This article was developed to provide an overview of how to configure and utilize the MeasurePM Gamification feature.
Overview
Gamification is an evidence based practice shown to increase staff engagement, increase completion of routine tasks, and potentially increase service hours to clients. This practice has been known to reduce staff cancellations and expand staff availability for reroutes and make-up sessions
Within MeasurePM, this module allows sites to customize games for employees with the goal of accumulating points for completion of predetermined actions. For example, an employee can earn points for rendering appointments with a provided signature and submitting SOAP Notes on the day of service. An employee can also earn optional bonus points for rendering appointments within specific time frames, and submitting timesheets by the conclusion of the pay period.
Game participants can track their progress throughout the game across the Web and Mobile-App. The module has an engaging interface which includes progress monitoring visuals and leaderboards, as well as animations and notifications as points are earned and goals are met. Game rules, point goals, and participants, are custom to each site and games are run independent from any other site.
Included in this guide:
- Site flag activation and employee permission settings
- Game creation (Game period, rules and conditions, participants, point values, etc.)
Included in a corresponding guide:
- Animations and notification for earned points and meeting preset goals
- Employees viewing their progress and game leaderboard
- Site admin viewing game progress, individual employee progress, and summary data
Gamification Site Configurations and Permissions
The Gamification feature will only be visible and available once enabled within Site Settings. The individual components of Gamification (e.g., viewing and editing games, viewing My Points, etc.) are permission based, meaning only individuals with the granted permission will have access. Therefore, both the site rule and associated permissions must be turned on to fully utilize this feature.
To enable the Gamification feature for your site, first navigate to Site Settings > Site Details and Rules > Site Configurations. Locate the configurations “GAME” and select the associated checkbox. Once configured/enabled, select Save then log out and back in to proceed with configuring the relevant permissions.
To view, create and edit gamification settings, the following permission must be granted:
To access the Web-App’s Game Dashboard, the following permission must be granted:
To access the My Points module on the Web or Mobile-App, the following permission must be granted:
To access the Gamification reports, the following permissions must be granted:
Note: For permission related changes to take effect, providers must log out and back into their MPM Web account after saving.
Configuring Games
Game creation and editing can only be done on the Web. The multistep process to creating games is outlined below.
1. Configure Game Periods (Tab 1)
To start configuring games, navigate to Site Settings > Site Details and Rules > Gamification.
The Gamification Settings Page is divided into Game Period Creation (Tab 1) and Game Rules (i.e., game settings/configurations) (Tab 2). You must first create a game period before proceeding with establishing game rules.
In the first tab, start by selecting a game period frequency from the related dropdown menu. Options include: (i) day, (ii) week, (iii) month, (iv) quarter, (v) year, (vi) 1st and 16th of each month, and (vii) custom time frame.
After selecting the game period, you can proceed with establishing the start and end date. Note, while overlapping game periods can be created, the creation of identical game periods is not allowed, and if attempted, will be blocked (i.e., an alert will be displayed).
To save the game period select “Create Game Period”. Once saved, the game period will be displayed in the table on the screen.
2. Game Settings (Tab 2)
Once the desired game period has been created, select the Game Rules tab, which will display all created games organized by Game Name, Game Type, Game Configuration and Game Period. To create a game, select the blue “+Add New Game” button located directly above the right side of the table.
When adding a new game, a pop-up window will be displayed. Currently, all created games will be configured as Points for Schedule Billable Hours of Service. This is an employee-based game configuration with pre-set condition options. To proceed with creating a new game, start by typing in a unique game name and select Save.
To edit the new game or an existing game, select the pencil icon which will bring you to the Game Setting screen.
Game Period
Start by establishing the game period by selecting a date range from the Game Period dropdown.
Copy From Feature
Should you want to copy all configurations from an existing game, you can choose the desired game using the “Copy From” dropdown menu. Once chosen all configurations from the existing game will be copied to the game you are actively setting up. Even if you opt to copy over the configurations, you are still able to make modifications to any of the components as needed.
