Patent Application
20130151273
The present subject matter relates generally to an architecture for orchestrating drug sample distribution, and more particularly, to the design of software relating to drug sample promotion incorporating protocols and means for expansion and interfacing with other systems.
After the FDA has approved a drug, a pharmaceutical company promotes the drug the old-fashioned way using face-to-face (personal) selling. Sales representatives of the pharmaceutical company visit one or more prescribers, leave behind drug samples of the drug, and hope that the prescribers will prescribe these drug samples to their patients. As the costs of personal selling have risen, the utilization of sales representatives has changed. With the proliferation of networking technology, many prescribers are members of online communities where promotion and distribution of drug samples can be accomplished without the use of sales representatives.
A drug sample fulfillment platform developed by MedManage Systems, Inc., is a system for facilitating the distribution of drug samples with/without the use of sales representatives. The drug sample fulfillment platform is tailored based on the brand rules established by the brand manager for each drug. Using the drug sample fulfillment platform, the brand manager can select which prescribers are authorized to order the drug sample of a brand via a fulfillment platform and the services provided thereon, the forms of drug samples they can access, and the drug sample quantity and delivery method. The drug sample fulfillment platform can be configured to allow a prescriber to request physical samples delivered via common carrier. Requests for such physical samples are electronically communicated (including facsimile communications) to the pharmaceutical company designated fulfillment vendors that pick, pack, and ship physical samples to the requesting prescriber's office. Using this method, prescribers no longer need to rely on sales representatives to deliver physical samples.
To obtain either physical samples or pre-printed vouchers, the prescriber prints one or more order forms from a drug sample Web site, signs the order forms, and faxes them a designated fulfillment vendor. The pharmaceutical company specifies a fulfillment vendor (whose fax number is printed on the order form) to which the prescriber faxes the signed order form to obtain physical samples and/or pre-printed vouchers as applicable. While the drug sample fulfillment platform has helped to control the rising costs of personal selling, much of its functionality requires manual work done by hand. For example, the prescriber has to print, sign, and fax an order form for drug samples to a fulfillment vendor. Thus, there is a need for an architecture to orchestrate drug sample distribution while avoiding or reducing the foregoing and other problems.
This summary is provided to introduce a selection of concepts in a simplified form that are further described below in the Detailed Description. This summary is not intended to identify key features of the claimed subject matter, nor is it intended to be used as an aid in determining the scope of the claimed subject matter.
In accordance with this subject matter, a system and method for promoting pharmaceutical drugs is provided. The system form of the subject matter includes a system for promoting pharmaceutical drugs, which comprises a computer-implemented drug closet for a prescriber. The computer-implemented drug closet displays a number of drug samples available to the prescriber to distribute to a patient. The system further includes a promotional orchestration engine for responding to a request by the prescriber to distribute a drug sample to the patient via the computer-implemented drug closet. The promotional orchestration engine replenishes the number of drug samples in the computer-implemented drug closet according to a set of rules for distributing drug samples to the prescriber. The system further comprises recruiting Web services for executing the set of rules to discover the prescriber as a candidate for prescribing drug samples. The Web services are capable of interacting with the prescriber when the prescriber is logged on to an online portal to recruit the prescriber to order the drug samples. The system further comprises a computer-implemented drug closet for a health plan. The computer-implemented drug closet includes drug samples, information, and supplies. The system further comprises an electronic voucher that is generated when the prescriber selects a drug sample from his computer-implemented drug closet to provide to the patient, the electronic voucher being automatically sent to a pharmacy for processing so as to distribute the drug sample to the patient. The system further comprises a customization component for customizing the drug samples in the computer-implemented drug closet depending on the preferences and the behaviors of the prescriber over time in using the computer-implemented drug closet.
In accordance with further aspects of this subject matter, the system form of the subject matter includes a system for orchestrating drug sample distribution, which comprises a services engine for fulfilling transaction requests by a prescriber to access services. The system further includes an analysis engine for executing a set of rules associated with a service requested by the prescriber. The set of rules defines whether the prescriber can prescribe a particular drug sample, its dosage, and its form. The system yet further includes a learning engine for adapting the services in the services engine and the set of rules in the analysis engine for customizing information associated with services accessed by the prescriber so that the information appears as if it were personalized to the prescriber.
In accordance with further aspects of this subject matter, the method form of the subject matter comprises a method for orchestrating a drug sample promotional campaign, which includes receiving a request by a user to access a service. The method further includes recording the request by an analysis engine. The analysis engine determines a set of rules for governing the service as requested by the user. The method yet further includes adapting a promotional orchestration engine to respond to the behaviors and preferences of the user. The method further also includes determining the set of rules as interactive rules when the request is by a prescriber for samples or e-samples. The method further includes returning a quantity of allowable number of drug samples as a response to the request by the prescriber when the set of rules are interactive rules. The method further includes determining the set of rules as batch rules when an interval of time has expired. The method additionally includes customizing a user interface based on the behaviors and preferences of the prescriber when the set of rules are batch rules.
The foregoing aspects and many of the attendant advantages of this subject matter will become more readily appreciated as the same become better understood by reference to the following detailed description, when taken in conjunction with the accompanying drawings, wherein:
Once the recruitment Web services 100 select the prescriber 102, the prescriber 102 has access to an automatically replenished drug closet 104 to view drugs or drug samples that are available to him for prescribing to a patient 114. The automatically replenished drug closet 104 resides virtually on the prescriber's practice management software or on a personalized Web page at a pharmaceutical company or prescriber-oriented online portal. Rules are provided by the pharma and are executed or customized over time to determine whether the drug closet 104 should be replenished. Suppose the prescriber 102 distributes to the patient 114 a certain quantity of drug samples. Various embodiments of the present subject matter can track such prescribed quantity of drug samples so as to automatically replenish the drug closet 104 for the prescriber 102. This automatic replenishment of drug samples frees the prescriber 102 from having to manually keep track of drug samples that are available to him at any point in time. This facilitates and promotes the ability of the prescriber 102 to distribute various drug samples with more regularity. The drug closet 104 is built virtually around a particular prescriber, such as the prescriber 102.
Health plan drug closet 106 is built around a particular health plan that has a preference for a set of pharmaceutical products. This is known as a drug formulary. The drug formulary defines pharmaceutical products that are approved for patients belonging to a particular health plan and are paid for by the health plan less a co-payment by the patient. The health plan drug closet 106 offers preferred pharmaceutical products for the prescriber 102, the patient 114, and a pharmacy 110 so as to ensure health plan compliance and lower cost to the health care system and reduction in errors at the pharmacy 110. To provide samples via a pharmacy, the prescriber 102 preferably selects a drug sample from the drug closet 104. Such selection is automatically transferred to the pharmacy 110 via an electronic voucher 108. The electronic voucher 108 is an organized scheme of data that includes the prescriber's 102 identity, such as his DEA number; the patient's name; and an electronic authorization and authentication. The electronic voucher 108 uses the electronic prescribing system (such as, SureScripts, NDC, and so on) to transmit the prescribed sample information to a specifically selected pharmacy 110 for processing and distributing physical samples 112 to the patient 114. Various embodiments of the present subject matter observe the preferences of the prescriber 102 his behaviors to customize his drug closet 104. This is accomplished using a customization component 116.
Prescribers 204 are authorized to provide drug samples. The prescribers 204 also use the drug sample promotional ecosystem 214 to request samples; sales representative visits; manage sample closet inventory; and obtain medical education information. Patients 206 are consumers who have been authorized by a prescriber, such as prescribers 204, to receive drug samples. The pharma 208 is a company engaged in the manufacture and sales of pharmaceuticals, which are medicinal drugs used for therapeutic applications. The pharma 208 accesses the drug sample promotional ecosystem 214 to obtain analytical data so as to obtain data generated by the drug sample promotional ecosystem 214 to formulate trends against information already available to the pharma 208. Marketing and sales departments of the pharma 208 can also obtain better return on investment analysis from the drug sample promotional ecosystem 214. This allows the pharma 208 to better focus and target drug sample distribution and sales efforts.
The sales representative 202, prescribers 204, patients 206, and pharma 208 access the drug sample promotional ecosystem 214 via a number of input/output devices 210. These input/output devices 210 include wired/wireless workstations, such as desktop computers, laptop computers, notebook computers, servers, and other similar hardware. Other input/output devices 210 include personal digital assistants; personal digital assistant proxies; telephones; printers, and facsimile communication machines. Input/output devices 210 are coupled to the drug sample promotional ecosystem 214 via a network 212.
