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White Paper

Reinventing the Traditional Health Assessment:
Optum’s Total Health Profile

Optum

www.optum.com

Page 1
White Paper

Reinventing the Traditional Health Assessment:
Optum’s Total Health Profile

The next-generation health
assessment has arrived.
This paper presents the Total Health Profile – a
consumer-centric health assessment designed to help employers
drive employee health ownership in a post-health care reform
era. The total health profile not only educates and engages
the consumer through an innovative Health Age score and
quality of life insights, but it also provides revolutionary
insights about employee health & wellbeing for employers.

Health Assessment
Measures
Traditional vs. Optum

The modern age of the health assessment is finally at hand.
The Total Health Profile uses the latest interactive technology and intuitive design
techniques to engage the user, while probing deeper for factors that may impact
a consumer’s total wellbeing. Where once there were only questions about basic
conditions and health risks such as high blood pressure and smoking, the Total
Health Profile also gathers information about a person’s quality of life (QoL), health
perceptions, financial wellbeing, social connections, provider relationships and much
more. This approach gives a complete picture of individual health while bringing forth
new actionable insights for the consumer and employer alike.
The Traditional Health Assessment: Time for a change
First used in the 70’s, commercialized in the ‘80s and put to widespread use by the
‘90s, health assessments are still valued by employers, who use them to understand
employee population risk factors and design targeted programs to improve employee
health. Additionally, insurers and health management providers use them to identify
and stratify individuals into intervention paths, often for initiatives such as wellness
coaching and disease management.
2000s
Time for a change?

1970s
First Health
Assessment

1980s
Commercialized
Health Assessments

1990s
Widespread use of
Health Assessments

Many employers, however, feel that assessment tools have not kept pace with technology
and the evolving science around health and wellbeing. In the post-health care reform
age, employers are searching for tools to help build a culture that encourages health
ownership. Unfortunately, many traditional health assessments have fallen short of
that objective. Employees who take assessments, on the other hand, may not know
what to do with the information provided, become frustrated, or feel that nothing new
was learned from an assessment. It is a common sentiment, often expressed among
employees after an assessment: “I already know that I smoke, but so what?” Solving
the “so what” problem is what makes the Total Health Profile valuable and unique.
Optum

www.optum.com

biometrics
health risks
health history
health conditions
emotional health
health perceptions
financial wellbeing
provider relationships
personal relationships

2
Reinventing the Traditional Health Assessment:
Optum’s Total Health Profile

White Paper

The Total Health Profile: A ground-breaking approach
Over the past few years Optum has evaluated the existing health assessment marketplace.
Given the limitations of traditional health assessments, Optum envisioned a new
approach with the following design principles in mind:

1
2
3

The Total Health Profile plays
a critical role in Optum’s ASM
(awareness, skill building and
maintenance) behavior change
model.

Establish a highly interactive, consumer-centric health profile experience that
leverages the latest in digital technology.
Leverage a scientifically-driven set of questions that focuses not only on
quantity of life measures such as biometrics, conditions and health risks, but
also explores “quality of life” indicators such as finances, mental health, job
satisfaction & health care navigation.
Create a new interactive personal feedback report that allows employees to
see the direct relationship between behavior and their “Health Age.”

How does it work? The Total Health Profile Experience
Welcomed into the Total Health Profile by an inviting, highly interactive experience, the
individual engages in what feels like an online conversation about their personal health
and lifestyle.

The consumer is asked a series of questions – basic “warm up” questions at first, then
gradually more detailed questions. Tailored feedback is provided in real time, and
conversational language is leveraged to put the user at ease and build rapport. It’s
more than a “check yes or no” experience. Badges appear when a section is complete,
screens move to follow the user’s progress, and message boxes appear with useful
health information along the way.

Optum

www.optum.com

3
Reinventing the Traditional Health Assessment:
Optum’s Total Health Profile
By the time the consumer’s results – summarized as a “Health Age” – are determined,
the user understands how they got there, and what they can do to live a healthier life.
It’s an important step toward health ownership.

