Skip to project
PK® / CareSignal

AI-assisted sales operations / explainable by design

CareSignal / Healthcare lead-scoring system

Turn fit signals into a reasoned review queue.

A deterministic 0–100 ICP scoring product for healthcare organizations—built with synthetic fixtures, visible weights, role-based routing, and a human-gated CRM handoff.

  • 100%Inspectable scoring
  • 0Patient / PHI fields
  • HumanFinal review gate
ICP70Qualified threshold
Org fit / 25Scale / 20Need / 25Readiness / 15Intent / 15

Deterministic rules online

Synthetic organization data only

No patient data, protected health information (PHI), contact enrichment, or automated outreach is used anywhere in this project.

01 / Accessible system workflow

Five bounded stages.
One human decision.

The interface turns a sales-operations process into readable HTML, so the architecture remains understandable without animation, canvas, or an image.

  1. 01

    Capture organization context

    Collect bounded company-level attributes—never patient, clinical, or personal contact data.

  2. 02

    Apply visible ICP weights

    Five deterministic factors contribute a documented maximum of 100 points.

  3. 03

    Explain qualification

    Show every subscore, rationale, and the 70-point human-review threshold.

  4. 04

    Suggest role functions

    Recommend decision-maker roles without identifying or inferring individual people.

  5. 05

    Preview the handoff

    Create a browser-local HubSpot-style JSON preview; a person decides what happens next.

Organization fit 25Scale 20Need 25Readiness 15Intent 15

02 / Interactive scoring lab

Change the evidence.
Watch the score explain itself.

Choose a synthetic fixture or edit the organization-level fields. The same five weighted rules always produce the same 0–100 result.

Editable organization profileOrganization data only

This browser-local demo has no person, email, phone, patient, diagnosis, claim, or medical-record fields.

Deterministic ICP scoreThreshold 70
100/ 100

Qualified for human review

Northstar Community Health — Synthetic

Every point is accounted for below. Qualification starts at 70; it does not trigger outreach automatically.

Northstar synthetic fixture scored.

Organization fit25 / 25

Multi-site health systems match the primary organization profile.

Operating scale20 / 20

3,200 employees and 35 locations contribute 12 + 8 scale points.

Operational need25 / 25

Patient access is a high-value operational use case for this synthetic ICP.

Technical readiness15 / 15

An integration owner and API pathway reduce implementation uncertainty.

Buying intent15 / 15

A 0–3 month window is a strong near-term intent signal.

Role-based next step

Suggested decision-maker functions

Functions only—no names, profiles, emails, or inferred identities.

  • VP of Patient Access
  • Chief Information Officer
  • Chief Operating Officer

03 / Explicit handoff

Preview the CRM payload.
Transmit nothing.

This demonstration maps the evaluated organization into a HubSpot-style company property object. It never authenticates, calls HubSpot, creates a contact, or sends data off the page.

Demo boundary

Human review stays between scoring and outreach.

  1. 01
    Review

    Confirm organization facts and score rationale.

  2. 02
    Approve

    A person decides whether a CRM handoff is appropriate.

  3. 03
    Download

    Export a local JSON preview for discussion or implementation planning.

No external transmission. The download is created in this browser.

HubSpot company handoff / previewLocal only
{
  "object": "companies",
  "mode": "demo_preview_only",
  "properties": {
    "name": "Northstar Community Health — Synthetic",
    "healthcare_organization_type": "Health system",
    "numberofemployees": 3200,
    "location_count": 35,
    "operational_priority": "Patient access operations",
    "technical_readiness": "API-ready systems and integration owner",
    "buying_timeline": "0–3 months",
    "icp_score": 100,
    "qualification_status": "QUALIFIED_FOR_HUMAN_REVIEW",
    "score_version": "deterministic-fixture-v1",
    "score_rationale": "Organization fit: 25/25 | Operating scale: 20/20 | Operational need: 25/25 | Technical readiness: 15/15 | Buying intent: 15/15",
    "suggested_decision_maker_roles": "VP of Patient Access | Chief Information Officer | Chief Operating Officer"
  },
  "privacy": "Synthetic organization attributes only. No contact records, patient data, or PHI.",
  "transmission": "None. Browser-local preview and download only."
}

04 / Qualified-leads dashboard

A queue built for review,
not automated pursuit.