The network 212 is a group of computers and associated devices that are connected by communication facilities. The network 212 can involve permanent connections, such as coaxial or other cables, or temporary connections made through telephone or other communication links. The network 212 can be as small as a LAN (local area network) consisting of a few computers, printers, and other devices, or it can consist of many small and large computers distributed over a vast geographical area (WAN or wide area network). One exemplary implementation of a WAN is the Internet, which is a worldwide connection of networks and gateways that uses the TCP/IP suite of protocols to communicate with one another.
Channels 218 include pharmaceutical company Web sites, physician portals, consumer health portals, insurance companies, health care plans, and informatics companies that wrapped the functionality of the promotional orchestration engine 230 to provide such functionality through their own applications. The channels 218 are interfaced to the promotional orchestration engine 230 using any suitable means. One suitable means includes specific programmatic interface. Another suitable means includes an interface through a customizable, tag-based language, such as extensible markup language (XML).
The pharmacy 220 is one delivery vehicle for getting drugs to the patients. To do this, the pharmacy 220 typically needs a valid prescription or a valid sample voucher in either paper or electronic form. The pharmacy 220 dispenses the drug to the patient, then bills the patient directly (for those without health plans), bills the appropriate governmental agency (for those entitled to assistance) or to a pharmacy benefit manager 224 (for those on health plans).
An electronic prescribing hub 222 is a commercial venture, which supports electronic prescribing. To use an electronic prescribing hub 222, the prescriber transmits a prescription to the pharmacy 220 via the electronic prescribing hub 222. The pharmacy benefit manager 224 uses the patient information from the electronic prescription, checks to see whether the prescription is partially or fully covered, and communicates with the prescriber to obtain an alternate prescription because of non-covered or partially covered drug results. A fully covered drug or a partially covered drug that is authorized by the prescriber generates an electronic prescription to the pharmacy 220 where the patient will pick up the drug or drug sample. The promotional orchestration engine 230 may transmit an electronic voucher directly to the pharmacy 220 without having to go through the electronic prescribing hub 222. Alternatively, the promotional orchestration engine 230 may transmit the electronic prescription directly to the electronic prescribing hub 222, as if the promotional orchestration engine 230 were a subscribing health plan.
The pharmacy benefit manager 224 is an entity, which, for a fee, mediates prices for drugs with the pharma 208, the pharmacy 220 and health care plans. When a prescription is issued, the issuing pharmacy 220 bills an appropriate pharmacy benefit manager 224. The pharmacy benefit manager 224 pays the pharmacy 220, and bills the patient's health plan for the price agreed upon by the plan and the pharmacy benefit manager 224. The pharmacy benefit manager's 224 profit comes from claims processing fees. Health plans use pharmacy benefit manager 224 because it is cheaper than negotiating contracts themselves without the overhead.
A data supplier 226 provides information such as demographics, prescriptions, prescribers, economic trends, and prescribers' identification and licensing information. The promotional orchestration engine 230 uses sample distribution and usage as proxy and leading indicator for prescriptions. Using external information provided by the data supplier 226 allows the promotional orchestration engine 230 to adapt it to external trends. For example, a drop in drug sample order volume may be due to the nature of the economy and not because of the undesirability of the drug sample. The data supplier 226 may supply economic data so as to allow the promotional orchestration engine 230 to take that information into account and not change the system inappropriately.
A fulfillment house 228 is a company that supplies sales representatives and prescribers with drug samples and promotional materials. When dealing with drug samples or other controlled materials, the fulfillment house 228 typically verifies the identity of the requestor by using a signature. The promotional orchestration engine 230 helps to facilitate the business processes of the fulfillment house 228 because the promotional orchestration engine 230 may alert the fulfillment house 228 electronically of a request for drug samples. The fulfillment house 228 may also use the promotional orchestration engine 230 to introduce a new medical or pharmaceutical product that lacks the attention of sales representatives. The pharma 208 is also a partner to the promotional orchestration engine 230. The pharma 208 provides rules for authorizing sample distribution and tracking these drug samples.
When a user 202-208 initiates a request to the promotional orchestration engine 230, the user 202-208 has access to the services made available by the promotional orchestration engine 230 unless certain restrictions have been placed on the user 202-208 by law, the pharma 208, the channels 218, and other partners of the promotional orchestration engine 230. For example, a prescriber-oriented online portal may require that drugs from a certain pharma appear first in an online presentation to a user 202-208. Many suitable actions may be invoked by the user 202-208 from the promotional orchestration engine 230. The user 202-208 may use the promotional orchestration engine 230 to check available drug sample status or examine educational materials. If the user 202-208 is a prescriber, the prescriber may print a sample voucher to distribute the sample voucher. If the user 202-208 is a prescriber and is using an automated inventory system compatible with the promotional orchestration engine 230, the promotional orchestration engine 230 obtains current inventory status and issues automated reorders to pharma or fulfillment houses 228 for products where such reorders are allowed. For products where automated reorders are not allowed, the user is provided a reminder that a reorder is needed.
Another activity that can be performed by the user 202-208 through the promotional orchestration engine 230 is issuing an electronic prescription for a drug sample in the form of free medication to be dispensed by a pharmacy if the user 202-208 is a prescriber. This may be for cases where samples for certain drugs are not available, or when keeping drug samples in a sample closet creates problems (such as managing controlled substances or when specialized storage is required). Electronic sample prescriptions may go through an intermediary, such as the electronic prescribing hub 222 or directly to the pharmacy 220. If the user is authorized to order supplies from a fulfillment house 228, the user 202-208 may interact with the promotional orchestration 230 to generate an order to be sent to an appropriate supplier. This may involve printing a request so that the user 202-208 may sign and fax the request or it may involve direct transmission of the request with an electronic authorization and authentication. The promotional orchestration engine 230 also allows the user 202-208 to request information about a particular drug, promotional items from a pharmaceutical company, request for a sales representative visit, view online drug information, or obtain an electronic detail (an online drug-specific or disease specific education program). Furthermore, the promotional orchestration engine 230 allows information to be sent from or to the promotional orchestration engine 230. This includes data exchanged with other systems, such as customer relation management. The promotional orchestration engine 230 allows generation of data files for secure transport or interchange of data with other electronic systems via a common language, such as XML.
The promotional orchestration engine 230 is illustrated in greater detail at
The learning engine 236 is a mechanism by which the promotional orchestration engine 230 adapts itself to changing conditions. The learning engine 236 preferably customizes various components of the services engine 232 and components of the analysis engine 234. The learning engine 236 uses information from the analysis engine 234 and from the pharma 208, the fulfillment house 228, and channels 218 to determine the proper configuration and information for presenting to a user 202-208. The learning engine 236 causes the services engine 232 to present different information over time so as to keep the system fresh. From a user's standpoint, the learning engine 236 allows components of the services engine 232 to be personalized to the particular user.
Inventory management 238 is a service that allows a prescriber office staff to manage the contents of the prescriber's sample closet for physical, electronic vouchers, paper coupon samples, and other suitable forms of samples. This includes: automated reorder of vouchers and coupons if the existing stock is depleted, whether allocation limits have been reached, or the stock has reached expiration dates; reminders for physical sample reorder when stocks are expected to be low; usage reporting; inventory status; and some limited patient compliance checks. Replenishment and tracking of samples requires the prescriber to use a compatible inventory system. This will generally be an automated system (although limited manual functions will also be provided) and generally in the form of a PDA or workstation which maintains a list of the prescriber's sampling activities and synchronizes at intervals with the promotional orchestration engine 230. The interface to the client device may be manual or automated.
Inventory management 238 covers several functions for an individual prescriber virtual sample closet: maintain a count including history of previous orders of the number of paper vouchers and physical samples requested; allow a prescriber to update the quantity of physical samples and paper coupons in the prescriber's sample closet; automatically decrease the count of paper samples when a paper sample is ordered; automatically prepare and/or issue a replenishment order when the sample quantities in the sample closet fall below a reorder point; automatically issue a replenishment reminder when the expiration dates of previously printed vouchers have been reached or if the remaining quantity (the number originally printed less the number redeemed) falls below a reorder point; automatically issue a reminder to reorder when the quantities of physical samples in the sample closet fall below a reorder point; for patient compliance with e-vouchers, issue a “tickler” to the prescriber indicating whether the voucher has been redeemed (i.e., the patient picked up the sample); and for patient compliance with e-vouchers, if a sample was redeemed issue a “tickler” to the prescriber when the sample has run out (i.e., the patient should have used all the sample).
