California Medical Practice Intelligence

Your clinic has the data.
Now do something
with it.

Medlytica is a consulting and intelligence platform purpose-built for California medical practices. Our debut offering, The Vault, helps your practice stay compliant. But that's only the beginning.

Explore The Vault ↓
Now Available
The Vault — Security & Compliance Suite
9
Mandatory compliance modules
CA Law
Compliant
HIPAA · CMIA · FEHA · SB 553
$299
Low cost — practices of 20 or fewer
Case Study

How Helios Psychiatry turned its data into a competitive advantage.

Expense reduction, improved provider performance, and a serious dent in stubborn A/R — all from insights already sitting in their EHR.

Read how they did it →
Case Study

How Helios Psychiatry turned its data into a competitive advantage.

A Medlytica case study.
Results at a glance
$100,000+
in annual overhead reduced
20%
A/R collections lift in 30 days
5
new patient appointments in the first month from lapsed-patient outreach
12-month
California compliance curriculum, every standard, every provider

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.

The expense story

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.

The A/R story

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 patient-retention story

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.

The provider-production story

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.

The revenue-model story

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.

The compliance-training story

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.

The AI story (in progress)

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.

Your clinic has the data.
Let's do something with it.

Explore The Vault
The Cost of Non-Compliance

The penalties are real.
So is the risk.

California medical practices face serious consequences for missing required trainings. HIPAA violations alone can cost up to $73,000 per incident. Cal/OSHA fines can top $30,000. And that's before the lawsuits — which no malpractice policy fully covers.

Fines up to $25,000 per patient for data breaches under California's CMIA — stricter than federal HIPAA.

License jeopardy, FEHA liability, and mandated reporting failures that expose individual providers — not just the practice.

Reputational damage that erodes patient trust — and referral relationships — long after a settlement is paid.

The Vault doesn't just check the compliance box. It builds a documented defense layer — anchored to California law, tied to your own policies — that protects your practice, your license, and your team for $299 a year.

See The Vault →
HIPAA Violation
$73K
per incident, maximum civil penalty
Cal/OSHA Fine
$30K
per violation for workplace safety failures
CMIA Data Breach
$25K
per patient, California-specific exposure
The Vault protects against all of this
For $299 / year.

The Vault

Compliance that's built
for California.

Not generic awareness training. The Vault anchors every module to the actual California statutes your practice is liable under — and ties them to your own policies. Each module is a litigation defense layer, not a checkbox.

9
Modules
Staff seats
1
Purchase

Modular by design

Buy one training or the full suite. Each module deploys instantly to your team — no IT setup, no onboarding call required.

California law, built in

HIPAA, CMIA, FEHA, SB 553, Penal Code §11165.7, W&I §15630, Tarasoff. Not approximations — the actual statutes, anchored to real scenarios.

AI-ready from day one

Every result, quiz score, and certificate is structured as a machine-readable payload — ready for HeliosAI and future platform integrations.

Build Your Vault → Pricing
01
HIPAA + CMIA Privacy & Security
Available
Federal HIPAA + California's stricter CMIA — anchored to your practice's confidentiality policy. Covers PHI handling, breach assessment, minor consent, and authorization rules.
HIPAACMIA8-question quizCertificate
02
Workplace Violence Prevention
Coming Soon
California's SB 553 mandate — practice-specific Type II violence risks, de-escalation protocols, documentation requirements, and reporting obligations.
SB 553De-escalationRequired by law
03
Harassment & Discrimination
Coming Soon
California FEHA compliance — 1-hour employee / 2-hour supervisor tracks with interactive elements required by AB 1825. Covers retaliation, complaint procedures, and supervisor liability.
FEHAAB 1825Supervisor track
04
Mandated Reporting
Planned
Child abuse (Penal Code §11165.7) and elder abuse (W&I §15630) — decision-making under uncertainty, including how confidentiality intersects with the duty to report.
§11165.7W&I §15630APS / CPS
05
Suicide Risk & Tarasoff
Planned
California Tarasoff doctrine and suicide risk assessment — duty to warn, duty to protect, HIPAA §164.512(j) disclosures, and documentation standards for front-line staff.
TarasoffDuty to warnHIPAA §164.512(j)
06
Professional Boundaries & Ethics
Planned
Medical Board enforcement risk — boundary standards in clinical settings, dual-role risks, documentation requirements, and supervisor reporting obligations.
Medical BoardEthicsSupervision

