EngageMate

EngageMate is a comprehensive platform designed for managing the entire lifecycle of healthcare professional (HCP) and healthcare organization (HCO) engagements on a global scale. It automates processes from the initial needs assessment through to sponsorship, contracting, and post-engagement reconciliation. The platform integrates third-party due diligence, sanctions and debarment screenings, fair market value (FMV) tiering and calculations, invoicing, and executive oversight, all within a configurable, audit-ready workflow.

This system is particularly beneficial for compliance, medical, and commercial teams, helping them stay aligned while reducing administrative burdens and enhancing global transparency. EngageMate allows users to customize workflows, analyze data in real-time, and optimize engagement strategies to improve compliance and impact.

EngageMate Lifecycle

• Annual Planning
• Needs Assessment
• Concept Review and Approval
• Nomination, Qualification, and Tiering Process
• Contracting
• Content Development, Review, and Approval
• Event/Activity Execution
• Payments, Reconciliation, and Certification

Key Benefits

Streamlined Workflow

EngageMate automates the business lifecycle from planning through closeout, streamlining workflows and making it easier to track and manage activities, approvals, and FMV tiers and rates in one place.

Global Compliance

The platform supports global engagement management, ensuring compliance with both government regulations and internal policies across different countries.

Flexibility

EngageMate is highly configurable, allowing companies to tailor the system to their specific needs, including form creation, needs assessment qualifications, user management, and language translations.

Ease of Use

Designed for ease of use, EngageMate can be quickly adopted by users with limited technical experience, often requiring just one self-guided training session.

Real-time Insights

Customizable dashboards provide real-time metrics on activities, service providers, approvals, and closeout alerts, offering valuable insights for better decision-making.

Sanctions and Exclusions

The platform includes an AI-powered data lake for managing physician sanctions, consolidating data from state medical boards and the OIG. This resource simplifies the evaluation of sanctioned physicians, enhancing efficiency and risk management by providing concise summaries of court sanction orders.