White Paper

Total Health Profile questions are
written in a conversational tone
to build rapport with the user.

How much do you weigh?
Not your old driver’s license weight,
your this-morning weight.

How confident are you that you
could make some healthy changes?

The Profile experience unfolds in two primary stages: The quantity of life stage, a good
predictor of long-term costs for the employer, and the quality of life stage, which is a
better predictor of short-term costs.

During the past four weeks, have
you felt calm and peaceful?

Quantity of Life (also known as health risk)
In a conversational, friendly tone, the user is asked to provide information such as
gender, ethnicity and age, in addition to basic body measurements. These factors
typically contribute to determining how many years a person may live, but don’t always
account for quality of life during those years.
Other basic assessment information requested includes:
•	

Presence of chronic conditions, family/personal health history

•	

Medications taken and health service utilization

•	

Biometrics

•	

How confident are you that you can
find the right doctor to help take
care of a health issue or an inquiry
should you need it?

Lifestyle questions related to diet, exercise, tobacco, alcohol

Quality of Life
Completely new and unprecedented, this stage of the profile asks about a user’s life –
outside of the standard clinical domains, including:
•	

Wellbeing: questions related to relationships, stress, finances, energy levels, job
satisfaction, and emotional health

•	

Health Care Utilization: questions related to an individual’s ability to effectively
navigate the health care system

•	

Perceptions: questions that seek to address a person’s benefits and barriers to
making a change, leveraging the latest behavioral theories

Optum

www.optum.com

4
White Paper

Reinventing the Traditional Health Assessment:
Optum’s Total Health Profile

More Than a Score: Your Health Age – bringing health ownership to life
The Health Age is the culmination of Optum’s Total
Health Profile assessment tool – one that is more
engaging and uniquely suited to the post-health care
reform era.
It is an idea familiar to anyone who has ever felt older
or younger than his or her actual calendar age.
While easy to understand, the health age score
is backed by information derived from reputable,
referenced sources that have been subject to rigorous
expert review.
For employers, an aggregate Health Age is provided
once a sufficient number of employees have taken the assessment. This may be used as
a global metric to rally organizational leadership behind the need for targeted disease
management or wellness initiatives.
Employers see great value in being able to compare the health age of their population with
the chronological age. This age difference is an important indicator of population health.
Aggregate reporting will also enable employers to compare year over year changes in Health
Age, make normative comparisons and gain insight into quality of life indicators across their
population.
How is Health Age calculated?
Health Age = Real age – (predicted lifespan based on lifestyle and medical
history – average lifespan for people of the same age and gender)
Health Age Scenario for a 45 year Old Woman

Unhealthy
Average
Optimal

Lifestyle

Lifestyle

Lifestyle

Health Age:

32

Health Age:

45

Health Age:

49

The Health Age is only one critical component of the results report. The results report is
designed to help consumers focus on health factors they can change and those they cannot. It
is framed around the question, “How can we help you improve your quality of life?” vs. “How
can we help you reduce your health risk?”
But more importantly, it prioritizes health opportunities into action consumers can “start now”
and action they can take “tomorrow.” The report prioritizes and creates an action plan that
is most relevant to the consumer. Traditional risk factors are lower priority than immediate
quality of life and perception issues such as being concerned about financial matters or
depression.
Optum

www.optum.com

5
White Paper

Reinventing the Traditional Health Assessment:
Optum’s Total Health Profile

The Way Forward: Healthier, More Engaged Employees
Optum has analyzed and tested every part of the Total Health Profile (THP), from its format
and content, to animation and tone.
To date, more than 800 people from a geographically and demographically diverse pool of
users have tested the profile, and have provided their feedback.

