The HCP Engagement Platform Built for Compliance

Build compliance into every HCP engagement. From the first plan to the final record, MCR EngagePro captures the approvals, participant checks and documentation each engagement needs, as the work happens, in one configurable workflow.

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The MCR platform is trusted by 200+ Life Sciences organizations

JSJane Smith
ACTIVE ENGAGEMENTS
24
PENDING APPROVALS
6
COMPLETED THIS YEAR
118
ENGAGEMENTTYPE PARTICIPANTSTAGESTATUS
ADVISORY BOARD JS Active
SPEAKER PROGRAM RK In Review Approved
CONSULTING MB Draft
EDUCATION AL Approved
ADVISORY BOARD DP Completed

The Tools You Started With Stop Keeping Up

The Challenges We Hear Most Often

Organizations often start managing their Healthcare Professional (HCP) engagements with the tools they have: a form here, a spreadsheet there, approvals over email. This holds up at first, but as the program grows it gets harder to see where an engagement stands or pull a full history together for reporting.

Engagement Work Lives in Too Many Places

Planning notes, participant CVs, rate rationale, approvals and close-out evidence each live in a different place. The full picture of any one engagement is scattered across systems.

Approvals Are Hard to Route and Track

The right people have to review and authorize each engagement and rate, often across business units, brands and regions. Tracking where any approval stands takes manual follow-up.

Participant Checks Are Manual and Inconsistent

Sanctions, license and exclusion checks are often run by hand. The result and its source are not captured the same way for every participant.

Engagement Data Has to Be Reworked

Engagement and payment details often sit outside the reporting systems. Commercial, finance and compliance end up re-keying and reconciling the same data later.

Outdated Systems Slow Teams Down

Older engagement tools can mean dated interfaces, missing capabilities, multiple logins and a lot of manual management. Teams end up working around the system, and routine tasks take far longer than they should.

Fair Market Value Rationale Is Hard to Show

Tier decisions, rate card lookups and exceptions are worked out in spreadsheets and email. When a rate is questioned later, the reasoning behind it has to be rebuilt from scratch.

How MedPro Addresses This

An HCP Engagement Platform That Captures the Right Inputs at Every Step

EngagePro dashboard listing HCP engagements with type, progress, status and date

Plan and Create Engagements in One Place

Set up annual plans and individual engagements from configurable templates, with engagement types, fields and requirements that reflect how your organization works. Each engagement follows a defined path from Draft, Proposed, Approved, In Progress to Completed.

Route Approvals to the Right Reviewers

Configure sequential, parallel or hybrid approval paths across business units, engagement types and regions, so every HCP engagement and rate is reviewed and authorized before work begins, with clear visibility into status and ownership.

EngagePro approval view showing sequential and parallel approval levels by department
EngagePro fair market value questionnaire scoring a cardiology KOL tier out of 100 points

Govern Fair Market Value Consistently

Tiering questionnaires, weighted scoring, rate card lookup, reuse windows and exception handling produce a consistent Fair Market Value (FMV) record, capturing the rationale, tier outcome and rate decision together.

Confirm Participant Eligibility Up Front

Track sanctions, license, background and exclusion checks with validity periods and source attribution, so your team can confirm and record participant eligibility as part of the workflow. License and sanctions checks run on primary-source MedProID data.

EngagePro participants view with nominated, confirmed and pending participants and compliance checks
MCR International reporting dashboard with spend totals and charts by company, source system, recipient type and country

Carry Engagement Data Through to Reporting

Because EngagePro is built into the MedPro Compliance Reporting ID® (MCR) platform, engagement and participant detail connect to the same environment used for U.S. and global transparency reporting, supporting reporting readiness with less re-keying and reconciliation.

Participant Portal (Add-On)

The Participant Portal provides HCPs a secure, branded workspace to respond to invitations, review details, upload documents and manage their profile, making the process easier for internal teams and participants alike.

Participant portal showing a hybrid engagement's venue, virtual meeting link, travel route and attendee details

Engagement Types

HCP Engagement Management for Every Engagement Type

Advisory boards, speaker programs, consulting arrangements, educational initiatives and other external expert interactions each run on their own template, with the fields, checks and approval path that type requires. Templates, fields and approval paths are configured per type, so a speaker program and an advisory board do not share one generic form. The record each one builds in the HCP engagement platform is the same: business need, eligible participants, a documented rate and the approvals behind it.

Advisory Boards

Record the business need, select and validate the advisors, set each rate through the FMV questionnaire and route the board through its approval path before invitations go out. Meeting summaries and attestations close the record.

Speaker Programs

Before the first slide is presented, the business need is documented, the speaker’s license and sanctions status is confirmed and a defensible rate is set. After the program, the honorarium, meals and travel are already tied to the engagement record that transparency reporting reads.

Consulting Arrangements

Capture the scope, the participant’s eligibility checks and the rate decision together, then route the arrangement to the reviewers your policy names. Deliverables and required documentation are attached at close-out.

