<24h

Other

Languages / ADA accommodations

Interpreters ASL Large print Screenreader-friendly notices

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Communications & Training

Launch channels

Email SMS Intranet Manager meetings Posters/QR

Co-branding

Enable co-branding (upload logo later)

Employee FAQ/one-pager

Create employee FAQ/one-pager

Manager/HR training

30-min webinar Slide deck Train-the-trainer kit

Tone preference

Friendly

Formal

Minimal

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Reporting & ROI

KPIs to spotlight (pick up to 3)

PEPM savings ER avoidance Rx savings Engagement/utilization Preventive completion Retention CSAT

Reporting cadence

Monthly

Quarterly

Real-time dashboards

Recipients

HR CFO Exec team Broker/Consultant

Baseline data (optional)

Include baseline data

Prior claims summary ER volume Rx spend Absenteeism

Slices

Location Department Shift Tenure

Success checkpoints

Week 2

Week 4

Week 12

Custom

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Compliance & Security

Contracts & docs

BAA/DPA SOC 2 HIPAA training attestations Security questionnaire

Data retention

1 yr

3 yrs

7 yrs

Other

PHI access roles

DPC only HR limited Broker read-only None

Incident contacts & window

Incident contact emails

Response window

24h

48h

72h

Audit logging & exports

Enable audit logging & exports

Privacy notices & consent language

Custom privacy notices (link later)

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Go-Live Plan

Launch date

Pilot vs full org

Pilot

Full launch

Dependencies

HRIS feed SSO Legal review Branding assets Comms approvals

Risks & mitigations

Final sign-off contacts

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Review Your Information

Back Finish

🎉 Thank You! Your Application is Complete

We've received your employer onboarding information. Next step: let's schedule your kickoff call to set up admin access and payment schedules.

Schedule Your Kickoff Call

Choose a time that works for your team. We'll discuss:

🔐 Admin Setup

Configure user roles, permissions, and access levels

💰 Payment Schedule

Set up billing cycles, payment methods, and invoicing

📊 Implementation Plan

Timeline for rollout and employee enrollment

Select Your Preferred Time

Preferred Date

Preferred Time Select time 9:00 AM 10:00 AM 11:00 AM 1:00 PM 2:00 PM 3:00 PM 4:00 PM

Duration 30 minutes 45 minutes 60 minutes

Who should attend from your team?

Any specific topics to cover?

📅 Book Kickoff Call

Can't find a time that works? Contact us directly:

📧 stephenparrish@cbaadvisors.com

📞 Stephan Parrish - 470.707.0288

Access Your Dashboard

While you wait for your kickoff call, you can explore your employer dashboard and start preparing for launch.

Go to Employer Dashboard