How employees and dependents actually get enrolled.
The twelve-week workflow we run with practices onboarding a 50 to 200 employee group, from census file to first completed visits, including who owns each step.
At a glance
- Census and eligibility rules first
- PEPM pricing, one monthly invoice
- Enrollment sessions across every shift
- Roster reconciliation at day ninety
What is the employer enrollment workflow for a mid-sized group?
The workflow
Twelve weeks, five phases, one owner per step.
Most enrollments stall in the same two places: an eligibility file nobody owns, and a communication plan that stops after one email. The sequence below is built to close both gaps.
Weeks 1 to 2
Census review and eligibility file
Owned by Employer + benefits broker
The group sends a census with headcount, dependent counts, locations, and current plan structure. We use it to size the panel, confirm the practice has capacity, and set the eligibility rules that drive everything downstream: who qualifies, when coverage starts, and how dependents are handled.
- Eligibility rules documented in writing
- Panel capacity confirmed against current membership
- Worksite vs. remote employee split identified
Weeks 3 to 4
Agreement, pricing, and payment terms
Owned by Practice + employer
Per-employee-per-month pricing is set by tier (employee, employee plus spouse, family), along with the invoice cadence and the effective date. Most mid-sized groups run a single monthly invoice against the eligibility file rather than collecting from individual employees, which removes payroll deduction complexity entirely.
- Signed employer agreement with PEPM rates
- Monthly invoice cadence and billing contact set
- Effective date locked for enrollment planning
Weeks 5 to 6
Communication plan and enrollment materials
Owned by Freedom Healthworks
Employees do not enroll in something they do not understand. We build the announcement email sequence, a one-page explainer, an FAQ for HR, and manager talking points. The message that consistently works is simple: same-day access, no copays, direct messaging with your physician, at no cost to you.
- Announcement sequence scheduled
- HR FAQ and manager talking points delivered
- Enrollment landing page live for the group
Weeks 7 to 9
Enrollment events and member onboarding
Owned by Practice + Freedom Healthworks
Onsite or virtual enrollment sessions run across shifts so the whole workforce gets a chance, not just day shift. Employees register on the group landing page, complete intake, and schedule a first visit in one sitting. Remote employees get the same flow with a virtual welcome visit instead of an in-person one.
- Enrollment sessions held across all shifts and sites
- Intake completed and charts created in the EHR
- First visits scheduled during registration
Weeks 10 to 12
First visits, reconciliation, and reporting
Owned by Practice + Freedom Healthworks
The first ninety days set retention. We reconcile the enrollment roster against the eligibility file, chase the employees who registered but never scheduled, and give HR a utilization report they can take to leadership. That report is what renews the contract a year later.
- Roster reconciled against payroll eligibility
- Unscheduled registrants followed up individually
- Quarterly utilization report delivered to HR
What keeps running after the first cohort.
Enrollment is not an event. Groups that treat it as one lose members quietly through turnover in the first year.
Monthly eligibility sync
New hires, terminations, and dependent changes flow in on the same cadence as the invoice, so the practice is never carrying members the employer no longer covers or missing employees who joined in week two.
New hire onboarding path
Every new employee gets the same welcome sequence the original cohort received, triggered off the eligibility file rather than an HR reminder. Groups that leave this to memory lose enrollment steadily over the first year.
Open enrollment support
When the group's annual benefits cycle comes around, the DPC benefit is presented alongside the wraparound plan rather than as an afterthought, which is where most second-year enrollment growth comes from.
Utilization reporting
Quarterly reporting on visits, message volume, chronic condition touchpoints, and avoided urgent care visits, framed for a CFO rather than a clinician.
Questions employers and HR teams ask.
Working on a group and want the workflow adapted?
Bring us the census size, the plan structure, and the timeline the employer is working against. We will tell you what the enrollment sequence should look like for that specific group.
Timelines, participation, and cost outcomes vary by group and are not guarantees. Plan design, ERISA, and tax questions should be reviewed with the employer's broker and benefits counsel.