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Reporting and Document Management

HCP / Patient Interaction

Our forward-facing interface modules streamline interactions and communication, transforming HCP and Patient interaction and engagement.

HCPs and Patients can effortlessly access the information they need, complete tasks promptly, and stay engaged. Our intuitive interface puts every interaction at their fingertips, wherever they happen to be.

  • Efficient Data Handling: Our interface revolutionizes HCPs/Patient interactions – providing simplified contracting, faster payments, and clean disclosure data and reporting.
  • Intuitive Mobile-First Experience: Optimized for mobile devices, our purpose-built portal enables HCPs and Patients to sign contracts, submit invoices and expenses, and manage disclosures.
  • Secure Multi-Tenancy: Users remain in control of their events and data, with one login to manage engagements and contracts across multiple companies if necessary. OPTIONAL multi-factor authentication ensures robust security, whether through our proprietary service or integration with third-party providers, providing confidence and peace of mind regarding data protection.
  • Personalized Interactive Dashboard: Once logged in, a personalized dashboard, highlights tasks needing immediate attention, reducing delays and improving timely responses. Engagement details provide comprehensive insights and easy access to contracts and calendar invites.
  • Transparency/Compliance Safeguards: A payment processing tab and “My Disclosures” page provide invaluable insights into engagements and transfers of value, ensuring transparency and compliance with regulatory requirements.
  • Support: Self-serve features empower users to access support and information on demand, reducing the need for assistance and building autonomy. An OPTIONAL specialist payment solution releases sales and finance teams from the complexities of labor-intensive payment queries and manual processing.