What should be published?
Provide current approved claims, required qualifications, offer terms and relevant versions. Your team owns approval and keeps these references current.
THE METHOD BEHIND THE FINDING
We look at the content.
And the context.
A useful alert tells you what was found, where it appeared, why it matters and what to review next. Here is how we get there.
Discuss your monitoring scope ↗THE INPUTS BEHIND THE CHECK
A reference pack.
Not a generic banned-word list.
A phrase can be acceptable in one context and problematic in another. Your product, audience, market and approved wording define what a useful finding looks like.
What did the scan encounter?
Record the accessible page, wording, time and agreed market context. A blocked page is a coverage gap; an observed connection is not proof of a contract.
What needs a decision?
Connect the observation to the configured check. A reviewer can confirm an issue, request a correction or explain why no action is needed.
Access and channel limits are part of the result.
Public website coverage does not imply access to closed HCP portals, private groups, every social format or personalised content. Authorised access and supported formats must be confirmed in scope. Treato does not bypass access restrictions.
Set the scope
Start with your partner domains, services and markets. Agree the claims, disclosures, offers, channels and scan frequency that matter to your business.
Discover the content
Crawl accessible partner pages, identify linked social profiles and follow available referral paths. Add authorised data sources where deeper traffic discovery is needed.
Check what visitors see
Use market-specific checks where agreed and supported. Inspect page content, brand references, qualifications, offer details, links and accessible redirects.
Match your rules
Compare the findings with your approved messaging and configured policies. Identify changes and prioritise potential issues, with the relevant context attached.
Capture the evidence
Keep the source URL, captured wording, check time and relevant visual evidence. Report blocked or unavailable content as a coverage gap, not a clean result.
Review, act and recheck
Your team reviews the finding, assigns the next action and tracks the response. Recheck the page to verify the specific correction and retain the review history.
CHANNELS AND COVERAGE
Know what is checked.
Know what isn't.
Agree supported channels, access, markets and cadence before monitoring starts. More coverage is not the same as complete coverage.
Websites & landing pages
Accessible page content, links, approved claims, qualifications, offer terms and material changes.
Social & creator content
Linked profiles and supported public posts, including brand mentions and disclosure checks. Platform access limits apply.
Paid search
Agreed search terms, markets, brand use and accessible ad destinations. Search results can vary by time, location and user.
Referral paths
Observable links and redirects, plus authorised, minimised referral data where included in scope.
AI search visibility
Citations and publisher coverage from a defined sample of queries and answers, with capture context.
A blocked page is not a clean page.
Content behind a login, inaccessible pages, private messages and unsupported platforms are coverage limits. A scan is a point-in-time observation. It does not prove what every visitor sees or establish legal compliance.
EVERY FINDING NEEDS A REASON
Evidence first.
Human judgement always.
Your team receives the source, observed content, relevant check and recommended next step. Reviewers can confirm an issue, request a correction or record why no action is needed.
Patient records, clinical systems and form submissions are not required for this marketing oversight workflow.
Your team owns the decision and the partner relationship.
A finding starts your review. Your nominated reviewer decides whether action is needed, and your partner manager sends and follows up the correction request. Before monitoring starts, agree who requests or schedules rechecks and who accepts closure after the later observation.
FROM FIRST CONVERSATION TO MONITORING
Agree the job
before expanding the coverage.
No patient data is needed for an initial scoping conversation. Start with a representative partner page and the reference it should follow.
Define
Choose a product or service, partner group, audience and market. Identify the reviewer and action owner.
Configure
Agree sources, supported channels, reference versions, checks, scan cadence and expected outputs.
Review examples
Use representative findings to check relevance, context and what happens when a source is unavailable.
Operate
Review exceptions, request corrections and recheck pages. Refine scope as the programme changes.
How the proposal is scoped
Discuss a defined monitoring scope Partner and page scope, markets, supported channels, scan cadence and delivery requirements shape the proposal. Pricing, service levels, implementation timing and any API access are agreed in writing; no standard price or turnaround is implied here.
Public content can still contain sensitive information.
Keep patient records, enquiry submissions and safety-case details out of the information you supply. Before monitoring starts, agree how incidental personal information, possible adverse events and product complaints will be handled through your own approved procedures. Standard marketing oversight is not a safety-intake, reporting or case-management system.
BEFORE YOU COMMIT
Build your evaluation brief →What would a useful first scope look like?
Pick the question, the sources and the measures your team will use to judge the result.
CONFIDENCE BEYOND YOUR OWN WEBSITE
See what your partners
are really publishing.
Tell us about your partner network. We’ll help you scope the right monitoring coverage.
Talk to Treato A conversation about your partners, markets and priorities.