Helios Psychiatry is a California behavioral-health practice with a specialty focus on trauma and recovery care. Their providers are excellent at what they do. Their operations are solid. By every external measure, the practice is healthy.
What they didn't have was time.
The data was there — in the EHR, in the practice-management system, in the billing exports, in the daily work of the clinical and front-desk teams. What wasn't there was an outside perspective trained to turn that data into decisions. No one at Helios had six months to spend on an expense audit. No one had the bandwidth to build a dashboard that would actually get used. No one could step back long enough to see the pattern.
Medlytica did that work.
Medlytica's consultants sat down with Helios's operating data and asked the question most practices never get to ask: which of these expenses is actually buying us something?
The answer: not all of them.
After a line-by-line review of vendor contracts, underused services, and redundancies that had accumulated over years, Helios cut more than $100,000 in annual overhead. None of it was dramatic. All of it was visible once somebody looked.
A/R aging runs long at most medical practices because the team working collections is also the team working everything else. The data to do better is there. The time to work the data isn't.
Medlytica built Helios a digital dashboard that pulled live from their practice-management system and surfaced the accounts that actually needed attention — not the hundred oldest balances, not the longest list of claims to chase, but the specific accounts where action would move money. Within 30 days, collections improved by 20%.
Same data. Different visibility.
The same dashboard answered a question Helios hadn't been asking: who hasn't been back in a while?
Lists of patients who hadn't been seen in several weeks were already sitting inside the EHR. Medlytica surfaced them. Helios's front desk ran targeted reminder outreach. In month one, five patients who otherwise might have quietly churned came back for scheduled appointments.
Five is not a dramatic number in isolation. Do the math on what retaining those patients across a year of ongoing care means for a behavioral-health practice — both clinically for the patients and financially for the practice — and the number stops being small.
Medlytica helped Helios look at provider production honestly — not as a single volume number, but as a calibrated target. What is each provider's realistic capacity? Where are the quiet under-performers? Where are the over-extended ones at risk of burnout?
The output: 2026 production targets by provider, grounded in what the data actually showed about the previous two years. Informed decisions replaced guesses. Providers got honest conversations instead of generic goals.
Helios's team has deep expertise in trauma and recovery — a clinical specialty with real, unmet demand in California, particularly among first responders and their families. Medlytica helped scope new revenue lines that leverage that expertise intentionally, rather than letting the specialization sit as an unmonetized strength.
That work is now in execution. The plan exists because the data showed exactly where the team's capacity and market demand overlap.
Helios engaged Medlytica to assess training gaps across the full range of California required standards — HIPAA and CMIA, Workplace Violence Prevention under SB 553, harassment and discrimination training under FEHA, mandated reporter obligations, Cal/OSHA workplace safety standards, and the Tarasoff doctrine for clinical staff. The assessment surfaced specific gaps, prioritized them by compliance risk, and produced a 12-month curriculum plan covering every provider and staff member.
It's this work — the research, the curriculum design, the anchoring to actual California statute — that became the foundation of what Medlytica is now shipping to every customer as The Vault: California-anchored compliance training, deployed in minutes, with defensible documentation at every step.
Helios's compliance program, in other words, is what every Medlytica customer now gets.
Helios is developing a proprietary approach to AI with Medlytica — one that will make their team more efficient, more informed, and improve patient outcomes. Some of what we build together will scale into Medlytica's platform for every California practice that wants the same edge.
We're excited to see it all come to life.
"At Helios, our focus is on our patients. What Medlytica has been able to do for us is extraordinary. With The Vault, we have a plan to bring our entire team into compliance within just a few months." — Dr. Jennifer Dore, Helios Psychiatry
Helios Psychiatry did not buy more data. They got more out of the data they already had.
That is the entire offer. Everything else — The Vault, the dashboards, the consulting engagement, the AI work — is Medlytica helping California medical practices do the same thing.