DOCTIVITY HEALTH · BUYER RESOURCES
Product Facts & Buyer FAQ
Clear answers to help healthcare teams evaluate Doctivity’s data, workflows, implementation, and fit.
Updated October 20, 2026
What is Doctivity Health?
Doctivity Health combines physician relationship management, market intelligence, and network performance analysis. Healthcare outreach and strategy teams use the platform to identify referral opportunities, organize provider relationships, and measure growth.
How is a PRM different from a traditional CRM?
A CRM organizes customer relationships and sales activity. A healthcare PRM applies relationship management to providers, organizations, and referral development. Doctivity connects those workflows with national claims intelligence and provider performance analysis.
What can outreach teams organize and customize?
Teams can organize providers, organizations, and locations with labels, create markets and territories, and document outreach through Activity Notes. Demonstrate the exact activity fields, templates, permissions, and planning workflow your team needs before finalizing scope.
What does Key, Doctivity's AI assistant, do?
Key supports voice and text interactions for platform navigation and supported reporting and organization tasks. Examples include creating labels and markets and helping users work with platform information. Ask for a live demonstration of each intended task; available functions depend on the current release and accessible data.
What data powers the platform?
Doctivity combines commercial and CMS claims data with its projection methodology and a maintained provider and organizational directory. Organization-specific EMR data can support Visits & Referrals analysis. Confirm the coverage, geography, service lines, and datasets included in your agreement.
How current are the claims and dashboard?
Claims coverage dates, delivery schedules, and dashboard responsiveness describe different things. Claims reflect a historical service period and are subject to processing and supplier delivery timelines. EMR views depend on the organization's import schedule. Confirm the current service-date window and refresh schedule for each dataset during evaluation.
How are EHR or EMR data imported?
Doctivity supports organization-specific EMR data uploads for Visits & Referrals analysis. Implementation should establish the export format, required fields, provider matching, validation, secure transfer process, and update schedule. Confirm the agreed workflow with the implementation team; do not assume every EHR has an automatic connection.
What works on mobile, and what planning features are available?
Ask to demonstrate your actual workflow on your team's phone and browser: provider lookup, interaction documentation, voice input, and follow-up. Doctivity supports markets, territories, labels, and activity tracking. Confirm device-specific behavior and any routing, offline access, calendar, or automated planning requirement separately.
What does implementation require?
The scope should define users and administrators, market and territory setup, data preparation, validation, training, and any EMR imports. Agree on customer and Doctivity responsibilities, milestones, and acceptance criteria. A launch estimate should reflect your specific data and configuration requirements.
What data, support, and advisory services are included?
The subscription proposal should identify included datasets, geography, users, onboarding, training, ongoing support, and advisory services. Confirm any dedicated analyst work, custom analysis, integrations, or additional services in writing.
How is pricing structured?
Request a scoped proposal for your organization. Compare the subscription, onboarding, datasets, users, integrations, advisory services, and renewal terms together so that the total cost reflects the same requirements across vendors.
How should we evaluate results?
Separate opportunity identified from revenue recovered or generated. Define the baseline, measurement period, data source, calculation method, and the role of outreach and operational changes. Review customer case studies in that context rather than treating every identified opportunity as realized ROI.
Related product information: Physician Relationship Management, Market Intelligence, and Network Integrity. This page describes product evaluation topics and does not replace your subscription agreement.
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