Wellness Program Checklist

Current Employee

To become a Wellness Participant and qualify for the $25-per month Monthly Wellness Incentive in 2021, you must complete the following checklist.

  1. Enroll in a Benelect medical plan (or planning to do so for following calendar year) Check eligibility.
  2. Complete the Health Risk Assessment (HRA) on-line with WebMD on or before November 30, 2020.
  3. Complete TWO of these THREE activities:
  • Submit the Tobacco Attestation Form. Go to HCM then choose the Wellness Tile. Choose the Tobacco Attestation Form from the menu on the left. Complete it honestly and submit by November 30, 2020.

and/or

  • Submit the Primary Care Provider Attestation Form, Go to  HCM  then choose the Wellness Tile and select the Primary Care Provider Form from the menu on the left. Complete it honestly and submit it by November 30, 2020.

and /or

  • Complete a Biometric Screening with Quest Diagnostics. Create an account using registration code: CWRU or log in as previous user.
    Schedule and complete an appointment at one of the Quest Patient Service Centers or have your physician complete the Physician Results Form.

All standard HIPAA rules apply.

NOTE: Due to the pandemic, the 2020 requirements are slightly different. 

To earn a program incentive of (up to) $200, you must complete the following checklist by November 30th, 2020.

  1. Currently be a Wellness Participant (receiving $25 monthly wellness earnings in paycheck).
  2. Select a Program in 1 or 2 of the six Wellness Program offerings: Community, Financial Wellness, Nutrition or Weight Management, Physical Activity Stress Management, and/or Tobacco Cessation.
  3. Satisfy the guidelines for completion in each program.
  4. Record completion through the attestation form found on HCM.

Participants are encouraged to check their status anytime in HCM. Choose the Wellness tile, then select the Wellness Summary from the menu on the left. You will see current, prior and future benefit year status.

*Wellness Participants must be employed by the university through December of each year to receive the Wellness Program Incentive(s). 

New Employee

To become a "Wellness Participant" and qualify for $25-per month Wellness Premium Incentive, you must complete the following checklist within first 30 days of employment. This applies only to those who start between January 1 and June 15 annually. All those who begin after June 15 will be invited to participate in the fall with the current faculty and staff.

  1. Enroll in a Benelect medical plan.
  2. Complete and submit Tobacco Attestation form provided in new employee orientation.
  3. Complete the Health Risk Assessment (HRA) on-line at WebMD.
  4. Complete your Biometric Screening with Quest. Biometric Screenings with Quest Diagnostics then create an account using registration code: CWRU. 
    Schedule and complete an appointment at one of the Quest Patient Service Centers or have your physician complete the Physician Results Form.

All standard HIPAA rules apply.


To earn a program incentive of (up to) $200, you must complete the following checklist by November 30th, 2020

  1. Be a current Wellness Participant" (see above).
  2. Select a Program in 1 or 2 of the six Wellness Program offerings: Community, Financial Well-being, Nutrition or Weight Management, Physical Activity, Stress Management, and/or Smoking Cessation.
  3. Satisfy the guidelines for completion in each program.
  4. Record completion through the attestation form found on HCM.

* Applies to new benefits-eligible employees beginning employment between December 1, 2019 - June 15, 2020 who are able to complete all required activities by the deadline. All new employees joining the university between June 15 and November 30 may complete the three wellness activities during the fall enrollment timeframe (along with all other current benefits-eligible employees) to be eligible for wellness incentive monies in 2021.

Participants are encouraged to check their status anytime in HCM. Choose the Wellness tile, then select the Wellness Summary from the menu on the left. You will see current, prior and future benefit year status.

*Wellness Participants must be employed by the university through December of each year to receive the Wellness Program Incentive(s). 

Participation Guidelines

The 2020 Wellness Program Incentive is available to any Wellness Participant who, between January 1 and November 30, 2020, successfully completes the program requirements in up to two of the following topics/areas:

Participating in a university-based community effort and attending 85% of sessions for a minimum of 8 weeks will meet the participation guidelines for this incentive.

Participating in a multi-session program to learn more about financial management and/or healthcare consumerism and attending 85% of available sessions will meet the participation guidelines for this incentive.

Participating in an on-site or off-site multi-session stress management, meditation, or other relaxation program (multi-week program, attending at least 85% of sessions) will meet the participation guidelines for this incentive.

Participation possibilities include attending an on-site or off-site multi-session weight management program such as Weight Watchers (multi-week program, attending 85% of available sessions), and/or working with your health care provider on a documented weight management program over a multi-week time period.  

Participants must attest and certify to participation in an on- or off-site organized weight management or nutrition program activity that maintains participation records available for review upon request; a comparable program with a health care provider and with personal records documenting participation available for review; or a program that meets the Reasonable Alternative Standard, as confirmed by written pre-approval of the CWRU Medical Director.

Participating in an on-site or off-site tobacco cessation program (multi-week program (group or telephone program), attending at least 85% of available sessions) is necessary to be eligible for the incentive in this category.  Non-tobacco users are not eligible for this incentive.

Engage in regular physical activity over a minimum of 12 weeks (minimum of three moderate-intensity activity sessions, each lasting at least 30 minutes per week). 

Activities may include any planned exercise including but not limited to the following:

  • exercise sessions at university fitness centers (121 FitnessWyant CenterVeale Center)
  • yoga
  • Pilates
  • walking 
  • training for a 5K, 10K, or other race
  • bicycling to work
  • Healthy Back class, etc. 

Documentation of activity required.  Types of documentation may include:  use of activity tracking devices such as FitBit, Jawbone, an accelerometer or pedometer; paper log; print out of visits from fitness or yoga center; etc.

Programs must be successfully completed and attestation submitted by November 30th, 2020 to receive the program financial incentive.

Participants who are unable to achieve standards for this incentive can learn about alternatives by e-mailing erc10@case.edu.

HCM Documentation

Participants will need to complete a form within HCM to attest and certify to participation in on-site or off-site programs that met the university’s participation guidelines and must have documentation of their participation available should we ever need to audit incentive recipients.  Completion of a program that meets the Reasonable Alternative Standard as confirmed by written pre-approval of the CWRU Medical Director is also available. The attestation form can be found within the Wellness Tile at case.edu/hcm.

Programs must be successfully completed and attestation submitted by November 30th, 2020 to receive the program financial incentive in the final December 2020 paycheck.

Participants who are unable to achieve standards any of the incentives can learn about alternatives by e-mailing erc10@case.edu.