| Name | Description |
| Last Modified Date | Most recent timestamp of any property update for this company. This includes HubSpot internal properties, which can be visible or hidden. This property is updated automatically. |
| Create Date | The date the company or organization was added to the database |
| Number of open deals | The number of open deals associated with this company. |
| Record ID | The unique ID for this record. This value is set automatically by HubSpot. |
| Number of blockers | The number of contacts associated with this company with the role of blocker. |
| Number of contacts with a buying role | The number of contacts associated with this company with a buying role. |
| Company name | The name of the company or organization. Powered by HubSpot Insights. |
| Updated by user ID | The user who last updated this record. This value is set automatically by HubSpot. |
| Record source | How this record was created. |
| Number of Associated Contacts | The number of contacts associated with this company |
| Lifecycle Stage | The qualification of companies to sales readiness throughout the buying journey |
| Original Source Type | Original source for the contact with the earliest activity for this company or organization |
| Original Source Data 1 | Additional information about the original source for the contact with the earliest activity for this company or organization |
| Latest Traffic Source | Source of the last session attributed to any contacts that are associated with this company |
| Latest Traffic Source Data 1 | Additional source details of the last session attributed to any contacts that are associated with this company |
| Latest Traffic Source Timestamp | Timestamp of when latest source occurred |
| Original Source Data 2 | Additional information about the original source for the contact with the earliest activity for this company or organization |
| Time First Seen | The first activity for any contact associated with this company or organization |
| Number of Pageviews | Total number of page views across all contacts associated with this company or organization |
| Number of Sessions | Total number of sessions across all contacts associated with this company or organization |
| First Contact Create Date | The date that the first contact from this company entered the system, which could pre-date the company's create date |
| Latest Traffic Source Data 2 | Additional source details of the last session attributed to any contacts that are associated with this company |
| Likelihood to close | The highest probability that a contact associated with this company will become a customer within the next 90 days. This score is based on standard contact properties and behavior. |
| Provider Specialty | The specialty of the providers (e.g., Cardiology, Dermatology). Critical for service tailoring, sales and compliance. |
| Number of child companies | The number of child companies of this company |
| Phone Number | Company primary phone number. |
| City | The city where the company is located. Powered by HubSpot Insights. |
| # of Providers | Total number of providers at the client’s practice. Helps with resource planning, pricing, and workload estimation. |
| Street Address | The street address of the company or organization, including unit number. Powered by HubSpot Insights. |
| Last Activity Date | The last time a note, call, meeting, or task was logged for a company. This is set automatically by HubSpot based on user actions in the company record. |
| Number of times contacted | The number of times a call, email or meeting was logged for this company |
| Postal Code | The postal or zip code of the company or organization. Powered by HubSpot Insights. |
| Last Contacted | The last timestamp when a call, email or meeting was logged for a contact at this company. |
| HPI ID | Unique identifier assigned to each client in the HPI internal system. Serves as a cross-platform reference. |
| First Deal Created Date | The create date of the first deal associated with this company record. |
| Number of Associated Deals | The number of deals associated with this company |
| State (Abbreviation) | U.S. State where the client is located. Helps with regulatory context and timezone alignment. Also useful for marketing and sales enablement. |
| Last Logged Call Date | The last date of logged calls associated with the company |
| Tebra ID (TID) | Unique identifier in the Tebra platform. Needed for data sync, reporting and integration. |
| Created by user ID | The user who created this record. This value is set automatically by HubSpot. |
| Number of Form Submissions | The number of form submissions for all contacts which have this company as their Primary company. |
| Website URL | The main website of the company or organization. This property is used to identify unique companies. Powered by HubSpot Insights. |
| Company Domain Name | The domain name of the company or organization |
| Time Zone | The time zone where the company or organization is located. Powered by HubSpot Insights. |
| Total open deal value | The total value, in your company's currency, of all open deals associated with this company |
| Country/Region | The country/region in which the company or organization is located. |
| Owner assigned date | The most recent timestamp of when an owner was assigned to this record. This value is set automatically by HubSpot. |
| Company owner | The owner of the company |
| Type | The optional classification of this company record - prospect, partner, etc. |
| Last Logged Outgoing Email Date | The last date of logged outgoing emails associated with the company |
| Record source detail 1 | First level of detail on how this record was created. |
| Parent Company | The parent company of this company |
| Client Status | Current status of the client (e.g., Onboarding, Active, At-Risk, Cancelled). |
| Logo URL | URL of the company logo |
| Current EHR Solution | Client’s current Electronic Health Record system. Important for integration compatibility and service planning. |
| Division | To identify which onboarding strategy will follow |
| Lead Status | The company's sales, prospecting or outreach status |
