What happens after you draw
Eight specialized job queues, four kinds of agent, one dossier per practice. No black boxes.
What runs, stage by stage
When you draw a territory, the agents run in sequence and hand back a finished dossier in seconds.
- STAGE 01
Discover
Your polygon is tiled into a ~500-meter grid and each tile is scanned through Google Places. Listings are deduplicated, closures flagged, and every name checked against 130 tracked DSO brands spanning 107 platforms. Then entity resolution runs: Google gives individual doctors their own listings, which quietly inflates practice and competitor counts — Sightline merges those phantoms into their real practice only on shared phone or website evidence, never proximity alone. Solo practitioners stay visible; double-counting doesn’t.
- STAGE 02
Read
A real browser visits each practice site — homepage, sitemap, doctor-bio pages ranked first. AI extraction pulls the roster (names, credentials, dental schools, years in practice), services, insurance and Medicaid signals, scheduling setup and vendor, review-response behavior, and social links. Multi-location group sites are read location-scoped, so shared team pages don’t credit every doctor to every office. Re-crawls only overwrite a field when they actually found fresh data.
- STAGE 03
Verify
Providers and organizations are matched against the federal NPI registry — taxonomy codes are the authority on who’s a GP versus a specialist. Every dentist and specialist is screened against the OIG exclusion list; the OIG publishes no API, so the agent completes the government’s own search form for each provider, exactly as a compliance analyst would — just without the afternoon it costs them.
- STAGE 04
Situate & score
Each practice is placed in its census tract and joined to multi-year federal demographics — population, median household income, age distribution, growth. Competitor density is mapped at 1–10 miles alongside saturation per 10,000 residents, and drive-time modelling draws the 5/10/15-minute patient shed. Then the score compiles: five weighted factors, 0–100, with a DSO-proximity penalty and an adjustable Medicaid factor.
- STAGE 05
Engage
The dossier doesn’t stop at research. BD agents turn it into conversation: outreach personalized from the practice’s own facts — the roster, the reviews, the market — sent at your direction, with initial replies triaged and answered inside Sightline. Every thread, note, and next step lives in one place, not scattered across inboxes. Your team steps in where humans matter: the meeting, the relationship, the deal.
A nine-tab dossier, and a map you can sort
A nine-tab dossier per practice and a map you can sort by score. From there: a seven-stage CRM, BD agents working the top of the funnel, exportable PDF reports.
- DEMAND88
- PAYER94
- ACCESS91
- COMPETITION96
- GROWTH90
What this replaces
| JOB | BY HAND | SIGHTLINE |
|---|---|---|
| Market demographics | $500–$2,000 single-site study, days–weeks | Every practice, every scan |
| Competitor mapping | Calling competing offices to verify them | Density at 5 radii + drive-time sheds |
| Provider rosters | Clicking through every website, pasting into a spreadsheet | Extracted, classified, NPI-matched |
| Exclusion screening | Form-searching an 82,000-entry federal list, per provider | Screened automatically |
| DSO ownership | Googling the name and guessing | 130 brands / 107 platforms, parent lineage, 53 sponsors |
| List hygiene | Trusting data CMS found ~half-inaccurate | Import & Verify, with receipts |
The dossier keeps getting deeper
Public sources today — and the roster is growing. Queued next: state dental-board licensure, Medicaid enrollment records, and Secretary of State ownership filings. Every new source lands in the same dossier, on the same score, with the same receipts.