Representative visit scheduling 244 is a service that allows the user (assuming the user is authorized to do so) to request a visit from a pharma sales representative. These representative visits are highly prized by sales organizations because they represent “face time” with the prescriber. A request for a visit is extremely valuable because many drop-by visits by representatives result in little contact with the prescriber. Sales representatives can also use this service to adjust their call schedules and activities based on prescriber preferences: for example, a prescriber may change preferences for see/no-see, sample/no-sample, delivery or form preferences, or therapeutic class interest. This allows the sales representative to adjust call patterns, the services the sales representative will offer on a visit, the material the representative will leave with the prescriber and so on. If the representative is using Customer Relation Management (CRM) or Sales Force Automation (SFA) software compatible with the sales representative visiting schedule function, the information used in this function can be automatically loaded to the CRM/SFA software and automatically integrated with the other tasks the sales representative is to perform. Representative visit scheduling 244 captures several pieces of information: prescriber name; prescriber address; prescriber telephone/fax/e-mail; drug(s) for which visit is requested; date and time at which the visit is requested; special request (e.g., bring samples, bring literature, multiple prescribers will be present, etc.). The sales representative visit scheduling supports: links to compatible SFA/CRM systems for automatic updating of rep task lists; consolidation of requests (a sales representative gets a single list of requests from all prescribers based on which drug the sales representative covers; the sales representative does not have to search for information by individual prescriber); priority-setting in that the receiving sales representative can designate specific prescribers as higher importance or designate groups of prescribers to have higher priority based on criteria such as geographic proximity of the prescribers (e.g., clusters get higher priority than individuals), specialty, sampling deciles, and so on.
Physical samples, vouchers and e-coupons 250 are a service that authorizes users to create sample prescriptions without using an Electronic Prescribing Hub or an electronic signature system. Physical samples are requests to suppliers—usually fulfillment houses—for a physical drug sample. The process of obtaining physical samples starts with a paper or electronic request generated within the promotional orchestration engine and sent to the supplier: the user requests physical samples from the promotional orchestration engine; the promotional orchestration engine validates that the user is authorized to receive this drug sample; the promotional orchestration engine issues an electronic “early warning” to the supplier that a request for physical samples is imminent (details are included in the notification); the promotional orchestration engine displays a physical sample request page suitable for printing and signature; and the prescriber faxes the signed page to the supplier before the supplier will issue the samples. An electronic authorization and authentications, such as digital signatures, provides a means of eliminating the manual steps for obtaining drug samples. The presence of a valid electronic authorization and authentication will allow the promotional orchestration engine to confirm to the supplier the request is valid and eliminate the need for a faxed signature. The promotional orchestration engine also has the ability to allow the supplier to update the status of the request, e.g., awaiting prescriber signature, awaiting shipment, shipped, delivered and signed for.
Samples include prescriptions, locally printed on-demand or in a batch, which the prescriber signs to validate. The process for obtaining various samples can be different. Samples, such as a voucher, may also be sent through an Electronic Prescribing Hub or to a pharmacy; in this case, the samples are signed digitally by the prescriber and transmitted electronically to the electronic prescribing hub or pharmacy instead of being printed. Whereas voucher samples are used by prescribers, electronic coupon samples may be oriented to prescribers or direct-to-consumer. For voucher samples, the process to obtain includes: the prescriber selects the desired drug sample (including dosage and format) from the list of samples the prescriber is authorized to receive (the authorization rules come from the supplier); the prescriber is presented with appropriate documentation on the use and limitations of the voucher and must accept this before proceeding; the prescriber is asked how many voucher samples the prescriber intends to print; the voucher sample may be displayed, customized to the degree possible for the prescriber; the prescriber prints the voucher sample on his/her local printer; the prescriber signs the voucher sample and presents it to the patient; the patient takes the signed voucher sample to a pharmacy where it is treated exactly like a prescription; billing for the dispensed drug is made to a party operating the promotion orchestration engine and by such a party in turn bills the authorizing pharma or channel.
Electronic coupon samples include OEM coupons from pharmas or other coupon processors like McKesson and those hosted by the promotional orchestration engine. These electronic coupon samples typically specify the dosage and format. The patient or prescriber usually prints a copy which the prescriber then signs. The signed coupon sample commonly then entitles the patient to a free physical sample from a pharmacy, money off on a prescription, or extra quantities when redeemed in conjunction with a prescription. Additional promotions offers, such as mail-in rebates, cents-off coupons, and so on, can also be printed by prescribers, provided to patients, who then follow the promotional offer instructions to obtain price discounts via alternative systems, such as via mail to fulfillment houses, through coupon redemption systems, or the banking systems.
Prescribers with automated prescription systems (e.g., systems on handheld computers) can use those systems to issue vouchers. The process for using automated prescription systems is as follows: The prescriber selects the desired drug sample (including dosage and format) from the list of samples the prescriber is authorized to receive (the authorization rules come from the supplier); the prescriber is presented with appropriate documentation on the use and limitations of the voucher; the prescriber electronically or digitally signs the limitation document and is present with the voucher; the prescriber electronically or digitally signs the voucher; and the promotional orchestration engine electronically transmits the voucher to an Electronic Prescribing Hub or directly to a pharmacy depending on requirements and rules.
Voucher samples and electronic coupon samples may be accessed in several ways. At a minimum, users access coupons and e-vouchers by: pharma; therapeutic class; health plan; search preference list. This allows the user to select drug samples based on brand, use, or on whether the patient's health plan authorizes a particular drug. This promotes utilization of a specific health plan formulary for treating patients enrolled in that plan.
One aspect of the service 250 is the ability of the pharma or channel to set automated rules on distribution. For example, a user may or may not be allowed to request based upon: prescriber behavior; how many samples have been requested by the prescriber in a given time; whether the prescriber has had mandatory education (e.g., an e-detail); whether the prescriber will accept a rep visit; prescriber trend data; allocation limits for that specific prescriber or a group to which the prescriber belongs; whether the user has completed a specified number of e-learning sessions.
The e-learning link service 256 is an educational services offering. E-learning provides electronic remote education to prescribers about specific drugs. The process works by sending a prescriber from the e-learning site to a promotional orchestration engine but the process works equally as efficiently if the prescriber can be sent to the e-learning site from within the promotional orchestration engine. For example, a prescriber requesting a new drug might be sent to the e-learning site for that drug if the promotional orchestration engine records show the prescriber has not completed necessary training. E-learning is accomplished by either automatically routing a user to an e-learning site or by “wrapping” the e-learning site within the services engine 232.
Patient assistance service 240 is a program available from the pharmas for indigent or low-income care. Since drug samples are frequently used by prescribers to provide these patients with free medication, the ability to calculate accurate return on investment for drug sampling is compromised, and the patients may not receive the full range of medications available to them. To generate a more accurate return on investment for sampling, the use of drug samples for humanitarian reasons need be better understood. The patient assistance service 240 makes it easy for prescribers to register appropriate patients for official patient assistance programs. A patient that is in the assistance program is a patient that can receive samples through a controlled patient assistance program, and the use of drug sample for non-trial purposes is therefore minimized.
The patient assistance service 240 has a process to identify, control, and provide drug samples used for indigent or low-income patients: the prescriber enters the therapeutic class for the desired drug; the promotional orchestration engine determines if any assistance programs offer this class and, if so, which ones; if there are drugs available in the class, the promotional orchestration engine presents a simple Web page allowing documentation for the request (most eligibility requests involve the same information, just structured differently); with the data from the Web page, the promotional orchestration engine evaluates eligibility using the criteria for each assistance program; the promotional orchestration engine presents a list of candidate drugs or a set of reasons why eligibility was not met; the prescriber chooses the drug for the patient; and the promotional orchestration engine either prints the appropriate documentation so it can be sent to the pharma or transmits it electronically if the pharma is equipped to handle electronic requests. Applications for drug discount card programs can also be made available to the prescriber to provide to eligible patients via the promotional orchestration engine as part of the patient assistance module.
