Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.medstrato.com/llms.txt

Use this file to discover all available pages before exploring further.

KOL management list with search, filters, and profile cards

​
What you can do

  • Search and filter KOLs by name, institution, specialty, tier, and engagement.
  • Add KOLs manually or import in bulk.
  • Open a KOL profile to see insights, activity, events, and notes.

​
Where to find it

  • Open KOL from the main navigation.

​
Find and segment KOLs

  • Search: use the top bar to search by name, institution, or specialty.
  • A–Z index: jump to a surname range quickly.
  • Quick filters: segment by tier, event history, or invitation status.
Each KOL card typically shows:
  • Professional Identity: Displays the KOL’s name, primary institution, and medical specialty (e.g., Anesthesiology, Cardiology).
  • Tiering and Classification: Indicates the assigned strategic importance (e.g., Tier 2, Tier 3) and engagement level (e.g., Low, Medium).
  • Engagement History: Shows the number of previous events the KOL has participated in and their current invitation status (e.g., “No invite”).

​
Common actions

  • Add New KOL: The “New KOL” button initiates the process of creating a new expert profile within the database.
  • Detailed View: Selecting a specific profile card from the list will populate the right-hand panel with comprehensive data, including full engagement history, research background, and related event details.

​
Guides in this section