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1 DRX Platform Manager 1 P a g e

2 Table of Contents DRX Platform Manager... 1 Introduction to the DRX Platform Manager... 4 Getting Started... 4 Login... 4 Platform Manager... 4 DRX Application Configuration Tool... 5 Getting Started... 5 Navigation... 6 Site List... 6 Site Configuration... 6 Page Configuration... 6 Publish Options... 6 Saving Changes... 6 Site Configurations... 7 Colors... 7 Color Palette... 7 Help? Icon Color... 7 Hyperlink Color... 7 Branding... 8 Icons... 8 Settings... 8 Links... 8 Footer... 8 Resource Center... 9 Logo Logo Image Logo URL Secondary Logo Secondary Logo URL Page Configurations Live Edit Mode P a g e

3 Page Text Editing Tool Tips Page Configuration Changing an Image Publishing Publish Schedule Publish History Preview Site Appendix Appendix A: Configuration Walkthrough Configuring the Homepage Image Configure Homepage Text Tab Configuration on the Plan List page Appendix B: Getting Started Check-list Appendix C: Pages with Configuration Options Appendix D: Individual PlanCompare for Consumers Site Flow Appendix E: Individual PlanCompare for Brokers and Call Centers Appendix F: Configuration Recommendations P a g e

4 User Guide DRX Platform Manager Introduction to the DRX Platform Manager The DRX Platform Manager is a new portal tool used to allow quick access to all of your DRX products. This document will introduce you to the Platform Manager and explain how to use all of its tools. This guide is split into sections making it possible to quickly jump to section relevant to your need. Should you still require assistance, you may reach out to your Customer Service Manager or Account Manager. Getting Started To access the DRX Application Configuration Tool, go to the URL provided. Login When using the DRX Platform Manager be sure to have popups enabled. If you are unsure how to enable pop-ups, see the help section of your browser for more information. Enter your username and password as provided. If you forgot your username or password, please contact your Customer Service Manager or Account Manager. Platform Manager Upon successful login, you will see the new Platform Manager page. Here you will have access to available tools to configure your sites, view reports, edit plan data, and send an inquiry for customer support. You will also be able to use the same login to access older admin tools that are accessed from the new Platform Manager. You may asked to login again on the old sites. To see a User Guide for managing Plan Data, see click Check out the Admin Tool FAQ at the top to Configure Plan Data Tool. 4 P a g e

5 DRX Application Configuration Tool Welcome to the new Application Configuration Tool. This tool is used for setting-up and configuring your PlanCompare sites. The Getting Started section will give a general overview of the new tool. See Site Configurations and Page Configurations for more details on how to make changes throughout your site. DRX Platform Manager Quick Start If you are already familiar with PlanCompare, then you may be interested in the quick start guide to understanding the new configurations. The following Getting Started section in addition to the quick site configuration check list should be sufficient to getting your site up and running quickly. Getting Started The general layout of the Application Configuration Tool consists of a navigation controls panel always on the left side and a Configuration and Publishing on the right side. 5 P a g e

6 Navigation The left column contains four sections for navigating configurations of your sites. Site List If you have multiple sites (e.g., Consumer PlanCompare, Broker Site) the Site List drop down enables configuration of that site. Click the site name and choose from the drop-down list. The Current Site will display with your site name. Please note if you only have one site, you will not have the Site List drop-down list. Site Configuration Site Configuration allows you to make changes to your entire site. Changes made here will affect the site selected in your Site Index as a whole. This includes branding and site-wide footers and links. See the Site Configurations section for more information on these configurations. Please note: these configurations will only be made on the site selected in your Site List. If you have more than one site, you will need to make changes to each one. Page Configuration Page Configuration allows configurations to be made on individual pages. Each page is organized by category in separate folders in alphabetical order. Clicking a folder drops down a list of pages available. Clicking a page will open it in Live Edit mode on the right. From Live Edit, you can change text using the Text Editor and choose configuration options specific to that page via the Page Configuration tab. Publish Options Publishing is required to make any saved configuration appear on your live site. The Publishing Options section is where you access the publishing schedule, history of published changes, and a preview version of your site with unpublished configurations. You will always need to publish any saved changes. Saving Changes When making a change, either to the Site or Page, you will have three options before publishing. Save this will make the specified updates. Updates will need to be published to appear on the live site. Revert Click this to undo any unpublished changes. This can only be used once you have saved changes. Preview Click this to see how changes will appear on your site. Preview will open in a new tab. 6 P a g e