93%
felt that the THP
was very easy to use

59%

83%

98%

92%

93%

86%

rated THP as better
than other health
assessments

stated that using the
THP was an interesting,
fun experience

said that they are
likely or very likely
to use THP

felt that THP would
motivate them to
improve their health

stated that THP was
easy to understand

reported that THP
taught them something
they didn’t already know

Conclusion
The Total Health Profile is the embodiment of health ownership. It is engaging, provides
guidance and will ultimately drive health improvement and wellbeing. Its quantity- and
quality-of-life questions help build health and wellbeing awareness, and its interactive
report guides consumers through the health improvement journey.
For employees, it means that healthier days are ahead. And for employers, the outcomes
could lead to a culture that values health ownership.

Optum

www.optum.com

6
Reinventing the Traditional Health Assessment:
Optum’s Total Health Profile

White Paper

Author:
Seth Serxner
Senior Vice President of Population Health, Optum
Seth Serxner brings the breadth of his experience in academia, industry and consulting
to his role as senior vice president of population health for Optum. His versatile skill set
ensures processes and outcomes that improve health for clients in all markets. Seth’s
deep knowledge of behavior change, population health and measurement allow him to
visualize and deliver on program innovation. He has more than 25 years of experience
in health and productivity management and has published more than 30 articles. Seth
came to Optum from Mercer’s Total Health Management specialty, where he served
as partner and senior consultant for nine years. During his tenure there he established
himself as a national expert on behavior change, program design and measurement. He
spent a decade each in academia and private industry before becoming a consultant.
He is a board member, executive committee member and vice president of the C.
Everett Koop Health Project. He also sits on the editorial review board of the American
Journal of Health Promotion and is a reviewer for peer review journals such as the
Journal of Occupational and Environmental Medicine and Health Affairs.

Contact Us:
Call: 866-386-3408
Email: resourcecenter@optum.com
www.optum.com

13625 Technology Drive, Eden Prairie, MN 55344
All Optum trademarks and logos are owned by Optum, Inc. All other brand or product names are trademarks
or registered marks of their respective owners. Because we are continuously improving our products and
services, Optum reserves the right to change specifications without prior notice. Optum is an equal
opportunity employer.
© 2013 Optum, Inc. All rights reserved.
CSCRS0396S001CM

Optum

www.optum.com

7

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Optum Total Health Profile White Paper