Pre-enroll services 246 are used when a pharma or channel wishes to enroll a large number of validated users at one time. This reduces system load, improves user performance, and allows the pharma or channel to specify exactly which prescribers have access to which services. Pre-enroll services 246 require the pharma or channel to supply an electronic file with the information in a standard format; standard database loading and transformation queries are then used to move the information from the supplied database to the promotional orchestration engine database.
Pre-enrollment may also be implemented by either preloading only recruited users or by preloading and activation. In the former approach, the promotional orchestration engine is configured with a list of specific users, all of whom will be given access to the system. For example, a given specialty may be given access to services, so the data provided will be a complete list of those in that specialty: they are all simultaneously activated.
The preloading and activation approach is more sophisticated. In this mechanism, users are pre-populated into the promotional orchestration engine database but are left in an inactive status. The status is switched to active and the promotional orchestration engine becomes available to the user based on recruiting or other activities; for example, a marketing campaign might start with prescribers in a given locale, then roll out the program to other locales by activating the users in those areas in a specified sequence. Since there is full control over what the user is able to do in the promotional orchestration engine, this also applies to services. A pre-enrolled user can immediately have access to a full set of services or have those services rolled out in a coordinated campaign. This combination of being able to activate users on anything down to an individual basis coupled with service activation control lets recruiting efforts be tightly targeted.
Representative services 252 are present to assist sales representatives with planning and implementing sales visits. Representative time is valuable and the representatives want to concentrate their time on prescribers who write the most prescriptions. Representative services make use of the analysis engine to: identify the best candidates for office visits (i.e., prescribers who sample a lot based on the trendline analysis) identify future high prescribers (prescribers whose rate of sample use is increasing based on trendline analysis and matrix matching); identify which message to “push” to a prescriber based on prescriber behavior based on matrix matching: by comparing which messages worked well for similar groups/profiles, a rep can establish an appropriate approach for marketing to prescribers. For example, when two otherwise similar groups of prescribers receive different messages and one prescriber uses a noticeably greater number of samples compared to the other, it is likely that the message made a difference. This lets representatives tailor messages to clientele.
Representative services 252 also support basic “blocking and tackling” marketing functions such as SFA software integration (the promotional orchestration engine) which provides integrated linkage for appointments, task lists, and similar functions; examination of customer history, which prior to a visit to a prescriber, the representative can view some elements of the prescriber behavior such as recent sampling and new prescription data. This lets the representative customize the presentation to the prescriber to more closely match what the prescriber is doing; printing or ordering coupons, e-vouchers, and other materials that provide enough value (e.g., customized coupons) that a prescriber will take the time to see the rep; personalization of paper samples and coupons to specific prescribers and specific representatives; printing to local copy services (such as Kinko's) for high-volume requests instead of using a local printer, which includes use of standardized templates (e.g., producing coupons for the same product in a variety of page layouts and being able to order specialized services such as binding or trimming through the promotional orchestration engine); allowing the representative to order new sales collateral from pharma or other suppliers; participate in “ask/answer” bulletin board conferencing with other representatives, which can be open (accessible to reps from various pharma or sales organizations) or restricted (limited to a specific set of reps as determined by the discussion owner); receiving new training or educational material from the representative's employer (source materials may be placed into the promotional orchestration engine by the pharma or sales organization and accessed by the rep: this is the same technology as applies to the knowledge base but is specifically using source materials targeted to representatives; updating to show whether a visit was successfully arranged and completed. Representative services are implemented by specific subservices (e.g., the bulletin board) and a service-based interface to the data warehouse supported by the analysis engine 234. Pre-programmed scripts (specifications defined by the rep employer) are available as well as limited ad-hoc queries through the warehouse itself.
Pharma services 258 are services oriented towards reporting the results of sales and marketing initiatives. Pharma is very interested in identifying prescriber behavior and groups that are more likely to have higher prescription rates. These functions are intended to let pharma analyze trends and behaviors to more effectively sharpen their marketing. Like representative services 252, pharma services 258 make extensive use of the analysis engine 234. The pharma service 258 allows access to the underlying analysis engine 234 data in real time or near real time. In addition to pre-built reports such as samples used by drug, representative, area, therapeutic class; trends by drug, representative, area, therapeutic class; new prescriptions by drug, representative, area, therapeutic class; and lagged and current period comparison of samples versus prescriptions by drug, representative, area, therapeutic class.
Pharma services 258 use much of the same data as representative services 252 in the analysis engine 234 but also make extensive use of data from external sources. Data from external sources, particularly specific prescriber prescription data, is necessary to demonstrate the link between samples, new prescriptions and total prescriptions and document the mathematics of that linkage. The other major pharma use of the promotional orchestration engine, setting up rules and allocations, is contained in the learning engine 236.
The knowledge base 242 is a collection of useful services (Ask/Answer, Medical Education, journal article reprints, and so on) that let prescribers and other users search for information in a single place. The service 242 includes Web pages containing links to documents stored in promotional orchestration engine coupled with a simple Web search engine. The service 242 also includes a Web-based interface to a commercial document management system and knowledge engine which allows plain English queries. The knowledge base 242 reflects some activities of the promotional orchestration engine itself, for example, list the 10 most frequently accessed articles; list the 10 most frequently accessed articles for prescriber's specialty; list the 10 most frequently accessed articles for prescriber's zip code; list articles related to this one; list articles by therapeutic class; list articles by drug; list articles by pharma. To do this, the promotional orchestration engine not only store articles but for each article stored it tracks accesses by prescriber specialty; accesses by zip code; using “nautilus” code that correlates article relationships and therapeutic classes; and authorship.
Personalization/customization 248 is a service that allows the user to customize the promotional orchestration engine experience to some degree. For example, a user may be able to specify which drugs appear in the user's home Web page and the order in which those samples appear. Personalization/customization also allows the promotional orchestration engine to adapt itself to the user's behavior over time. The learning engine 236 portion of the promotional orchestration engine combines with the analysis engine 234 to analyze the behavior patterns of a given user, the learning engine can customize the personalization/customization setting so that even if the user never customizes the service engine interface, the interface will still gradually adapt itself to the work the user performs.
Personalization/customization involves access to the data elements detailed in the prescriber preferences and usage components of the analysis engine 234 plus tracking some additional items, among which are use of the knowledge base and Patient Assistance (e.g., which articles are accessed, which assistance programs are used); the contents and order of the drugs in the prescriber's personal virtual sample closet; e-learning; representative visits requested/completed.
Personalization/customization processing is at the base largely a matter of counting. The things done most frequently such as access to specific drug samples, requests for visits, looking up specific information in the knowledge base 242 are likely the things the prescriber values most. The promotional orchestration engine 230 moves these to a personalized “home page” for that prescriber. This page may be different than that for any other prescriber because its contents and the order of the contents are based on what that specific prescriber has done in the past and the preferences he or she has established.
Patient education 254 is the service that allows patients and potential patients access to education, starter kits, and similar patient-oriented materials for patients who have begun or may be about to begin a drug regimen. Pharmas often produce patient education material that explain the specific condition they may have, describe proper use, dosage, side effects, interactions, and storage of drugs which are intended to help patients use the drugs properly and with minimal risk. These materials may or may not be provided with a drug sample; this implies that drug samples given to a patient who does not receive education material may be riskier than those given to a patient who did receive them since the patient lacks vital information. Patient education material may be provided to the patient by the prescriber (the prescriber prints them locally or orders them via the promotional engine), the prescriber provides the link to the promotional orchestration engine 230 to that the patient can obtain his/her own material, or the patient may search out the information on his/her own.
Recruiting services 260 are pharma-oriented services which allow pharma marketing users to initiate recruiting campaigns. These services work in conjunction with the recruiting profiling functions of the learning engine. In brief, these cooperate to provide both recommendations for prescriber selection and the means to use those recommendations immediately. The recruiting profiling function of the learning engine 236 provides demographic and performance based profiling based upon the success or failure of earlier recruiting. This allows the user to quickly refine which characteristics are most important to recruiting candidates who will make use of samples of that particular drug. The recruiting services function of the services engine 232 takes the prescriber set(s) created by the recruiting profiling function and allows the user to initiate contact campaigns directly. This includes features such as generating accounts (using the pre-enroll service), creating digital keys, mass e-mailings, special online promotions within partner site communication, and so on.
