Integrating EAP Services with Disability Management Programming: Kaiser Permanente’s Total Workforce Health Model Jerry O’Keefe, MFT, CEAP - National Director Employee Assistance Program Nicole Stelter, PhD, MFT - Product Manager Total Workforce Health Portfolio

Agenda KP Overview Total Workforce Health overview EAP integration with IDM overview Background Strategy Tactics Evaluation to date Worksheet & Discussion – “Your organization’s Total Workforce Health Vision” November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.

This is Kaiser Permanente Founded in 1945 during the Great Depression and World War II Kaiser Permanente currently serves more than 9 million members Partnership: Kaiser Foundation Health Plan Kaiser Foundation Hospitals Seven Permanente Medical Groups Coalition of Kaiser Permanente Unions November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.

Who is KP’s Workforce Comprised of a highly diversified, non-union and labor-organized workforce > 30 separate bargaining units Approximately 175,000 employees and 18,000 physicians throughout seven regions in 8 states and the District of Columbia November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.

Health Care Delivery System Disability/Leave Management Getting away from the “as-is” approach… Moving away from an inefficient, limited, “as-is” approach because: Fragmentation → higher costs, poorer outcomes/ program efficacy, less engagement Disconnected Stakeholders → accountability and quality problems Occupational Health Workforce Wellness Health Care Delivery System EAP Disability/Leave Management November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.

Disability/ Leave Management KP’s Total Workforce Health Vision Occupational Health Workforce Wellness EAP Disability/ Leave Management Accountability, Engagement, Effectiveness DATA Health Care Delivery System DATA DATA DATA Cost & Complexity November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.

EAP: Part of the Integrated Solution Support for psychosocial issues Prevents avoidable delay in return to work Assists the employee/family Helps disabled employees re-enter the workforce Supports and maintains the employee’s Total Health & Wellbeing From onset of disability to return to work, EAP is there to provide support Provides support for psychosocial issues that complicate and elongate the injured worker’s recovery Prevents avoidable delay in return to work Assists the employee/family create strategies to reduce impact of disability and enhance coping skills EAP helps disabled employees re-enter the workforce Supports and helps maintain the employees Total Health & Wellbeing November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.

EAP: IDM and Return to Work Support EAP-IDM Toolkit Injured Worker Orientation EAP’s Benefits of Practice Metrics demonstrate 55% increase in IDM referrals to EAP EAP’s Components of Practice Provides a safe, supportive, facilitated communication venue before the employee returns to work Addresses and dispels fears, preparing successful re-entry to the workplace. EAP-IDM Toolkit Employees, Managers HR , Disability Case Managers Injured Worker Orientation Support for employees with new disabilities EAP’s Benefits of Practice Swifter integration of employee to the workplace Increased retention of employee at work Employee experiences being “cared for by the manager and the organization” November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.

Psychological Workplace Safety What Happens when EAP & WPS Intersect Workplace Safety Employee Assistance Program Psychological Workplace Safety November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.

EAP: Psychological Workplace Safety Necessary part of the IDM and Total Workforce Health Equation No less important that physical workplace safety. Is a significant risk factor for physical injuries, as well as mental/nervous disorders. A psychologically safe and healthy workplace is an inarguable facet of a successful workplace . Share some KP findings regarding the 3 Rs Call out the benefits of a psychologically safe workplace. Injured/ill EEs feel safe; avail themselves to the support of the system; more excited about RTW. Reference Lucien Leap comment re: Precondition of continued success November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.

Total Workforce Health Vision and IDM Program Optimization EAP Workforce Wellness ARx-Clinicians TWH Innovation IDM Where All Roads Should Lead For IDM, EAP, treating Clinicians and Workforce Wellness to have a positive impact on the health and wellbeing of a company’s total workforce, “Innovation, Collaboration and Integration” are vital! November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.

EAP and your organization’s TWH vision… What other workforce health programs does your organization have? What “problem statements” does each have? What do your stakeholders say? What data is (or isn’t) available? How can your EAP impact other program issues? Kaiser Permanente example: Increased positive contact from employee managers and colleagues improves disability leave outcomes but managers are often not certain whether or how to outreach to employees. Kaiser Permanente EAP helped to educate managers and provide tools to help leadership keep their disabled employees engaged in the workplace during their absences. November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.

Contact Information Nicole Z. Stelter, PhD, MFT Product Manager Portfolio Lead, Total Workforce Health HealthWorks and Product Innovation Kaiser Permanente 818-515-6489 Nicole.Z.Stelter@kp.org Jerry O’Keefe, MFT, CEAP National Director Employee Assistance Program (EAP) Kaiser Permanente 510-987-1969 Jerry.O’Keefe@kp.org November 11, 2018 | © Kaiser Permanente 2014 All Rights Reserved.