EngageMate

EngageMate, developed by Cresen Solutions, is a modular, global HCP/HCO engagement management platform designed to automate and streamline the entire lifecycle of healthcare provider and organization interactions. It is built for compliance, medical, and commercial teams in life sciences companies who need to manage engagements at scale — from initial planning through post-engagement reconciliation — while maintaining audit readiness and strengthening global transparency.

By consolidating needs assessments, contracting, fair market value (FMV) calculations, sanctions screening, invoicing, and executive oversight into a single configurable workflow, EngageMate reduces administrative burden and helps organizations stay aligned across functions and geographies.

EngageMate Engagement Lifecycle

1. Annual Planning — Establish engagement strategies and budgets at the start of each planning cycle.
2. Needs Assessment, Concept Review, and Approval — Evaluate and formally approve the rationale for each engagement.
3. Nomination, Qualification, and Tiering Process — Identify, qualify, and tier healthcare providers based on defined criteria and FMV rates.
4. Contracting — Manage and execute agreements with HCPs and HCOs within the platform.
5. Content Development, Review, and Approval — Oversee the creation and sign-off of engagement-related materials.
6. Event / Activity Execution — Track and manage the delivery of engagements and associated activities.
7. Payments, Reconciliation, and Certification — Handle invoicing, financial reconciliation, and final certification to close out engagements.

Key Platform Capabilities

• Automated workflow management — Automates the full business lifecycle of any needs assessment from planning through closeout, keeping FMV tiers, rates, approvals, and activities in one centralized location.
• Integrated third-party due diligence — Supports sanction and debarment screenings as part of the engagement workflow to ensure only eligible providers are engaged.
• FMV tiering and calculations — Built-in tools to determine and apply fair market value tiers and rates consistently across engagements.
• Real-time customizable dashboards — Provides metrics on activities, service providers, approvals, and closeout alerts, enabling data-driven decision-making.
• Global compliance tracking — Manages engagements with service providers across multiple countries, supporting adherence to external government regulations and internal company policies.
• Highly configurable administration — Administrators can create and edit forms, define needs assessment qualifications, manage users, and configure language translations to meet company-specific requirements.
• Ease of use — Designed for accessibility, with most users able to navigate the system effectively after a single self-guided training session.

AI-Powered Sanctions and Exclusions Screening

• Consolidates sanctions and exclusion data from state medical boards and the Office of Inspector General (OIG) into a centralized data lake.
• Uses AI to condense lengthy court sanction orders into concise, business-readable summaries, enabling faster and more informed decisions about physician engagement.
• Helps compliance teams efficiently assess sanctioned physicians — not just debarred ones — improving risk management and reducing the time required for manual review.
• Provides business users with readily accessible summaries to evaluate engagement eligibility quickly and confidently.

EngageMate is designed to support life sciences organizations operating globally, offering a flexible, audit-ready platform that aligns compliance, medical, and commercial teams. Its configurable architecture allows it to adapt to the specific policies and regulatory requirements of any organization, making it suitable for companies of varying sizes and geographic footprints.