Global

Product knowledge and compliant engagement with healthcare professionals

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 25 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
45 min
Lessons
6 lessons
Frequency
At induction
Last reviewed
21 Oct 2026
Evidence and clinical-trial summaries
What would you do?

A consultant says, 'Your trial only ran for a year. Does the benefit last?' You have no approved material on longer-term data

Try it: this is one of 38 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 45 minutes
  • Sorting activity, scenario, accordion, step-by-step and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 11 slides
  • Poll, open-ended slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 131.0Achieve ≥ 80% on the final assessment-Whole course
LO 131.1.1Describe the therapy area, the patient pathway and where your product sits in it + your infoEFPIA Code s.20.02; ABPI Code cl.17.1Lesson 1: Therapy area and patient pathway
LO 131.2.1Use the approved product information (SmPC or prescribing information) as the only basis for indication, dosing and safety messages + your infoEFPIA Code art.1; EMA QRD templateLesson 2: Product profile: indication, dosing and safety messages
LO 131.3.1Summarise trial evidence accurately, including absolute and relative risk, without overstating itEFPIA Code s.3.01; ABPI Code cl.6Lesson 3: Evidence and clinical-trial summaries
LO 131.4.1Decide whether a promotional interaction, gift, meal or request is compliant, and route off-label questions to medical information + your infoEFPIA Code art.10-11; ABPI Code; PhRMA CodeLesson 4: Compliant promotion and interactions with healthcare professionals
LO 131.5.1Set up advisory boards and HCP meetings that meet the consultancy and hospitality criteria + your infoEFPIA Code art.15; ABPI Code cl.24Lesson 5: Running advisory boards and HCP meetings

Your part: what a template can't do for you

  • Your workplace details: fill in the 25 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 45 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Therapy area and patient pathway

3 pages

7 min
Before you beginNoteYour infoList
Why product knowledge is a compliance dutyTextAccordionYour infoQuiz
The patient pathwayTextYour infoYour infoStep-by-stepYour infoFlashcardsYour infoYour infoQuiz
2

Product profile: indication, dosing and safety messages

3 pages

7 min
One source of truthTextTableNoteYour infoQuiz
Your product on one pageTextTabsYour infoNoteYour infoFlashcards
Talking about safetyTextSorting activityKey factYour infoQuiz
3

Evidence and clinical-trial summaries

3 pages

7 min
Where the evidence comes fromTextTimelineQuiz
Absolute and relative riskTextStep-by-stepKey factQuiz
Claims you can and cannot makeTextSorting activityScenario
4

Compliant promotion and interactions with healthcare professionals

4 pages

10 min
On-label onlyTextProcessYour infoQuiz
Gifts, meals and itemsTextTabsYour infoSorting activity
TransparencyTextAccordionYour infoMulti-select quiz
Grey areasScenarioNote
5

Running advisory boards and HCP meetings

3 pages

7 min
Is this a genuine service?TextProcessQuiz
Meetings, venues and hospitalityTextSorting activityNote
The advisory board that became promotionScenarioNoteYour infoQuiz
6

Final assessment

3 pages

7 min
Final assessment (part 1)TextQuizMulti-select quizMatching quiz
Final assessment (part 2)QuizMulti-select quiz
CompletionKey factListNoteYour infoButtonYour info

Live deck and surveys

11 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

TitleTitle + agenda - "Know your product, play by the code" (notes: template disclaimer; all cases are fictional; your national code and company policy override the examples)
PollHow confident are you answering a tough clinical question about our product?" - Very / Fairly / Not very / Not at all
Content · customiseOur product on one page (indication, dosing, key warnings from {{PRODUCT_INFORMATION_LINK}})
Pick answerA doctor asks, unprompted, about an unapproved use. You…" - Answer from congress data · Offer a medical information reply ✔ · Say it's probably fine · Change the subject [MED-01-V23]
Short answerPlacebo 10%, Medicine A 8% (fictional). Absolute risk reduction in percentage points?" - answer: 2 (arithmetic only)
CategoriseAllowed / Not allowed - concert tickets (Not allowed) · voucher (Not allowed) · meal within national limit at a genuine meeting (Allowed) · branded pens for a prescription medicine in Europe (Not allowed) [MED-01-V17] [MED-01-V18] [MED-01-V19]
True or falseUnder the ABPI Code, the word 'safe' can be used without qualification." - False ✔ [MED-01-V11]
Correct orderSetting up an advisory board - Document the need → Set selection criteria → Choose the minimum number of experts → Sign contracts at fair market value → Hold the meeting and record the advice [MED-01-V26]
Open-endedA grey-area customer request you've faced (no names)
Q&AAsk the trainer anything
ClosingClosing - {{SURVEY_URL}}, {{COURSE_URL}}, {{EDUCATOR_CONTACT}}, {{COMPLIANCE_CONTACT}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. How ready do you feel to answer HCP questions about our product in the field? 1-5 scale
  6. A doctor asks, unprompted, about a use outside the approved indication. What do you do? multiple choice
  7. In the last month, how often have you… grid
  8. My manager would back me if staying compliant meant losing a meeting or a sale. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find our approved product information and the gifts, hospitality and advisory-board approval process? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

25 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • The national code your staff work under{{APPLICABLE_INDUSTRY_CODE}}
  • How staff are signed off on product knowledge before first customer contact, and how often re-checked{{PRODUCT_CERTIFICATION_PROCESS}}
  • Therapy area{{THERAPY_AREA}}
  • Patient pathway summary{{PATIENT_PATHWAY_SUMMARY}}
  • Pathway decision makers{{PATHWAY_DECISION_MAKERS}}
  • National treatment guideline{{NATIONAL_TREATMENT_GUIDELINE}}
Show all 25 fields
  • Guideline position{{GUIDELINE_POSITION}}
  • Copied from the current approved product information and checked by medical{{PRODUCT_INFORMATION_LINK}}
  • Copied from the current approved product information and checked by medical{{PRODUCT_INDICATION}}
  • Copied from the current approved product information and checked by medical{{PRODUCT_DOSING}}
  • Copied from the current approved product information and checked by medical{{PRODUCT_CONTRAINDICATIONS}}
  • Copied from the current approved product information and checked by medical{{PRODUCT_WARNINGS}}
  • Copied from the current approved product information and checked by medical{{PRODUCT_COMMON_SIDE_EFFECTS}}
  • Smpc sharing method{{SMPC_SHARING_METHOD}}
  • Who to tell and how fast{{ADVERSE_EVENT_REPORTING_ROUTE}}
  • Medical information request route{{MEDICAL_INFORMATION_REQUEST_ROUTE}}
  • National meal limit and company limits, approval route{{GIFTS_AND_HOSPITALITY_LIMITS}}
  • Transfer of value recording system{{TRANSFER_OF_VALUE_RECORDING_SYSTEM}}
  • Advisory board approval process{{ADVISORY_BOARD_APPROVAL_PROCESS}}
  • Compliance contact{{COMPLIANCE_CONTACT}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
  • Survey URL{{SURVEY_URL}}
  • Live session URL{{LIVE_SESSION_URL}}
  • Course URL{{COURSE_URL}}
  • Educator contact{{EDUCATOR_CONTACT}}

FAQ

Common questions

Can I run product knowledge and compliant engagement with healthcare professionals training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

At induction (before first HCP contact) + whenever a product, indication or code changes + periodic refresher, interval set by organisation policy (codes require adequate training but set no fixed refresher interval).

Who needs this training?

Pharmaceutical, medtech and animal-health sales representatives, key account managers, medical science liaisons, customer trainers and distributor staff who meet healthcare professionals (HCPs).

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck