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How does SignalRx research a practice?

Where each piece of a practice record comes from, and how SignalRx combines the sources.

3
min read

SignalRx builds each practice record from several kinds of sources, checks them against each other, and adds your own customer data once a practice is a customer. No single source is complete, so the answer comes from combining them. Every guide on this site points here instead of repeating the list.

Where each piece of a practice record comes from

What we need to knowWhere it comes fromWhat breaks without it
Specialty (taxonomy code)NPPES registrySpecialty segment and Fit Score are wrong
Facility size and settingCMS data, keyed on the CCNNo size or setting for certified facilities
Who owns itRegistries, news and the web, combinedThe record lands in no segment and routes nowhere
Practice locationNPPES, confirmed by Google Business ProfileRouting and location rollups fail
Services and cash-pay offeringsThe company websiteYou can't tell what the business sells
Patient demand and volumeGoogle reviews, Healthgrades, RealSelfYou can't tell how busy a location is
Headcount, leadership, growthLinkedInSize and momentum are invisible
Buying intentJob postings and hiring pagesNo early signal of a new system or new locations
Your relationshipYour own revenue, usage and support historyYour most valuable signal goes unused

Acronyms are explained in the glossary.

How the sources work together

  • Registries anchor identity. NPPES and CMS give the structured facts: provider ID, specialty, location and certified facility data.
  • Everything else fills the gaps. Most of what a sales team scores on is not in any registry, and registries are especially thin for cash-pay practices. The website, reviews, LinkedIn and job postings carry the rest.
  • Values are matched carefully. Each value is matched on a stable identifier or a verified location, so it lands on the right record and not on a clinic with the same name.
  • Conflicts are resolved, not averaged. When sources disagree, SignalRx uses inference to decide which one to trust.
  • Thin records are kept. A record that arrives with little more than a name is filled from these sources, so it can be scored instead of thrown away.

New prospects vs your customers

  • New prospects have no history with you, so SignalRx scores them from external sources: registries, the website, social, reviews and whatever your CRM already holds.
  • Customers add your own data: revenue, support and product usage, tracked over time. This is what makes health scores and expansion signals possible.

Where the results land

  • Fit and Health scores, segments and tags are written to SignalRx's own fields in its managed Salesforce package, on both accounts and contacts, and refreshed on a regular cadence.
  • They power Revenue Plays and list views your team works in Salesforce.
  • SignalRx writes to standard Salesforce fields only when it creates a new Lead, Contact or Account for you, or when an optional data-hygiene flow fills a standard field that is blank, such as email or phone. It does not overwrite values your team has entered.

Related: How do I fill missing fields on my CRM records? and How do I resolve parent-child ownership in healthcare accounts?

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