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01
Tier 01

Active Patients

Active Patients is Summit's highest-intent audience segment — individuals currently engaged in ongoing treatment, actively managing a diagnosed condition, and generating live healthcare touchpoints across clinical, pharmacy, and digital channels. This is the most commercially valuable tier in healthcare marketing.

These audiences are built from a convergence of signals: prescription fill history, refill patterns, clinical encounter records, patient portal activity, specialty referral data, and real-time IoMT device outputs. The result is an audience segment that reflects not historical behavior but present-tense patient status — individuals who are actively in the healthcare system right now.

For pharma brands running direct-to-consumer campaigns, for hospital systems competing for patient volume, and for specialty care providers targeting specific diagnostic cohorts, Active Patients delivers the precision required to move the needle on acquisition metrics. Campaigns using this tier consistently outperform standard healthcare audience data by a significant margin on CPL, engagement rate, and qualified appointment volume.

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Primary Use Cases
  • Pharma DTC campaigns targeting patients currently on therapy or recently diagnosed
  • Hospital and health system patient acquisition and volume growth initiatives
  • Specialty care providers targeting specific condition cohorts (oncology, cardiology, neurology, endocrinology)
  • Managed care outreach for chronic condition management and care gap closure
  • Medical device companies targeting active treatment populations
  • Payer campaigns driving plan switching and supplemental benefit enrollment
Data Signals Used
Rx Fill History Refill Patterns Clinical Encounters ICD-10 Codes CPT Procedure Codes Lab Results IoMT Streams Patient Portal Activity Specialty Referrals Formulary Claims
Typical Performance Metrics
3.2×
CPL improvement vs. standard healthcare audiences
87%
Audience accuracy on condition-level targeting
48hr
Average time to audience activation after brief
50 PB
Hospital-grade signal depth per cohort model
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02
Tier 02

Qualified Patients

Qualified Patients captures individuals who have been formally diagnosed with a target condition and have a documented prescription or treatment history — but whose current engagement status may have lapsed, shifted, or represents an opportunity for therapy switch or re-engagement. This is the critical second tier for brands seeking verified clinical qualification at scale.

The distinction between Active Patients and Qualified Patients is precision of timing. Where Active Patients signals live, in-treatment status, Qualified Patients draws from the broader universe of clinically verified individuals whose diagnosis codes and prescription records confirm eligibility and relevance — regardless of recency. This enables marketers to cast a wider, but still highly qualified, net across the addressable patient population.

Condition targeting within this tier is built on ICD-10 diagnosis code mapping, prescription signal triangulation, and specialist encounter history. For chronic condition categories — diabetes, hypertension, COPD, MS, rheumatoid arthritis, depression — Qualified Patients delivers cohort depths that would be impossible to achieve through behavioral or demographic proxies alone. Every individual in this segment has left a verifiable clinical footprint confirming their condition status.

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Condition Targeting Capabilities
  • Chronic conditions: Type 2 Diabetes, Hypertension, COPD, Heart Failure, CKD, Obesity
  • Specialty conditions: Multiple Sclerosis, Rheumatoid Arthritis, Psoriasis, Crohn's Disease
  • Behavioral health: Depression, Anxiety Disorders, Bipolar, ADHD, Substance Use
  • Oncology: Specific tumor types, post-treatment surveillance cohorts, survivorship populations
  • Rare disease populations: verified diagnosis cohorts with high-confidence signal confidence scores
Prescription & Diagnosis Signals
ICD-10 Dx Codes NPI-Level Rx Data Specialist Encounters Formulary Claims Drug Class Mapping Biosimilar Switches Prior Auth Records Rx Abandonment Condition Comorbidities
Typical Performance Metrics
97%
Condition verification confidence score floor
36%
CAGR of qualifying addressable patient pools
12M+
Qualified patient profiles available per major condition category
4.1×
Script lift vs. non-clinically verified audiences
<\!-- /tier 02 --> <\!-- ─── TIER 03: Engaged Prospects ─── -->
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03
Tier 03

Engaged Prospects

Engaged Prospects represents Summit's pre-diagnosis, high-intent tier — individuals who are actively researching symptoms, reading condition-specific content, engaging with HCP-authored health articles, and exhibiting the digital behavioral patterns that precede a formal clinical interaction. These are future patients, identifiable today.