  • 1. White Paper Reinventing the Traditional Health Assessment: Optum’s Total Health Profile Optum www.optum.com Page 1
  • 2. White Paper Reinventing the Traditional Health Assessment: Optum’s Total Health Profile The next-generation health assessment has arrived. This paper presents the Total Health Profile – a consumer-centric health assessment designed to help employers drive employee health ownership in a post-health care reform era. The total health profile not only educates and engages the consumer through an innovative Health Age score and quality of life insights, but it also provides revolutionary insights about employee health & wellbeing for employers. Health Assessment Measures Traditional vs. Optum The modern age of the health assessment is finally at hand. The Total Health Profile uses the latest interactive technology and intuitive design techniques to engage the user, while probing deeper for factors that may impact a consumer’s total wellbeing. Where once there were only questions about basic conditions and health risks such as high blood pressure and smoking, the Total Health Profile also gathers information about a person’s quality of life (QoL), health perceptions, financial wellbeing, social connections, provider relationships and much more. This approach gives a complete picture of individual health while bringing forth new actionable insights for the consumer and employer alike. The Traditional Health Assessment: Time for a change First used in the 70’s, commercialized in the ‘80s and put to widespread use by the ‘90s, health assessments are still valued by employers, who use them to understand employee population risk factors and design targeted programs to improve employee health. Additionally, insurers and health management providers use them to identify and stratify individuals into intervention paths, often for initiatives such as wellness coaching and disease management. 2000s Time for a change? 1970s First Health Assessment 1980s Commercialized Health Assessments 1990s Widespread use of Health Assessments Many employers, however, feel that assessment tools have not kept pace with technology and the evolving science around health and wellbeing. In the post-health care reform age, employers are searching for tools to help build a culture that encourages health ownership. Unfortunately, many traditional health assessments have fallen short of that objective. Employees who take assessments, on the other hand, may not know what to do with the information provided, become frustrated, or feel that nothing new was learned from an assessment. It is a common sentiment, often expressed among employees after an assessment: “I already know that I smoke, but so what?” Solving the “so what” problem is what makes the Total Health Profile valuable and unique. Optum www.optum.com biometrics health risks health history health conditions emotional health health perceptions financial wellbeing provider relationships personal relationships 2
  • 3. Reinventing the Traditional Health Assessment: Optum’s Total Health Profile White Paper The Total Health Profile: A ground-breaking approach Over the past few years Optum has evaluated the existing health assessment marketplace. Given the limitations of traditional health assessments, Optum envisioned a new approach with the following design principles in mind: 1 2 3 The Total Health Profile plays a critical role in Optum’s ASM (awareness, skill building and maintenance) behavior change model. Establish a highly interactive, consumer-centric health profile experience that leverages the latest in digital technology. Leverage a scientifically-driven set of questions that focuses not only on quantity of life measures such as biometrics, conditions and health risks, but also explores “quality of life” indicators such as finances, mental health, job satisfaction & health care navigation. Create a new interactive personal feedback report that allows employees to see the direct relationship between behavior and their “Health Age.” How does it work? The Total Health Profile Experience Welcomed into the Total Health Profile by an inviting, highly interactive experience, the individual engages in what feels like an online conversation about their personal health and lifestyle. The consumer is asked a series of questions – basic “warm up” questions at first, then gradually more detailed questions. Tailored feedback is provided in real time, and conversational language is leveraged to put the user at ease and build rapport. It’s more than a “check yes or no” experience. Badges appear when a section is complete, screens move to follow the user’s progress, and message boxes appear with useful health information along the way. Optum www.optum.com 3
  • 4. Reinventing the Traditional Health Assessment: Optum’s Total Health Profile By the time the consumer’s results – summarized as a “Health Age” – are determined, the user understands how they got there, and what they can do to live a healthier life. It’s an important step toward health ownership. White Paper Total Health Profile questions are written in a conversational tone to build rapport with the user. How much do you weigh? Not your old driver’s license weight, your this-morning weight. How confident are you that you could make some healthy changes? The Profile experience unfolds in two primary stages: The quantity of life stage, a good predictor of long-term costs for the employer, and the quality of life stage, which is a better predictor of short-term costs. During the past four weeks, have you felt calm and peaceful? Quantity of Life (also known as health risk) In a conversational, friendly tone, the user is asked to provide information such as gender, ethnicity and age, in addition to basic body measurements. These factors typically contribute to determining how many years a person may live, but don’t always account for quality of life during those years. Other basic assessment information requested includes: • Presence of chronic conditions, family/personal health history • Medications taken and health service utilization • Biometrics • How confident are you that you can find the right doctor to help take care of a health issue or an inquiry should you need it? Lifestyle questions related to diet, exercise, tobacco, alcohol Quality of Life Completely new and unprecedented, this stage of the profile asks about a user’s life – outside of the standard clinical domains, including: • Wellbeing: questions related to relationships, stress, finances, energy levels, job satisfaction, and emotional health • Health Care Utilization: questions related to an individual’s ability to effectively navigate the health care system • Perceptions: questions that seek to address a person’s benefits and barriers to making a change, leveraging the latest behavioral theories Optum www.optum.com 4
