CareTria · Sell SheetLine of Service: Direct to Practitioner

Text-To-Order

HCPs reply to a text message and order samples from a secure mobile link.

Text-To-Order reaches HCPs by SMS. An HCP who replies YES receives a secure link to order samples on a mobile-friendly page.

Sign-in, state license verification and eligibility checks happen before the order. Compliance steps run before any message is sent.

Compliance Before Send

A2P 10DLC registration, MLR clearance and Form FDA-2253
PEWC required for every number, validated before exclusions and before any send
Client Privacy Policy accepted at registration
DNC, Opt-Out, Suppression and RND scrub
Global DNH checked at file load and again before send

Who Uses It

Campaign team: creates and manages the campaign
Pharma manufacturer: clears the SMS content
HCP: replies, signs in and orders

How It Works

1The campaign administrator creates the campaign. It is registered for A2P 10DLC, cleared through MLR and Form FDA-2253 is submitted.

2OMS builds the target HCP list, validates consent for every number and applies exclusions.

3OMS sends the SMS request. The HCP replies.

4The reply is classified: YES, NO, STOP/HELP, Unrecognized or no response.

5On YES, a secure tokenized link is texted. The HCP signs in with MFA, the state license is verified, and NPI, program and sample limits are validated.

6The HCP reviews the order and signs electronically with PDMA disclosures. The order is confirmed to OMS and metrics flow to reporting.

Common Terms You May Hear

KEY TERMDEFINITION

A2P 10DLCCampaign registration for application-to-person texting (Brand: Manufacturer; Use Case: Marketing).

MLRReview that clears the SMS content before any message is sent.

Form FDA-2253Submitted by the manufacturer. With MLR clearance, required before the target HCP list is built.

PEWCPrior Express Written Consent, validated for every number before exclusions and before any send. A DNC scrub alone is not PEWC.

RNDReassigned Numbers Database, scrubbed along with DNC, Opt-Out and Suppression.

Global DNHGlobal Do Not Honor list (Reason: Global - Text Outbound Opt Out). A STOP reply adds the HCP for all future campaigns.

Client Privacy PolicyThe client’s Privacy Policy. The HCP must agree to it, with the Electronic Signature Terms, in the eSignature consent at registration.

MFAMulti-factor authentication at the ordering site. Opening the link alone is not authentication.

Text-To-Order · Direct to Practitioner

The Platform Is Configurable to Include

Campaign Setup and Compliance

Campaign created and registered for A2P 10DLC
MLR clearance and Form FDA-2253 before the HCP list is built
PEWC required for every number and validated before exclusions and before any send
A DNC scrub alone is not PEWC
Global DNH checked at load and again just before send

Reply Handling

Five outcomes: STOP/HELP, YES, NO, Unrecognized and no response
YES generates a secure, tokenized link sent by SMS
STOP adds the HCP to the Global DNH list for all future campaigns
Unrecognized replies hold without a message until a recognizable reply or timeout

HCP Ordering

Client Privacy Policy and Electronic Signature Terms accepted at registration
MFA sign-in at the ordering site
Real-time state license verification with its own audit record
NPI, program and sample-limit validation; allowed quantities calculated
Retail pharmacy and affiliate destinations blocked
Electronic signature with PDMA disclosures

Audit and Reporting

Consent, license, destination and signature recorded
Order confirmation sent to OMS
Campaign metrics and audit data flow to OMS Reporting
AKS firewall blocks this data from KnipperRx, Eagle and CaryHealth