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Small changes. Big 
Savings.
CASE STUDY 
Company: Froedtert Health 
Wellness Program: Wellness Works 
No. of Employees: 9,000 
Participation Rate: About 80% 
ROI: $3.2 million since 2009 
Wellsource Products used by Froedtert Health 
–– Personal Wellness Profile™ 
–– Health Activity Tracker™ 
–– Online Wellness Center™ 
–– WellNotes® Newsletter 
–– Health Challenges™ 
–– Weight Management 
for Life book 
–– Step Into Fitness & Health 
book 
–– WellSuite® Portal 
Lessons Learned 
–– Incentives make a positive impact 
on participation rates 
–– Support from executive team essential to success 
–– Integrated effort and communications 
plan helps educate employees 
–– Specific initiatives can reduce health 
risk factors within an organization 
–– Evidence-based program helps guide 
programming and interventions 
–– Positive relationship with Wellsource 
Inc. enhances use of HRA 
2 wellsource.com • 800.533.9355
Wellness program earns $3.2 million in ROI. 
It’s Kathy Menard-Rothe’s business to know how 
the 9,000-plus employees at Froedtert Health 
are doing. She’s the wellness manager for one of 
Wisconsin’s largest health care systems. And she knows 
little changes can make a big difference. In the last 
three years, Froedtert Health, a Wellsource client since 
1997, has saved an estimated $3.2 million in healthcare 
costs by making wellness a priority, according to data 
reported by their health insurance broker. Between 
2009 – which was the first full year of a focused, 
strategic wellness program for Froedtert Health – and 
2012, claims data proved this remarkable savings. 
Menard-Rothe and her team of wellness professionals 
have championed Froedtert’s Wellness Works program. 
But so have all of the doctors, nurses, health educators, 
professionals, and staff members. As a group, they 
increased their participation in wellness by 5 percent 
last year to more than 80 percent. Wellness initiatives 
to lower health risk factors have saved lives, helped 
people get better care, and created a wellness culture 
that earned Froedtert Health the WELCOA 2012 Gold 
Workplace Wellness Award for a health care system. 
“Our wellness program has helped a lot of 
people make important changes in their life to 
improve their health,” says Menard-Rothe.“ 
“Every day, we are demonstrating 
excellence across the organization, 
delivering top-notch patient 
outcomes, keeping costs down, 
following recommended processes, 
and providing value to the 
community as a trusted partner.” 
–– Catherine Jacobson 
Froedtert Health CEO 
wellsource.com • 800.533.9355 3
Incentives make a positive impact on participation rates. 
“Using the Wellsource® HRA, we have 
identified people with diabetes who didn’t know 
they had the disease. We’ve helped motivate 
people to get more physical activity. And we’ve 
had employees lose as much as 50 to 70 pounds. 
Wellness is really important to us. We want 
our staff to be healthy so they can provide 
the best care possible in our community.” 
Engaging Participants 
On a recent site visit, Menard-Rothe spotted 
a young employee she met with during a 
previous campaign to promote Wellness 
Works. She knew right away that the efforts 
to educate employees about major health risk 
factors and chronic disease made an impact. 
“When I last saw this young man, he 
was overweight and his biometric lab test 
showed he had high blood sugar levels,” says 
Menard-Rothe. “But he worked very hard to 
change that. He saw a dietician. He used our 
resources to learn more about diabetes and 
weight loss. He met with his doctor regularly. 
And he lost 48 pounds in about a year.” 
About Froedtert Health 
Froedtert Health operates three hospitals and more than 
30 community-based primary and specialty care clinics 
in southeastern Wisconsin. Its academic medical center, 
Froedtert & The Medical College of Wisconsin, was named 
one of the Top 100 Hospitals in the United States in 2013 
by Truven Health Analytics. It was also recognized as one 
of the top 15 Major Teaching Hospitals in the nation. 
“Using the Personal Wellness Profile™, 
we have identified people with diabetes 
who didn’t know they had the disease.” 
–– Kathy Menard-Rothe 
Froedtert Health Wellness Manager 
4 wellsource.com • 800.533.9355
Support from executive team is essential to success. 
“We really try to present our wellness program 
in a positive way. And it’s exciting to see 
employees take responsibility for their health.” 