  • 5. White Paper Reinventing the Traditional Health Assessment: Optum’s Total Health Profile More Than a Score: Your Health Age – bringing health ownership to life The Health Age is the culmination of Optum’s Total Health Profile assessment tool – one that is more engaging and uniquely suited to the post-health care reform era. It is an idea familiar to anyone who has ever felt older or younger than his or her actual calendar age. While easy to understand, the health age score is backed by information derived from reputable, referenced sources that have been subject to rigorous expert review. For employers, an aggregate Health Age is provided once a sufficient number of employees have taken the assessment. This may be used as a global metric to rally organizational leadership behind the need for targeted disease management or wellness initiatives. Employers see great value in being able to compare the health age of their population with the chronological age. This age difference is an important indicator of population health. Aggregate reporting will also enable employers to compare year over year changes in Health Age, make normative comparisons and gain insight into quality of life indicators across their population. How is Health Age calculated? Health Age = Real age – (predicted lifespan based on lifestyle and medical history – average lifespan for people of the same age and gender) Health Age Scenario for a 45 year Old Woman Unhealthy Average Optimal Lifestyle Lifestyle Lifestyle Health Age: 32 Health Age: 45 Health Age: 49 The Health Age is only one critical component of the results report. The results report is designed to help consumers focus on health factors they can change and those they cannot. It is framed around the question, “How can we help you improve your quality of life?” vs. “How can we help you reduce your health risk?” But more importantly, it prioritizes health opportunities into action consumers can “start now” and action they can take “tomorrow.” The report prioritizes and creates an action plan that is most relevant to the consumer. Traditional risk factors are lower priority than immediate quality of life and perception issues such as being concerned about financial matters or depression. Optum www.optum.com 5
  • 6. White Paper Reinventing the Traditional Health Assessment: Optum’s Total Health Profile The Way Forward: Healthier, More Engaged Employees Optum has analyzed and tested every part of the Total Health Profile (THP), from its format and content, to animation and tone. To date, more than 800 people from a geographically and demographically diverse pool of users have tested the profile, and have provided their feedback. 93% felt that the THP was very easy to use 59% 83% 98% 92% 93% 86% rated THP as better than other health assessments stated that using the THP was an interesting, fun experience said that they are likely or very likely to use THP felt that THP would motivate them to improve their health stated that THP was easy to understand reported that THP taught them something they didn’t already know Conclusion The Total Health Profile is the embodiment of health ownership. It is engaging, provides guidance and will ultimately drive health improvement and wellbeing. Its quantity- and quality-of-life questions help build health and wellbeing awareness, and its interactive report guides consumers through the health improvement journey. For employees, it means that healthier days are ahead. And for employers, the outcomes could lead to a culture that values health ownership. Optum www.optum.com 6
  • 7. Reinventing the Traditional Health Assessment: Optum’s Total Health Profile White Paper Author: Seth Serxner Senior Vice President of Population Health, Optum Seth Serxner brings the breadth of his experience in academia, industry and consulting to his role as senior vice president of population health for Optum. His versatile skill set ensures processes and outcomes that improve health for clients in all markets. Seth’s deep knowledge of behavior change, population health and measurement allow him to visualize and deliver on program innovation. He has more than 25 years of experience in health and productivity management and has published more than 30 articles. Seth came to Optum from Mercer’s Total Health Management specialty, where he served as partner and senior consultant for nine years. During his tenure there he established himself as a national expert on behavior change, program design and measurement. He spent a decade each in academia and private industry before becoming a consultant. He is a board member, executive committee member and vice president of the C. Everett Koop Health Project. He also sits on the editorial review board of the American Journal of Health Promotion and is a reviewer for peer review journals such as the Journal of Occupational and Environmental Medicine and Health Affairs. Contact Us: Call: 866-386-3408 Email: resourcecenter@optum.com www.optum.com 13625 Technology Drive, Eden Prairie, MN 55344 All Optum trademarks and logos are owned by Optum, Inc. All other brand or product names are trademarks or registered marks of their respective owners. Because we are continuously improving our products and services, Optum reserves the right to change specifications without prior notice. Optum is an equal opportunity employer. © 2013 Optum, Inc. All rights reserved. CSCRS0396S001CM Optum www.optum.com 7