New from MedPro Systems

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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Built on the MCR platform, trusted by 200+ Life Sciences organizations.

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 already 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 aren’t captured the same way for every participant.
  • Engagement Data Has to Be Reworked for Reporting | Engagement and payment details often sits 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  • Outdated Systems Slow Teams Down | Older engagement tools can mean dated interfaces, missing capabilities, multiple logins and a lot of manual management.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.

how medpro addresses this

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

  • 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.

  • 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.

  • 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.

  • (Add On) Participant Portal

    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.

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What an Engagement Looks Like in EngagePro

1) Plan

Build annual plans and create engagements from templates, with the engagement types and fields your organization uses.

2) Identify

Identify participants and run eligibility checks, with results and sources captured against the engagement record.

3) Set FMV

Complete tiering questionnaires and rate card lookups to produce a consistent, documented rate decision.

4) Route Approval

Send the engagement through its configured approval path so the right reviewers authorize the engagement and its rate.

5) Execute

Manage the engagement as it runs, capturing meeting summaries, attestations and required documentation in one place.

6) Close Out

Confirm that required steps are complete and the engagement record is documented end to end.

Seamlessly 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+
Life Sciences Organizations Using MCR

99%

Customer Retention Rate

25+

Years of Life Sciences Expertise

FAQ

Common Questions About HCP Engagement Compliance

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.

No. 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 end to end.

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.

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 4–6 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 already using MCR for transparency reporting gain additional value from the connected environment and downstream reporting readiness.

See How EngagePro Manages 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 EngagePro, configured to the engagement types, approval paths and reporting obligations relevant to your team.

Optimize your HCP engagement in less than 2 months.

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