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Overview
Veeva Compass Prescriber allows you to pull projected prescriptions and procedures at the prescriber and Zip level for your market of interest. Veeva Compass Prescriber consists of the following products:
- Prescriber Projected Data allows you to quickly visualize and pull prescriber (HCP and HCO) level projected data for your market of interest.
- Zip Projected Data allows you to pull Zip level projected data for your market of interest.
This page will focus on how to pull prescriber-level projected data using Prescriber Projected Data. Refer to Zip Projected Data for information on how to pull Zip level projected data.
Building a Prescriber Query
Building a Prescriber Projected Data query involves the following steps:
- Define Prescribers - Filter your prescriber list based on products relevant to your market, time frame, and their volume for the selected products & time frame.
- Delivery - Select the delivery format and location for your data deliverable.
- Review & Submit - Review the selected market, time frame, filters, and delivery prior to submitting your query.
Define Prescribers
The Define Prescribers step allows you to filter your prescriber (HCP and HCO) list based on the products and time frame of interest. In addition, this step includes a module to visualize and filter by prescriber volume for your market.
To undo and/or redo actions that you have taken within this step, use the undo and redo buttons at the upper-right of the query area. You can also clear out your entire query by clicking on Clear All.
Select Products
To start building a query, select your products of interest. You may use the Code Searcher to search for specific codes, or you can choose to utilize a query template containing a list of predefined codes.
Once codes have been added to the product list, you may view the detailed list of codes by clicking the Expand button.
From the expanded code list, you can review and/or remove your added codes. Click on the Collapse button to close.
A summary of the products that you have added to your query are displayed in the Products section of the Filters.
Code Searcher
Code Searcher is used to search for specific products to add to your query. To use Code Searcher, click on the Code Searcher button (magnifying glass icon).
This will open the Product Code Searcher. Refer to Products for more information on how to search for and add products. Note that products are added at the brand-level for Prescriber.
Templates
You can also add products to your query by using query templates. Templates can be created and managed in the Templates tab, or from a list of codes added to a query. See Query Templates for more information on creating and managing templates.
To add templates to your product list, click on the templates button (notepad icon).
This will open a new window where you can select the template(s) you would like to add. To exit the window without applying any changes, click “Cancel”.
Use the search bar to search for a specific template. To preview the template, click on the template name. This will open a new window with the details of the codes in the template.
You can add a template by clicking on the + button next to the template name. You may add more than one template at a time. To deselect a template, click the - button.
Note that templates are compatible across all Compass products (including Compass Patient and Pathway). Some products that are supported in Compass Patient and Pathway are not supported in Compass Prescriber and Compass National. When adding a template that contains products that are not supported, a warning message will appear that the selected template contains unprojected products. This means that only the products that are supported in Compass Prescriber and Compass National will be added to the query.
Once you have finished selecting your templates, click Apply. This will apply all the selected templates and add the corresponding products. You may then refine your products as needed by adding or removing additional products via Code Searcher.
Time Frame
The Time Frame pane allows you to define the time frame of interest for the transactions. For example, you may be interested in seeing prescriber projected data from the last 24 months.
To select a time frame, select a value from the drop-down (Last 12 months, Last 24 months, Last 36 months).
By default, the time frame is set to Last 12 months. You can toggle the time frame at any time in the Define Prescribers step, or utilize a custom time frame in the Delivery step.
The months that will be provided in the query are displayed in the Time Frame section of the Filters.
Prescriber Volume Module
Upon selecting at least one product and a time frame, a visualization of the prescriber volume distribution will be automatically generated. The prescriber volume visual displays the total prescriptions and administrations (Tx) per prescriber relative to the percentage of the total Tx volume that those prescribers account for.
This visual is updated dynamically based on the products and time frame that are selected, and allows you to filter the prescribers provided in your query based on their Tx volume.
For example, in the visual shown below, prescribers with a Tx volume that is greater than or equal to 293 (for the selected products and time frame) make up the top 50% of the total Tx volume for the selected products and time frame.
For the same set of products and time frame, prescribers with a Tx volume that is greater than or equal to 1,585 make up the top 5% of the total Tx volume.
You can hover to explore the distributions of prescriber volumes and market percentages, and then click to move the point to another part of the graph.
You can also drag and drop the orange point to move it to another part of the graph.
Once you have determined the Tx volume that you would like to use to filter your prescribers, click Apply.
This will filter your query to only return prescribers with total prescription dispenses and medical admistrations (Tx) greater than or equal to your specified threshold. For example, if you filter on Tx ≥ 1,585, this means that only prescribers with 1,585 or more Tx across the selected brands and time frame will be returned.
You can update this filter at any time by moving the point, then clicking Apply again. You can also remove the filter by clicking on the trash can icon in the Filters pane.
By default, if no prescriber volume filter is applied, you will receive all prescribers with at least one transaction across the selected products and time frame.
Note that updating the products or time frame will clear out any applied prescriber volume filters, since the prescriber volume distribution is generated based on the current selections.
Delivery
Once you have defined your prescribers, click on Pull Data to move on to the Delivery step.
The Delivery step allows you to select a delivery schedule, a time frame for the data, as well as to specify where the data will be delivered and in what format.