Wellsource tools used by Froedtert’s staff 
include the Personal Wellness Profile™ 
Health Risk Assessment, Health Activity 
Tracker™, Online Wellness Center™, 
WellNotes® newsletter, Health Challenges™, 
and WellSuite® Portal. These tools have 
helped participation in Froedtert’s wellness 
program grow every year since partnering 
with Wellsource almost 20 years ago. 
At first, Froedtert used paper-based 
HRAs long before the idea of incentivizing 
participation was really even a wellness concept. 
But Froedtert quickly incorporated the latest 
practices in wellness as the industry evolved. 
And they were quick to adapt to emerging 
technology and the web-based Personal 
Wellness Profile™ designed by Wellsource. 
Wellsource® tools used by 
Froedtert Health: 
• Personal Wellness Profile™ 
Health Risk Assessment 
• Health Activity Tracker™ 
• Online Wellness Center™ 
• WellNotes® Newsletter 
• Health Challenges™ 
• WellSuite® Portal 
• Step Into Fitness book 
• Weight Management for Life book 
wellsource.com • 800.533.9355 5
Integrated effort and communications plan helps educate employees. 
Today, Froedtert employees who complete basic 
participation requirements can earn a $360 
medical plan discount on health insurance 
premiums each year. Froedtert keeps people 
engaged with additional incentives such as gift 
cards, pedometers, books, and other health-related 
resources. Free on-site health clinics for employees 
and almost zero-cost preventive care have also 
played a major role in keeping employees healthy. 
In 2008, Froedtert officially formed its own 
wellness department and staffed it with a team of 
wellness experts and health professionals. They 
developed a strategic plan to promote wellness in 
the workplace. And they’ve turned the fledgling 
program into a model of success. Last year, they 
increased participation rates by 5 percent and 
expect to see that kind of growth continue in 2013. 
“One of the things we’ve used to engage employees 
is the monthly Health Challenge™ that Wellsource 
offers,” says Menard-Rothe. “We know the 
health challenges have helped people make small 
Aggregate participant data from the 
Wellsource® HRA helped Froedtert 
Health create initiatives to lower 
blood sugar levels, reduce blood 
pressure, and lose weight. 
6 wellsource.com • 800.533.9355
Specific initiatives can reduce health risk factors within an organization. 
Froedtert Health executives 
Cathy Buck, Karl Schultz, 
Andrew Barth, and Teri Lux 
were recently named 
Wisconsin’s Fittest Executives 
by Biz Times Media. 
behavioral changes that lead to better health. And 
when we travel around, we see people tracking 
their activities, like eating vegetables, drinking 
water, or weighing themselves once a week.” 
Froedtert Health has also used aggregate 
data from their Wellsource® HRA to create 
specific initiatives to help their employee 
population lower blood sugar levels, reduce 
blood pressure, and lose weight. 
“Those campaigns have been very effective,” 
says Menard-Rothe. “We did a large program 
on diabetes awareness and prevention. Over 
time, we saw blood sugar levels drop and 
diet and exercise improve as a result of that 
awareness campaign. We saw similar results 
when we educated people about hypertension 
and body mass index. Since we’ve been doing 
these awareness campaigns, we’ve seen positive 
shifts in all the major health risk factors.” 
wellsource.com • 800.533.9355 7
Evidence-based program helps guide programming and interventions. 
Building Relationships 
Menard-Rothe communicates regularly with 
department managers throughout the healthcare 
system to learn how Froedtert employees are 
doing. And they’ve even tailored interventions 
to meet the needs of specific departments. That 
kind of approach has helped increase participation 
rates, lower health risks, and contribute to the 
$3.2 million in ROI Froedtert has achieved. 
“One key to success has been building a positive 
relationship between the wellness team and our 
leadership,” Menard-Rothe said. “We work closely 
with our senior leaders, middle managers, and 
supervisors to create targeted programming. 
They request different things like information on 
stress management or nutrition. We bring those 
resources to them like the Health Challenges™ 
and other interventions like the book, Weight 
Management for Life. It’s one of the things that 
has made our wellness program so successful.” 
“We bring those resources to them 
like the Health Challenges™. It’s 
one of the things that has made our 
wellness program so successful.” 
–– Kathy Menard-Rothe 
Froedtert Health Wellness Manager 
8 wellsource.com • 800.533.9355
Positive relationship with Wellsource Inc. enhances use of HRA. 
