Built for how healthcare teams actually operate.
From licensing and deployment to the participant experience and the reporting leaders see in their dashboard, here's exactly how the Well-Being Index works.
The Process
Four simple steps. Seamless integration.
Any administrator can run the full cycle — from setup to board-ready insight — without training, certification, or outside help.
Setup · Under one week
Configure your group, department, hospital, or entire health system.
You tell us your goals, which occupations you want assessed, and where your organization is in its wellness journey. We take it from there — determining and setting the unit breakdowns, the validated versions deployed to each group, your first assessment window, and the reassessment timeframe that keeps the data meaningful over time.
- Self-administered or guided onboarding
- SSO and roster imports for multi-site health systems
- Anonymity thresholds enforced by architecture, not policy
- We determine unit breakdowns, validated versions, and your assessment cadence
Invite · Under 60 seconds per response
Invite your team. Nine questions. No identifying data.
When they're ready, we deliver the private invitation links sent directly from the tool — nine validated questions, under a minute, anonymous by architecture. You see participation rates, not respondents.
- Automated invites, smart reminders, optional bring-your-own email domain
- 100% anonymous — individual scores never accessible to leadership or HR
- Immediate crisis-resource pathways built into the assessment itself
Insight · Instant, once thresholds clear
See where it matters most, not just a feeling.
The Priority Dashboard is your starting point — it automatically ranks your highest-risk groups and the potential organizational impact behind each one, so you're not digging through multiple views or datasets just to figure out where to focus first.
- Highest-risk groups identified and ranked automatically
- Potential organizational impact surfaced for each priority area
- National benchmarks built in, across every role in your organization
- Drill into any of six validated clinical dimensions from there
Potential Organizational Impact: 142 clinicians at elevated turnover risk
Measure · Quarter after quarter
Prove which interventions actually worked.
Re-run quarterly or semi-annually, and use the Snapshot and Journey reports together to make the case. Hotspots & Bright Spots in the Snapshot automatically surface where concern is concentrated right now and what's already working well — and the Journey view tracks whether your peer-support program, scheduling redesign, or new benefit moved the curve over time, by segment, by dimension, in numbers your CMO, CNO, and board will accept.
- Hotspots & Bright Spots automatically surface current areas of concern and strength
- Journey trends every dimension over time, through staffing changes and system events
- Compare role and department cohorts before and after any intervention
- Export board-ready reports and Joint Commission–aligned documentation
Well-Being Snapshot · Right Now, By Department
For Participants
A private result they can actually use.
Every clinician who takes the assessment gets something back immediately: a clear, honest picture of where they stand, resources matched to what the data shows, and a guarantee that no one at their organization will ever see their individual answers.
Before They Start
A quick, private account — set up in about 5 minutes.
An invitation lands by email or text. The clinician creates their own well-being account — about 5 minutes, one time — and picks whichever fits their workflow: the web-based tool from any browser, or the mobile app for check-ins on the go, in the break room or between patients. From then on, every check-in takes under 60 seconds.
- Quick account creation — about 5 minutes, set up once
- Choice of the web-based tool or the mobile app
- Nine validated questions, under 60 seconds per check-in after that
- Individual answers are never visible to leadership or HR — only the account holder sees their own results
What They're Assessed On
Six dimensions that capture the real picture — not just burnout.
Every check-in scores across six clinically validated dimensions — always visible in their own dashboard, never just a single burnout number.
- Meaning in Work — purposeful service vs. a burden to survive
- Likelihood of Burnout — exhaustion linked to errors and reduced empathy
- Severe Fatigue — the depleted state that compromises clinical judgment
- Work-Life Integration — a leading indicator of 2- and 5-year attrition
- Quality of Life — catches compassion fatigue and moral injury early
- Suicidal Ideation Risk — anonymous, cohort-level, with crisis pathways built in
The Moment They Finish
Immediate, private results — plus a path forward if they need it.
The moment they submit, clinicians see their own six-dimension result and resources matched to exactly what the data shows. If their answers indicate elevated risk, a confidential crisis-resource pathway appears immediately — built into the assessment itself, completely separate from anything the organization ever sees.
- Personal results in under 60 seconds, no waiting
- Resources matched to their specific results
- Confidential crisis pathway triggered automatically when warranted
- Individual responses never exposed to leadership or HR — ever
Every one of these private results and matched resources is delivered automatically — nothing for an administrator to review, approve, or manage. Leaders get the confidence that their teams are being taken care of, without ever compromising anonymity or seeing a single individual score.
Resources, Whenever They Need Them
Local and national wellness resources, matched to their own results.
Resources aren't a static list buried on an intranet page. The moment a clinician sees their result, the tool surfaces the specific local and national resources that match what their data shows — and where they need the most help — right alongside their six-dimension score. And those resources don't disappear after that first check-in: they're always available, any time, in the web tool or the mobile app.
- Resources matched to their specific dimensions and severity — not a generic list
- Combines organization-specific local resources with national wellness resources
- Always accessible in the web tool or mobile app, not just the moment they finish
- Private — browsing or using a resource is never visible to leadership or HR
For Administrators & Leaders
Every report built around one question: what should I do next?
The reporting suite is built to be as detailed as you need and as simple as you want — start with the Priority Dashboard to see where to focus first, or dial in on the exact segment you're worried about.