7 Site Configurations Colors Colors can be configured for your entire site to match branding. To choose a color, you may use the color wheel and shade slider or enter the Hexadecimal code. Click in the text box to enter a code or click Edit to adjust your color on the color wheel. Color Palette Color #1: This configuration controls the progress bar for the user s active page, the hover state for all button background colors. Suggestion: this color should not be too light, however, preferably it will be a couple shades lighter than Color #2 or a medium dark color. Suggestion: Not sure which colors to use for your site? Upload your company logo to for suggested color palette. Color #2: This configuration controls the Header Bar background color and all primary button colors. Suggestion: Dark Blue, Dark Grey, Dark Red, Dark Green, and Dark Purple etc. work well for this configuration. Consider the darker color from your company s scheme. Color #3: This configuration controls the background color of the footer section. Suggestion: consider using the same color as Color #1. Page Header color: This configuration controls the heading text color on all pages. Suggestion: consider using the same color as Color #2. Help? Icon Color Help Icon Color (ToolTip Color): This configuration controls the color of the tool tip icon on your site. You have 6 choices. Hyperlink Color Hyperlink Color: This configuration controls all text links throughout the site. Suggestion: this color should be the same as Color #2, but may be changed for personal preference. Hyperlink Hover Color: This configuration controls the hover effect on all text links. Suggestion: this color can be the same color as Color #1 or a lighter shade of Color #2. 7 P a g e

8 Branding To change your client name as it appears on your site, click Branding under Site Configurations. Choose Edit for Client Name and enter your new name into the field. Icons Icons for your header links and Resource Center can be configured in this section. You can edit the icon for Contact Us, Language (if your site is available in a language besides English), Learn More About Medicare, Resource Center, and Print this Page. To upload an icon, click Browse to select the file located on your computer. Once selected, the icon will be updated to the site. Icon uploads must be a GIF or JPG image with a maximum size and clickable area of 32 x 32px. A smaller logo image will be aligned to the top left corner and will have white space at the right and bottom. The size of the clickable area remains same regardless of the icon image size. Uploading an image overwrites any previous icon saved to your site. In future releases, you will be able to turn these features on/off in this section. Settings In this section you can make configurations to similar pages. For example, your site can have drug configurations that affect the Drug Search page in your site flow and the Formulary Finder in your Helpful Tools. As the PlanCompare tool evolves, you will find more configurations in this section. For now, configurations made to Drug Search via Page Configurations will work. Links In this section you can configure links that appear throughout your site as well as configurations of the footer area. Footer The Footer section has configurable options for legal text, disclaimers, and links. DRX has included standard Footers such as Home, Tech Support, and Privacy Policy. You can add a new footer link to your site. Footer Links Both existing links and new links can be configured as follows: Use Default URL These are DRX hosted pages. If you choose this option, a text editor will appear. Use the text editor to write and format the information you want to appear. You can indicate if you would like the link to redirect the user to the page in their current window or open in a new window. Use External URL Enter a URL which you would like to link and choose if you would like it to open in a new or the same window. You may also use the button to the right of the text field to select a page from you PlanCompare Note: When entering an external URL, be sure to start with 8 P a g e

9 site. To do so you will need to enter a / before the site you choose. For example, if you select Home/Home (the Homepage) you will need to change the text to read /Home/Home/. Remove this link Use this to remove the link from your site. To add a new link, click Add Another Link at the bottom on the page. Footer Configurations In this section, you can enter your CMS Approval code for your site. Any text that you enter in this text box will appear of every page of your site. You can also toggle a 508 Compliance logo, CMS approval line, footer links, and last updated date and time on/off. NOTE: You can add page specific footer text including CMS approval by accessing the page in Live Edit mode (see Page Configurations). You will see a yellow space at the bottom of the page for footers. Resource Center Resource Center links can be configured the same way as Footer links (above). Use Default URL These are DRX hosted pages. If you choose this option, a text editor will appear. Use the text editor to write and format the information you want to appear. You can indicate if you would like the link to redirect the user to the page in their current window or open in a new window. Use External URL Enter a URL which you would like to link and choose if you would like it to open in a new or the same window. You may also use the button to the right of the text field to select a page from you PlanCompare Note: When entering an external URL, be sure to start with 9 P a g e

