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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.
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 know | Where it comes from | What breaks without it |
|---|---|---|
| Specialty (taxonomy code) | NPPES registry | Specialty segment and Fit Score are wrong |
| Facility size and setting | CMS data, keyed on the CCN | No size or setting for certified facilities |
| Who owns it | Registries, news and the web, combined | The record lands in no segment and routes nowhere |
| Practice location | NPPES, confirmed by Google Business Profile | Routing and location rollups fail |
| Services and cash-pay offerings | The company website | You can't tell what the business sells |
| Patient demand and volume | Google reviews, Healthgrades, RealSelf | You can't tell how busy a location is |
| Headcount, leadership, growth | Size and momentum are invisible | |
| Buying intent | Job postings and hiring pages | No early signal of a new system or new locations |
| Your relationship | Your own revenue, usage and support history | Your 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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