PORTAL USER GUIDE v2...Title: Data Solutions Portal User Guide 2.5 3-AUG-29 Created Date: 8/30/2016 5:56:23 PM

PORTAL USER GUIDE v2.5

TABLE OF CONTENTS

§ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

§ Portal Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

§ In-Market Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

§ My Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

§ Portal Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

§ File Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

§ Customer Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

© Copyright STI Technologies Limited • Confidential

STI DATA SOLUTIONS

§ STI Data Solutions is committed to providing customers with unique, actionable insights that will allow for more informed, real-time decision making.

§ Our reporting tools provide key insight into the three core pillars of data analytics: Descriptive, Prescriptive, and Predictive. All of our tools and services are delivered via the latest in cloud-based interfaces – easily accessible wherever you are.

§ We are excited to be able to assist you in better understanding and managing your business.


PORTAL LOGIN

https://datasolutions.smartsti.com


HOME PAGE


a Previously Rep Management

b Previously Data Analytics

c Previously File Sharing

a b c

IN-MARKET INVENTORY TOOLCARD DISTRIBUTION TRACKING

§ The In-Market Inventory Tool is a web-based portal that allows you to track the card distributions that you have made to your healthcare provider (i.e. physicians, pharmacies, clinics, etc…).

§ The proper assignment of cards (packs) is CRITICAL to tracking the performance of STI Programs via the In-Market Inventory Report.

§ CARDS MUST BE ASSIGNED TO A SPECIFIC RECIPIENT (i.e. Physician, Pharmacy or Clinic).

§ The assignment of cards tracks the recipients utilization of the cards and is also critical to the representatives’ replenishment activities.

§ Corresponding reports from the In-Market Inventory Tool can be accessed through My Reports on the home page.


CARD ASSIGNMENT

BEST PRACTICESFOR SELECTING A RECIPIENT

Ensure you select the correct healthcare provider

§ Physicians – Select when meeting with a physician.

§ Pharmacies – Select when dropping off cards at pharmacy.

§ Clinics – Select when unable to meet with a physician or directly detailing the clinic.

If your recipient search doesn’t yield the healthcare provider, you can “Add New” and fill out the required fields.

Search for recipient by entering name

Drop down will display primary & secondary addresses

Address info will self-populate


CARD ASSIGNMENT CON’T

A HEADER CARDIS PROVIDED WITH EACH PACK OF PATIENT BENEFIT CARDS

§ Enter the full LOT# from the HEADER CARD packet to track the recipient distribution. It is preferable not to break up packs, however if this is done, please ensure you enter the full card number. Example: INNOVABCDE595MB.

§ Be sure to enter all the recipient info i.e. First Name, Last Name, Address, City, Province, Postal Code, etc.

§ You can enter “multiple” Header Cards (packs) for the same recipient.

§ If you happen to provide a colleague with cards that are assigned to you please ensure to record the LOT #(s) or Card Number(s) and notify your product manager of this transfer. It will be reflected in the reporting shortly after STI has been notified.

HEADER CARD

Select drop off date

Once you have finished adding packets, click Submit

After you have selected your recipient, assign the LOT# from the Header Card & click Add Packet


MY REPORTS

All reporting located here


NAVIGATING REPORTS

Reports available to you will be displayed here


REPORT VIEWS

Every view is supported by

a glossary

Each report can have multiple views


REPORT FILTERS

Views contain filters to narrow your search criteria


PORTAL FUNCTIONSOVERVIEW

Pauses instant refresh to allow you to set multiple filters

Save your view

Share your view


Reverts view back to default Subscribe to

view(s)

Download image or PDF

PORTAL FUNCTIONSDETAIL


DETAILS CON’T


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PORTAL TIPS

Switch from month to week or day by doing a mouse roll-over on bottom left in trend charts ( ) simply use browser back button to undo.


FILE SHARING

Secure File Transfers


SECURE FTP TRANSFERS

1

SHARE FILESWITH STI

1. Browse to location

2. Choose your file

3. Click Upload

4. Click Submit

2

3

4

Ensure your company name is in the file name


CONTACT STI CUSTOMER SERVICEFOR ASSISTANCE WITH

§ Logging in

§ Unexplained errors

§ General questions

CUSTOMER SERVICE


CONTACT US

ADDRESS:38 SOLUTIONS DRIVESUITE 200 HALIFAX, NOVA SCOTIA B3S 0H1

EMAIL: [email protected]

Documents

PORTAL USER GUIDE v2...Title: Data Solutions Portal User Guide 2.5 3-AUG-29 Created Date: 8/30/2016 5:56:23 PM