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6 HCP Engagement Best Practices for Pharma Leaders

A HCP using a tablet to find medical information

Health care providers (HCPs) like doctors, pharmacists, nurses, and more have always needed information from pharmaceutical companies in their daily work, but if your organization isn’t prioritizing the digital experiences you offer, you are likely struggling with HCP engagement. Your reputation, engagement metrics, and campaign efforts may be falling short—especially if you aren’t proactively working to understand exactly what HCPs need and making your content easy to find.

We’ve worked with prominent pharmaceutical organizations in the U.S. to build strategies that increase HCP engagement and transform the way they operate to do so. Together, we’ve learned a lot about core UX practices that have a direct impact on business goals. After fifteen years of designing and building highly-engaging platforms for our pharma clients, we’ve been able to pinpoint which efforts increase engagement and the common standards that leading organizations are holding themselves to.

Below are the UX best practices we’d recommend for biopharmaceutical leaders who are looking to better engage with the HCPs who rely on the information they produce.

Best practices for building HCP engagement strategies

1) Research how HCPs are looking for information today

As an evidence-based design company, we place a high value on gathering data about how the people who use your tools and content are actually using them—and understanding how your business can provide a better experience. It’s essential to do up-front design research early in a new initiative (or before a redesign) as well as throughout your project. This regular research cadence allows you to continually iterate and improve on the experience HCPs have with your content.

After you gather preliminary research data on how the HCPs that use (or don’t use!) your digital tools are looking for information, it’s important to socialize the research findings with product marketing teams, agencies, and other promotional marketing decision makers in your organization. Tell the story about how HCPs want to consume content. Your team may be wrongly assuming that HCPs are engaging with information in a specific way.

For example, on a recent project with one of our pharmaceutical partners, the team used research findings to build out campaigns with similar messaging across different platforms (email, doximity alerts, up-to-date, etc.) so that if the HCP wasn’t engaging with email content, they’d receive the same message from other platforms—even a Google search. The goal was to create an omnichannel experience for HCPs who we discovered are accessing information in a wide variety of ways.

2) Implement a compliant SEO strategy

We’ve seen quite often in our work that HCPs are relying heavily on Google to find information today. Find out whether the HCPs that you serve are frequently Googling what they need to know and clicking on the first few results. If so, you should be exposing as much of your content to search engines as you can while complying with industry regulations.

A few key things to consider:

  • It’s important to code your digital properties in a way that ensures search engines can interpret the content appropriately.
  • Search engines assign higher credibility to sites that are usable, fast, and mobile-friendly. If these are not current requirements for your digital properties, they should be.

3) Audit your content against the jobs-to-be-done for HCPs

One common misconception we’ve noticed among the pharma leaders is the belief that HCPs are resistant to information from the makers of the products they prescribe. In fact, we’ve discovered that this assumption couldn’t be further from the truth.

HCPs often tell us that pharmaceutical organizations can provide them with the most reliable information about their own products. The difficult part is finding the right information at the point of need—often when HCPs are working directly with patients and looking for product information the same way they’d search for any other type of digital content.

Take the initiative to discover and think carefully about the jobs-to-be-done for HCPs who need the specific information your company can provide, and audit your content against that information. Does your content answer the right questions, and is it accessible through the methods HCPs use to research information today?

During this auditing process, don’t just inventory and address what you have today, ask yourself what are HCPs asking for that you don’t have—or what your competitors have that you may be able to develop. Use this exercise to address content and service gaps and create a plan to fill them.

4) Determine how easy it is for HCPs to find and use your information

Now that you have data on how HCPs are looking for and accessing your content, and you know more about their jobs-to-be-done, take a look at how your organization is connecting the dots by making information quick and easy to find.

When performing this audit, consider UX essentials like:

Information architecture – Think about the navigational experience of HCPs who come to your site or portal looking for information that’s important to them. How are you providing ways to help them find what they need? Do you rely only on a navigation menu to surface content, or are there other prominent areas where you can showcase popular or in-demand content?

Naming conventions – In your research, make sure you find out what language HCPs are using to find and search for information. Identify whether you’re using the same language and where there may be discrepancies. Avoid terminology that’s too specific to your organization and isn’t meaningful to HCPs.

Format – Understand how HCPs prefer to use or engage with different types of content. Do they want video, text, downloadable documents to print out, or something else? (This should become clear in the research you conduct.) Then, determine how well your digital experience meets those needs. For example, if you have important content that HCPs need to be able to access quickly from a mobile phone, it shouldn’t be buried deeply in a PDF that’s hard to download and digest. Instead, that content could be presented on a webpage with an option to download a PDF version if preferred.

AccessibilityDigital accessibility is usability. Ensure that your content can be used by your entire audience. Make sure your PDFs are accessible and that HCPs using a screen reader can find and read them. If you have video content, like a video showing the Mechanism of Action for a product, make sure closed captioning or a transcript is available.

5) Develop a non-clinical, non-marketing design aesthetic

In the research stage of many pharma projects, we’ve learned that HCPs have become universally sensitive to marketing materials. If there is one piece of feedback we hear constantly from HCPs, it’s something like this:

When I go to a site and see a photo of a patient dancing across a field of flowers, I know I’m being sold to.

HCPs are regularly inundated with marketing content and solicitation, which also makes them cautious about how much and to whom they give their information to. In the course of your UX work, your team should be thinking about your approach to your overall brand aesthetic while addressing privacy concerns in forms, account creation, and other requests for data and information.

Having a good design system in place can help. When you define a global system with coordinated design and component standards (as well as a pattern library), it provides guardrails for product teams and brands. This helps eliminate issues like visual noise and excessive marketing imagery, and puts focus on what matters from a brand perspective: your logo, brand colors, and the exact information that the HCPs in your audience are looking for.

6) Think critically about how you measure success

As you implement a regular research cadence, pair the findings with measurement goals to determine the success of your efforts. You can use analytics, event tracking, heat mapping, and usability testing to continually measure engagement with HCPs, implement research-based solutions, and improve over time.

Make sure you’re establishing goals that are tied to the information or content type you’re measuring and the job-to-be-done. This will help you measure for true engagement and not just empty KPIs.

For example, if an HCP is looking for dosing information, and they navigate to the manufacturer site, find what they need, and quickly leave, this interaction can be considered a “win.” Don’t make the mistake of assuming that metrics like longer time on site mean “better” engagement if your goal is to give HCPs quick and efficient access to the content they need.

You can identify various tactics and solutions to measure all levels of engagement. If HCPs access your content with buttons or download links, focus on measuring those events. For long-form content, measure scroll depth on that page. In general, avoid measurement for measurement’s sake—and don’t focus on surface-level KPIs that don’t tell the full story.

Engage with HCPs when and where they need pharmaceutical information

Like many people, HCPs have access to more digital tools, information, and resources than ever before—and they’re in need of timely, easy-to-find digital information that can help them work better with their patients. Pharmaceutical brands like you have an opportunity to improve your reputation among HCPs, increase trust, and provide the most relevant content to your audience—positioning you as a leader in your field. You can get there by listening to the voice of the people you serve and making your digital experience a business priority.


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