Game Status
By default, all games are given an “inactive” status meaning the game cannot run (i.e., employees are unable to accrue points). The game will remain inactive until its status is manually changed to active and the current date matches the game period.
Inactive and active games can be edited or modified, however, once point collection has started for active games, most game components will be locked (i.e., not editable) and changes cannot be made. The only properties that can be edited once point collection has begun include: (i) Prizes (i.e., editing prizes, additional information, and adding or deleting prizes) and (ii) Participant Group (limited to adding new employees to already active games).
You can make the status "Active" in advance of the dates of the game period, however participants will not see the game as active until both the status is active, and the start date of the game period has arrived.
Game Rules/Conditions
The next section is where you establish the conditions which dictate point collection. Here, you must select at least one of the 3 checkboxes along the lefthand side.
If the Rendering requirements checkbox is selected, you then need to establish which of the 3 rendering rules on the right you would like to be applied to the game. By default, each box is populated with a point value of 1, however, you can manually type in a whole number or use the up and down arrows to manually set a point value. Additionally, select a Point Type, which determines if the points should be based on appointment completion, or based on hours of billable service delivered .
For example, if a the point value is set to 1 point for rendering, and the point type is set to per appointment's, and a provider renders 2 appointments that day they will receive 2 points.
Alternatively, if a the point value is set to 1 point for rendering, and the point type is set to per hour, and a provider renders 2 appointments that were each 2 hours in duration that day, the provider will receive 4 points.
Partial points will be given to partial hours according to the following logic:
- 1 hour= 1 point
- .75 hour=.75 points
- .5 hour= .5 points
- .25 hour= .25 points
If the Bonus Points for Submitting Timesheet is selected, the default point value is 10, however this can be adjusted as needed.
The last condition, Bonus Points for Rendering Custom Appointment Timeframes, involves setting a point criterion for rendering appointments within configured time frames. Here, the point value can be modified, and the custom timeframe can be established by making selections in the start date/time and the end date/time fields.
Other Settings/Prizes
Prizes can be configured in the next section. To add prizes, first select the “Advertise the Prize” checkbox; this will render a textbox in which you can type in the prize name (e.g., “$50 gift card of choice”). To add more than one prize, select the blue “+” icon and to remove any prizes, select the red “-” icon. Prizes added here will be displayed on the Web in the Game Dashboard and under My Points and on the Mobile-App under My Points. The order in which the prizes are added dictate their ranking (e.g., 1st, 2nd, 3rd, etc.) You can add as many prizes as you would like here, however only first 3 will be advertised to employees.
Game Admin
Within Game Administrator, a designated employee from the company can be selected to receive notifications when game participants reach their total point goal.
Other Settings
Select the "Additional Information" checkbox for a field to write any other terms and conditions that your site prefers to state. If there is content in this field, it will be shown on all of the dashboards for providers.
Game Participants
Within the Manage Participants and Criteria section game participants, based on Zone and Employee type, are established and point criteria is configured for each participant and group.
To add more than one participant group, select the “+ Add Participant Group” icon. If one of the configured participant groups needs to be removed, select the minus icon located to right of the group.
To make individual’s point criteria different than the preset group value, locate that provider from the list below and manually adjust (i.e., type in a value or use the up and down toggle arrows) their individual point criteria.
Once a game has started, (i.e., point collection has begun), the existing participants cannot be modified and their set point value will be not editable, however, you are able to add new participant groups at any time if needed. This may be especially helpful to add newly hired staff to an existing game or if a provider/staff was initially missed in game set up.
To save the game’s configurations select the blue “Save” (or “Update” if changes were made after the first time the game was saved) button located at the very bottom of the screen. Without selecting this, the game settings and edits will be discarded.
Points, Leaderboards, and Dashboards
Please see this linked guide for how providers and administrators can follow game process for themselves and/or others.
Reminders
- The Gamification feature is controlled by site configuration and various permissions.
- Games can only be created from the Web-App.
- To stop a game that has already been started, simply change the status from Active to Inactive in the game settings
- Once a game has started, only some components in the game’s settings are editable (i.e., Prizes and adding new participants).