Replicating Success 
Froedtert’s Wellness Works program for its own 
employees has been so successful, they’re using 
their model to help other businesses incorporate 
wellness in the workplace. Froedtert Health’s 
Workforce Health Program, led by Director 
of Business Development Barbra Fagan, helps 
employers in the region design wellness programs 
to meet the needs of their own populations. 
Many Wisconsin employers have partnered 
with Workforce Health to administer health 
risk assessments and biometric screenings, 
identify health management goals, create 
interventions, and provide health coaching. 
“We provide our services with the underlying 
goal of engaging employees and establishing 
rapport so that we can drive the behavioral 
changes necessary to live a healthy lifestyle,” 
says Fagan. “And we truly believe that we need 
to be connected to the community and be a 
partner with the employers we work with.” 
Froedtert’s Workforce Health 
Program, led by Director of 
Business Development Barbra Fagan, 
helps employers in the region 
design wellness programs to meet 
the needs of their own populations. 
wellsource.com • 800.533.9355 9
Smoking cessation program saves City of Milwaukee $1.25 million. 
With features that allow Workforce Health to 
brand, customize, and configure the Personal 
Wellness Profile™ and WellSuite® Portal, 
they can deliver the same evidence-based 
tools used in their own wellness program 
to employers throughout Wisconsin. 
One of those employers is the City of Milwaukee. 
In the last three years, Workforce Health has 
developed a positive partnership with the city that 
has transformed employee health and wellness. 
“They’ve reduced the number of smokers 
from 19 percent to 11 percent in the last three 
years,” says Fagan. “And that alone has saved 
the city roughly $1.25 million. They’ve had 
phenomenal participation and success in their 
smoking cessation program. And now we’re 
looking at targeted approaches to obesity and 
diabetes. If we can achieve the same kind of 
success in those areas as in smoking, they’re 
looking at a savings of another $4 million.” 
10 wellsource.com • 800.533.9355
Setting Goals 
Froedtert Health’s $3.2 million in healthcare 
savings didn’t happen overnight. And it wasn’t luck 
that produced that kind of ROI. Menard-Rothe 
and Fagan helped lead the effort to set wellness 
goals for the organization. Following a similar 
mission as Wellsource to promote health, prevent 
disease, increase productivity, and enhance the 
quality of life for its employees, success followed. 
It’s a model other organizations can learn from. 
“If you’re looking at offering wellness in your 
organization, you have to know what your objective 
is,” says Menard-Rothe. “Then you’ll have a goal to 
work towards and be able to measure the results 
of your efforts. Our evidence-based approach to 
wellness and partnership with Wellsource helps 
us provide the best programming possible to meet 
those clinical guidelines that are out there.” 
“If you’re looking at offering wellness 
in your organization, you have to 
know what your objective is.” 
–– Kathy Menard-Rothe 
Froedtert Health Wellness Manager 
Visit Wellsource.com/free-resources 
to download this free brochure and get your 
wellness program started today. 
wellsource.com • 800.533.9355 11
wellsource.com 
800.533.9355

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Small changes big savings

  • 2. CASE STUDY Company: Froedtert Health Wellness Program: Wellness Works No. of Employees: 9,000 Participation Rate: About 80% ROI: $3.2 million since 2009 Wellsource Products used by Froedtert Health –– Personal Wellness Profile™ –– Health Activity Tracker™ –– Online Wellness Center™ –– WellNotes® Newsletter –– Health Challenges™ –– Weight Management for Life book –– Step Into Fitness & Health book –– WellSuite® Portal Lessons Learned –– Incentives make a positive impact on participation rates –– Support from executive team essential to success –– Integrated effort and communications plan helps educate employees –– Specific initiatives can reduce health risk factors within an organization –– Evidence-based program helps guide programming and interventions –– Positive relationship with Wellsource Inc. enhances use of HRA 2 wellsource.com • 800.533.9355
  • 3. Wellness program earns $3.2 million in ROI. It’s Kathy Menard-Rothe’s business to know how the 9,000-plus employees at Froedtert Health are doing. She’s the wellness manager for one of Wisconsin’s largest health care systems. And she knows little changes can make a big difference. In the last three years, Froedtert Health, a Wellsource client since 1997, has saved an estimated $3.2 million in healthcare costs by making wellness a priority, according to data reported by their health insurance broker. Between 2009 – which was the first full year of a focused, strategic wellness program for Froedtert Health – and 2012, claims data proved this remarkable savings. Menard-Rothe and her team of wellness professionals have championed Froedtert’s Wellness Works program. But so have all of the doctors, nurses, health educators, professionals, and staff members. As a group, they increased their participation in wellness by 5 percent last year to more than 80 percent. Wellness initiatives to lower health risk factors have saved lives, helped people get better care, and created a wellness culture that earned Froedtert Health the WELCOA 2012 Gold Workplace Wellness Award for a health care system. “Our wellness program has helped a lot of people make important changes in their life to improve their health,” says Menard-Rothe.“ “Every day, we are demonstrating excellence across the organization, delivering top-notch patient outcomes, keeping costs down, following recommended processes, and providing value to the community as a trusted partner.” –– Catherine Jacobson Froedtert Health CEO wellsource.com • 800.533.9355 3