In a typical scenario, a pharma user would begin with a need for 500 prescribers to be recruited for a product launch. Using the recruiting profiling functions in the learning engine 236, the user determines that the best launch strategy is to target prescribers who use a certain drug therapeutic class and not on geography or specialization. The recruiting profiling function indicates there are 400 such prescribers available via recruiting services 260. The user then instructs the recruiting profiling function to transfer those prescribers to the recruiting services function. The prescriber information is not completely displayed to the user: the user sees a blinded set of information that does not allow identification of specific prescribers. This is for both prescriber privacy and to prevent use of this information outside the system in ways which may be incompatible with usage policies. The blinded set is presented to allow the user to select or deselect specific individuals based on displayed information. The user then invokes the recruiting services functions. These functions allow the user to select common recruiting approaches—for example, using e-mail—and the content of those approaches (e.g., upload a PDF brochure to accompany the e-mail) from a set of standardized recruiting tools. Additionally, the user can request specialized services. When the request is completed, it is forwarded by the system to a coordinator for pricing if pricing has not previously been established. Once suitable pricing has been agreed to by the client, the recruiting request is authorized by the coordinator and execution begins. Certain functions such as mass e-mailing potential recruits using the collateral provided by the pharma user can take place immediately for the prescribers known to the system. Functions like recruiting through partner portals may benefit from manual processing.
At the time the recruiting request is executed, an entry is made into the recruiting profiling data indicating the criteria for selecting the recruits, the prescribers selected, and the drug for which the recruiting is being done. As requests for samples are processed, this information is used to augment the recruiting profiling data to indicate response rates and times. This provides the basis for the recruiting profiling function of the learning engine 236 to evaluate how well the recruit group responds to the campaign. This allows those functions to make better recommendations for future campaigns.
The analysis engine 234 captures actions taken by a user of the system for recordation and analysis. See
The API component 266 is the means by which information is sent into or extracted from the analysis engine 234 by external sites. Using a specific API allows these sites to build applications which work reliably using analysis engine 234 data and at the same time provide a degree of protection to the analysis engine 234 by making it unnecessary to expose the inner workings of the analysis engine 234 proper. APIs will at a minimum be provided for: remote channel login; launch customized interface; voucher and e-coupon generation, serialized or otherwise; graphics rebranding (allow a pharma company or a channel partner to add in its own graphics); all external data suppliers (necessary because information is being provided in proprietary formats).
The usage component 268 of the analysis engine 234 tracks prescriber sampling activities, among them: which user is accessing the promotional orchestration engine; when and how frequently the user accesses the promotional orchestration engine; what services are invoked (e.g., e-vouchers, rep services, literature request, physical sample requests, e-learnings, etc.); what requests were made from each service (e.g., how many e-vouchers were printed); and how many sample coupons/e-vouchers were requested, printed, redeemed. In other words, the usage component 268 of the analysis engine 234 tracks how a specific individual user actually works with the promotional orchestration engine 230.
Samples versus prescription component 270 is targeted to provide correlation between drug samples, new prescriptions, and total prescriptions. The sample versus prescription component 270 tracks samples using the inventory management service, representative services, e-voucher, coupon, and physical sample services, and compares the sampling activity against statistical profiles of prescriptions by drug and area to generate a model of sampling versus prescribing activity.
The analysis engine 234 compares lagged sample usage (contained in the usage component 268) against prescription data obtained from outside vendors. The usage component 268 tracks not only how the promotional orchestration engine is being used but what it does. For example, it determines which physical drug samples are requested, which vouchers and coupons are printed and redeemed, which paper coupons are requested and used. By comparing the total number of samples issued at periods in the past (for example, 120, 90, 60, and 30 days) against prescriptions, the analysis engine 234 establishes a correlation: for example, an increase of 20% in sample use 120 days ago may correlate to 5% increase in new prescriptions in the current period. A justifiable inference is that the two are cause and effect: 25% of those issued samples will shift to prescriptions approximately 4 months later. The promotional orchestration engine 230 can provide this sort of knowledge to better strategize a drug sampling promotional campaign.
The rules component 272 of the analysis engine 234 is provided with a specific service request and user ID and uses information from the learning engine 236 and the analysis engine 234 to determine if the request should be serviced. For example, if a prescriber wishes to print e-vouchers for a particular drug, the rules component 272 can return one of four responses based on the drug and that particular user: OK; OK with an allocation limit; OK after conditions are met (e.g., the user must complete an e-learning before being allowed to print); and refused for various reasons.
The rules component 272 provides a convenient means for the services engine 234 to ensure compliance with pharma, partners, and fulfillment house rules without embedding the coding for those rules in the services engine 234 proper. This makes the system more flexible and changes to rule structures and data easier to manage with less impact to the remainder of the promotional orchestration engine 230. Rules may be either static or dynamic. A static rule is one that does not change based on prescriber or user behavior. For example, there might be a rule that only 10 live samples of a particular drug may be requested in a given 90-day period. A dynamic rule is one that may result on different actions based on prescriber or user actions. For example, a dynamic rule may say “only 10 physical samples may be distributed in any 90-day period unless the requester agrees to a rep visit; the rep visit automatically authorizes an additional 10 samples.” The rules component 272 is able to evaluate a request based on any combination of: whether/how many e-learnings have been done by the user for that drug or pharma; whether/how many rep visits have been done by the user for that drug or pharma; how many samples have been requested within a specified period; how many samples have been printed within a specified period; how many samples have been redeemed within a specified period; the prescribing decile for the user (if applicable) by location, specialty, therapeutic class; user specialty (if applicable); and sample to prescription conversion rate for the prescriber within a specified period. The data for the tests can be found in the usage component 268 and samples versus prescription components 270 of the analysis engine 234.
Prescriber preferences component 274 track how the user says they would like to work with the promotional orchestration engine. These are preferences which are generally visible to and modifiable by the prescriber such as see/no see; sample/no sample; delivery preference (mail, rep, online); form preference (physical, coupon, e-voucher); sampling interest (e.g., individual prescriber sample closet); and survey and information mailing opt-ins. This information is used in conjunction with activity information by the analysis engine 234 and learning engine 236 to continuously adapt and modify the way the promotional orchestration engine interacts with the prescriber.
The health plan preferences component 276 records the drug preferences of various health plans. This is important for drug sampling since not all plans cover all drugs and the prescriber will likely wish to provide the patient with samples of drugs that are covered under the patient's health plan. The health plan preferences component 276 supports both generic and branded drugs since health plans generally do. If a prescriber elects to search for allowed drug samples by health plan or otherwise restricts the search within therapeutic class to the drugs allowed by the health plan, only drugs allowed by the health plan will be returned as available samples. Additionally, if the health plan has a preferred set of drugs, the returned list of sample candidates will be organized to reflect this preference. If the sample leads to a prescription, this tight integration of sampling with health plan requirements will ensure the patient is covered for the prescription and thus greatly improves the efficiency of the process.
The electronic authorization and authentication component 278 provides the necessary support for analyzing and validating digital and digitized signatures. Whereas an electronic authorization and authentication is a cryptographic instrument which assures the identity of the person using it, a digitized signature is simply an image of a signature.
Fraud analysis component 280 is a set of metrics that identifies probable fraudulent sample redemptions. Identifying fraudulent sampling—diversions, copying coupons or e-vouchers, multiple samples to the same patient—is important both from the standpoint of proper return-on-investment computation and compliance with applicable law.
Inferential analysis component 282 provides a moving analysis of trend and profiling data. The promotional orchestration engine 234 can use the inferential analysis component 282 to continually upgrade services and target marketing to pharmas, fulfillment houses, and channels, and these agencies can use inferential data to more closely target marketing to the promotional orchestration engine users. For example, demographic, prescriber, and usage data can be combined to infer how to properly market to prescribers. When a prescriber begins practice, the prescriber serves a particular demographic based on the type of practice and patient demographics. This demographic changes over time: if a prescriber starts with a patient demographic that includes a lot of infants, it is predictable that in a few years the prescriber will have a practice with many children. If you know what sorts of drugs and services are used by prescribers with many children for patients, you can infer that a prescriber with many infant patients now will likely be interested in those services within a predictable timeframe. This means that at the appropriate time, the information pushed to the prescriber by the promotional orchestration engine and sales representatives can start to reflect the drugs used by prescribers with children rather than infants.