10 site. To do so you will need to enter a / before the site you choose. For example, if you select Home/Home (the Homepage) you will need to change the text to read /Home/Home/. Remove this link Use this to remove the link from your site. To add another Resource link, click Add Another Link at the bottom of the page. Note that Resource Center links will appear in the same order on your live site. Logo Logos appear in the header on every page on your site. You can configure a primary and secondary logo as well as the URL for which clicking the logo will direct the user. Logo Image Click Logo Image under Logo in Site Configurations to update the image. To upload a logo, click Browse to select the file located on your computer. Once selected, the logo will be updated to the site. Logo uploads must be a GIF or JPG image with a maximum size and clickable area of 350 x 85px. A smaller logo image will be aligned to the top left corner and will have white space at the right and bottom. The size of the clickable area remains same regardless of the logo image size. The same logo will be used in the header area throughout the site. Uploading an image overwrites any logo currently saved to your site. Removing a logo will leave the primary logo space empty in your site s header. If you click Remove Image you will be prompted whether you would like to remove the image. Logo URL To change the URL embedded in your primary logo, enter a URL in the text field. The Homepage is selected as a default. Clicking the button to the right of the text field will provide a list of all of your PlanCompare pages. Secondary Logo A secondary logo can be added to your site. To add a Secondary Logo, apply the same instructions above. Secondary Logo URL Your secondary logo can also have an embedded URL. To add an embedded URL to your Secondary Logo, apply the same instructions above. 10 P a g e

11 Page Configurations Live Edit Mode Live Edit Mode allows you to quickly make text and HTML (optional) changes throughout the site. First, select the page you would like to edit under Page Configuration in the left column of the tool. Once you have selected the page, click the Page Text tab on the top of the page viewer to access the editing and viewing controls. Click the Page Configuration tab to access available functionality configurations for that page. Page Text The default view is Page Text. The options available for text editing are: Edit this mode will highlight all resources which you have the ability to change. You will be able to change all text that is not site-wide. For example, you may change or add a footnote specific to that page, however, you cannot change global footnotes. Pending this shows your preview site. These are all the resources that you have saved, but not yet published to the live site. This is useful if you are making changes that you must submit to CMS compliance, or if you have just finished editing resources in Live Edit and now you would like to see what they are going to look like without going to the preview view. Live this is the default. This is what users of your site will see when they visit this page. History Sometimes it may be useful to see what a particular site looked like at a historical point in time. Using the history view, you can select a previous date for which you want to see the site. This will load all the colors and branding that the site had at that point in time. 11 P a g e

12 Text Editor Once you have selected an area you would like to add or edit text the text editor will appear. Tool Bar The tool bar you can make formatting changes similar to a basic word processor. Options include bold, italics, underline, strikethrough, text format styles (pre-defined), insert and remove hyperlinks, and an HTML button to edit HTML script for the area. Inserting Hyperlinks To insert a hyperlink, highlight the text you would like to use as a link. Click the link icon in the Tool Bar and enter the URL you would like to link to. To remove a link, highlight the hyperlink and click the remove icon to the right of the hyperlink icon in the Tool Bar. Saving and Previewing Text Clicking Save will send the change to your Publishing Schedule. The Preview button will open your page in a new window to preview the saved changes. Reverting Saved Changes To undo any saved unpublished changes, open the text editor for the text area and click Revert. Inserting Variables To insert a variable (e.g., today s date or the visitors ZIP code entered), click the blue tag above the text field. The variables are split into categories. Choosing a variable will insert its code into the text. The code will appear in brackets in the text editor. In the Live Site, the variable will be populated based on known information. For example, if you choose today s date as a variable, it will appear as [[todaysdate]] in the text editor and today s date would populate on the site without brackets. WARNING: Be careful where you insert variables. Inserting a variable on a page where the site will not know the necessary information will result in the variable code appearing. For example, inserting the Plan Name on the Homepage will not work. Plan Name can only be inserted on a page which the user has selected a Plan Name such as the Plan Details page. 12 P a g e

