Triad Medical Analytics
Triad Medical Analytics

Three views of your practice. One source of truth.

Triad Medical Analytics unifies revenue, operations, and compliance into a single platform — so the story your data tells is consistent, actionable, and worth acting on.

The Triad Approach

Revenue. Operations. Compliance.

Three pillars, one platform. Every chart, every drill-down, every alert rolls up into the same connected story.

01

Revenue

Recover what you earned

  • Reimbursement variance vs. Medicare rates
  • Fee schedule & charge master analysis
  • Payer mix & underpayment detection
  • Denial & adjustment intelligence
02

Operations

See the whole practice

  • CPT & E/M utilization by provider
  • Encounter & visit-flow analytics
  • Provider productivity & work RVU
  • Referral source tracking
03

Compliance

Trust every number

  • Key Regulation practice dashboard
  • Full Copper → Gold data lineage
  • Role-based access & audit trail
  • Self-serve data explorer & export
How it works

Ingest. Enrich. Act.

Three steps from raw export to decisions you can defend.

1

Ingest

Plug in your PM/EHR exports. Triad ingests claims, payments, adjustments, and denials end-to-end through an automated medallion pipeline — no manual reconciliation.

2

Enrich

Every visit is enriched with Medicare rates, payer classifications, fee schedules, and attending-physician resolution. The data stops being noisy and starts being answerable.

3

Act

Drill from any KPI to a single encounter, ask the AI a question in plain language, or run a guided report wizard — then export the rows to CSV or Excel.

The Platform

What Triad does today.

No roadmap promises on this page — these capabilities are in the product right now, spanning revenue, operations, and compliance, every one with a trail back to the underlying encounter.

Operational · #01

Entity Dashboards

Drill into any patient, rendering or referring physician, payer, facility, CPT, or diagnosis — financial and operational views, one click apart.

Financial · #02

Practice-Wide Dashboards

Key Finance, Key Ops, Key Referrals, Key Regulation, and New Patient — the headline numbers for the whole practice, money first.

Operational · #03

Guided Report Wizards

Step-by-step builders for diagnosis cohorts, procedure-by-facility, payer reimbursement, provider productivity, patient volume, and denial/adjustment review.

Operational · #04

Self-Serve Data Explorer

Seven entity tabs — encounter, service line, diagnosis, CPT, facility, payer, physician — filter, aggregate, and export to CSV or Excel.

AI · #05

AI Analyst

Ask a question in plain language. The AI returns a chart, table, or pivot with the query it ran — so you can verify it and reuse it.

Financial · #06

Reimbursement Variance

Compare paid amounts against Medicare rates and contracted fee schedules to surface the underpayments worth working this week.

Financial · #07

Payer & Denial Intelligence

Classify payers, track denial and adjustment patterns, and see which insurers systematically pay less than the contract says.

Financial · #08

Fee Schedule & Charge Master

Upload, version, and compare fee schedules; analyze the charge master against Medicare benchmarks to catch mispriced codes.

Compliance · #09

Cross-Dashboard Linking

Every ID is a clickable link. Jump from a KPI to a single encounter and back — breadcrumbs track the whole trail across the platform.

Want the SQL? Every number on every dashboard is a click away from the underlying query in the Triad data explorer.

HIPAA & AI

AI that never sees your patients' data.

Ask Triad's AI a question in plain language and it answers — without ever touching your patients' data. It works on business concepts, not patient records, so privacy is built in, not bolted on.

NO PATIENT DATA 01

Your Patient Data Never Reaches the AI

Works on concepts, not records

Triad's AI is a translator, not a data reader. It works from a dictionary of business concepts — never the raw records, and never your patients' information. Patient data does not cross into the AI.

READ-ONLY 02

Read-Only and Checked

Validated before it runs

Every question the AI turns into a query is checked and validated before it runs, and rejected if anything looks wrong. The AI can only read — it can never change your data, so a bug can't become a breach.

RECORDED 03

Every Question Is Recorded

A permanent record per question

Each request to the AI writes a complete, permanent record — who asked, what was sent, what ran, and what came back. "Did the AI see patient data?" is answered by a record, not a promise.

SEPARATED 04

Kept Separate by Practice

One session, one practice

Each session belongs to one user at one practice. Nothing carries over between practices or users, and a final check makes sure every result stays inside the practice it belongs to.

HIPAA-ALIGNED 05

Built for HIPAA

Encrypted · Microsoft sign-in

Your data is encrypted in storage and in transit on Microsoft Azure, with Microsoft sign-in and role-based access. Because no patient data ever flows to the AI, privacy is part of the design, not an add-on.

By design No patient data to the AI Read-only Every question recorded Kept separate by practice
Who it's for

Three teams. One shared truth.

Practice Administrators

See practice health at a glance with Key Finance, Key Ops, and New Patient dashboards. Spot the one provider, payer, or service line dragging the rest of the practice down.

Revenue Cycle Leaders

Stop chasing denials blind. Triad compares paid amounts against Medicare and contracted rates and shows which payers are systematically underpaying.

Clinical Operations

Compare every provider against peers on CPT and E/M utilization, work RVU, and coding patterns — all from the rendering- and referring-physician dashboards.

See your practice through Triad.

30-minute walk-through with your real data. No commitment, no slide deck — just what we'd find on day one.

Or email us directly at dave@triadmedicalanalytics.com