| Close Date | The date the company or organization was closed as a customer |
| RCM Cancellation Date | The RCM Cancellation Date is the last day that work is happening on the account. This means that the date includes the ramp down period as well. |
| HubSpot Team | The team of the owner of the company. |
| Number of Employees | The total number of employees who work for the company or organization |
| Description | A short statement about the company's mission and goals. Powered by HubSpot Insights. |
| Days to Close | The number of days between when the company record was created and when they closed as a customer. |
| Recent Deal Close Date | The date of the last `closed won` deal associated with this company record. |
| Total Revenue | The total amount of closed won deals |
| Recent Deal Amount | The amount of the last deal closed |
| Client Success Consultant (CSC) | As a Client Success Consultant (CSC), you will play a strategic role in ensuring clients achieve measurable outcomes through effective adoption and use of our solutions. Acting as a trusted advisor, you will collaborate with clients to understand their goals, provide tailored guidance, and help optimize performance. The CSC combines deep product knowledge with industry expertise to drive client satisfaction, retention, and long-term value. |
| Annual Revenue | The actual or estimated annual revenue of the company. Powered by HubSpot Insights. |
| HPI Annual Recurring Revenue (ARR) | The total annual recurring revenue generated from this client. This value is used for forecasting, revenue reporting, and account prioritization. > If the client is part of a parent-child company structure, the ARR should only be recorded on the parent company record, and the ARR for associated child company records should be set to $0.00. > The only exception is if the parent and child companies are invoiced separately, in which case each record should reflect its own respective ARR value. |
| Current PM Solution | Practice Management solution the client is currently using. Important for integration, reporting and support planning. |
| Last Engagement Date | The last time a contact engaged with your site or a form, document, meetings link, or tracked email. This doesn't include marketing emails or emails to multiple contacts. |
| Account Manager (GHR) | Account Manager from GHR side (if applicable). |
| Account Type1 | Classification of the client account based on the ARR Threshold. Helps segment clients for tailored service delivery. New ARR Thresholds-Updated 2/6/24: Platinum: $500,000+ Gold: $100,000-$499,999 Silver: $36,000-$99,999 Bronze: $0-$35,999 |
| Industry | The type of business the company performs. By default, this property has approximately 150 pre-defined options to select from. While these options cannot be deleted, you can add new custom options to meet your needs. |
| Last Booked Meeting Date | The last date of booked meetings associated with the company |
| Web Technologies | The web technologies used by the company or organization. |
| Is Public | Indicates that the company is publicly traded. Powered by HubSpot Insights. |
| Channel Partner | Indicates whether the client was acquired through a partner channel. Important for attribution and partner reporting. |
| Client is a Good Reference | Boolean property indicating if the client is willing to be a reference. Useful for marketing and sales enablement. |
| LinkedIn Bio | The LinkedIn bio for the company or organization |
| COID | Company ID assigned by the analytics team. Enables mapping across systems. Usually ID from the PMS to identify the client. |
| Client Success Manager | The Client Success Manager (CSM) is responsible for developing strong relationships with clients, ensuring their satisfaction, retention, and growth. The CSM acts as the main point of contact for clients after onboarding, proactively addressing their needs, optimizing their experience, and driving long-term value from our products/services. |
| Business Unit | Business unit is what category the client is being assigned to operationally. |
| Verified Monthly Recurring Revenue | Current average monthly revenue generated from the client. Useful for financial planning and growth tracking. |
| LinkedIn Company Page | The URL of the LinkedIn company page for the company or organization |
| Pod Assignment | The team or pod responsible for managing the account. Critical for resource allocation, team alignment and accountability. |
| Pod Op Sr Leader | Senior leader supporting operations. Focused on strategy, performance, and resource planning. |
| Client Management Leader | The Client Success Manager Leader is responsible for developing and executing strategies that ensure client satisfaction, retention, and growth. This role leads a team of Client Success Managers, builds scalable processes, and collaborates cross-functionally to deliver exceptional client experiences. As a strategic leader, this person champions the voice of the customer and drives continuous improvements across the organization. Key contact for escalations and account planning. |
| Call Center Contact | Contact responsible for patient/customer inquiries. Needed for coordinating support communications. |
| RCM Analyst (PMA) | Analyst responsible for key revenue cycle processes. Trend analysis and other reporting |
| Pod Ops Executive | India RCM Ops Leader responsible for operations. Ensures performance and escalates issues as needed. |
| Last Open Task Date | The last due date of open tasks associated with the company |
| Charge Contact | Person responsible for charge entry. |
| Meeting Frequency | How often meetings occur with this client. Helps Customer Success plan engagement cadence. |
| AR Contact | Contact person responsible for Accounts Receivable. Important for collections, AR follow-ups and Denial Management. |
| Year Founded | The year the company was created. Powered by HubSpot Insights. |
| Payment Contact | Contact responsible for payment posting. |
| Statements Contact | Person managing patient statements. |
| NetSuite Customer ID | Identifier used in NetSuite for this client. Critical for accounting and financial reporting. |