13 Editing Tool Tips To edit a tool tip, click on the tool tip icon while editing in Live Edit mode. Tool tips use the same Text Editor as normal text. Deleting all language from the tool tip text editor and saving will remove the tool tip from the page. Page Configuration The Page Configuration tab allows you to set non-text configurations for the selected page. NOTE: the Page Configurations tab will not always appear. See the Appendix for a list of pages with available configuration options. In the image to the right you see an example of configurations. These are available on the Drug Search page. In this example, you can choose to display a message asking users to register to save their drug list (appears on the bottom of the screen), whether to prompt user to choose their dosage and quantity or to directly enter the most common dosage, and whether or not to promote generic alternatives when users enter brand name drugs. These are just some of the configurations available. Other configurations on other pages include choosing to make questions required or optional, uploading images that appear on the homepage, and configuring tabs on the Plan List page. Changing an Image To change an image such as on the homepage, go to the page where the image is seen in Live Edit mode. Select the Page Configuration tab. Find the image you would like to replace. You have three options: Upload Image This will upload an image from your computer. Click Browse to locate the file and then click Save at the bottom of the configurations to upload the image and set it as your image. Note: any image upload must be in a.gif or.jpg format. Size specifications vary based on which image you are trying to update. See the instructions on the configuration page for more information. Select Sample Image Here you can choose from a selection of sample images. Choose your image and click Save at the bottom of the configurations to set it as your image. Remove Image Use this to remove an image. This will leave the image area empty. The Remove Image option will change to Keep Empty. 13 P a g e

14 Publishing DRX Platform Manager Publish Schedule Schedule allows you to publishing configurations to your live site. Check the box next to the desired configuration you would like to publish. Checking the top box selects all configurations listed. Publish Now publishes checked items to the live site immediately. If you only select some configurations to publish, the unpublished resources simply remain in the list. Click Refresh to get an up-to-date list of changes. This may be necessary if you are using the live edit view in another window or if other users are currently on the site making changes to a site you have publish access to. To schedule a future publishing, first enter the date you would like to publish the configuration or select it using the calendar pop-up. Once the desired date is selected, check the boxes for all configurations with a date scheduled and click the Submit Schedule Change button. You can change the view of number of rows using the drop-down box. Publish History This view gives a report of all changes which were ever published to the live site. You can filter by date and sort by each of the columns. To filter by date, either type the date or use the calendar pop-out for the From and To fields and click Search. Preview Site The Preview Site button will open your site in a new tab with any saved changes. Beside the link are two buttons, a calendar to set the preview as of a specified date and a green arrow to remove the specified date. The calendar is useful when submitting your site to CMS. Set your calendar for the submission date. The date you choose on the calendar will populate in the link to the Preview Site. Your preview site will always remain the same regardless of saved changes until you either change the date on the calendar or click the green arrow to reset preview to the current saved changes. Note: Locking your preview site will not lock Pending view in Live Edit mode. You may continue to preview changes made after setting a preview date. 14 P a g e

15 Appendix DRX Platform Manager Appendix A: Configuration Walkthrough To show how to make configurations throughout the site, this section will focus on three examples. Configuring the Homepage Image Your homepage might be the most important part of your site. This is the first page that users will see when visiting your site. As a result, it is important to make the page as user friendly and welcoming as possible. Assuming you have already configured your branding (logo, colors, and font) you may now want to update the image that appears on the website. To do so, follow these easy steps: 1. In the Page configuration option, click the Home folder and then Home. This will open the homepage in the page viewer to the right of your navigation controls. Once accessed, click the Page Configuration option on top. This will open the configurations available for that page. 2. The homepage has four available configurations (all images). If you want to change the Homepage Banner Image with a different default image, choose the Select Sample Image option. Choose an image from those listed. 3. Now that you have made a change be sure to scroll to the bottom of the configurations and click Save. To test it out, click Preview to see how the live site will look once you have published. If you don t like the saved change just click Revert. 4. Now that you have saved, go to the Publish Schedule at the bottom of the navigation links. You will see the change appear in the publish list as seen below. Check the box next to the Homepage Banner Image and click Publish Now to immediately send the change to the live site. If you would like the change to happen at a later time, enter the date under Schedule Publish on the right. Use the calendar to choose the date or type it in. Once entered, be sure the item is checked on the left and click Submit Schedule Change. Your site should now have a new image. 15 P a g e

