Right at every step, ready for every report.
For medical communications (medcomm) agencies: Pharmagin checks each client's SOP at every step and keeps one record per HCP, so the Open Payments export is ready the day a program closes. Our team sets it up and stays behind yours.
Speakers, checked against this client’s SOP
Event Closure Checklist
Ready to close · Open Payments export ready
Your agency runs speaker programs for three pharma clients. Each has its own SOP, and the same HCP looks different in the CRM, the target list, and the sign-in sheet. Your planners check the rules from memory and fix the data by hand. Misses surface at close-out, and the Open Payments data gets rebuilt at year end. Then it's a question about your agency. Pharmagin runs each client's programs by its SOP, from request to report. Each client gets its own workspace and its own rules. Pharmagin checks each one at the step it applies. Over the cap, a speaker can't be added. Every HCP is one record. Pharmagin suggests the match, and a planner confirms it. A program can't close until its attendees and spend are right. So the spend per HCP is ready for Open Payments, and the attendance is already in the client's CRM. Our team maps each client's SOP with your planners, connects its systems, and stays after launch. Your planners stop carrying every client's SOP. Your client gets answers from the record, and your agency stays the one the client knows. To see this on one of your client's programs, book a program walkthrough at pharmagin.com.
Selected organizations and brands Pharmagin has supported.
Each client's standard operating procedure (SOP) sets its own rules at every step, and the same healthcare professional (HCP) looks different in the CRM, the target list, and the sign-in sheet.
Planners check the rules from memory and match HCPs by hand, program after program.
Misses surface at close-out or in the client's compliance review, and Open Payments data gets rebuilt in Excel at year end.
From the rep's request to program night, every step follows the rules of the client it is for.
ProblemThe SOP lives in a PDF.
Dates inside the lead time can't be picked, and a speaker over the cap can't be added. The client decides how strict each rule is.
ProblemEvery client is different.
One sign-in reaches every client workspace your team supports. Switch, and the approvers, speaker tiers, and limits switch with it.
Who attended, who they are, and what they received, kept from registration to close.
ProblemOne HCP, three records.
Each registration is matched to one HCP from the client's CRM, its target list, or the NPI registry. Pharmagin suggests the match and a planner confirms it, so the attendance limit counts the right person.
One record per HCPA planner confirms each matchChecked when an HCP registers or is added
ProblemWalk-ins get typed in days later, and programs close with gaps.
HCPs sign in on their own phones, and walk-ins are added on the spot. Close waits until every attendee is matched, actual spend is in, and each HCP's share of the meal is allocated.
ProblemFinance rebuilds spend per HCP in a spreadsheet at year end.
Aggregate Spend shows what each HCP received, with a reason on every excluded row. Fix an HCP's record once, and every row follows.
ProblemThe brand team can't tell how a program went.
Attendance, walk-in, and repeat-attendee rates cover every completed program. Slice them by format, specialty, or territory.
For your client’s compliance team
Each check, approval, and override stays with the program, with a name and a time.
We map each client's SOP with your planners. Our CRM team works with the client's IT to connect Veeva Vault CRM, Veeva CRM, or Salesforce, tested before go-live. After launch, we stay on to support your team. You keep the client.
Move one client first, and keep the rest where they are until you're ready.
How a move worksKeep your team and your methods. Hand us the platform work you'd rather not carry.
How we work with your teamShow them a working platform with their own rules in it, before the contract is signed.
How agencies use PharmaginOptional AI
Turn it on, and the assistant summarizes where a program stands, answers your team’s questions, checks speakers, and reads photographed sign-in sheets. A planner confirms every change. It stays off until it is turned on for a client.
How Pharmagin uses AI
We'll walk through how it would run on Pharmagin: the client's rules, the approvals, and the close-out.