Helm Executive dashboard — sample data from an illustrative practice. Trailing-12-month revenue trends, provider scorecards, and therapy↔med-management coverage analysis pulled from the practice's own data sources.
Practice analytics that stays on your network.
Helm is a practice analytics offering that leverages your data, hosted securely on your local network. Integrate key workflows such as booking trends, collections, claim generation, analyze clinic goals or query your data using our local LLM add-on.
Helm Executive dashboard — sample data from an illustrative practice. Trailing-12-month revenue trends, provider scorecards, and therapy↔med-management coverage analysis pulled from the practice's own data sources.
Every tab in the Helm dashboard is built to answer a question a practice founder actually asks — and pulled from data your EHR and PMS are already producing.
Volume, source, cancellation patterns, and forward-booking windows across providers. Spot demand gaps before they hit revenue.
AR aging by patient, payer mix, and claim status. Follow the money without leaving the dashboard.
Track claims from encounter to submission to reimbursement. Surface unbilled encounters + denials that need attention.
Set revenue, hours, and utilization targets by provider and specialty. Watch actual vs. target trend in real time.
Query your practice data in plain English. "Which providers are below their break-even hours this month?" gets an answer, not a report generator.
Helm runs on hardware in your practice — not in a shared cloud tenant. That's a deliberate architecture decision, and the reason PHI-conscious operators pick it.
Deployed on hardware in your clinic (a small Beelink or similar box on your LAN), not sent to a cloud tenant. Your patient data never leaves your practice's network.
PHI-safe by default: no cross-tenant data mixing, no vendor lock-in on your data, no third-party training on your records.
Works alongside your existing EHR + PMS — Helm reads from them, doesn't replace them.
Architected to minimize PHI exposure — your data stays on your hardware, on your network. BAA available on request; many customers find one unnecessary given the isolation model.
Helm scopes to your specialty, your data sources, and your practice size at discovery — but it's a strong fit if the picture below sounds like yours.
Multi-provider clinics (~3+ providers) with an EHR and a PMS generating structured data.
Practices where the founder/CEO wants operational visibility beyond the weekly QuickBooks pull.
Built with a leading California psychiatry practice; discovery-stage engagements underway with primary care, behavioral health, and functional medicine.
Other specialties: contact sales — architecture is data-source agnostic, we scope integration during discovery.
Helm is a scoped deployment with a discovery call, integration mapping, and on-site (or remote) hardware setup. Typical initial deployment runs 8–12 weeks; your specific timeline is set in your SOW.
Discovery call to scope your data + goals
Integration plan for your EHR + PMS
Local box installed on your LAN
Feeds wired up to Helm
Live in-clinic on your LAN
Fluent with Helm and confident
Pricing scoped per practice at discovery. Helm's cost depends on the number of providers, the data sources we're integrating, and whether the local LLM add-on is included. Contact sales to start.
Start with a discovery call. We'll scope what Helm looks like on your network and what it takes to stand it up.