If sufficient information is collected about the prescriber and his prescribing habits from the usage component 268, enough demographic data about the prescriber from the prescriber profile, and enough demographic data from the Census or other sources about the prescriber's geographic area, the promotional orchestration engine 230 can generate a profile of a prescriber practice over time and what should be marketed to that practice at each stage. Similarly, inferential analysis can be used to allocate resources. Most marketing resources are concentrated on the top deciles of prescribers, i.e., prescribers who write a lot of prescriptions. However, this group does not remain constant. Ideally, a sales representative wants to know which prescribers in the top deciles are slowing down (so that additional incentives and/or fewer resources will be used for those prescribers) and which prescribers in lower deciles are likely to move into the top deciles. Again, the information in usage component 268 plus the prescriber profile data can be used to infer which prescribers fall into each category and therefore how best to expend sales rep resources.
Prescriber profiles 284 contain the basic demographic and professional information for the user. This information is generally not visible or modifiable by the user. It is used in the predictive profiling process for multivariate and trendline analysis, for construction of the profiles for the particular prescriber, and other statistical processing. Examples of prescriber profile information include age; gender; opinion leadership position; decile; decile by therapeutic class; sampling history; derived groups and market segments; geographic location; and specialties. Prescriber profiles are constantly updated, both by prescriber interaction with the promotional orchestration engine and by data swapping and collaboration with channels and data suppliers 236. Channels, particularly portal channels, gain insights into prescriber behavior by tracking prescriber activities on the channel's Web site or in the channel's services. Since the channel offers a different but related set of functions to the promotional orchestration engine, additional information can be gleaned by combining information from the channel with information from the promotional orchestration engine. The mechanism for doing this is the prescriber profile: data from channels is stored in the profile and analyzed in precisely the same fashion as native promotional orchestration engine data.
A key function of the promotional orchestration engine 230 is its ability to adapt over time to the users of the system and its own functions using the learning engine 236. See
Recruiting profiling component 286 allows the optimization of recruiting efforts. As pharma customers submit requests for recruiting of specific practice segments or demographics, it becomes possible to draw a profile of what sort of prescriber is desirable for certain types of drugs at certain stages of development. Once these profiles can be drawn, a marketing recruiting services can be offered to pharma already-registered prescribers who fit the profiles for new or other products pharma wishes to emphasize. In other words, the recruitment process itself informs the desirable characteristics and with this information prescriber groups can be suggested to a pharma instead of waiting to be asked by the pharma.
Recruiting profiling component 286 also feeds the recruiting services of the services engine 232. Because this function tracks what criteria were used for campaigns and how well recruits responded, it can be used to analyze proper recruiting strategies. For example, a user could view earlier campaigns by therapeutic class, demographic, geographic, specialization, and similar criteria and the results of those campaigns to decide on which basis the current campaign should be implemented. (Note: this is abstracted information: it does not include the specific sales collateral used by those campaigns unless the user is authorized to see them. The idea is to allow the user to pick the most promising recruit group but the actual elements of the campaign are provided by the user.)
Automatic interface customization component 288 is a way of making the interface convenient for a user based on what that user has done and is allowed to do. Automatic interface customization would include such dynamic features as: moving commonly used services and product links closer to the front/top of the application; removing links to products or services the user is not allowed to access; adding services and products similar to the ones the user has already selected to the front of the application; and comparing the specific user profile against an “average” user profile for the specialty and adjusting the user interface to include information and drugs from the “average” profile. In short, automatic interface customization tries to adapt the interface to cover both what the user is currently doing and what the user is most likely to do in the future. In practice, much of the automated interface customization is preferably implemented via the rules processor.
The demand list component 290 is a learning engine tool by which users of the system indicates what drugs they want. While the promotional orchestration engine 230 is not limited in the number of drugs it can manage, pharmas will not necessarily be willing to use the promotional orchestration engine 230 without some evidence that doing so will provide benefits. The demand list is a simple measure of the desire on the part of core users for a particular drug and thus a potential indicator of how effective the promotional orchestration engine 230 would be in marketing that drug.
Statistics component 292 is included in the learning engine 236 to adjust statistics presented based on the amount of data available. For example, during the early stages of a product rollout, there may be so little data that p-tests are used in preference to the z-test used with larger amounts of data. Correlation statistics may be based on straight values, lagged values, or lagged moving averages based on the amount of data available to the system and the accuracy of the fitted curve. Many users are not trained mathematicians or statisticians. For this reason the promotional orchestration engine 230 itself must adapt to present the most appropriate statistics available in order to avoid misleading or misinforming the user. We anticipate the statistics engine will allow users to override the statistics function recommendations as long as the function provides a warning that doing so may give inaccurate results.
Reporting component 294 provides “smart” reporting tools which do more than simply work with a static set of data. These tools produce conventional reports but are also based on which reports the user accesses and how the user manipulates the information in the data warehouse to be able to “suggest” new reports to the user. For example, if the user requests a series of trendlines based on single products, the smart reporting system would then suggest a trendline based on multivariate analysis of the products in order to be able to determine the degree of cross-product correlation.
Push marketing component 296 parallels automatic interface customization. The services and products a user selects reveal personal preferences. The profile of the user compared against the profiles over time of other users reveal areas of probable future interest and fall-offs in areas of current interest. Combining these two makes it possible to custom-tailor marketing to a specific user while the ability to customize the interface makes it possible to deliver this marketing cost-effectively. The net effect is two-fold: authorized users are informed in a targeted and time-efficient way of new products and services that are likely of interest to them; authorized users whose use of a specific product has begun to fall off can be targeted for specialized marketing, e.g., additional education, incentives, etc.; as with other features of the learning engine 236, at least some of the push marketing functions are implemented through the rules processor.
Automatic rule updates component 298 can be based on a variety of factors. A rules engine of various embodiments of the present subject matter is capable of understanding min, max, trend, growth percentage, time periods, min/max per period, prescriber decile, prescriber conversion of sample to prescription rate, therapeutic class interchange (e.g., allowing unused samples in one class to be transferred to a more popular class) and similar behavior-based metrics.
Manual rules update component 299 is the interface by which pharma or fulfillment houses can control the rules component 272. Each pharma and fulfillment house has some level of control over how and to whom its samples are dispensed. This interface allows the pharma or fulfillment house to establish and maintain those rules. If the pharma or fulfillment house allows it, a rule initially set up using the manual rules update can be updated by the automatic rules update component 298. For example, a manual rule might say “a prescriber is allowed to dispense up to 10 samples of this drug in a 30-day period.” This requires the pharma/fulfillment house to periodically review the rule to ensure quantities and time periods are current. On the other hand, the pharma/fulfillment house could set up an automatically updating rule that says “prescribers are allowed to dispense up to 20% more samples per 30-day period than in the prior 30 period subject to a maximum of 50 samples.” The latter rule is dynamic: it adapts to prescriber behavior by allowing the prescriber to increase use of samples without explicitly requiring a manual rule update.
From terminal A (
From terminal C (
From terminal C1 (
From terminal A1 (
From terminal C2 (
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From terminal C11 (
From terminal D, the method 300 proceeds to a set of method steps 306 defined between a continuation terminal (“terminal E”) and the terminal F. The set of method steps 306 describes the process by which the learning engine adapts the promotional orchestration engine to correspond to usage of users.
From terminal E (
The input/output devices 210 include mobile devices operable using touch or gestures. See
From this homepage, the prescriber can access a collection of user interface pages that allow him to execute sample requests among other things. A set of user interface pages “mSampling Submit Request” among this collection of user interface pages allow the prescriber to submit his sample request. The prescriber can specify drug strength and quantity through another set of user interface pages titled “Brand Strength and Quantity Selection.” He can affirmatively request samples through another set of user interface pages titled “Request Samples.” Shipping information can be provided through another set of user interface pages titled “Sample Request Shipping Information.” In order for a fulfillment center to ship samples to the prescriber making the request, he enters his state licensing number through another set of user interface pages titled “Enter State License Number.” He then enters his digital signature onto a mobile device 210. Afterwards, the collection of user interface pages 400 bring him to another set of user interface pages titled “Manufacturer Terms and Conditions,” for which he indicates acceptance or not. A set of user interface pages titled “Capture Digital Signature” capture the digital signature of the prescriber. If required information has been validated, another set of user interface pages “Sample Request Confirmation Page” appear to confirm that his request has been submitted to the drug sample promotional ecosystem 214 for approval and fulfillment process. After which, the set of user interface pages 400 return the prescriber to the homepage.
