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Health Plan Data Tools

Use our top on-demand analytics tools for health plans to deepen insights on shifts in the consumer base, evaluate provider needs as they transition to value-based care, and assess current plan performance.


To help you inform your plan’s strategy, we’ve curated our top on-demand analytics tools for health plans. Use them to deepen insights on shifts in the consumer base, evaluate provider needs as they transition to value-based care, and assess current plan performance.

Capitalize on emerging growth opportunities

Use the following tool to get a snapshot of your market and explore key demographic characteristics and provider utilization patterns.

Services Preferences Portal

  • Tool in brief: Survey results of over 4,800 consumers on their desire for convenience, simplicity, and navigation in product design.
  • Use this to: Conduct cohort-specific analyses on what services consumers value and who they would like to provide them.

Enable provider-led population health

Use the following tools to analyze and assess key provider performance metrics to help identify potential partners for population health payment programs.

The Hospital Performance Profiler

  • Tool in brief: Medicare benchmark comparisons of inpatient acute care facilities across a wide range of metrics including patient volumes and outcomes filterable across service lines and MS-DRGs.
  • Use this to: Identify core competencies of potential Medicare hospital partners as well as identify and target opportunities for improvement of patient care and administration in those programs.

Four Key Considerations to Guide Specialty Referrals

  • Tool in brief: Four-part guide of case studies and tools to get PCPs to use plan data on referrals.
  • Use this to: Operationalize cost and quality data sharing with PCPs to guide specialty referrals.

Care Management Readiness Audit

  • Tool in brief: This worksheet measures provider care management capabilities in areas like staff, data, care pathways, and financial incentives.
  • Use this to: Guide your assessment of providers’ current position on the care management sophistication spectrum and how you can support their transition to full ownership.

All your consumer choice survey resources'on one page

  • Tool in brief: This resource library has our top resources from our consumer surveys on what members want from primary care, orthopedic care, virtual care, surgical and specialty care, and women’s care.
  • Use this to: Understand what your members want from their care experience and then communicate these priorities with your provider partners.

Perfect the art of member management

Use the following tool to identify opportunities to improve member management and maximize plan performance.

How Covid-19 has changed consumer behavior and preferences

  • Tool in brief: To shed light on exactly how Covid-19 has impacted consumer behavior, lifestyle, and health care preferences, we surveyed more than 7,000 adult consumers aged 18-93 in June 2020.
  • Use this to: Learn how Covid-19 has changed virtual visit utilization and site of care preferences in health care.

Request custom data cuts

Below are two recent surveys of health plan members from Advisory Board. Please reach out for custom analyses that would be helpful for your organization as you work on improving member experience.


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