Only fixtures at or above 70 appear in the qualified queue. Scores prioritize investigation; they are not evidence that an organization wants contact.

Fixture set6

Invented organizations

Qualified3

Score ≥ 70

Expected-label agreement100%

6 of 6 fixtures

Personal / patient fields0

Organization attributes only

Qualified synthetic organizations sorted by ICP score
Synthetic organizationScoreStrongest signalSuggested roleDecision
Northstar Community Health — Synthetic100 / 100Organization fitVP of Patient AccessHuman review
Meridian Specialty Network — Synthetic84 / 100Organization fitVP of Revenue CycleHuman review
BrightPath Digital Health — Synthetic72 / 100Technical readinessChief Data & Analytics OfficerHuman review
Fixture evaluation outcome

6 of 6 synthetic fixtures match their predeclared qualified-or-nurture expectation at the 70-point threshold. This measures deterministic rule consistency on a tiny invented fixture set—not predictive accuracy, production lift, or fairness across real organizations.

05 / Product walkthrough

See the scoring decision
from input to handoff.

The 13-second walkthrough moves from the system overview through scoring, handoff, and the qualified-account dashboard. The text sequence beside it provides the same essential narrative.

CareSignal / healthcare lead-scoring walkthrough
Text walkthrough
  1. 00:00

    Read the product boundary and 70-point qualification threshold.

  2. 00:03

    Follow the five-stage scoring and review architecture.

  3. 00:05

    Inspect a 69/100 nurture result and every weighted explanation.

  4. 00:08

    Preview the browser-local, no-transmission CRM handoff.

  5. 00:11

    Review the synthetic qualified-account dashboard and fixture outcome.

06 / Technology

A small stack with
an explicit job for every layer.

No generative model is used in the score. AI-assisted engineering supported product framing, implementation, adversarial review, and evaluation design.

01

React 19

Interactive fixture selection, editable organization inputs, and browser-local state.

02

TypeScript

Typed inputs, scoring factors, qualification results, and CRM-preview structure.

03

Deterministic scoring

Five inspectable weighted rules; no model inference and no hidden coefficients.

04

CSS Modules

Responsive product interface, accessible focus states, and an isolated visual system.

05

Browser Blob API

Local JSON handoff download without a server request or third-party transmission.

06

Node test runner

Source and rendered-route checks for weights, boundaries, semantics, and export behavior.

07 / Safeguards

What this system
refuses to pretend.

Healthcare-adjacent software earns trust by making its exclusions as concrete as its capabilities.

01

Synthetic by construction

Every bundled organization is invented and explicitly labeled synthetic. Fixture outcomes are evaluation artifacts, not market claims.

02

No patient or PHI surface

The interface accepts organization context only. There are no patient, diagnosis, treatment, claim, medical-record, or health-outcome fields.

03

No personal prospecting

The system suggests role functions such as VP of Patient Access. It never supplies names, profiles, emails, phone numbers, or inferred identities.

04

Human-gated qualification

A score above 70 creates a review priority—not permission to contact, evidence of intent, or an automated sales action.

05

Local handoff preview

The HubSpot-style payload is displayed and downloaded in the browser. This demo has no HubSpot credential and performs no external transmission.

06

Bounded evaluation claim

Fixture agreement checks deterministic consistency on six invented records. It is not predictive accuracy, conversion lift, or a fairness audit.

Explainable qualification / human controlled

Score a synthetic lead.

Open scoring lab ↑View source on GitHub ↗