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.
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.
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.
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.
Engagement records live across spreadsheets, inboxes and disconnected systems instead of one source of truth.
Fair market value decisions vary by reviewer instead of following a documented, consistent rule set.
HCPs get screened for debarment once at onboarding and rarely again, letting risk accumulate unnoticed.
Documentation of what was actually delivered is inconsistent, leaving audit trails incomplete.
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.
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.
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.
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 scaleConfigurable 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.
Activity-specific checklists enforce what documentation is required, and AI analyzes uploads for completeness so post-engagement evidence actually gets collected.
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 decideApproval 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.
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.
When an auditor or regulator asks a question, the answer is already there: structured, complete and exportable.
Multi-lingual, multi-currency, multi-region, with per-business-unit configuration of rules, workflows and permissions.
Connects to DocuSign, Workday, CRM and CLM systems through open API architecture, eliminating duplicate data entry.
Real-time policy enforcement across every engagement, configurable rules that reflect your standards, and complete audit trails without manual compilation.
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.
KOL programs, advisory boards and consulting engagements managed end to end, compliantly and consistently, with every interaction evidenced.
Payments triggered automatically on approval, linked to the engagement and proof of performance, with full spend visibility by HCP, region and activity type.
Contracts auto-drafted, e-signed, versioned and stored, with expiry alerts built in and FMV tiering documented and auditable.
A single global platform with open API integrations, multi-region and multi-BU deployment, role-based access, and no bespoke build.
As general counsel, walk through the full engagement lifecycle, from nomination to payment, on a live call with our team.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.