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EngageAgent

Compliance built in,
not bolted on

You're a general counsel who must ensure every HCP and HCO engagement holds up under regulatory review. EngageAgent is an end-to-end engagement management module. Every engagement, contract, proof of performance and payment is logged, linked and reportable from day one.

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EngageAgent request detail: CB Consulting 1 engagement showing core context, HCP and schedule, description and approval roadmap
EngageAgent request detail with full audit log: approval roadmap and audit trail for the CB Consulting 1 engagement
EngageAgent dashboard: total requests, pending review, completed and budget committed across all HCP engagement requests

What is HCP engagement compliance?

HCP engagement compliance is the set of controls that govern how life sciences companies interact with and pay healthcare professionals for services such as speaking, consulting and advisory boards. It covers documenting a legitimate business need, paying fair market value, screening for debarment, executing contracts, evidencing that services were delivered, and disclosing the payment under transparency laws such as the Sunshine Act.

The problem

Why manual HCP engagement management falls short

As general counsel, you face a regulatory bar that keeps rising. Transparency expectations are increasing, Sunshine Act enforcement is active, and internal audit functions are asking harder questions.

01

Siloed data

Engagement records live across spreadsheets, inboxes and disconnected systems instead of one source of truth.

02

Inconsistent FMV tiering

Fair market value decisions vary by reviewer instead of following a documented, consistent rule set.

03

One-time screening

HCPs get screened for debarment once at onboarding and rarely again, letting risk accumulate unnoticed.

04

Proof of performance gaps

Documentation of what was actually delivered is inconsistent, leaving audit trails incomplete.

How EngageAgent works

From needs assessment to payment, in one workflow

As a medical liaison officer, you get a real-time view of every engagement. Policy rules, FMV validation, debarment screening and Sunshine Act reporting are automated and embedded directly in the workflow.

1

HCP/HCO master data

A centralized, always-current HCP profile showing engagement history, active contracts, FMV tier and year-to-date spend, with debarment screening automated and continuous rather than checked once and forgotten.

2

Needs assessment and nomination

AI pre-fills annual needs assessments from prior years and flags what changed. HCP nominations are AI-suggested based on therapeutic area and engagement history, so selection is driven by data rather than familiarity.

3

FMV tiering

Upload an HCP's CV and Engage Assistant recommends the appropriate fair market value tier based on your pre-configured rules, documenting the rationale automatically. Tiering time drops from days to minutes.

Policy applied consistently at scale
4

Engagement and contract management

Configurable workflows route requests automatically and flag conflicts and over-utilization before they become regulatory issues. Contracts are auto-drafted from the engagement record and sent for e-signature via DocuSign.

5

Proof of performance

Activity-specific checklists enforce what documentation is required, and AI analyzes uploads for completeness so post-engagement evidence actually gets collected.

6

Reviewer sign-off

Engage Assistant generates a compliance summary at every review stage covering spend to date, FMV tier, utilization rate and documentation gaps. Payment cannot trigger until proof of performance is approved.

AI advises, humans decide
7

Payment and aggregate spend

Approval triggers payment automatically and disbursement pushes to Workday or your accounts payable system. Aggregate spend updates in real time, keeping transparency reporting accurate throughout the year.

AI and human judgement

AI advises. Humans decide.

EngageAgent keeps decision authority with the people who understand your business, your relationships and your risk tolerance. AI reads the data, surfaces the context, drafts the summary and makes a recommendation. As a compliance manager, you apply judgment and act.

As a compliance manager, you retain full control of the underlying rules. AI applies them consistently at scale.

Always audit-ready

When an auditor or regulator asks a question, the answer is already there: structured, complete and exportable.

One platform, every market

Multi-lingual, multi-currency, multi-region, with per-business-unit configuration of rules, workflows and permissions.

Open integrations

Connects to DocuSign, Workday, CRM and CLM systems through open API architecture, eliminating duplicate data entry.

What this means for your role

Every member of the buying committee gets a straight answer

Compliance

Chief Compliance Officer

Real-time policy enforcement across every engagement, configurable rules that reflect your standards, and complete audit trails without manual compilation.