From the homepage the prescriber may access miscellaneous services. One example is services provided by a set of user interface pages titled “My Profile” in which the prescriber can adjust his profile including his shipping information via another set of user interface pages titled “Manage Shipping Information.” Other services include services provided by a set of user interface pages titled “Sample Request History” where the prescriber can access a history of his sample requests including details provided by another set of user interface pages titled “Sample Request History—Details.” Another set of services available to the prescriber are presented by a set of user interface pages titled “Available Sample Summary” which indicates samples that are available to the prescriber.
Another set of services allow the prescriber to manage recurring sample requests through a set of user interface pages titled “Manage Recurring Requests.” Several subservices in connection with recurring requests include services provided by user interface pages titled “Recurring Request Details,” “Cancel Recurring Requests,” and “About Recurring Requests.” Other services include accessing drug information through a set of user interface pages titled “Online Drug Information” which bring the prescriber to Web sites including brand Web sites that discuss prescribing information, patient product information, and so on.
The services provided by the collection of user interface pages 400 suitably are delivered to a mobile browser executing on a mobile device although, in a few embodiments, a mobile application executing on such mobile device may also provide the discussed services. Any suitable mobile platforms may be used via a mobile browser or a mobile application, such as IPhone™, IPod Touch™, IPad™, Android™, Blackberry™ and Windows Mobile™. In various embodiments, the services provided by the drug sample promotional ecosystem 214 are accessible to users of direct channels, providers of pharmaceutical sample centers, and providers of channel partners via access points. The services provided on the mobile devices 210 suitably support API interface 264 that specify a channel code allowing the drug sample promotional ecosystem 214 to point the prescriber of the mobile device 210 to a correct access point based on the channel code passed by a channel partner so as to access the services provided by the drug sample promotional ecosystem 214.
The drug sample promotional ecosystem 214 may use the channel code among other pieces of information such as channel user identifier (CUID) passed by the channel partner to point the prescriber to a correct user account of the mobile services. In a few embodiments, the drug sample promotional ecosystem 214 in response to a service request from the mobile device 210 may determine the type of mobile device or the operating system on which it is operating the mobile device 210 to access services of the drug sample promotional ecosystem 214 and automatically direct the prescriber to a correct version of user interface pages based on the mobile device, operating system, or both.
Data that support services of the drug sample promotional ecosystem 214 through the mobile device 210 include registration/profile data, sample request data, allocation data, recurring request data, and sample request history as well as status data. These pieces of data are synchronized between the mobile device 210 and other input/output devices 210. In other words, changes to registration data, profile data, sample request data, allocation data, recurring request data, sample request history data, sample request history as well as status data, and so on made on either input/output devices 210 or the mobile device 210 are reflected on all devices. For example, if a prescriber were to register by filling out registration on the mobile device 210 and a sample request was generated by the mobile device 210, the drug sample promotional ecosystem 214 services such a request as if it were provided through any other input/output devices 210.
Unregistered prescribers that attempt to access mobile sample services of the drug sample promotional ecosystem 14 through the mobile device 210 is directed to a user interface page 502 through which the prescriber may register for mobile sampling services. See
If the prescriber wishes to continue with the registration process, he selects a button titled “Continue.” If the prescriber desires to register via another input/output device 210, such as his desktop computer, a sub banner “Or register on your computer:”directs the prescriber to another user interface element. This user interface element is named “Provide your e-mail to receive instructions,” which subjacent text box is configured to receive the prescriber's e-mail. The prescriber then may select a button named “Send” to receive instruction for registering mobile sampling services on his computer.
As indicated previously, an unregistered prescriber is brought to the user interface page 502. The drug sample promotional ecosystem 214 determines the prescriber's registration status by looking at pieces of information, such as the channel code and the channel user identifier which is passed via the application programming interface to the drug sample promotional ecosystem 214. For a prescriber that has already been registered, such as those prescribers that previously registered with the drug sample promotional ecosystem 214 via other input/output devices 210 that are not mobile devices, the drug sample promotional ecosystem 214 refrains from requiring the prescriber to re-register to access mobile sampling services.
A user interface page 504 presents text, below the sub banner, “You are not currently eligible for any available samples already registered.” See
If the provider provides e-mail address to the user interface element “Provide your e-mail to receive instructions” at page 502 and selects the “Send” button, a user interface page 506 is presented in which textual user interface element “Registration instructions have been sent to ‘e-mail@address.com’” displaces the prior user interface element “Provide your e-mail to receive instructions” and the “Send” button. See
If the prescriber were to present a valid last name and national provider identifier to the user interface page 502 and the prescriber has not been previously registered, and the prescriber is eligible for at least one brand sample via mobile services of the drug sample promotional ecosystem 214, the prescriber is presented with a “Create Your Profile” user interface page 508. See
Subjacently located is a dropdown menu named “Professional Designation*.” This dropdown menu allows the prescriber to select a downward pointing arrow to reveal professional designations, such as MD and so on, for the prescriber to select one that describes his designation. Appearing below is another text box named “E-mail*” which allows the prescriber to provide his e-mail address. A further text box named “Specialty*” is a dropdown menu which the prescriber can select a downward pointing arrow to reveal additional options that are connected with his professional specialty, such as critical care and so on. The national provider identifier of the prescriber is provided at a text box named “NPI: *********” which is masked by the collection of asterisks. An additional text box named “Location Name*” allows the prescriber to indicate a name of his shipping address. Text boxes named “Address Line 1” and “Address Line 2” allow the prescriber to provide the physical address of his shipping address. A further text box named “Mail Stop/Suite” allows the prescriber to indicate a further indication of his address. The city in which the prescriber practices can be provided by entering in the data at a text box name “City*.” The state can be specified via a dropdown menu named “State*” which presents options when the prescriber selects a downward pointing arrow. A text box named “Zip Code*” allows the zip code to be entered that is connected with the shipping address of the prescriber. A text box named “Phone*” is used to enter the phone number of the prescriber. Adjacent to the “Phone*” text box is an extension text box named “Ext.” Below, a text box named “Fax*” is used to enter in the fax number to reach the shipping address of the prescriber. A collection of radio buttons named “Sample Request Signature Preference*” defaults to “Digital Signature.” The profile of the prescriber is completed when he selects a button named “Submit.” Such a selection forwards his profile information to the drug sample promotional ecosystem 214 which stores such profile in a database for the prescriber.
The user interface page 508 is also presented to the prescriber after he has successfully entered a valid last name and national provider identifier, and he has previously registered for other sampling services via other input/output devices 210 or for mobile sampling services via the mobile device 210 through a different channel than the one currently being used for access.) If the prescriber has an existing profile, the drug sample promotional ecosystem 214 populates as much of the information from the previous profile to the user interface elements on the user interface page 508. If information for the prescriber's e-mail is not available, that field named “E-mail” text box is left blank so as to cause the prescriber to enter an e-mail address.
If required fields as presented by various user interface elements of the user interface page 508 are completed, the selection of the button named “Submit” brings the prescriber to the mobile sampling homepage 510. See
Below the navigation header, the homepage 510 includes a banner “Welcome to mSample.” Below the banner are a number of buttons. One of the buttons is named “Request Samples” which upon selection bring the prescriber to the user interface page 512 (
The user interface page 512 is the “Request Samples” page. See
Appearing below the banner is one or more drug samples that are selectable by the prescriber to request samples. Each of the available samples appears as a selectable logo which to its right appears a generic name in the form of a selectable hyperlink. Below the generic name hyperlink is one or more buttons, such as a button named “ISI” which upon selection provides important safety information; a button named “PI” which upon selection provides prescribing information; and a button named “MG” which upon selection provides a medication guide. For some samples, another hyperlink appears “Please see full Prescribing Information including Boxed Warning” which upon selection additional prescribing and warning information appears. At the bottom of the page 512 is a button named “View Requests” which upon selection brings the prescriber to a user interface page 518 (
The user interface page 514 provides help information when the encircled question mark is selected by the prescriber on the request sample page 512. See
Selection of an available product, such as by selecting a product logo, brings the prescriber to a user interface page 516 in which he can select quantities of the available product (drug sample). See
A collection of radio buttons named “Recurring Request” allows the prescriber to indicate whether or not the drug sample promotional ecosystem 214 will mark this particular product for recurring requests. If YES, the prescriber selects the radio button named “Yes.” Otherwise, the prescriber selects the radio button named “No.” In one embodiment, if the prescriber already has an existing recurring request setup for the specific product, the user interface page 516 will indicate that a recurring request exists if the prescriber were to select the radio button named “Yes.” In another embodiment, if the prescriber has set up express checkout and the specified drug sample is eligible for express checkout, the drug sample promotional ecosystem 214 will cause the user interface page 516 to refrain from displaying the collection of radio buttons named “Recurring Request” to the prescriber.