Educational Initiatives

Plan the initiative from a template, confirm each participating HCP’s eligibility and keep the approvals, rate rationale and close-out evidence in one place for the next reporting cycle.

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What an Engagement Looks Like in EngagePro

EngagePro moves each engagement through clear, defined stages, capturing the right inputs at each one and building a complete documentation history through close-out.

1) Plan

Build annual plans and create engagements from templates, with the engagement types and fields your organization uses. The record opens with the business need and the engagement type, so every later step has its context.

2) Identify

Identify participants and run eligibility checks, with results and sources captured against the engagement record. Sanctions, license, background and exclusion checks carry their validity period, so the engagement cannot advance on an expired check.

3) Set FMV

Complete tiering questionnaires and rate card lookups to produce a consistent, documented rate decision. The tier outcome, the responses behind it and any exception are stored with the rate.

4) Route Approval

Send the engagement through its configured approval path so the right reviewers authorize the engagement and its rate. Sequential, parallel or hybrid routing records who approved what and when before work begins.

5) Execute

Manage the engagement as it runs, capturing meeting summaries, attestations and required documentation in one place. The engagement stays In Progress until each required item is on the record.

6) Close Out

Confirm that required steps are complete and the engagement record is fully documented. Close-out evidence sits with the approvals and the rate decision, so the history does not have to be rebuilt later.

Connect to Reporting | Carry engagement and participant detail through to the MCR transparency reporting environment, ready for the next reporting cycle.

Customer Testimonials

Driven by Data. Powered by Service.

The MedPro solution is night and day from what we previously had.

We truly value MedPro as a partner, and it’s great to work with such a collaborative and knowledgeable team. We really appreciate it.

We have been going through a few software integrations over the past few months, and MedPro has by far been the smoothest migration.

200+
Customers Trust MCR
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Customer Retention Rate
95%
Data Requests Resolved in 1 Day
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Years of Life Sciences Expertise

FAQ

Common Questions About HCP Engagement Compliance

An HCP engagement platform is software that manages fee-for-service engagements with healthcare professionals from planning through close-out, with participant eligibility, fair market value, approvals and documentation captured in one record. It carries that record through to transparency reporting so the engagement is disclosed from the data gathered while it ran.

HCP engagement compliance is the set of processes Life Sciences organizations use to make sure fee-for-service interactions with healthcare professionals, such as advisory boards, speaker programs and consulting arrangements, are planned, approved, documented and reported consistently with internal policy and external requirements. It covers business need, participant eligibility, Fair Market Value (FMV) rate decisions, approvals and complete documentation across the engagement lifecycle.

EngagePro brings the full engagement lifecycle into one workflow, from planning and participant selection through FMV governance, approvals, execution and close-out. Each step captures the inputs it needs, so approvals, eligibility checks and rate decisions are recorded in the engagement record at each stage.

EngagePro supports a wide range of HCP fee-for-service engagements, including advisory boards, speaker programs, consulting arrangements, educational initiatives and other external expert interactions. Engagement types and templates are configurable to match how your organization runs each activity.

EngagePro automates approval workflow routing through a configurable approval path. You can define sequential, parallel or hybrid routing across business units, engagement types and regions, so the right reviewers authorize the engagement and the associated rate before work begins.

They cover different work. EngagePro is purpose-built for HCP engagement governance and documentation. It is designed to complement CRM, CLM, travel booking and event management systems, providing the embedded approval workflow, controls and documentation those tools often do not cover.

Look for HCP engagement software that covers the full lifecycle rather than a single step. Strong platforms combine configurable approval routing, FMV governance, participant eligibility checks and complete documentation in one place. Purpose-built tools should also carry engagement data through to transparency reporting.

Yes. EngagePro is built in the MCR platform, so engagement and participant detail connect to the same environment used for U.S. and global transparency reporting. That connection supports reporting readiness and reduces the re-keying and reconciliation involved in preparing engagement data separately.

MedPro will work with you on a flexible transition path that reflects your current obligations, internal process and future-state goals. With EngagePro, you do not have to let an existing contract or legacy workflow delay progress toward stronger HCP engagement governance, better visibility and more connected transparency readiness.

Implementation is built to be practical and manageable, with a typical 4 to 6 week path from kickoff to rollout. The process focuses on understanding your current workflow, configuring EngagePro around your engagement process, completing setup and preparing your team to launch with confidence.

Yes. EngagePro can be purchased and used as a standalone HCP engagement solution. Organizations that use MCR for transparency reporting gain additional value from the connected environment and downstream reporting readiness.

See EngagePro in Action

See EngagePro Manage the Full Engagement Lifecycle

Submit your information to connect with a MedPro representative. We’ll reach out to schedule a 30-minute strategy session and live demonstration of the HCP engagement platform, configured to the engagement types, approval paths and reporting obligations relevant to your team. Service is the differentiator from there: a dedicated MedPro team from onboarding for the life of the contract, no ticket queues and no handoffs, with regulatory alerts and quarterly reviews before peak reporting periods.

Optimize your HCP engagement in less than 2 months.

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