| PFS Call Center | Patient Financial Services call center contact person. |
| Coding Contact | Coding contact is the person assigned to review medical codes (like ICD, CPT, or HCPCS) to capture the reason for the encounter and any procedures or diagnoses involved. |
| Credits Contact | Contact responsible for Credits. |
| PMA Supervisor | PMA Supervisor |
| Pod Ops Leader | Direct leader of a pod/team. Responsible for day-to-day execution and team performance. |
| Facebook Company Page | The URL of the Facebook company page for the company or organization |
| Twitter Handle | The main twitter account of the company or organization |
| US RCM Ops Leader | Head of RCM operations in the US. Oversees pod operations and process improvements. |
| Quality Manager | QC Manager who is responsible for quality control measures for the clients account. |
| Street Address 2 | The additional address of the company or organization. Powered by HubSpot Insights. |
| Time of First Session | Time of first session across all contacts associated with this company or organization |
| Time Last Seen | Time last seen across all contacts associated with this company or organization |
| Time of Last Session | Time of the last session attributed to any contacts that are associated with this company record. |
| HPI Start Date | Contract date for clients that came direct. For acquired co is the date of acquisition. |
| IT Solutions Contact | This is the first level reviewer of any issues or requests |
| Provider Enrollment Manager | Manages provider enrollments with payers. |
| Credentialing Account Manager | Primary contact for credentialing processes. Helps manage provider enrollments and renewals. |
| Virtual Office Contact | Contact for any Virtual Office requests/issues/questions |
| First Conversion | The first form submitted across all contacts associated this company or organization |
| Recent Conversion | The last form submitted across all contacts associated this company or organization |
| First Conversion Date | The first conversion date across all contacts associated this company or organization |
| Recent Conversion Date | The most recent conversion date across all contacts associated this company or organization |
| IT Solutions Management Leader | This is the escalation path and the leader of the IT Solutions Team for client success. |
| Merged Company IDs | The list of Company record IDs that have been merged into this Company. This value is set automatically by HubSpot. |
| Nearest Airport | Airport nearest to the client |
| Client Temperature | Allows for each BU to see where all of our client temperatures are at, possibly as a pre-emptive approach to catching things before clients go at risk. |
| Contract Auto-renews? | Indicates if the contract auto-renews upon original termination date |
| Contract Auto-Renewal Period | Length of time the contract auto-renews for |
| Next Activity Date | The date of the next upcoming scheduled sales activity for this company record. |
| Minimum | Client minimum |
| Revenue range | Numeric estimate of the company’s annual revenue by range. |
| Date of last meeting booked in meetings tool | The date of the most recent meeting an associated contact has booked through the meetings tool. |
| Original Start Date | Legacy Contract Start Date |
| Last Touch Converting Campaign | The campaign responsible for the last touch creation of the first contact associated with this company |
| First Touch Converting Campaign | The campaign responsible for the first touch creation of the first contact associated with this company |
| Recent Ticket Sentiment | Aggregated sentiment of any tickets opened in the last 7 days and all currently open tickets associated with the company |
| About Us | Short about-company |
| Campaign of last booking in meetings tool | This UTM parameter shows which marketing campaign (e.g. a specific email) referred an associated contact to the meetings tool for their most recent booking. This property is only populated when you add tracking parameters to your meeting link. |
| Medium of last booking in meetings tool | This UTM parameter shows which channel (e.g. email) referred an associated contact to the meetings tool for their most recent booking. This property is only populated when you add tracking parameters to your meeting link. |
| Source of last booking in meetings tool | This UTM parameter shows which site (e.g. Twitter) referred an associated contact to the meetings tool for their most recent booking. This property is only populated when you add tracking parameters to your meeting link. |
| Country/Region Code | Two-letter country code for the company headquarters location. |
| CSM Sentiment | This property stores a CSM's sentiment towards a company. |
| Employee range | Numeric range of company's employees. Useful for segmenting companies by size. |
| Industry group | Second tier of company industry classification. |
| Has been enriched | Indicates whether this object has ever had enriched properties written to it. |
| Company Keywords | A list of company vertical descriptors. Typically more granular than industry classification. |
| Linkedin handle | Company's LinkedIn page handle |
| Record source detail 2 | Second level of detail on how this record was created. |
| Record source detail 3 | Third level of detail on how this record was created. |
| Shared teams | Additional teams whose users can access the Company based on their permissions. This can be set manually or through Workflows or APIs. |
| Shared users | Additional users that can access the Company based on their permissions. This can be set manually or through Workflows and APIs. |
| State/Region Code | The company's state or region code. |
| Temp - TT Client Name | Temporary field for TT contract mapping |
| Facebook Fans | Number of facebook fans |
| Google Plus Page | The URL of the Google Plus page for the company or organization |
| Twitter Bio | The Twitter bio of the company or organization |
| Twitter Followers | The number of Twitter followers of the company or organization |
| Target Account | The Target Account property identifies the companies that you are marketing and selling to as part of your account-based strategy. |