Delivery Schedule
Delivery Schedule allows you to select how often you would like your data delivered. The delivery schedule options for Prescriber are:
- One Time - A one time pull provides a single delivery with the selected products, filters, and time frame.
- Monthly - A monthly job allows you to receive the latest set of projections on a recurring monthly basis. Monthly jobs are run on the 1st of each month, and will include projections up until the end of the latest available month. For example, a monthly job run on April 1, 2024 will include projections up until the end of February 2024. The following monthly job, run on May 1, 2024, will include projections up until the end of March 2024.
Time Frame
The Time Frame pane can be used to select a time frame for your data. Prescriber data is provided at a monthly level. By default, the time frame that will be used for the query is the selection from Step 1 in the Time Frame section.
For one time jobs, you can opt to receive data from a custom time frame rather than using the time frame selection from Step 1. Select the “Custom time frame” option, then use the month selectors to pick your desired time frame.
To add a starting month, type the three letter abbreviation for the month (e.g. Jan, Feb, Mar) or click the “mmm yyyy” or the calendar picker next to “From”.
After selecting the starting month, specify the ending month. To add an ending month, type or click the “mmm yyyy” or the calender picker next to “To”. Note that the From date must be before the To date.
For monthly jobs, you can opt to receive a rolling time frame of data (e.g. each monthly job will provide data from the most recent 12, 24, or 36 months) using the selection from Step 1, or a full refresh. Full refresh means that each monthly job will provide data from January 2021 to the latest available month.
Compass Prescriber has data available starting from Jan 2021, and the prior month’s projections are published on the 28th of each month. For example, April 2024 projection data will be made available on May 28, 2024.
Note that if a prescriber volume filter was applied and a custom time frame or full refresh is selected, the prescriber volume filter will apply to the custom or full refresh time frame rather than the time frame utilized to generate the visualization. This may impact the returned list of prescribers in your data output.
For example, if you filter on Tx ≥ 4,726 using the “Last 36 months” time frame, then update your custom time frame to be 6 months, the query will only return prescribers with Tx ≥ 4,726 in the selected 6 month window, which may result in fewer prescribers in your query results.
Delivery Options
Delivery Options allows you to select the data delivery location and format. The following delivery locations are currently available:
- SFTP is a Veeva-hosted secure file location which allows users to use an SFTP client (such as FileZilla or CyberDuck) to connect, navigate and download their data files
- Amazon S3 allows you to deliver your data files to Amazon S3. The Amazon S3 option is only available for users with a pre-configured Amazon S3 bucket. Refer to Setting up an Amazon S3 Bucket for more information on S3 bucket setup.
- Microsoft Azure allows you to deliver your data files to Microsoft Azure. The Azure option is only available for users with a pre-configured Azure container. Refer to Setting up a Microsoft Azure container for more information on Azure container setup.
- Portal Download allows business users without access to an SFTP location to download their data directly from the Portal in an Excel format. Note that each tab within the Excel file will be truncated at 600K rows.
You may refer to the SFTP section for instructions on how to access your data via the SFTP, and the Files and Format section for more information on the CSV and Excel delivery packages.
Review and Submit
Once you have completed the Delivery step, click on Next to move on to the Review & Submit step. Review & Submit is the final step before the query is submitted for processing. This step allows you to confirm the details of your data pull prior to submission. To make changes to your market definition or applied filters, click on “Edit” below Define Prescribers.
To make changes to your schedule, time frame or delivery location, click on “Edit” below Delivery.
When you are ready to submit your query, scroll to the top of the screen and click “Submit”.
Upon clicking “Submit”, a modal will appear for you to provide a name and select a license (if applicable) for your query, as well as manage sharing settings.
Note Query names can only consist of letters, numbers, underscores and spaces.
Sharing Settings
Sharing settings allow users to manage roles and access to jobs. These roles determine the user’s permissions (allowed actions) on the job. Roles can be assigned to individual users or groups. Users can also subscribe to job email notifications (e.g. job completion emails) via sharing settings.
By default, upon selecting a license, the user submitting the job is assigned as the Owner role, and any groups associated with the selected license are added to the Viewer role.
You can add additional users and groups to the sharing settings by searching in the “Share with users and groups” search bar, then clicking to select the user or group. The list of available users and groups will be filtered to those associated with the selected license.
By default, the newly added user/group will be assigned the Viewer role. To update the role for a user or group, click on the drop-down menu in the Role column. Note that to reassign another user as the Owner, you must submit the job first, then update the sharing settings in Job Manager.
The table below provides details of permissions that are available for each role.
You can also subscribe users or groups to receive email notifications related to the job, such as when the job completes or is cancelled. To subscribe a user or group to email notifications, select the “Email notifications” checkbox.
Note that for one time jobs, email notification settings can only be updated when the job is submitted or during processing.
You may preview the list of users in a group by hovering over the group name. To remove a user or group from sharing settings, click on the “-” button.
Submit Job
Once you have made any desired updates to sharing settings for the job, click on “Submit”. You can check the status of your job in the Job Manager as well as manage the sharing settings. Confirmation of the Query ID, Query Name & Delivery location will pop up once the data pull is successfully submitted. You can check the status of your data pull in the Job Manager.