Forma

Dashboards and Reporting

Includes dashboard visualizations and digital navigation platforms for member, provider, and program data.

Insurance Management

Includes electronic insurance, insurance eligibility check, and patient insurance coverage detection.

Health Profile

Provides users with tracking and visibility into data related to their health and health goals.

Integration

Enables seamless integrations with other applications for data interoperability.

Chatbot

A personalized conversational interface for answering benefits enrollment questions and completing tasks.

Claims Management

Includes claims processing, eligibility verification, paper claims mailing, claims denials management, and electronic claims submission.

Mobile

Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Health Savings Account

Ability to customize and manage employee health benefits plans and track current usage of available offerings.

Best-Fit Benefits

Provides employees with multiple plan packages for their choosing that aligns best with each individual's specific situation and unique healthcare needs.

Self Service Portal

Allows employees to access benefits and pension information on their own and book service appointments.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.