IncentFit

Start by deciding what outcomes you want: checkups done, shots documented, and habits improved. In your admin console, build programs around those goals. Choose a template (yearly checkup, biometric screening, flu/COVID), set who’s eligible, define deadlines, and pick acceptable proof types (visit summaries, lab reports, attestations). Connect SSO and your HRIS to sync rosters and locations, then schedule nudges, escalations, and manager alerts. Before launch, preview the employee view, test the submission flow, and lock in privacy settings so only the right reviewers can see health documents.

Employees get a clean task list instead of guesswork. From web or mobile, they tap a card to see the requirement, upload a photo or PDF, or link a provider record when available. Real-time checks flag missing dates or blurry images and request a quick fix. If the visit isn’t visible yet, they can submit an attestation, then replace it later with official proof. Progress bars, due dates, and calendar holds keep people on track. If someone changes locations or roles, rules update automatically and new tasks appear. Support is built in: guided prompts, localized language options, and a help link that routes to HR or program admins with the context they need to resolve issues fast.

For immunization rules, create policies by role or site, list accepted series and boosters, and define exemption paths with separate approvals. When a dose is recorded, the system sets the next expected date and reminds the employee before it lapses. Bulk rosters help with surge hiring, and QR check-in at clinics speeds onsite events. Compliance views show completion at the org, location, and team level, with filters for overdue, expiring soon, or pending review. Audits are painless: export a time-stamped file with each person’s status, evidence history, and reviewer notes, or grant read-only access to inspectors for a limited window.

To drive ongoing participation, layer in incentives. Award points for verified actions—doctor visits, screenings, preventive courses—or for consistent habits like steps, meditation, or gym visits using integrations and geo-verified check-ins. Trigger instant payouts as gift cards, payroll credits, or HSA contributions after approval. Launch team challenges with leaderboards and automatic tie-breakers. Dashboards surface what matters: participation by program, completion time, hotspots by department, and trend lines across quarters. Drill down to see what messages moved the needle, which activities people actually complete, and where to adjust deadlines or rewards. Export data to your warehouse or BI tool and set a monthly cadence: review results, tweak rules, refresh communications, and keep the momentum going.