CBIZ

Unlock valuable tax planning insights for 2026 and beyond.

  • Case Study
January 14, 2026

Driving Preventive Exam Engagement to Improve Population Health and Lower Cost

Table of Contents

Issue

The client sought to enhance employee engagement in preventive care to improve health insights, enable proactive care management, and promote long-term cost savings. Between 2020 and 2023, their wellbeing program encouraged preventive exams and biometric screenings. Although engagement was moderate, the results were fragmented and provided limited actionable insights. The client needed a more efficient approach to increase participation and achieve stronger outcomes.

Solution

In 2023, the client streamlined its wellbeing program by removing biometric screenings and focusing on annual preventive exams. This made participation easier, lowered barriers, and motivated employees to complete a valuable health action.

Key strategies included:

  • Focusing communication and incentives on preventive exams to boost participation and claims data.
  • Identifying undiagnosed or unmanaged chronic conditions and addressing care gaps.
  • Redirecting resources to chronic condition vendor programs and expanding behavioral health support.

Outcome

Between 2023 and 2025, the streamlined approach delivered measurable results:

  • Participation in preventive exams rose from 66% to 85%.
  • Eliminating biometric screenings saved $90,000 annually, allowing reinvestment into high-impact programs.
  • Increased exam participation enhanced claims visibility, aiding early detection of chronic conditions and enabling more personalized care approaches.
  • Cost-containment strategies enhanced with a deeper understanding of employee health trends.
Company Information
Industry Education-School District
Geographic Footprint Missouri
Number of Employees 1,944

© Copyright CBIZ, Inc. All rights reserved. Use of the material contained herein without the express written consent of the firms is prohibited by law. This publication is distributed with the understanding that CBIZ is not rendering legal, accounting or other professional advice. The reader is advised to contact a tax professional prior to taking any action based upon this information. CBIZ assumes no liability whatsoever in connection with the use of this information and assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein. Material contained in this publication is informational and promotional in nature and not intended to be specific financial, tax or consulting advice. Readers are advised to seek professional consultation regarding circumstances affecting their organization.

“CBIZ” is the brand name under which CBIZ CPAs P.C. and CBIZ, Inc. and its subsidiaries, including CBIZ Advisors, LLC, provide professional services. CBIZ CPAs P.C. and CBIZ, Inc. (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CBIZ CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients. CBIZ, Inc. and its subsidiary entities provide tax, advisory, and consulting services to their clients. CBIZ, Inc. and its subsidiary entities are not licensed CPA firms and, therefore, cannot provide attest services.

Let’s Connect

Our team is here to help. Whether you’re looking for business solutions, financial strategies, or industry insights, we’re ready to collaborate. Fill out the form, and we’ll be in touch soon.

This field is for validation purposes and should be left unchanged.