A computer-assisted method for assisting a health advocate professional in counseling employees of a plan sponsor comprising receiving health records of employees of a plan sponsor, analyzing data in the records, displaying the analyzed data for any selected employee in dashboard format, calculating any health improvement options for the selected employee, and displaying the health improvement options in the form of questions to be asked by a health advocate professional viewing the displayed dashboard, preferably arranged in categories under spotlight buttons, and a computer system adapted to carry out the method. The method and system can also provide in some embodiments summary medical benefits usage information to plan sponsors, including costs, health improvement options, return on investment.
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