Commercial

VP / Head of Commercial

Faster engagement approvals mean field teams spend more time with HCPs and less time in administrative queues, with utilization tracked so no relationship is over-extended.

Medical

Medical Affairs Leadership

KOL programs, advisory boards and consulting engagements managed end to end, compliantly and consistently, with every interaction evidenced.

Finance

Finance / Accounts Payable

Payments triggered automatically on approval, linked to the engagement and proof of performance, with full spend visibility by HCP, region and activity type.

Legal

Legal

Contracts auto-drafted, e-signed, versioned and stored, with expiry alerts built in and FMV tiering documented and auditable.

IT / Ops

IT / Operations

A single global platform with open API integrations, multi-region and multi-BU deployment, role-based access, and no bespoke build.

See every engagement logged, linked and reportable

As general counsel, walk through the full engagement lifecycle, from nomination to payment, on a live call with our team.

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Answers

HCP engagement compliance questions, answered

What is HCP engagement compliance software, and what does it actually control?

HCP engagement compliance software puts the controls life sciences companies need around paying healthcare professionals directly into the workflow: a documented business need, fair market value, debarment screening, contracts, proof of performance and Sunshine Act disclosure. qordata's EngageAgent builds all of it into the engagement process itself, instead of relying on a manual checklist after the fact.

Can HCP engagement software catch a debarred healthcare professional before a payment goes out?

Yes. qordata's EngageAgent keeps a centralized, always-current HCP profile with continuous debarment screening instead of a one-time check at onboarding, so risk that accumulates over the life of a relationship gets caught instead of slipping through after the initial screen.

Can software recommend which HCPs to engage instead of relying on who a rep already knows?

Yes. qordata's EngageAgent pre-fills annual needs assessments from prior years and flags what changed, and AI-suggests HCP nominations based on therapeutic area and engagement history, so selection is driven by data rather than familiarity, an easier position to defend when a regulator asks why a particular HCP was chosen.

How does software determine fair market value for a healthcare professional payment?

Upload an HCP's CV and qordata's Engage Assistant recommends the appropriate FMV tier based on your pre-configured rules, documenting the rationale automatically. Tiering time drops from days to minutes, and a consistent, documented tier is exactly what regulators expect to see when they question whether a payment reflects legitimate compensation rather than inducement.

Why does fair market value matter under the Anti-Kickback Statute?

Paying an HCP more than fair market value can be treated as inducement rather than legitimate compensation for services, which creates exposure under the federal Anti-Kickback Statute. Documented, consistently applied FMV tiering demonstrates that compensation reflects the service provided, which is exactly what qordata's EngageAgent generates automatically for every engagement.

Can engagement software draft and route HCP contracts automatically?

Yes. qordata's EngageAgent routes engagement requests automatically through configurable workflows and flags conflicts or over-utilization before they become regulatory issues, and contracts are auto-drafted from the engagement record and sent for e-signature through DocuSign, cutting manual drafting and routing time out of every engagement.

What is proof of performance, and how does software make sure it actually gets collected?

Proof of performance is the documentation showing a contracted HCP actually delivered the agreed service, like sign-in sheets, presentation materials or meeting records. In qordata's EngageAgent, activity-specific checklists enforce what is required and AI checks uploads for completeness, and payment cannot trigger until proof of performance is approved, which structurally prevents paying for an engagement nobody can evidence.

Does engagement software generate a compliance summary before someone signs off on a payment?

Yes. qordata's Engage Assistant generates a compliance summary at every review stage covering spend to date, FMV tier, utilization rate and documentation gaps, so a reviewer sees the full picture before approving instead of piecing information together from separate systems.

How can HCP engagement software support Sunshine Act reporting without a year-end scramble?

In qordata's EngageAgent, every engagement, contract, proof of performance and payment is logged and linked as it happens, and aggregate spend updates in real time, so Sunshine Act reporting becomes a live output of normal operations rather than a year-end reconstruction project.

Can HCP engagement software manage global, multi-currency programs across different systems?

Yes. qordata's EngageAgent is configured per region and business unit with local language, currency, rules and access permissions, while connecting to DocuSign, Workday, CRM and CLM systems through open API architecture, so global compliance leadership gets a unified view without duplicate data entry anywhere in the world.

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