The clinical importance of reaching patients before diagnosis is immense. Condition awareness campaigns, early intervention programs, and treatment pipeline development all depend on identifying individuals who are on a path toward diagnosis — before they enter a provider's office. Engaged Prospects makes this possible by synthesizing behavioral signals from across the open web, health content platforms, HCP-facing digital publications, and patient community engagement data.

Unlike traditional behavioral health audiences built from basic intent keywords, Engaged Prospects uses layered signal weighting — combining symptom search behavior, condition-specific content consumption duration, HCP directory lookups, telehealth platform activity, and insurance benefit research — to generate a pre-diagnostic confidence score for each individual in the cohort. The result is a prospect segment with demonstrably higher conversion rates than any symptom or interest-based behavioral audience.

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Behavioral Signal Inputs
Symptom Search Behavior Health Content Dwell Time HCP Article Engagement Patient Forum Activity Telehealth Searches Insurance Research Wearable-Derived Patterns Nutrition & Lifestyle Apps HCP Directory Lookups Rx Cost Comparison
Pre-Diagnosis Use Cases
  • Condition awareness campaigns targeting undiagnosed populations for under-diagnosed conditions (NASH, COPD, prediabetes, sleep apnea)
  • Patient recruitment for clinical trials targeting pre-diagnosis populations who meet enrollment criteria
  • Early intervention outreach — guiding symptomatic individuals toward the right provider and specialist pathway
  • HCP content marketing targeting medical professionals whose patient panels skew toward the prospect condition profile
  • DTC brand building to establish awareness before competitor scripts are initiated
Performance Indicators
73 days
Average IoMT signal lead time before first clinical visit
80%
Healthcare data is unstructured — our models parse it all
2.7×
Conversion rate vs. standard symptom-intent audiences
6–9 mo
Typical pre-diagnosis engagement window captured
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04
Tier 04

Lookalike Audiences

Lookalike Audiences is Summit's AI-powered expansion tier — using your highest-value patient or customer seed data to mathematically model and discover new individuals who share the same clinical, behavioral, genomic, and demographic characteristics. When you have a proven converter, Summit builds you an audience of people who look exactly like them, at whatever scale your campaign requires.

Summit's lookalike modeling goes far beyond the demographic and behavioral proxies used by traditional platforms. Our models ingest seed audiences and cross-reference them against 40 exabytes of healthcare data — identifying clinical pattern signatures, prescription behavior clusters, IoMT signal profiles, and genomic risk markers that correlate with the seed population. The output is an expansion audience with a substantially higher signal-to-noise ratio than any platform-native lookalike product.

The methodology is iterative. As campaign performance data flows back into the model, Summit's AI continuously re-weights the signal factors that predict conversion — improving model accuracy over time and progressively narrowing the gap between lookalike performance and seed audience performance. This closed-loop learning architecture makes Summit Lookalike Audiences a compounding asset, not a static deliverable.

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AI Modeling Methodology
  • Seed audience ingestion via privacy-safe match keys (hashed email, MAIDs, NPI IDs)
  • Multi-dimensional signal profiling across genomic, clinical, behavioral, and psychographic dimensions
  • Gradient-boosted propensity scoring models trained on condition-specific conversion events
  • Closed-loop feedback integration — performance data continuously re-trains model weights
  • Cohort validation against held-out clinical ground truth for accuracy QA before delivery
  • Configurable expansion radius: conservative (high confidence, smaller scale) to broad (maximum reach with minimum similarity floor)
Signal Inputs for Modeling
Genomic Risk Markers Clinical Pattern Signatures Rx Behavior Clusters IoMT Device Profiles HCP Relationship Graph Psychographic Overlays Geographic Health Indices Socioeconomic Signals Comorbidity Profiles
Scale & Performance
40 EB
Total data universe available for lookalike expansion modeling
200 GB
Genome data per individual modeled for rare disease lookalikes
24.1%
Healthcare analytics CAGR driving model training data growth
10–50×
Configurable seed expansion multiplier based on campaign scale goals
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How We Build Precision
Healthcare Audiences

Summit's audience construction process is designed from first principles around three non-negotiable requirements: signal depth, compliance integrity, and activation speed. Every audience we deliver has passed through all three stages.

