The checklist
A reviewer answers every question by hand.
Compliance that keeps pace with your science.
Expenses, events, travel and HCP engagements in one review list, with the evidence attached.
Expense system
Meal
Engagement in Cortex
Speaker program
Travel agency feed
Travel
ERP payment
Consulting
HCP
Dr. Daniel Reyes
Interventional cardiology, Boston
Matched to NPPES
$0.00$0.00$0.00
No interactions linked this year
Dinner, Boston Meal
3 HCPs, $321.50 per person Expense system
TAVR outcomes, Chicago Speaker program
$3,000 honorarium Engagement in Cortex
Flight and hotel, TCT congress Travel
$1,840 Travel agency feed
Advisory board, 6 hours Consulting
$450 an hour ERP payment
Interactions with one HCP arriving in Cortex from different systems
One meal review, five systems.
Find the expense, pull the receipt, itemize it by hand, check the limit, then email the rep.
Expense
Dinner, 3 HCP attendees
$1,140.00
Spent 18-Mar-26
Linked records
Employee
Sales, Midwest
Ren Morita
HCP
NPI 1730294185
Dr. Keiko Tanaka
Event
4 attendees
Chicago speaker dinner
Rule
$285 against $150 a person
Meal limit, United States
Policy
Version 4, in force
HCP Interactions Policy
Case
Finding confirmed
Review 2291
Training
Due 30-Apr-26
Meals with HCPs refresher
Open Payments
6 published records
Program year 2025
One meal review, five systems.
Find the expense, pull the receipt, itemize it by hand, check the limit, then email the rep.
In Cortex, the flag arrives with the evidence.
The receipt, the attendees, the limit it broke and the rep's history, in one place.
Expense
Dinner, 3 HCP attendees
$1,140.00
Spent 18-Mar-26
Linked records
Employee
Sales, Midwest
Ren Morita
HCP
NPI 1730294185
Dr. Keiko Tanaka
Event
4 attendees
Chicago speaker dinner
Rule
$285 against $150 a person
Meal limit, United States
Policy
Version 4, in force
HCP Interactions Policy
Case
Finding confirmed
Review 2291
Training
Due 30-Apr-26
Meals with HCPs refresher
Open Payments
6 published records
Program year 2025
What changes for your team.
Follow-ups
Emails to the rep, tracked in someone's inbox.
Coverage
A sample, because each review takes so long.
Other teams
Each team builds its own spreadsheet.
Start with expenses. Add engagements, events, partners and hotline cases as you go.
- An honorarium for a dinner talk. $3,000. Handled in HCP engagements
- Hourly fees a surgeon bills for product feedback. €400 an hour. Handled in HCP engagements
- A rep's dinner with three surgeons. $321.50 per person. Over your $150 limit. Handled in Transactions
- Flights and a hotel for a medical congress. €1,620. Handled in Events and travel
- Funding for a teaching hospital's fellowship. ¥12,000,000. Handled in Transactions
- A booth and a symposium at a society meeting. £68,000. Handled in Events and travel
- A customs broker clearing a shipment. ₦1,850,000. Handled in Channel partners
- A discount above the usual margin. 32% off list price. Handled in Channel partners
- A success fee on a public hospital tender. R$480,000. Handled in Channel partners
- An event agency's invoice for a symposium. AED 185,000. Handled in Transactions
- A gift basket for a clinic's staff. ₩380,000. Handled in Transactions
- A concern raised through your hotline. Handled in Hotline and incidents
Try it