Product Tutorial

Using HealthTal

A walkthrough of the logged-in HealthTal workflow: filter, reveal contacts, bulk select, save into lists, export to CSV, and manage your account. Every screenshot is captured live from the production product using a Pro account.

Last updated 2026-07-10 · 10 steps

01

Where You Land After Login

Sign in at healthtal.com/login. You land directly on the Search workspace — the full 1,762,851-contact healthcare professional database, with no filters applied. Three regions: filters on the left, toolbar across the top, results in the middle.

  1. Log in at /login/ with your email and password.
  2. You land on /search/ — the main workspace.
  3. Top nav: Search · Requests · Account · Log out.
  4. Left rail: filter categories (Keywords, Location, Job Title, Company, Specialty, Education, Years of Experience, Contact Data).
  5. Toolbar: Select Page, Select All, total result count, sort, My Lists, Export.
  6. Each result card has Reveal Email / Reveal Phone / View Profile actions.
Where You Land After Login screenshot
02

Filtering by State

Click “All States” in the Location filter to open the state picker. Type-to-search supports both US states and Canadian provinces, and multiple states can be selected at once.

  1. Click “All States” in the Location filter.
  2. Type to filter the list (e.g. “California”) or scroll.
  3. Click a state to add it as a filter; click again to remove.
  4. The dropdown closes automatically once a state is selected.
Filtering by State screenshot
03

Combining Multiple Filters

Filters stack: state, specialty, job title, company, education, years of experience. Each filter narrows what is available in the others. The result count updates live in the toolbar — here, Location → California plus Specialty → Physicians takes the dataset from 1,762,851 down to 14,607 contacts.

  1. Apply Location → California, then click a Specialty chip (e.g. “Physicians”).
  2. Across-filter logic is AND; within a filter (multiple states, multiple specialties) it is OR.
  3. Each result card shows name, title, specialty tag, employer, location.
  4. Click “Clear” in the filter panel header to reset all filters at once.
Combining Multiple Filters screenshot
04

Revealing Email and Phone

Click Reveal Email or Reveal Phone on a card to expose the contact info. Pro and Essentials subscribers get up to 10,000 reveals per day. Once revealed, values stay visible permanently on your account — no need to re-reveal on a later visit.

  1. Click Reveal Email — the button is replaced with the actual email address (with a Copy shortcut).
  2. Click Reveal Phone — same pattern for phone numbers.
  3. A small warning icon flags contacts where delivery is no longer guaranteed (verified when collected, not re-verified live).
  4. Revealed contact persists across sessions — bookmarking or saving isn’t required.
Revealing Email and Phone screenshot
05

Bulk Selection and Export

Select Page checks all 25 visible profiles; Select All extends across the entire result set. Click Export to open the Export Contacts modal — it shows your plan’s per-export cap right up front (Essentials: 250, Pro: 2,500) and lets you filter to only contacts with a phone or email before downloading the CSV.

  1. Click “Select Page” to check 25 visible profiles, or “Select All” for the full result set.
  2. Toolbar swaps from “My Lists / Export” to “Add to List (N) / Export (N)”.
  3. Click “Export (N)” — the modal shows your plan’s cap (Pro: up to 2,500 per export) and optional phone/email filters.
  4. Click “Export N Contacts as CSV” — the file downloads immediately.
Bulk Selection and Export screenshot
06

Adding Contacts to a List

Lists group contacts for organized outreach, independent of your current search filters. The Add-to-List modal lets you pick an existing list or create a new one inline. Essentials plans hold up to 1,000 contacts per list; Pro is unlimited.

  1. With contacts selected, click “Add to List (N)”.
  2. Modal opens with “Choose a list” dropdown — pick an existing list or “+ Create new list…”.
  3. When creating new, the dropdown reveals the “List name” input.
  4. Click “Add to List” inside the modal to save the selection to that list.
Adding Contacts to a List screenshot
07

My Lists Popover

Click “My Lists” in the toolbar (without a selection) to see all your saved lists. Each list shows its name and current contact count. The download icon on each row exports that list directly to CSV without opening it.

  1. Click “My Lists” in the search toolbar.
  2. Popover lists every saved list with its contact count.
  3. Download icon → instant CSV export of that whole list.
  4. The “x” beside each list deletes it.
My Lists Popover screenshot
08

Opening a List

Click a list name in the popover to open it. You get a searchable roster of every contact in that list — name, title, employer, location — with a per-row remove control and a search box to find one contact fast in a large list.

  1. Click a list name in the My Lists popover.
  2. Panel shows every contact currently in that list, newest-added first.
  3. Use “Search contacts in this list…” to filter within the list.
  4. Click the trash icon on a row to remove that contact from the list.
Opening a List screenshot
09

Full Profile Page

Clicking View Profile opens the dedicated profile page. Logged-in subscribers see the full record: identity, revealed contact info with copy buttons, an overview grid (level, function, tenure, connections), and a “Position in HealthTal Database” panel with specialty counts, employer counts, and typical compensation for that specialty and state.

  1. Click “View Profile” on any result card.
  2. Identity panel: name, title, specialty tag, location, current employer.
  3. Contact row: revealed email + phone with Copy buttons, plus a LinkedIn link when available.
  4. Overview grid: Level, Function, Tenure, and Connections.
  5. “Position in HealthTal Database” panel: specialty/state counts and typical compensation range for context.
Full Profile Page screenshot
10

Account Dashboard

The Account page summarizes everything: subscription status (Pro Active badge), list counts, contacts in lists, and saved searches. Quick Actions link straight back to Search, My Lists, Saved Searches, and the Directory.

  1. Subscription panel: current plan badge and stats — lists, contacts in lists, saved searches.
  2. Quick Actions: shortcuts to Search Contacts, My Lists, Saved Searches, Browse Directory.
  3. Account Details: email, name, member-since date, and a change-password form.
  4. Billing changes (upgrade, cancel, payment method) are managed from the Pricing page’s Stripe checkout/portal links.
Account Dashboard screenshot