16 Configure Homepage Text 1. Open the homepage in Live Edit mode (see step 1 above). Once accessed, click the Page Text tab on top of the viewer. Choose Edit to enter Live Edit mode. 2. If you want to change the text as it appears for Compare Plan click on the yellow box covering that area. This will open the Text Editor (See Text Editor section for instructions on using the tool). Enter the new text you would like to use. 3. Once you have entered your desired text click the Save button at the bottom of the editor. You will see the text change in Live Edit, however, you will still need to publish the change to make it apply to your live site. 4. Now that you have saved, go to the Publish Schedule at the bottom of the navigation links. You will see the change appear in the publish list as seen below. Check the box next to the Compare Header and click Publish Now to immediately send the change to the live site. If you would like the change to happen at a later time, enter the date under Schedule Publish on the right. Use the calendar to choose the date or type it in. Once entered, be sure the item is checked on the left and click Submit Schedule Change. Your site should now have new text on your homepage. 16 P a g e

17 Tab Configuration on the Plan List page Clients often take advantage of configuring their Plan List tabs. A common configuration clients take advantage of is the tabs on the Plan List page. 1. To start, go to Live Edit mode for the Plan List page. 2. Go to the Page Configurations tab at the top of the viewer. 17 P a g e

18 3. Under the configurations, choose how you would like to separate your plans. You have three options. By default, your site will always show two tabs (if you provide Medicare Supplement plans they will always be separate regardless of your tab choice). Choose All Plan Types to have three tabs MA, MAPD, and PDP. Choose With/Without Drugs to have two tabs MAPD and PDP on one, MA on the other. Choose One Tab to list plans all together. 4. Once you have chosen your plan tab style, return to Page Text on top and choose Edit to change the names of your tabs. In this example, the All Plan Types option was chosen. Choose the Plan Tab you would like to edit. The Text Editor will appear. See the Text Editor section for information on using this tool. 18 P a g e

19 5. Once you have edited your tab names, you will see them in your Live Edit window, however you still need to publish them. Always double check your work before publishing. 6. Go to the Publish Schedule. Select the items you would like to publish and click Publish Now. Your tabs will now be reconfigured on the live site. 19 P a g e

20 Appendix B: Getting Started Check-list Use this list to get your site up and running quickly. Be sure to review each item. All of the page configurations can be found on the page s Configuration tab (folder location found in parentheses). Be sure to review all text on the site. Any text in the yellow boxes can be edited in Live Edit mode. Be sure to publish all changes after saving. Site Configurations Client Logo Client Name (Branding) Colors Hyperlink Font Footer Links Resource Center Links Page Configurations Homepage Banner and Icons (Home/Home) Turn Extra Help Questions On/Off (Steps/Demographics) Promote generics during Drug Search (Steps/DrugSearch) Use Common Dosage or prompt user to enter their dosage (Steps/DrugSeach) Turn Formulary Reference File listed drugs on/off (Steps/DrugSearch) Show Original Medicare on Plan List page (Plan/List) Show Star Ratings for each plan (Plan/List) Show Annual/Monthly Premium Rates (Plan/List) NOTE: This will affect Plan Details and Plan Comparison Choose tab configuration for Plan Types including number or tabs and tab labels (Plan/List) Remember, making changes to your Plan List page will affect your Enroll Select Page. Be sure to make similar changes to plan tabs in Helpful Tools (Tools/HelpfulTools) Configure Confirmation ( /Confirmation) Publish You must publish all changes you want made to the site. Note: The Plan Compare and Plan Details pages pull information directly from your plan data. This information cannot be changed in Live Edit mode. To change which information appears, you will need to change the information you input to the Plan Data Tool. 20 P a g e