Below the collection of radio buttons, the user interface page 516 displays the strength of the drug sample via user interface element “Strength:” which in this instance is “100 mg.” Below the user interface element “Strength:” is another user interface element “Description:” which in this instance is “Tablets.” Another user interface element named “Shipping Unit:” describes the packaging of the product, which in this instance is “1 Box of 1 Tab.” At the bottom of the user interface page 516 is a button named “Add to Requests” which upon selection the above-identified product is added to a request queue. If the prescriber no longer wishes to request the particular product, a hyperlink to the right named “Cancel” can be selected to bring the prescriber back to the user interface page 512 (
Upon selection of the button “Add to Requests,” the collection of user interface pages 400 add the requested samples and the quantities to the request queue of the prescriber and forwards the prescriber to the view request page 518. See
Each drug sample appears with its logo and generic name. Below the generic name is a dropdown menu named “Units” which allows the prescriber to further specify the desired number of product units to be requested. (As discussed previously, the available maximum quantity is defined by business rules.) In other words, the prescriber is allowed to edit the quantity previously selected by using the dropdown menu named “Units” within the limits established by the brand business rules associated with the drug sample product. Below the dropdown menu “Units” is a collection of radio buttons named “Recurring Request” which allows the prescriber to further specify whether or not to request recurring drug sample. In addition, if the prescriber already has a recurring request previously selected, the user interface page 518 provides a message indicating that such a request has already been set up if the prescriber further selects the radio button named “Yes.”
Appearing below the radio buttons are text user interface elements that indicate the strength of the drug sample, its description, and shipping unit. In the upper right-hand corner of each drug sample presentation is a hyperlink named “Remove” which upon selection will remove the specified drug sample from the request queue. When the hyperlink “Remove” is selected by the prescriber, a message is displayed to ask the prescriber to confirm whether or not the prescriber wishes to remove the drug sample product from the request. If the prescriber selects NO, the drug sample shall not be removed from the request. Otherwise, if the prescriber selects YES, the drug sample shall be removed from the request. In some embodiments, if a particular drug sample product is grouped with other drug sample products via fixed allocation business rules and if the prescriber elects to remove one product in the group from the page 518, then all products in the group will be removed by the page 518.
Appearing at the bottom of page 518 is a button named “Submit Requests” which upon selection submits the drug sample requests to the request queue of the prescriber. In the instance where the prescriber has not selected any drug samples, a user interface page 520 appears to display a message alerting the prescriber that no products have been selected. See
User interface page 522 is presented to the prescriber as a “Confirmed Shipping Information” page after the prescriber has selected the button named “Submit Requests” on page 518. See
A physical address in connection with the menu selection appears below the dropdown menu “Select shipping address*.” To the right of the dropdown menu is a hyperlink named “Add/Edit Location” which upon selection allows the provider to edit or add additional shipping addresses to the dropdown menu. Below the dropdown menu “Select shipping address*” is a text box “Fax number for recurring request*” which allows the prescriber to enter a fax number for recurring request processing. Another text user element “Fax number for sample request form*” appears below the other text user interface element and allows the prescriber to provide a fax number for faxing a sample request form. Appearing below that is another textual user interface element “State license number*” which allows the prescriber to indicate his licensing number for a particular jurisdiction. A button named “Continue” allows the prescriber to proceed to another user interface page beyond the page 522.
If the prescriber has only one single shipping location, the dropdown menu will default to that particular location. In some embodiments, the shipping confirmation page 522 populates the fax number in the text box “Fax number for recurring request*” using the fax number associated with the shipping address previously provided by the prescriber. If the prescriber edits the fax number by providing a new fax number, it may be saved as part of the shipping location record for the prescriber. If a state license number has previously been saved by the prescriber for the jurisdiction associated with a particular shipping location selected, the state license number may be automatically populated by the page 522 for the prescriber. If the prescriber edits the state license number, that new state license number shall be saved by the page 522 for future sample requests to that state for that prescriber at that location address.
“Terms and Conditions” user interface page 524 is presented to the prescriber after the prescriber selects the button named “Continue” on page 522. See
A digital signature capture page 526 is presented to the prescriber after the prescriber has selected the button named “Continue” on page 524. See
When the prescriber has provided a digital signature that is captured by the page 526 and further selection of the button named “Accept,” a request complete page 528 is presented to the prescriber. See
Selection of the link “Sample Request History” on page 510 of
If the prescriber selects a button named “Details” on page 530, the prescriber is brought to page 532. See
Appearing below the matrix is the specification of the requested drug sample which include its logo, its generic name, a hyperlink “View full Prescribing Information” which upon selection presents additional information regarding the prescription to the prescriber, quantity requested, strength of the drug sample, description of the drug sample, shipping unit, and status date. Appearing below that is a user interface “Tracking #:” which provides a hyperlink which upon selection brings the prescriber to another page where he can check the status of the shipment of his drug sample. Appearing below that is an address connected with the delivery location. Appearing below that is text user interface element “You may obtain a prior fax request for samples that was not fulfilled. It may NOT be used for new requests.” Appearing below that is a text box named “Fax number for sample request form” into which the prescriber may provide a fax number. Appearing adjacent to that user interface element is a button named “Send” which upon selection sends the fax number to the drug sample promotional ecosystem 214 for further processing. Appearing below that is a hyperlink “<Back” which upon selection brings the user to page 530 (
If the provider selects the button “Available Samples Summary” on page 510 (
Upon selection of the button “Manage Recurring Requests” on page 510, the prescriber is presented with a manage recurring request page 536. See
The first row contains the title of the columns. For example, the first cell of the first row contains the title “Request #,” the second cell “Request Date,” and the last cell “Next Recurrence.” The second row contains the requests in order of cell presentation: “MM56423,” “Jun. 19, 2010,” and “Jun. 25, 2010.” A button named “Details” appears to the right of each row which upon selection brings additional detail information regarding the recurring request to the prescriber. Similarly, the third row includes in the first cell “MM56424,” the second cell “May 4, 2010,” and the last cell “Jun. 4, 2010.” The last row includes in the first cell “MM56425,” the second cell “May 4, 2010,” and the last cell “Jun. 4, 2010.” A hyperlink named “<Back” which upon selection brings the prescriber from the page 536 back to page 510 (
A page named “Manage Recurring Request—Details” 538 appears to the prescriber if the prescriber selects one of the number of buttons named “Details” on the page 536. See
If the prescriber selects the button named “Cancel Recurrence” on page 538, a user interface page 540 is presented to the prescriber to cancel the recurring request. See
If the prescriber selects the button “My Profile” on page 510, the prescriber is presented with my profile page 544. See
If the prescriber selects the link “Add/Edit Locations” on the page 544 (
If the prescriber selects the “Edit” button on page 546 (
If the prescriber selects the hyperlink “Remove” on page 546 (
If the prescriber selects the button “Add” on page 546 (
While illustrative embodiments have been illustrated and described, it will be appreciated that various changes can be made therein without departing from the spirit and scope of the subject matter.
This application is a continuation-in-part of patent application Ser. No. 10/850,654, filed May 21, 2004, which claims the benefit of Provisional Application No. 60/573,234, filed May 21, 2004, and Provisional Application No. 60/472,950, filed May 22, 2003, all of which are incorporated herein by reference.
| Number | Date | Country | |
|---|---|---|---|
| 60573234 | May 2004 | US | |
| 60472950 | May 2003 | US |
| Number | Date | Country | |
|---|---|---|---|
| Parent | 10850654 | May 2004 | US |
| Child | 13492727 | US |
