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Contracting and Engagement Management

Contracting and Engagement Management

Our Contracting and Engagement Management modules use technology-driven workflows and dependencies, including electronic signature software, to reduce processing time and streamline efforts for all stakeholders.

A choice of templates, configurable contracting gates and automatic field population streamline the contracting process, promoting flexibility and ensuring full adherence to compliance mandates.

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  • Link engagements to an approved Annual Plan and Needs Assessment establishing a comprehensive overview and audit trail. Seamless integration between modules replicates approved Needs Assessment details and populates the engagement data fields – eliminating redundant data entry and ensuring adherence to approved business justification and description of services.
  • Establish unique engagement parameters including project owners, logistics and payment vendors, venue details, and authorized signatories using built-in form fields and value dependencies. Multiple stakeholders across various roles can be added as required by policy or compliance requirements. A user-friendly interface including color-coding and visual call-outs track project updates and HCP contracting status in real-time.
  • Add HCPs directly from the database or create new profiles on demand. HCP details, including payee name, address, and hourly rate are added to the project from the Professional Dashboard reducing potential for error in fee-for-service and travel stipend calculations.
  • Proprietary contracting technology is configurable to accommodate diverse engagement types and unique market, region, or country requirements.
  • Template manager provides authorized users the ability to create and manage a library of agreement types – including individual and institution versions and specific contracts for patients, caregivers, and other non-licensed providers. Document versioning ensures quality control and historical insight.
  • Direct integration with electronic signature software enhances security and efficiency, allowing stakeholders to sign contracts from any device. Options for number of signatories, signature order, and read-only informed stakeholders are available. A full audit trail including sent and signed dates provides transparency and accountability.
  • Fully configurable checklist categorizes and tracks engagement close-out requirements. Mandatory documents based on HCP status, project type, and/or policy must be uploaded to close the project – eliminating omissions and resulting audit findings.