Full Vault subscribers receive every module — current and all future releases — as part of their $299/year subscription. Individual modules available at $59 each.


How It Works

From purchase to compliance
in four steps.

No IT setup. No onboarding call. One purchase deploys compliance training across your entire practice — from physicians to front desk.

A
A

Purchase

Visit The Vault, browse the compliance catalog, select individual modules or full access. Your admin portal activates the moment payment is confirmed.

B
B

Set Up Your Practice

Configure your organization, add staff via CSV or manual entry, assign trainings by role, and set compliance deadlines — all from one clean admin portal.

C
C

Deploy Training

Staff receive email invitations with access codes. They complete training at their own pace, pass the quiz, and receive a dated compliance certificate automatically.

D
D

Monitor & Report

Live completion dashboard, automated reminders for overdue staff, daily digest emails, and exportable audit-ready compliance reports — everything in one view.


Pricing

Simple, transparent pricing.

No per-seat fees. One purchase covers your entire workforce — whether you have 3 staff members or 300.

Individual Training
Per Module
$ 59 / module

Buy exactly what you need. One compliance module, deployed to your entire team. Perfect for filling a specific gap or meeting a regulatory deadline.

  • One compliance module of your choice
  • Unlimited staff seats (practices up to 20) · over 20, contact us
  • Quiz + dated certificate per staff member
  • Admin completion tracking
  • Exportable compliance report
  • California law built in
Purchase a Module →

Want to start with a consultation?


What's Coming

Medlytica is bigger
than compliance.

The Vault is how we start. The full Medlytica platform spans every layer of your practice's intelligence — from hands-on consulting to AI workflow automation.

Coming Soon
Consulting
Your clinic has the data. Most practices just aren't using it. Our consultants go deep into your clinic's operations — surfacing the financial leaks, workflow bottlenecks, and manual processes that are quietly costing you time and money — then build a plan to fix them.
  • Uncover expense inefficiencies and revenue cycle gaps hiding in your EHR data
  • Identify and automate the repetitive workflows that are draining your staff's time
  • Build provider performance and business analytics you can actually act on
  • Address compliance structure and training as part of a broader operational picture
Coming Soon
AI Practice Integration
Your practice runs on loops and patterns. That's exactly what AI is built for. Medlytica identifies those patterns and builds the automation layer so your team can focus on care.
  • Build your practice for AI-native workflows
  • Improve patient flow from marketing through conversion
  • Streamline claims, collections, and expense management
  • Patient analytics and business intelligence dashboards

The Full Platform

Six pillars.
One platform.

Medlytica is building the complete intelligence layer for the California medical practice — from compliance through collections to clinical analytics.

Live Now
Training & Compliance
The Vault — California-anchored compliance training deployed to your entire workforce. Available now.
Explore The Vault →
Sovereign Records
Practice ownership of clinical records — structured for AI-readiness and legal defensibility under California law.
Medical Concierge
Patient experience and care coordination — optimized so your team focuses on clinical outcomes, not administrative overhead.
Billing & Accounts Receivable
Streamlined claims, collections, and expense management. AI-assisted to reduce denials and accelerate your revenue cycle.
Patient Analytics
From first-touch marketing to conversion — data to improve your clinic's most critical growth metric: new patient flow.
Business Analytics
Strategic intelligence for practice growth — scheduling optimization, capacity planning, and revenue modeling.
A Bastide Holdings Company

Give your team
time back.

Start with The Vault →