Is the platform managed or self-service?

The Doceree platform is a self-service tool that empowers advertisers to independently build, manage, and analyze their marketing initiatives. Instead of relying on external brokers or manual processes, users can log in directly to perform the following tasks on their own:

Marketing Platform

The Doceree Marketing Platform is organized into three core sections—Plan, Activate, and Measure—each serving a distinct phase of the advertising lifecycle, from audience strategy and forecasting to campaign execution and performance analysis.

Brand Dashboard

1. The Plan Section

The Plan section is designed for strategic preparation, allowing users to define their audience, build clinical logic, and project campaign outcomes.

• Target Group (Audience Creation):
  • HCP Audience: Users can create target lists for Healthcare Professionals by defining clinical behavior (using ICD-10, HCPCS, or NDC codes with 12-, 24-, or 36-month lookbacks), demographics (specialization and state/ZIP location), and keywords. Users can also bulk upload NPI lists.

The Configure Segments feature allows users to set logical AND/OR relationships between different targeting parameters (e.g., Behavior AND Demographics).

• Non-HCP Audience: Users can build lists based on executive profiles, selecting functional groups (e.g., departments) and position levels within specific hospitals or accounts.
• Accounts (ABM): For account-based marketing, users can select hospitals by type, employee size, or staffed beds, or use Intent Accounts to target organizations showing interest in specific healthcare topics.

Create New Target List Page

• Forecast:
  • Strategic Planning: Users create "plans" by defining objectives—Awareness, Consideration, Conversion, or Adherence—and setting an overall budget and date range.
  • Tactic Simulation: Users configure specific tactics (ABM, Premium Programmatic, POC-Display, Workflow, Clinical Trigger, or Copay) to receive AI-driven projections for reach, impressions, and estimated budget.
  • Management: Validated plans can be downloaded as PPTX reports or activated, which moves them into the Activate section as draft campaigns.

Create Plan Page

• Business Rules Builder:
  • Users make use of pre-defined sets of business rules (brand-specific or competitor-focused) or create custom rules based on combinations of NDC, ICD, and HCPCS codes.
  • The Recommend feature allows users to confirm specific rules that will appear as recommendations during the activation of Clinical Trigger campaigns.

Create Business Rules Page

2. The Activate Section

The Activate section handles the end-to-end execution of advertising initiatives across various channels.

• Campaign Creation & Customization:
  • Messaging Selection: Users initiate sub-campaigns for Point of Care (POC), Premium Programmatic (Display or Content Marketing), ABM, or Others (Email).

Messaging Type and Tactic Type Options

• Point of Care Workflows: For POC-Workflow and Trigger campaigns, users select specific EHR screens (e.g., E-Prescribing, Medication Review, or Patient Intake) where ads will serve.

Workflows Tab

• Operations: Users configure Ads Scheduling (optimal vs. specific times), bid strategies (CPM or Fixed Cost), and frequency capping (per day, week, month, or lifetime).

Operational Detail Tab

• Creative Setup: Users upload assets for Image, HTML5, or Third-Party banners, or configure Text Ads. For Content campaigns, users build the article body and add preview images.

Creative Tab

• NEXT Sequence (Automation):
  • Users design automated, multi-step HCP journeys by dragging sub-campaigns onto a canvas and defining metric triggers (e.g., if an HCP clicks 3 times, trigger an Email campaign).

New NEXT Sequence Fields

• Campaign & Asset Management:
  • Manage Campaign: Users monitor active campaigns, expanding them to pause, activate, edit, or duplicate sub-campaigns.

Manage Campaign Page

• Creative Manager: A central library where users upload and organize images, HTML assets, and 3^rd Party Tags into folders (sections) for easy use across brands.

Creative Manager Page

• Undo Optimization: Users can reverse up to three recent operational changes through the Activity Logs in their notifications.

Recent Optimizations Pop-up

3. The Measure Section

The Measure section provides a deep dive into campaign analytics to evaluate clinical and media performance.

• Analytical Filtering: Users review data globally by Messaging Type or drill down into specific Campaign/Sub-campaign combinations. The Flyout Menu allows users to export these reports as PDF or Excel files.

Analytics Page

• Performance Metrics:
  • Executive Summary: Tracks core KPIs like Media Spend, Total Spend, Impressions, Clicks, Unique Reach, and Media CPM.

