Doceree Introduces Insurance-Based Targeting for Precision POC-HCP Engagement

The only direct POC platform enabling insurance-aligned, in-workflow messaging at the moment of care.

Doceree, the only truly direct point-of-care engagement platform, today announced 'Trigger by Insurance', a breakthrough targeting capability that enables pharmaceutical brands to align HCP messaging with patient insurance coverage in real time during clinical workflow.

This innovation allows brands to move beyond clinical-only targeting and engage healthcare professionals with contextually relevant, access-aware messaging precisely when treatment decisions are being made.

Why Insurance Context Changes Everything at the Point-of-Care

Clinical guidelines alone no longer determine patient care. Today, coverage restrictions, payer rules, and affordability considerations often dictate whether a therapy can realistically move forward. Yet most point-of-care marketing still ignores this reality.

The Result:

• Clinically relevant messages that aren’t actionable
• Access and affordability guidance shown to ineligible patients
• HCP disengagement driven by misaligned, non-applicable content

Trigger by Insurance closes this gap ensuring that point-of-care engagement reflects the real-world constraints shaping care decisions.

Trigger by Insurance: Precision That Reflects Real-World Care

Trigger by Insurance extends Doceree’s patented Triggers™ technology by incorporating insurance coverage as a core targeting dimension a capability only possible through Doceree’s direct EHR infrastructure.

With this enhancement, brands can now:

• Include or exclude patients based on insurance coverage
• Target major insurance categories, including:
  • Commercial
  • Medicare
  • Medicaid/CHIP
  • Military/VA
  • Other government plans
• Refine targeting by specific payers, enabling formulary and access-aligned strategies with deeper precision

All without adding friction or disruption to the HCP workflow.

From Informational to Actionable Engagement

“As access barriers grow more complex, brands need engagement platforms that reflect real-world care decisions—not just clinical signals,” said Harshit Jain, MD, Founder & Global CEO of Doceree.

“Insurance-based targeting strengthens our trigger capabilities by ensuring the right message reaches the right HCP, for only the intended patient, at the right moment of care. This level of precision is only possible through direct infrastructure.”

Measurable Impact for Pharmaceutical Brands

By integrating insurance context into trigger campaigns, brands can:

• Align messaging with real-world care constraints
  Deliver clinical information that matches coverage realities
• Support payer-specific access strategies
  Activate messaging aligned to formulary position and payer criteria
• Eliminate non-actionable impressions
  Improve campaign efficiency and signal quality
• Strengthen HCP trust and engagement
  Present information that reflects the patient in front of them

Reinforcing Doceree’s Market Leadership

Trigger by Insurance further cements Doceree’s position as the only truly direct point-of-care engagement platform at scale, powered by:

• 150+ direct EHR integrations
• No aggregators, consultants, or reseller dependencies
• True in-workflow engagement not post-hoc or proxy-based targeting

This is direct, precise, and contextually intelligent engagement delivered exactly where care decisions happen.

Availability

Trigger by Insurance is live and available immediately for trigger-based campaigns on Doceree.ai, supporting both clinical and affordability use cases across in-workflow environments.

Pharmaceutical brands can begin activating insurance-aligned point-of-care campaigns today. 

Check-out our Point-of-Care offering now.