HCP Compliance Guide

Comprehensive guide for creating compliant healthcare professional events. Ensure regulatory compliance while delivering valuable medical education.

Create HCP Event

Start with compliance settings

HCP Dashboard

Manage compliance reports

Compliance Resources

Guides and templates

What is HCP Compliance?

Healthcare Professional (HCP) compliance ensures medical events meet regulatory requirements and maintain proper documentation for accreditation and transparency.

Key Features

NPI verification for attendees
CME/CE credit tracking
Transfer of value reporting
Automated compliance documentation

Regulatory Compliance

Sunshine Act requirements
ACCME accreditation standards
State medical board requirements
HIPAA-aligned compliance workflows

HCP Compliance Topics

Guide5 min

Setting Up HCP Events

Learn how to create compliant healthcare professional events

Read Guide

Guide3 min

NPI Verification Process

Understanding healthcare provider verification requirements

Read Guide

Guide4 min

CME/CE Credit Tracking

How to configure and track continuing education credits

Read Guide

Guide6 min

Transfer of Value Reporting

Sunshine Act compliance and value transfer documentation

Read Guide

Common Questions

Frequently asked questions about HCP compliance and PharmaSafe

What's the difference between Pro tier and Pro with PharmaSafe?

Pro tier ($99/mo) gives you all the tools to manage HCP compliance manually: create HCP events, manually track Transfer of Value, use NPPES NPI lookup (free), export Sunshine Act reports in all formats, and manage licenses.

Pro + PharmaSafe ($249/mo total) adds automation on top of those tools: auto-calculated aggregate spending limits, NPI verification API, risk scoring, proactive alerts, and bulk operations.

Real-World Analogy:

Pro = Having Excel and a calculator — you can do your taxes, but you're doing all the math manually
Pro + PharmaSafe = Having TurboTax — the software does the calculations, error checking, and tells you what you missed

The compliance requirements are the same, but PharmaSafe eliminates the tedious manual work and reduces human error risk.

Do I need PharmaSafe to run HCP events?

No. Pro tier includes everything you need to create compliant HCP events and manually track Transfer of Value. PharmaSafe is recommended for organizations running 20+ HCP events per year where manual data entry becomes time-consuming and error-prone.

Can I export Sunshine Act reports without PharmaSafe?

Yes! Pro tier includes exports in all three formats (basic 9 fields, CMS Open Payments 36 fields, and state 21 fields). The value of PharmaSafe isn't format restriction—it's auto-populating the data correctly and detecting compliance gaps before you submit.

Is NPPES NPI lookup free?

Yes. NPPES is a free federal API. All Pro+ users can search for healthcare providers by NPI number, name, location, or specialty. PharmaSafe adds paid NPI verification APIs for real-time credential validation beyond basic lookup.