Executive Summary Tab

• Engagement Insights: Displays the Engagement Funnel, Time of Engagement heat maps, and breakdowns by Device, Browser, and Ad Dimension.

Audience Engagement Tab

• Prescription Analytics: Provides critical clinical data including NRx (New Prescriptions), TRx (Total Prescriptions), and counts of Exposed vs. New Prescribers.
• Account-Based Insights: For ABM, users analyze Account Reach and Account Lift, the latter measuring the increase in landing page traffic from targeted domains.

Account Engagement Tab

• Optimization Intelligence:
  • Users view the AI-powered Audience Quality Score (AQS) to see the percentage of their audience that is already loyal to the brand or has high potential to be.

Audience Quality Score Sub-section

• Dynamic AI Recommendations: Users can act on real-time optimization suggestions by clicking an Optimize button, which navigates them back to the Activate section to adjust the campaign.

Real-time Recommendations Section

Market Access

In the Market Access module, the Activate section is used to build and manage financial assistance initiatives (Patient Affordability Programs), while the Measure section provides deep analytical insights to optimize those programs.

Market Access Dashboard

Tasks in the Activate Section

The Activate section serves as the execution hub for creating and overseeing patient assistance programs.

• Creating Programs and Sub-programs: Users can initiate new programs or add sub-programs to existing ones by defining the brand and the specific National Drug Codes (NDCs) associated with the medication.

Create A New Sub-Program Page

• Targeting Configuration: Users specify geographic locations for inclusion or exclusion. They can also target specific pharmacies by manually entering NCPDP IDs or performing a bulk upload via a CSV template.

Targeting Tab

• Operational Setup: Users define the Date Range, bid amount, and bid strategy, which is Cost Per Distribution (CPD).

Operational Details Tab

• Coupon Management: This involves uploading a list of Member IDs or, if IDs are unavailable, providing a Patient Affordability URL and setting a budget limit (daily, weekly, or monthly). Users also enter technical details such as BIN, PCN, and Group information.
• Coupon Creative Development: Users choose between two formats:
  • Rich Media Creatives: Uploading zipped files (including index.html) for supported banner sizes like 728x90 or 300x250.
  • Custom Copay Cards: Creating a card directly on the platform by defining a discount price (percentage or flat value) and description, then previewing it across various dimensions.

Creatives Tab

• Program Management: Through the Manage Program page, users can search for active initiatives, monitor their Status (e.g., Active, Paused, or Under Review), duplicate sub-programs, or access direct links to analytics.

Manage Program Page

• Draft Handling: Users can save unfinished work to the Drafts page, where they can later edit, delete, or duplicate unpublished programs from all brands in one place.

Drafts Page

Tasks in the Measure Section

Analytics Page

The Measure section focuses on identifying actionable data to improve affordability performance.

• Filtering and Exporting Data: Users select a specific Program and Sub-program to analyze. Using the Flyout Menu, they can specify date ranges, toggle between graphic and tabular data views, and export detailed Program Analytics Reports as PDF or Excel files.
• Monitoring Key Metrics: The dashboard tracks three primary KPIs across all tabs: Coupons Distributed, Unique HCPs, and Spends.
• Analyzing Executive Performance: Users review a Coupon Distribution Trendline to see performance over time, as well as graphs showing distribution bifurcated by HCP Specialization and geographic Location maps.

Executive Summary Tab

• Evaluating Audience Engagement: This involves tracking Unique HCP Reach over time and using a heat map to identify the Time of Day when coupons are most frequently distributed. Users also analyze which Platform Categories (like EHR or E-Prescribing) and what frequency of distribution per HCP are driving results.

Audience Engagement Tab

• Gaining Coupon Insights: Users can compare impressions served against actual distributions via the View Impact graph. They also analyze NDC Performance, Device Performance (desktop vs. mobile), and Dimension Breakdown to see which ad sizes are most effective.

Coupon Insights Tab

While the platform is self-service, it does include internal validation steps. For example, once you create a campaign or a list, the platform typically takes a few hours to process the data or review the submission before it officially goes live. Additionally, you have the option to use a Client Attestation feature to send campaigns to an internal authority in your own organization for approval before publishing.