  • 4. Incentives make a positive impact on participation rates. “Using the Wellsource® HRA, we have identified people with diabetes who didn’t know they had the disease. We’ve helped motivate people to get more physical activity. And we’ve had employees lose as much as 50 to 70 pounds. Wellness is really important to us. We want our staff to be healthy so they can provide the best care possible in our community.” Engaging Participants On a recent site visit, Menard-Rothe spotted a young employee she met with during a previous campaign to promote Wellness Works. She knew right away that the efforts to educate employees about major health risk factors and chronic disease made an impact. “When I last saw this young man, he was overweight and his biometric lab test showed he had high blood sugar levels,” says Menard-Rothe. “But he worked very hard to change that. He saw a dietician. He used our resources to learn more about diabetes and weight loss. He met with his doctor regularly. And he lost 48 pounds in about a year.” About Froedtert Health Froedtert Health operates three hospitals and more than 30 community-based primary and specialty care clinics in southeastern Wisconsin. Its academic medical center, Froedtert & The Medical College of Wisconsin, was named one of the Top 100 Hospitals in the United States in 2013 by Truven Health Analytics. It was also recognized as one of the top 15 Major Teaching Hospitals in the nation. “Using the Personal Wellness Profile™, we have identified people with diabetes who didn’t know they had the disease.” –– Kathy Menard-Rothe Froedtert Health Wellness Manager 4 wellsource.com • 800.533.9355
  • 5. Support from executive team is essential to success. “We really try to present our wellness program in a positive way. And it’s exciting to see employees take responsibility for their health.” Wellsource tools used by Froedtert’s staff include the Personal Wellness Profile™ Health Risk Assessment, Health Activity Tracker™, Online Wellness Center™, WellNotes® newsletter, Health Challenges™, and WellSuite® Portal. These tools have helped participation in Froedtert’s wellness program grow every year since partnering with Wellsource almost 20 years ago. At first, Froedtert used paper-based HRAs long before the idea of incentivizing participation was really even a wellness concept. But Froedtert quickly incorporated the latest practices in wellness as the industry evolved. And they were quick to adapt to emerging technology and the web-based Personal Wellness Profile™ designed by Wellsource. Wellsource® tools used by Froedtert Health: • Personal Wellness Profile™ Health Risk Assessment • Health Activity Tracker™ • Online Wellness Center™ • WellNotes® Newsletter • Health Challenges™ • WellSuite® Portal • Step Into Fitness book • Weight Management for Life book wellsource.com • 800.533.9355 5
  • 6. Integrated effort and communications plan helps educate employees. Today, Froedtert employees who complete basic participation requirements can earn a $360 medical plan discount on health insurance premiums each year. Froedtert keeps people engaged with additional incentives such as gift cards, pedometers, books, and other health-related resources. Free on-site health clinics for employees and almost zero-cost preventive care have also played a major role in keeping employees healthy. In 2008, Froedtert officially formed its own wellness department and staffed it with a team of wellness experts and health professionals. They developed a strategic plan to promote wellness in the workplace. And they’ve turned the fledgling program into a model of success. Last year, they increased participation rates by 5 percent and expect to see that kind of growth continue in 2013. “One of the things we’ve used to engage employees is the monthly Health Challenge™ that Wellsource offers,” says Menard-Rothe. “We know the health challenges have helped people make small Aggregate participant data from the Wellsource® HRA helped Froedtert Health create initiatives to lower blood sugar levels, reduce blood pressure, and lose weight. 6 wellsource.com • 800.533.9355
