Plan, review, contract, execute, and reconcile healthcare professional and organization engagements through configurable, audit-ready workflows built for global teams.
EngageMate is a modular, global HCP/HCO engagement management platform that connects the complete engagement lifecycle from annual planning and needs assessment through nomination, sponsorship, contracting, activity execution, invoicing, payment reconciliation, and certification.
The platform supports configurable approvals, third-party due diligence, sanctions and exclusions screening, FMV tiering and calculations, HCP cap and spend controls, invoicing, and executive oversight. Compliance, medical, and commercial teams work from a consistent engagement record while reducing manual administration and strengthening global transparency.
EngageMate is designed to bring the people, information, controls, and documentation required for each engagement into one configurable workflow.
EngageMate connects seven core stages while maintaining the associated decisions, documentation, and activity record.
Configurable | Global | Audit-ready
EngageMate automates the business lifecycle of any needs assessment from business planning through closeout. This streamlines the workflow and makes it easier to track and manage activities, approvals, FMV tiers and rates all in one place.
EngageMate can be used to track and manage engagements around the globe, with service providers from many countries. This helps companies to ensure compliance with external government regulations and internal company policies.
EngageMate is a highly flexible system that can be easily configured with administrative capabilities to meet the specific needs of any company. This includes the ability to create and edit forms, needs assessment qualifications, manage users, and language translations.
EngageMate is designed to be easy to use, even for users with limited technical experience. Most users can pick up the navigation and use of the system after one self-guided training session.
EngageMate provides customizable dashboards that pull information from the system in real-time to provide metrics for activities, service providers used, approvals, and closeout alerts. This gives companies the insights they need to make better decisions about their engagements.
Track annual HCP caps and spend, limit new submissions when thresholds are reached, and support documented cap exceptions.
EngageMate can track each HCP’s spend against a defined annual cap, helping teams understand accumulated value before another engagement is submitted.
EngageMate can generate HCP contracts using approved activity and provider information, helping reduce manual entry and the risk of inconsistent contract details.
Through DocuSign integration, teams can route the contract to required signatories, track signature progress, and retain the completed agreement with the engagement record.
EngageMate can send payment instructions and the associated HCP, address, identifier, purchase order, invoice, and activity data to an integrated payment-processing or spend system.
Returned payment dates and status metadata are recorded in EngageMate, providing a consolidated view of each payment lifecycle and supporting transparency.
EngageMate maintains the connected activity and payment record
EngageMate’s sanctions and exclusions data lake brings relevant information from state medical boards and the U.S. Department of Health and Human Services Office of Inspector General (OIG) into a centralized review experience.
