Web to Print The on-line ordering system for department collateral including business cards, memo pads and prescription pads stpetershealth.allegrahelena.com.

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Presentation transcript:

Web to Print The on-line ordering system for department collateral including business cards, memo pads and prescription pads stpetershealth.allegrahelena.com For help contact Vince Serumgard in the Graphics Center Ext. 2107 or vserumgard@sphealth.org

Introduction Web to Print is developed in conjunction with Allegra Marketing Print and Mail. Allegra fulfills all orders placed on the site. You will be able to order business cards and other products directly through Allegra, without having to go through the Graphics Department. All orders are reviewed by the Public Relations department or Graphics department before being processed. This review is not to check for typos or mistakes, but rather to ensure products adhere to proper formatting and brand standards. Online ordering will streamline the ordering, proofing and delivery process – meaning you will get your printed products faster and easier.

Topics Click on a topic to jump to that page Log In Change Password Business Cards Prescription Pads Notepads Custom Logo Notepads Memo Pads Shopping Cart Checkout Confirmation Order History and Reordering Additional Features Save for Later Preview Size Download Proof Duplicate Important Things to Know

WEB TO PRINT Log In

Log In Visit https://stpetershealth.allegrahelena.com User name is first initial and last name (jsmith) Password is your last name spelled backwards, all lower case (htims)

Change Password PLEASE CHANGE YOUR PASSWORD ONCE YOU LOG IN Click on your name in the upper right corner

Change Password Enter your existing password and new password Hit “Update Password”

Home Page On this site you can order Prescription Pads Notepads Business Cards More items will be added as time goes on

WEB TO PRINT Business Cards

Business Cards Select how many cards you’d like to order for the individual

Business Cards It’s critical you name the job All orders require you to “Name Your Job.” This is how you will find jobs in the future to re- order them. Name personalized jobs using the provider’s last name followed by any other descriptive details If you need generic department cards (for an entire department and not an individual) complete a graphics request on the Intranet

Business Cards Select the correct logo from the drop down menu Enter the name and credentials: Use a comma between name and credentials Do not put periods in credentials (use “MD” not “M.D.”) Add title (if needed) Add department name (if needed) Select 24-hour phone (Home Health and Hospice only)

Business Cards Select location from drop down menu If location is in the Maria Dean Building, select “yes” from the drop down Enter phone, cell and fax numbers as needed. Our format is area code - prefix – extension: 406-XXX-XXXX All numbers use area code Don’t use parenthesis or dots; dashes only Add email if needed Note: Prescription refill numbers are no longer listed on business cards.

Business Cards: Back of Card Two options exist. Photo back: For cards that do not require appointment information on the back Appointment back: For cards needing appointment information on the back

Business Cards Click “Update Preview”

Business Cards Check the proof carefully for accuracy

Business Cards Make any edits necessary and update the preview until all information is correct

Business Cards Check the back of the card using the page number drop down

Business Cards When all information is accurate, check the “Yes, I approve this document” box Click “Finished Editing”

WEB TO PRINT Prescription Pads

Prescription Pads Seven different templates available “Standard” template requires customization, all the others do not If the template you need is not on the site, complete a graphics request on the Intranet

Standard Rx Pads It’s critical you name the job All orders require you to “Name Your Job.” This is how you will find jobs in the future to re- order them Name personalized jobs using the provider’s last name followed by any other descriptive details

Standard Rx Pads Select the provider’s location from the drop down menu Enter the name and credentials Use mixed case for names (do not put name in all capitals, for example) Use a comma between name and credentials Do not put periods in credentials (use “MD” not “M.D.”) Enter DEA number Enter NPI number Enter phone and fax number Our format is area code - prefix – extension: 406-XXX-XXXX All numbers use area code Don’t use parenthesis or dots; dashes only

Standard Rx Pads Select “Update Preview” to see a sample of the script

Standard Rx Pads Check the proof carefully for accuracy Make any edits necessary and update the preview until all information is correct Check the “Yes, I approve this document” box Click “Finished Editing”

