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Articles Latest News

When it comes to EHR messaging, always choose a first-party partner

EMR Industry

Third-party data can lead to compliance issues and missed targeting—discover why first-party partners are the smarter choice for your POC strategy.

In today’s healthcare marketing landscape, heavy reliance on third-party data continues to spark concerns around accuracy, compliance, and overall effectiveness—especially within programmatic strategies across both endemic and non-endemic environments. While these challenges are familiar in the broader digital advertising world, they become exponentially more critical in the highly sensitive Electronic Health Record (EHR) space. In this environment—where messaging intersects directly with clinical decision-making and patient care—precision, contextual relevance, and rock-solid data integrity are not just beneficial, but essential.

Accuracy and relevance have become the cornerstones of successful campaigns, particularly when it comes to point-of-care (POC) messaging within EHR systems. These messages reach healthcare professionals (HCPs) during pivotal moments in the clinical workflow. With the U.S. EHR market projected to grow at a 7.9% CAGR between 2024 and 2034, EHR-based marketing is quickly emerging as a powerful channel for engaging HCPs at the point of maximum impact.

Yet even the most well-crafted POC campaigns can fall short if they aren’t grounded in reliable, high-fidelity, clinically relevant data. Many marketers still turn to third-party data for identifying and targeting HCPs—an approach that often introduces “blind spots” due to its generalized, non-clinical nature. The result? Reduced campaign efficiency, lower ROI, and increased compliance risk—particularly for pharma marketers working with resellers or consultants offering third-party solutions.

The pitfalls of third-party data
Third-party data is generally sourced from a patchwork of unverifiable external origins—such as data brokers, web activity tracking, or purchased lists. It typically relies on HCP browsing behavior, publicly available information, or demographic inferences, which often fail to align with actual clinical practice or intent. This type of data lacks validation, specificity, and most importantly, access to real clinical indicators, making it a poor fit for EHR-based messaging.

Moreover, many of these third-party targeting models use probabilistic techniques—essentially guessing user identity based on behavioral patterns. This inherently imprecise method often leads to misaligned targeting. On top of that, the opaque nature of third-party data sourcing raises significant ethical and regulatory concerns—particularly within the pharmaceutical space, where brand safety and compliance are non-negotiable.

The Unrivaled Impact of First-Party Data in EHR Marketing
First-party data in EHR messaging refers to information gathered directly from healthcare professionals (HCPs) through verified, privacy-compliant interactions—such as their behavior and activity within EHR systems and other clinical platforms. This method of data collection ensures both security and effectiveness, making it a powerful foundation for driving point-of-care (POC) marketing success.

By leveraging first-party data, marketers can achieve deterministic targeting, meaning messages are delivered exclusively to verified HCPs. This precision enables accurate identification of an HCP’s specialty, practice setting, and clinical context—ensuring campaigns reach the most relevant audiences. When combined with advanced identity-resolution technologies, this approach allows marketers to track HCP behavior across platforms in a compliant manner, powered by real clinical data. The result is deeply personalized, contextual messaging that aligns with the specific needs or conditions being addressed during a consultation—something third-party data simply cannot deliver.

Moreover, third-party providers that lack native integration into EHR workflows often introduce compliance risks—despite their claims of effectiveness. In contrast, first-party data not only ensures clinical relevance but also enhances campaign performance insights by providing a clearer view into HCP behavior, preferences, and engagement patterns.

Easing Compliance with First-Party Data
Unlike third-party data—often sourced from unverified or opaque origins—first-party data offers full transparency and traceability. This makes it easier to comply with stringent regulations such as HIPAA, GDPR, and CCPA. When stored and managed within secure, certified systems, first-party data strengthens data protection protocols throughout the marketing workflow. Marketers can be confident that their campaigns meet privacy standards, reducing regulatory risk and reinforcing trust with HCPs, who are more likely to engage with credible, compliant sources.

Doceree: Unlocking the First-Party Data Advantage
Doceree sets itself apart as the only EHR messaging platform built entirely on first-party data, made possible through its patented Triggers technology. This innovation enables direct integration with EHR systems and health networks, delivering HIPAA-compliant, high-impact messages within native clinical workflows.

Unlike resellers and consultants who depend on third-party data, Doceree empowers 100% deterministic targeting—activating campaigns based on real-time clinical triggers such as diagnoses, prescriptions, and patient demographics. With the help of artificial intelligence and machine learning, Doceree continuously analyzes clinical data to ensure messages are contextually relevant and timely.

This sophisticated approach enables life sciences brands and agencies to engage HCPs effectively within a trusted ecosystem—maximizing impact, optimizing outcomes, and fostering meaningful HCP-patient interactions. By harnessing the full power of EHR messaging, Doceree elevates the entire healthcare marketing value chain—benefiting HCPs, patients, manufacturers, and agency partners alike, and firmly positioning itself as a transformative force in the industry.