21 Appendix C: Pages with Configuration Options Homepage Homepage Banner Image Homepage Plan Enroll Icon Homepage Sign-in to your account Image Demographics Ask age Require answers to age and health questions Ask Extra Help Questions Pharmacy Search Turn map on/off Condensed or long list (10) of Pharmacies Number of Pharmacies listed in condensed view Drug Search Display Tip to Sign-in to save Drug List Prompt user to enter dosage and quantity or use common dosage Promote generics on/off Plan List DRX Platform Manager Plan List style Keep all plan types together with no tabs Use two tabs plans with drug coverage and plans without drug coverage Use three tabs MA plans, PDP plans, and MAPDP plans Choose default tab when user arrives (assuming tabs are on) Turn star ratings on Helpful Tools Plan Tab names configuration Confirmation address for s to originate from Registration Page Require Name, ZIP code, and date of birth Note: Plan Details and Plan Comparison information is based on the Plan Data. Make changes to these pages via the Configure Plan Data tool. 21 P a g e

22 Appendix D: Individual PlanCompare for Consumers Site Flow DRX Platform Manager The above chart shows the default site flow for a PlanCompare for Consumers site. The entry point will generally be the Homepage. From here, users can choose to compare plans or enroll now if they already know the plan for them. The Plan List page links to more information for a specific plan. All pages can link to other information via Header links, Footer links, and Resource Center links (not shown in the cart above). The site flow for your site may vary. If you are interested in turning a page on/off, speak with your Customer Service Manager or Account Manager. 22 P a g e

23 Appendix E: Individual PlanCompare for Brokers and Call Centers DRX Platform Manager 0 Login 1 Search Profiles & Enrollments 2 Start a New Consultation 3 Enroll a New Beneficiary 4 Agent Account Management 5 My Account 1.1 Beneficiary Profile 1.2 Enrollment History Demographics Subsidy Pharmacy Search Drug Search Plan List Enroll 1.3 View Previous Applications Plan Comparison Plan Details Estimated Total Costs Estimated Drug Costs The above chart shows sites specific to Broker and Call Center sites for PlanCompare. The first two rows are the only unique pages to broker and call center sites. The numbered pages above all have Live Edit to configure text, however, there are no further configurations currently available. The rest of the site flow is the same as Individual PlanCompare for Consumers. 23 P a g e

24 Appendix F: Configuration Recommendations This appendix is here as a courtesy to point out some new regulations mandated by CMS this year. The default text takes these into account. This section is meant to call these highlights to your attention Plan sponsors are required to place a unique marketing material identification number on all marketing materials. The material ID is made up of two parts: (1) plan sponsors contract or MCE number, (i.e., H for MA or section 1876 cost plans, R for regional PPO plans (RPPOs), S for PDPs, or Y for Multi-Contract Entity (MCE) identifier) followed by an underscore; and (2) any series of alpha numeric characters chosen at the discretion of the plan sponsor. Use of the material ID on marketing materials must be immediately followed by the status of either approved, pending (for websites only), or accepted (e.g., Y1234_drugx38 CMS Approved). Requirement that the material ID and disposition be shown on website pages. Note: a multi-contract sponsor may file using a Y at the start of the number, but does not have to. You will see multi-contract sponsors using H, S, R, if they file their plan types separately Hours of operation requirements for marketing materials: Plan sponsor hours of operation must be listed on every material where a customer service number is provided for current and prospective enrollees to call. Requirement that you provide the means to configure the hours of operation to appear on any page where customer service number is shown. Plan sponsors must also list the hours of operation for MEDICARE any time the MEDICARE number or Medicare TTY is listed, (i.e., 24 hours a day/7 days a week) MEDICARE is not in the default text of your sites by design. If you configure the MEDICARE number to show, you are responsible to also configure the hours of operation to appear in text area as well Plan sponsors should submit their websites via links in a Word document. CMS expects reviewers to have an opportunity to review the link(s) provided as the information will be displayed in the marketplace. Any updates to pages should be submitted with their own unique material ID and date stamped accordingly. Note: this requires that your website is able to take different material ID's by "page". 24 P a g e

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