WEB TO PRINT Note Pads

Notepads Three types of notepads are available Small notepads with custom logo Small notepads with SPH logo and tagline (used in patient rooms—no customization) Provider memo pads

Custom Logo Notepad Name the job Select “Customize Order”

Custom Logo Notepad Select the logo you’d like from the drop down menu: St. Peter’s Health Foundation Medical Group Broadway North RMC Urgent Care Select “Update Preview”

Custom Logo Notepad Check the “Yes, I approve this document” box Click “Finished Editing”

Personalized Memo Select quantity of pads you’d like to order Name your job. It’s critical you name the job All orders require you to “Name Your Job.” This is how you will find jobs in the future to re-order them. Name personalized jobs using the provider’s last name followed by any other descriptive details Click “Customize Order”

Personalized Memo Select the correct logo from the drop down menu Enter the name and credentials: Use a comma between name and credentials Do not put periods in credentials (use “MD” not “M.D.”) Choose the correct location Enter phone and fax number Our format is area code - prefix – extension: 406-XXX-XXXX All numbers use area code Don’t use parenthesis or dots; dashes only Click “Update Preview”

Personalized Memo Check the proof carefully for accuracy Make any edits necessary and update the preview until all information is correct Check the “Yes, I approve this document” box Click “Finished Editing”

WEB TO PRINT Shopping Cart

Shopping Cart After you select “Finished Editing” on an item, you will be taken to the Shopping Cart Select the building where the item is to be delivered. You will enter specific department info on the next screen. You can make a final review of your item by clicking on the item’s thumbnail to expand a readable proof

Shopping Cart If you have other items to order, select “continue shopping” Otherwise, select “Proceed to Checkout”

Checkout Enter department code to be charged For the remainder of FY20, printed items will be covered under the graphics budget but starting FY21, items may potentially be charged to departments Enter delivery instructions List the specifics of where the delivery person is to bring the order. Orders are fulfilled and delivered by an outside vendor so please be specific. Click “Invoice Me”

Confirmation You will receive an email confirmation once your order is placed (it may not arrive immediately depending on how the email is handled on the SPH server) Your order will be submitted to Public Relations for aesthetic review and approval Note: The PR review is for format and brand consistency only. It is your responsibility to ensure all details and information is correct. Your order will not actually be processed until it is approved by PR

WEB TO PRINT Order History

Order History Search for previously ordered items using the job name you assigned Use the “Expand All” function to see details of all orders

Order History Search orders from all users Use other filters such as date Remember to click “Apply Filters” to yield your results Expanded view shows job name

Order History Easily reorder items using the “Reorder” link under each job

WEB TO PRINT Additional Features

Save for Later If you start an order but don’t have time to finish it, you can use the “Save for Later” option

Save for Later Retrieve saved items using the link in the menu bar

Download Proof Download a PDF proof of your order

Preview Size Increase or decrease the size of the preview using “Preview Size” Use the cross hairs to move the image around the screen

Duplicate You can make revisions to an existing job by using the “Duplicate” feature From the Order History, reorder a job In the shopping cart select “Duplicate”

WEB TO PRINT Important Things to Know

Important Things to Know Please change your password the first time you use the site Be sure to name all jobs so you can find them again in your order history to reorder Format names correctly: Use a comma between name and credentials Do not put periods in credentials (use “MD” not “M.D.”) Format phone numbers correctly: area code - prefix - extension 406-457-4180 All numbers use area code Don’t use parenthesis or dots; dashes only Proof all orders carefully; you are responsible for mistakes Remember to “Update Preview” and check the “Yes, I approve this document” box in order to proceed to the shopping cart Enter specific instructions for where your job is to be delivered on the “Checkout” screen All jobs are sent to PR for approval before being processed When using the Order History screen, remember to click “Apply Filters” when filtering results