01
Signal Aggregation & De-Identification

We aggregate data from across the healthcare ecosystem — EHR systems, pharmacy networks, payer claims databases, IoMT device platforms, genomic sequencing providers, and health content publishers. Before any data enters our audience-building pipeline, it is processed through our de-identification framework, which applies HIPAA Safe Harbor and Expert Determination methods to strip all PHI while preserving clinical signal fidelity. This is not a post-processing step — it is the foundation of our data architecture. The 40 exabytes of healthcare data we draw from is the largest de-identified clinical signal universe in the market, spanning 5,426+ data center nodes globally.

Signal Weighting & Cohort Modeling
02

Once de-identified, signals are weighted and scored by our proprietary AI modeling layer. Clinical signals (diagnosis codes, prescription history, specialist encounters) are assigned primary weight, while behavioral and genomic signals serve as amplifiers and validators. For each target condition or audience use case, our models generate a propensity score for every individual in the matched universe — indicating their likelihood of falling into the target cohort at the required confidence level. This is what separates Summit from data brokers: we do not slice and dice demographic files. We model clinical reality from the ground up, using the same signal types that clinicians use to diagnose and treat patients.

Audience Packaging & Activation
03

Audiences that meet our minimum confidence threshold are packaged for programmatic activation. We deliver via industry-standard match keys — hashed email, MAIDs, connected TV IDs, or custom identity graphs — formatted for direct ingestion by all major DSPs, social platforms, CTV providers, and clean room environments. Delivery typically occurs within 24–72 hours of brief submission. For ongoing campaigns, Summit offers continuous audience refresh on configurable cycles, ensuring that your active patient and prospect segments reflect current clinical status, not a static historical snapshot. Every segment delivery includes a quality report with signal composition breakdown, confidence score distribution, and estimated reach by channel.

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Built on a foundation of
uncompromising compliance

In healthcare data, compliance is not a differentiator — it is the minimum bar for operating. Summit meets and exceeds every applicable regulatory requirement, and we hold ourselves to a higher internal standard than what any regulation demands.

HIPAA Compliant
Every data process, audience construction pipeline, and delivery mechanism at Summit is architected to meet HIPAA Privacy Rule and Security Rule requirements. We apply Safe Harbor de-identification standards as the baseline, with Expert Determination methodology available for custom cohort certification. Our Business Associate Agreement program covers all client relationships that require it, and our internal data governance team conducts quarterly compliance reviews of all data pipelines.
HIPAA Certified
SOC 2 Type II
Summit maintains SOC 2 Type II certification, providing clients with independent third-party verification that our security controls, availability commitments, processing integrity, and confidentiality practices meet the AICPA Trust Services Criteria. Annual re-attestation ensures continuous compliance as our infrastructure evolves. Audit reports are available to enterprise clients under NDA. Our information security program includes access control policies, encryption at rest and in transit, incident response procedures, and vendor risk management.
SOC 2 Type II
De-Identified Data
No Protected Health Information (PHI) is ever transmitted, stored, or delivered in any Summit audience product. All data is de-identified upstream of our modeling pipelines using both statistical and procedural safeguards. Our de-identification process is independently validated annually. Summit does not sell, license, or transfer individual-level patient records under any circumstances. The audience segments we deliver contain only match keys — hashed email addresses and device identifiers — with no clinical or personal identifiers attached.
Zero PHI
CCPA & State Privacy Laws
Summit's data practices comply with the California Consumer Privacy Act (CCPA), the California Privacy Rights Act (CPRA), and applicable state-level privacy regulations across all 50 states. We support consumer opt-out rights through our data vendor network and maintain a comprehensive Do Not Sell registry. Clients using Summit data for California residents receive contractual CCPA representations and warranties. Our legal team monitors the evolving state privacy landscape and updates our compliance program proactively as new laws take effect.
CCPA Compliant
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Ready to see Summit in action?

Schedule a personalized demo and see how our four audience tiers can transform your healthcare marketing performance from day one.

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