  • 7. Specific initiatives can reduce health risk factors within an organization. Froedtert Health executives Cathy Buck, Karl Schultz, Andrew Barth, and Teri Lux were recently named Wisconsin’s Fittest Executives by Biz Times Media. behavioral changes that lead to better health. And when we travel around, we see people tracking their activities, like eating vegetables, drinking water, or weighing themselves once a week.” Froedtert Health has also used aggregate data from their Wellsource® HRA to create specific initiatives to help their employee population lower blood sugar levels, reduce blood pressure, and lose weight. “Those campaigns have been very effective,” says Menard-Rothe. “We did a large program on diabetes awareness and prevention. Over time, we saw blood sugar levels drop and diet and exercise improve as a result of that awareness campaign. We saw similar results when we educated people about hypertension and body mass index. Since we’ve been doing these awareness campaigns, we’ve seen positive shifts in all the major health risk factors.” wellsource.com • 800.533.9355 7
  • 8. Evidence-based program helps guide programming and interventions. Building Relationships Menard-Rothe communicates regularly with department managers throughout the healthcare system to learn how Froedtert employees are doing. And they’ve even tailored interventions to meet the needs of specific departments. That kind of approach has helped increase participation rates, lower health risks, and contribute to the $3.2 million in ROI Froedtert has achieved. “One key to success has been building a positive relationship between the wellness team and our leadership,” Menard-Rothe said. “We work closely with our senior leaders, middle managers, and supervisors to create targeted programming. They request different things like information on stress management or nutrition. We bring those resources to them like the Health Challenges™ and other interventions like the book, Weight Management for Life. It’s one of the things that has made our wellness program so successful.” “We bring those resources to them like the Health Challenges™. It’s one of the things that has made our wellness program so successful.” –– Kathy Menard-Rothe Froedtert Health Wellness Manager 8 wellsource.com • 800.533.9355
  • 9. Positive relationship with Wellsource Inc. enhances use of HRA. Replicating Success Froedtert’s Wellness Works program for its own employees has been so successful, they’re using their model to help other businesses incorporate wellness in the workplace. Froedtert Health’s Workforce Health Program, led by Director of Business Development Barbra Fagan, helps employers in the region design wellness programs to meet the needs of their own populations. Many Wisconsin employers have partnered with Workforce Health to administer health risk assessments and biometric screenings, identify health management goals, create interventions, and provide health coaching. “We provide our services with the underlying goal of engaging employees and establishing rapport so that we can drive the behavioral changes necessary to live a healthy lifestyle,” says Fagan. “And we truly believe that we need to be connected to the community and be a partner with the employers we work with.” Froedtert’s Workforce Health Program, led by Director of Business Development Barbra Fagan, helps employers in the region design wellness programs to meet the needs of their own populations. wellsource.com • 800.533.9355 9
  • 10. Smoking cessation program saves City of Milwaukee $1.25 million. With features that allow Workforce Health to brand, customize, and configure the Personal Wellness Profile™ and WellSuite® Portal, they can deliver the same evidence-based tools used in their own wellness program to employers throughout Wisconsin. One of those employers is the City of Milwaukee. In the last three years, Workforce Health has developed a positive partnership with the city that has transformed employee health and wellness. “They’ve reduced the number of smokers from 19 percent to 11 percent in the last three years,” says Fagan. “And that alone has saved the city roughly $1.25 million. They’ve had phenomenal participation and success in their smoking cessation program. And now we’re looking at targeted approaches to obesity and diabetes. If we can achieve the same kind of success in those areas as in smoking, they’re looking at a savings of another $4 million.” 10 wellsource.com • 800.533.9355
  • 11. Setting Goals Froedtert Health’s $3.2 million in healthcare savings didn’t happen overnight. And it wasn’t luck that produced that kind of ROI. Menard-Rothe and Fagan helped lead the effort to set wellness goals for the organization. Following a similar mission as Wellsource to promote health, prevent disease, increase productivity, and enhance the quality of life for its employees, success followed. It’s a model other organizations can learn from. “If you’re looking at offering wellness in your organization, you have to know what your objective is,” says Menard-Rothe. “Then you’ll have a goal to work towards and be able to measure the results of your efforts. Our evidence-based approach to wellness and partnership with Wellsource helps us provide the best programming possible to meet those clinical guidelines that are out there.” “If you’re looking at offering wellness in your organization, you have to know what your objective is.” –– Kathy Menard-Rothe Froedtert Health Wellness Manager Visit Wellsource.com/free-resources to download this free brochure and get your wellness program started today. wellsource.com • 800.533.9355 11