Health and Wellness Programs
- Meagan Prost
Elevate well-being initiatives with our user-friendly software, designed to effortlessly track and enhance health and wellness programs, ensuring a happier and healthier workplace for all!
Cloud Knowledge Base Home / Health and Wellness Programs
Section Learning Objectives
Learn to smoothly document and manage a wide range of well-being initiatives within the software, making it easy to keep records organized.
Master the art of tracking attendance for well-being events and programs, ensuring you can easily monitor participant engagement.
Discover how to process wellness coaching requests efficiently, ensuring timely support for those seeking guidance on their wellness journey.
Harness the power of reporting features to review insightful data on well-being initiatives and participation. Use this data to make informed decisions and improve program offerings.
Key Focus Areas
Who This Section Is For
This section's target audience is wellness program managers, wellness coaches, counselors, account managers, clinical directors, and administrative support staff.
Button Glossary
Explore the valuable buttons in the top menu bar while navigating the Client Files module.
EAP Expert Button | Description |
|---|---|
Add a New File  | This button becomes visible when working in an open client file, this button facilitates adding new files to the existing client record seamlessly, often used for managing various requests or assistance for a service member. |
New 
| This button empowers you to generate a new item within any module where the feature is accessible. Choose from the drop-down list to initiate the creation of a new element in EAP Expert Cloud. |
Save 
| While navigating EAP Expert Cloud, utilizing the Save button to preserve your work and seamlessly continue from your current position is crucial, as the Cloud does not automatically save your work. |
Save and Close 
| Click the Save and Close button to confirm that your changes have been saved, and the system will appropriately close the file you are working on. |
Delete 
| This button, when visible, will delete your current work. Exercise caution when using this function. In some cases, deleted items, such as files, may be available in the Recycle Bin, under the Tools menu, for restoration. |
Open Related Record 
| When multiple files are associated with an individual, this button allows you to select and open other related files. |
| This button offers a drop-down menu for printing or previewing the print layout while navigating within an active client organization file. |
Update File With Eligibility
| Use this button to synchronize the file with information from the eligibility list pertaining to the client. |
Send Forms 
| This button enables you to select and electronically dispatch one or multiple pre-populated assessments, questionnaires, and forms to the client for completion. Note: This feature requires the survey and form automation add-on subscription. |
Schedule 
| This button serves as a direct shortcut for efficiently scheduling appointments for the client using the Scheduler tool. Please note that a case file must be open to access this functionality. |
Alert/To-Do 
| Empowering you to create and manage file alerts and to-dos for enhanced task management and information. Widely used in modules like Client Files, Clinical Resources, and Organization/Groups. Refer to the Alerts/To-Dos module for comprehensive management of your connected items. |
File Utilities 
| Clicking this button opens a drop-down menu offering various file management options, including merging, switching, printing, and viewing audit history. Note: This feature’s availability is contingent upon each user's permissions, meaning you may or may not have access to it. |
IBox 
| IBox, short for Information Box, offers a rapid search function for organizations/groups. This button enables efficient access to information on covered services and benefits. |
Help 
| This button connects you to essential help resources, including information about your EAP Expert Cloud system, a direct link to request a software update, access to this Knowledge Base, and the option to provide us with your valuable feedback. |
CSV Data Import 
| By clicking this button, you can access comprehensive instructions and import diverse data into your EAP Expert Cloud system using a CSV file. |
Service Request 
| This button is a quick shortcut to complete a service request, functioning as an expedited method for initiating a new file creation process. |
More Options 
| When you spot the icon featuring three horizontal dots, hover over it to reveal additional buttons within the module you are working in. |
Export  | This feature is available on the module search, which enables users to transfer search results to various file formats, including Excel, PDF, CSV, and more, facilitating convenient data management and sharing. |
Note: A separate button glossary is accessible within the Wellness Program Management section for your reference.
What You Can Do
Initiative Documentation Pro
Dive into the software and effortlessly document and manage various well-being initiatives. Keep things organized with a few clicks and celebrate your record-keeping prowess.
Attendance Tracking Expert
Become the attendance tracking expert! Master the software to easily monitor participant engagement for all well-being events and programs.
Wellness Coaching Navigator
Efficiently process wellness coaching requests and provide timely support for those on their wellness journey.
Data Detective for Program Enhancement
Embrace the power of reporting features to review insightful data on wellbeing initiatives and participation. Use the information to make informed decisions and enhance your program offerings.
Feature Add-Ons: Elevate Your EAP Expert Cloud Experience!
Ensure Appointment Success with Coaching Client Reminders
Revolutionize client engagement with our latest feature – automated appointment reminders delivered via text, email, and voice. Say goodbye to no-shows and hello to streamlined experiences. Clients enjoy convenience while your team reaps the rewards of enhanced productivity and efficiency. Elevate your appointment management today!
Streamline Calendar Management with 2-Way Sync
Efficiency meets convenience with our 2-way calendar sync, seamlessly integrating with Google Calendar, iCloud, Outlook (Office 365), and Exchange calendars. Empower your staff to effortlessly manage appointments and meetings from any platform without ever leaving their workspace.
Simplify Employer Requests with MyAPP
Introducing MyAPP, the ultimate solution for effortless communication between HR, organizational contacts, and your wellness program. This powerful add-on feature has made scheduling and managing wellness events easier. Say goodbye to the hassle of playing phone tag with client requests and embrace seamless efficiency with MyAPP!
Effortless Wellness Feedback with Automated Surveys
Maximize your feedback collection effortlessly! With our seamless solution, effortlessly set up customer satisfaction surveys for your employer contacts and even schedule friendly reminders for those who haven't completed them. Once done, watch as the data seamlessly syncs back into EAP Expert Cloud, giving you unparalleled insights into client experiences and pinpointing actionable areas for improvement.
Contact your dedicated EAP Expert Account Manager today to explore how a feature(s) can benefit your organization. They're here to offer tailored insights and support based on your needs!
