VITAL WorkLife Implementation Guide

Welcome to VITAL WorkLife!

On behalf of myself and our entire VITAL WorkLife team, I’d like to take this opportunity to let you know how happy we are to be working with you. This comprehensive guide is your VITAL WorkLife handbook to walk you through launch activities, program milestones, available resources and how they work. Our goal is to make the user journey for you and your clinicians easy and straight forward.

We look forward to a long working relationship with you and your teams as we jointly engage to make the sustainable improvements you desire.

Mitch Best, CEO

Your VITAL WorkLife Team

At VITAL WorkLife, our strength comes from the experience and depth of our team. We have a diverse, nationwide workforce to deliver the best client experience. This workforce includes your assigned account team, members from our solution delivery and executive leadership team as well as consultants from our extensive network.

Learn more about your VITAL WorkLife Team.

VITAL WorkLife Account Team

The VITAL WorkLife Account Team has extensive experience working in the healthcare industry and is looking forward to supporting you and your organization on your well being journey.

Amy Factor, National Director of Account Management Amy.Factor@VITALWorkLife.com D: 952.230.5116 C: 612.940.6842	Toni Bristlin, Account Manager Toni.Bristlin@VITALWorkLife.com D: 952.230.5120 C: 612.269.7984
Scott Revenig, Senior Account Manager Scott.Revenig@VITALWorkLife.com D: 952.230.5113 C: 612.227.1854	Nicole Anderson, Implementation Specialist Nicole.Anderson@VITALWorkLife.com D: 952.230.5106

Pre-Launch Phase

Please review the following prior to our first meeting.

Action Items:

Client Organization Profile: Please complete the form and send back to your assigned Account Team. This will help set up your organization in our system as well as help guide our upcoming conversations.
- Client Organization Profile

Your organization’s Key Initiative: Prior to our first planning meeting, please be thinking about your organization’s key initiative (or goal) for implementing the program by completing the following sentence:
We are implementing Well Being Resources across the organization to ____________.
- Examples from other organizations:
  - Improve the well being of clinicians
  - Enhance organizational culture
  - Develop a cohesive well being message across the entire organization
  - Help combat the high burnout and depression rates within our organization

Well Being Journey: Prior to our first planning meeting, please take time to review the stages and come prepared to share which stage your organization currently identifies with.
- Well Being Journey Handout
  - Use the diagram to gauge where your organization is at today on your well being journey. By identifying the stage of Novice, Beginner, Competent, Proficient or Expert, your VITAL WorkLife team can help identify tactics to advance your organization to the highest stage (goal). Your team will revisit your stage year over year to see how your organization is advancing.

Information:

Email Allow List Instructions: Please provide these instructions to your IT department as it will help improve the deliverability of communications to your inbox.
- Email Allow List Instructions
Form W-9: This form can be provided to your Finance department for tax purposes.
- W-9 Form
Invoicing Information:
- Invoices are sent electronically by the third Monday of the month for the following month.
- Please check the number of “users” indicated on the invoice. If the user count is not accurate, indicate the correct number of users on the invoice and adjust payment amount accordingly.
- Payment is due to VITAL WorkLife by the 20th of the month.
- ACH Payment is available and allows clients to directly deposit payment to VITAL WorkLife’s checking account. ACH forms can be sent to Receivables@VITALWorkLife.com.