Priority Dashboard
Skip the digging. Start with where it matters most.
The Priority Dashboard gives you a faster, more actionable way to understand where well-being risk may be most significant — the moment your first campaign closes. Rather than working through multiple views or datasets to figure out where to focus, use it as your starting point: your highest-risk groups, the potential organizational impact behind each one, and where attention and action may be needed most.
- Automatically identifies and ranks your highest-risk groups
- Surfaces the potential organizational impact behind each risk area
- One starting point for turning assessment data into targeted action
Potential Organizational Impact: 142 clinicians at elevated turnover risk
Well-Being Snapshot
See exactly where to focus — the moment your first campaign closes.
Get an org-wide read the instant your anonymity threshold clears, broken out by whatever segment matters to you — department, role, shift, tenure. No more guessing which team needs help first — and with Hotspots & Bright Spots, the report automatically surfaces both where concern is concentrated and what's already working well.
- Results for the departments, units, or groups you determined are shown across the well-being spectrum — from distressed to thriving — for an immediate, clear view of where things stand right now
- Segment by department, role, shift, or tenure
- Hotspots & Bright Spots automatically surface areas of concern and areas of strength
- Saved views and automated report configuration make it easy to revisit the reports you use most
- Available as soon as your anonymity threshold clears
Journey Report
Prove your program is working — in numbers your board will accept.
Every organization tracks different things over time, and the interventions you're testing are unique to your teams. Run the same assessment before and after any intervention — the Journey report links every cycle automatically, so you can walk into a budget conversation with hard evidence instead of a hunch.
- Automatic before-and-after linking
- Trend every dimension over time
- Board-ready, exportable reports
Custom Questions
Ask what matters to your organization — without losing the validated core.
Add the questions that matter to your teams to the end of the check-in — ratings, multiple choice, or free text — and route the answers straight into your reporting. Fully yours, without touching the validated instrument itself.
- Configurable per organization or segment
- Ratings, multiple choice, and free text supported
- Optional for participants, never blocks the core assessment
Free-text answers don't turn into a pile of comments someone has to read one by one. AI analyzes open-text responses and organizes them into themes and sub-themes automatically, so administrators can spot recurring patterns and common concerns without reviewing every response. Administrators always keep review and control — AI surfaces the themes, your team's expertise and organizational context decides what's actually meaningful.
Resources, From the Admin Side
Add your own local resources alongside the national library.
Participants always get the national well-being resources included with the platform — but your organization has resources of its own: an EAP, a peer support line, a chaplaincy program, a scheduling office. Add your own local, organization-specific resources and they populate right alongside the included national resources, matched to the same dimensions and severity levels participants are shown after their assessment.
- Add unlimited local resources — EAP, peer support, chaplaincy, scheduling, and more
- Map each local resource to the specific dimensions and severity levels it addresses
- National resources are included out of the box; local resources are entirely up to you
- Update anytime — changes reach every participant immediately
See it configured for your organization.
A Well-Being Index specialist will walk you through the full admin reporting suite — Priority Dashboard, Well-Being Snapshot, Journey Report, and Custom Questions — set up the way your team would actually use it. 30 minutes, no commitment.
Expert Guidance
Data tells you where to focus. Our team helps you decide what to do next.
The dashboards show exactly where distress concentrates — but turning that into a science-backed action plan is its own job. Every organization gets access to a team of organizational wellness experts who help translate the data into practical, evidence-based strategies.
- A framework built around your goals Guidance aligned to your organization's unique challenges and clinical populations — not a generic playbook.
- Dedicated support at every step Specialist collaboration through planning, launch, and measurement — not just at kickoff.
- From data to decision Turn distress patterns into practical, evidence-based interventions your leadership can act on and fund.
Walk through your own data with a Well-Being Index expert and leave with a concrete next step — 30 minutes, no commitment.
Talk to an Expert →Compare
Well-Being Index vs. the traditional annual survey
The difference isn't just speed — it's whether the data is trustworthy enough to act on.
| Factor | Well-Being Index | Traditional Annual Engagement Survey |
|---|---|---|
| Time to complete | 60 sec · 9 questions | 15–40 minutes |
| Results available | Instant, once anonymity threshold clears | 2–4 weeks |
| Anonymity | 100% — architectural, enforced by threshold | Varies by vendor |
| Clinically validated | 10+ years, peer-reviewed | Rarely — mostly proprietary |
| Built for before/after tracking | Yes — built-in Journey reporting | Manual or separate engagement |
| Accreditation alignment | Joint Commission & ACGME-aligned | Not typically referenced |
Already running an annual survey? We can walk you through the transition.
Get Started
See exactly how this works for your organization.
Talk to a Well-Being Expert about your specific deployment, or explore a live demo dashboard yourself.
Download the Overview Guide
A one-page overview of the Well-Being Index — how it works, who it's for, and how 1,000+ healthcare organizations use it.
Download the guide → 30 minutes · most popularTalk to a Well-Being Expert
A live walkthrough tailored to your organization, your clinical populations, and your goals — plus a custom quote.
Book a meeting → Free access · self-guidedExplore a Live Dashboard
Instant access to a demo environment loaded with realistic sample data — the exact view your leadership team would see.
Open the demo →