[ THE PROBLEM ]

Complex Regulated Healthcare Data + BI Tools That Couldn’t Keep Up

Static dashboards couldn’t keep up with the speed of a healthcare organization managing three distinct business lines, each with its own data systems.

Lumeris is a leader in value-based care and primary care AI, operating across health plans, health systems, and medical groups enabling improvements in cost, utilization, risk and quality measure performance. That breadth creates a massive, complex data landscape, spanning claims, clinical, operational, and star ratings. To wrangle it, Lumeris built Tom, an AI-powered Primary Care as a Service platform that automates workflows, surfaces clinical decision support, and improves care coordination.

But analytics remained a bottleneck. Every new question meant a ticket, rounds of clarification, and a two-to-three day wait. Clients needed answers that came to them — not a queue.

[ THE SOLUTION ]

Tom: HIPAA-Compliant AI Analytics

TextQL Healthcare and Lumeris partnered to bring analytics directly into Tom, Lumeris’ AI primary care platform — with full HIPAA compliance from day one.

Connecting TextQL’s platform has enabled Tom to query complex datasets and delivering discrete and actionable intelligence to care teams without the need for SQL or traditional reporting tools.

TextQL supports the full suite of HIPAA-specific requirements needed to operate in a regulated healthcare environment: PHI audit trail, auto-logout, RBAC and workspace isolation, SSO integration with enterprise identity providers (Ping, OIDC), and data entitlement controls. The deployment runs in a dedicated private cloud environment, a baseline requirement for any HIPAA-covered entity. Few AI analytics platforms can check every one of these boxes.

• PHI audit trail

  Every query and result is logged with full traceability, meeting HIPAA audit requirements for protected health information access.

• RBAC and workspace isolation

  Role-based access controls and workspace isolation ensure users only see the data they’re authorized to access across business lines.

• Enterprise SSO integration

  SSO integration with Ping and OIDC identity providers ensures secure, frictionless authentication for all users.

• Private cloud deployment

  Dedicated GCP/Kubernetes deployment with data residency controls — a baseline requirement for any HIPAA-covered entity.

Lumeris deployed TextQL across its environment for internal rollout. Abraham Pohler, a non-technical Product Manager, became the platform’s most vocal champion, building training materials, driving adoption, and using TextQL to propose and ship solutions alongside engineering without writing a single line of SQL.

One question. Instant answer. Full audit trail.

TEXTQL QUERIES EVERY SOURCE WITH HIPAA COMPLIANCE BUILT IN

Redshift

Tableau

Microsoft Office

PDFs

TextQL Ana

What are the PMPM cost trends for Q3, and where are the care gaps for Essence Health members?

Q3 PMPM is trending 4.2% above target, driven primarily by specialist referral costs in the Southeast region. 3 care gaps identified for Essence Health: HbA1c screening (312 members), breast cancer screening (187 members), and annual wellness visits (456 members).

HIPAA COMPLIANT

AUDIT TRAIL

ANSWERED IN MINUTES

FIG. 03 — AFTER TEXTQL

[ THE RESULTS ]

What Changes When Regulated Healthcare Data Becomes Self-Serve

TextQL’s integration with Tom is now part of Lumeris’s weekly operations, driving significant value across multiple departments.

TextQL delivers compliant AI analytics for even complex, regulated industries like healthcare. The platform understands the PHI boundary, correctly identifies what can and cannot touch PHI, and makes conservative calls.

Lumeris is expanding TextQL across business lines to accelerate data-driven decisions, and growing the partnership. The same architecture that satisfies HIPAA — private cloud deployment, data residency controls, role-based access, audit trails — translates directly to financial services, insurance, and any industry where compliance is non-negotiable.