Portal Basics
How do I...?
Future State
Security & Support
Features & Functions
100
What are the two app stores you can download the Member Portal app.
What are Apple and Google Play Stores.
100
If a member forgets their password, this feature helps them get back in.
What is “Forgot Password”?
100
Over time, the Member Portal will integrate fully with this system.
What is the Case Management System.
100
True or False: The app abides by HIPAA standards and security.
What is True.
100
Instead of calling or emailing, members can now do this, to connect with a coach.
What is scheduling a coaching intake directly in the app.
200
This is the section where members go to change their password.
What is “Profile & Settings.”
200
To request counseling support, you tap this button.
What is “Get a Referral” in the Counseling card.
200
When integrating with the Case Management System, this will allow the member to see what?
Their solution/case interactions and history.
200
This vendor provides the anonymous peer-support community in the app.
What is Togetherall.
200
Name at least 2 customized content items based on roles available in the app?
What are Physician/APP/Resident/Nurse/Educator Peer Coaching.
300
True or False: The Member Portal is only for employees, not their families.
What is False.
300
To share content from the portal, you tap this button.
What is “Share.”
300
What feature will provide more visibility and autonomy for our members for counseling and coaching services?
What is consultant search and selection.
300
If a login fails, the member can receive support by doing what?
What is calling VITAL WorkLife.
300
The Member Portal connects you directly to these two digital tools for mental health.
What are BetterHelp and Togetherall.
400
What code is needed to register for a Member Portal account?
What is the Employer Access Code.
400
To access a list of all contact methods, you tap this button.
What is “Contact” in the bottom navigation bar or right upper corner on web.
400
This communication tool’s expanded features, like the AI chatbot, will be added to strengthen member support interactions.
What is Zoom Contact Center.
400
Where can a member provide feedback on issues or improvement requests for the Member Portal?
What is completing the Feedback form found on the main menu left hamburger.
400
Besides coaching and counseling, you can access these types of resources inside the portal.
What are assessments, WPO Member Site resources like WorkLife Services, Togetherall, and WorkLife Concierge (PWR).
500
These three profile items cannot be changed once the account is set up.
What are Email, Organization, and Role.
500
Under Assessments, a member can complete which questionnaires?
What is Well-Being Index; Assessments: Legal, Financial, Professional, Emotional, Relational, Meaning & Purpose; and Maslach Burnout Inventory Parts 1-3.
500
The ultimate vision of the app is to deliver this kind of member experience.
What is a seamless, connected, impactful experience to improve the overall well-being of the members we serve.
500
This type of data is tracked to show outcomes and improve services.
What are engagement and utilization.
500
After completing onboarding questions, members can see their recommended content cards here.
What is the “Home Dashboard”?