HealthMarch 20, 2026

Healthcare employee health plan bridges the gap between data and action

Integrating evidence-based clinical decision support tools within workflows is the key to cost optimization and proactive, member-centered care for Cleveland Clinic Employee Health Plan.

Payers and health plans in the US strive to find a balance between addressing member care needs and experience and financial responsibility. For some healthcare systems, operating self-insured health plans for employees is a way to achieve that balance and present an option to members that offers more integrated and coordinated value-based care, while also enabling cost avoidance for the organization by controlling health plan spend.

According to the Department of Labor, approximately 35 million Americans are participants in nearly 38,000 self-insured group health plans available around the country, but the financial success of these plans can vary greatly based on a number of factors, largely to do with their funding models.

Meanwhile, administrators of self-insured group health plans look to ensure the success of these ventures by focusing on quality and member experience.

I only have two windows open [for CME]: the certification portal and UpToDate. I don’t need anything else. It’s that good.
Dr. Bruce Rogen, CMO, Cleveland Clinic Employee Health Plan

Evidence-based resources empower policy validation and clinical review

As the Chief Medical Officer of Cleveland Clinic Employee Health Plan, Dr. Bruce Rogen, MD, MPH, oversees a self-insured program serving 140,000 members at its Cleveland, OH, flagship location and across all 50 states. With a lean team of around 70 full-time employees managing a billion-dollar spend, the health plan relies heavily on trusted clinical resources to support quality, consistency, and cost-effectiveness.

“We don’t have a building full of people like the big insurers do,” Dr. Rogen explains. “I have seven pharmacists, four doctors, and about 35 to 40 nurses doing utilization management and care coordination.”

Medical directors conduct 120–150 clinical reviews daily, and as part of that process, Dr. Rogen says they consult UpToDate® evidence-based clinical decision support up to 20 times a day to validate decisions and confirm alignment with current standards. “UpToDate is so critical,” he says. “It helps us stay current with the latest research and guidelines.”

UpToDate is embedded in the health plan’s workflows, particularly to support prior authorization reviews and policy development.

“It’s amazing how quickly and quietly our specialists accept the evidence when it’s from UpToDate, because it’s the same source they use daily,” Dr. Rogen explains.

The platform also plays a key role in appeals and policy updates. Nurses and pharmacists often include UpToDate references in their appeal documentation, helping the team reassess and refine policies based on emerging evidence.

“Our policies aren’t exhaustive like those from large insurers. So, when something falls outside the scope, we turn to UpToDate to determine if a revision is needed or if the physician’s request is reasonable,” Dr. Rogen says.

Pharmaceutical strategy: In-house and evidence-driven

Unlike many self-insured plans, Cleveland Clinic manages its own formulary and more than 700 pharmaceutical policies without outsourcing to a pharmacy benefit manager (PBM). Dr. Rogen says that this approach has led to better outcomes and lower costs.

“Our pharmaceutical spend is 30% less expensive per member per month, with better compliance and outcomes,” he notes.

Looking ahead: AI and the future of clinical decision support

The Cleveland Clinic is experimenting with access to UpToDate® Expert AI, a generative AI-powered functionality layered on top of the evidence-based UpToDate care recommendations. While Dr. Rogen has only begun exploring UpToDate’s AI capabilities, he is excited about the potential it holds for his team’s clinical reviews and policy work. His designated successor, Dr. Devon Zoller, MD, MPH, is actively testing the tool and providing feedback.

“Devon’s my AI go-to person,” Dr. Rogen says. “He’s already using it daily and comparing its responses to traditional workflows. He’s giving us constructive feedback — it’s been really neat to see.”

Even outside of clinical practice, Dr. Rogen continues to rely on UpToDate for his maintenance of certification.

“I only have two windows open when I do my ABIM (American Board of Internal Medicine) questions: the certification portal and UpToDate,” he says. “I don’t need anything else. It’s that good.”

Learn more about UpToDate® Expert AI, evidence-based generative AI purpose-built for today’s clinicians.

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