With v2, we introduced the Caretrics name and brought opportunities and follow-up actions together for review.
Caretrics is your clinic's revenue and growth operations system, bringing targets, trends, and actions together so owners and operators can see what's working, what's slipping, and what to do next.
Highlights at a glance
- Revenue Recovery Review: Review identified opportunities and the actions your team chooses to take. Identified amounts and completed tasks are not money collected.
- Break Hours & Utilization You Can Trust: Provider utilization now adjusts for lunch/admin breaks: no more penalizing providers for non-clinical time.
- Provider Dashboards: Providers get their own view with personal metrics, trends, and performance visibility (auto-detected by role).
- Automated Weekly Reports: PDF reports delivered to your inbox every Monday with KPIs, provider breakdowns, and recommendations.
- Multi-location Support: Roll up all locations or drill down by clinic: with consistent definitions across every site.
Revenue Recovery: Opportunities and follow-up
The core of v2 brings identified opportunities and follow-up work together. An opportunity, a completed action, and a posted payment are different stages of that work.
Categories listed in the original announcement
- Unbilled Services: Services delivered but not invoiced. This detector has since been retired from active recommendations.
- A/R Over 90 Days: Outstanding receivables at risk of write-off
- No-Shows: Missed appointment revenue (with fee recovery opportunities)
- Utilization Gaps: Unfilled appointment slots you could book
- Last-Minute Cancellations: Cancellation fees to review
First-week audit described at release
The original announcement described an automatic scan of the preceding six weeks, with:
- Total revenue opportunity across all 5 categories
- Week-over-week trends (is it getting better or worse?)
- Quick-win actions you can take today
Revenue Recovery Tracking:
Track actions alongside their evidence:
- Link actions back to specific opportunities
- Record the next step and its owner
- Verify payments before describing an amount as collected
You're not just "viewing a dashboard." You're running a weekly recovery playbook that compounds.
Action tracking with Impact Calculator
Every revenue opportunity becomes a trackable action (or you can create your own):
- Interactive Checklists: Break big actions into steps with progress tracking
- Impact Calculator: Slide to estimate ROI before you start
- Email Templates: Copy-paste templates for collecting overdue A/R or no-show fees
- Quick Notes: Add context or updates as you work
- Related Actions: Group related todos (e.g., all A/R-related follow-ups)
Marking an action complete records the work done. It does not establish that a payment was collected.
Break Hours & Utilization You Can Trust
Provider utilization is now calculated with break hours factored in:
Old calculation: Booked hours / Scheduled hours (penalized providers for lunch/admin time)
New calculation: Booked hours / (Scheduled hours - Break hours)
Caretrics extracts break data directly from Jane.app shift CSVs, so your providers are no longer penalized for non-clinical time. This means:
- Fairer performance reviews based on actual clinical capacity
- Better scheduling decisions when you know true availability
- Provider buy-in because the data reflects reality
Automated Weekly Reports
PDF reports delivered to your inbox every Monday (configurable):
- KPIs, provider breakdowns, trends, and recommendations
- Up to 5 recipients per clinic (owners, managers, admin staff)
- Report history archived for quarterly reviews
- Custom provider reports: Providers can receive personalized reports with only their data
Whether you're prepping for a leadership meeting or reviewing trends on Friday afternoon, the reports help you decide fast and communicate clearly.
Provider Dashboards & Coaching Data
Providers now get their own dashboard (auto-detected when they log in):
Personal Metrics:
- Weekly revenue trend (last 8 weeks)
- Utilization percentage (adjusted for breaks)
- No-show rate
- Average fee per visit
- Revenue per hour
- Patient count
Coaching Tools for Managers:
- Patient falloffs: See where patients drop off (e.g., after evals, between follow-ups) so you can shore up the experience and keep plans on track
- Average fee per visit (AFV): Understand revenue quality at the provider level, by visit and over time, to align scheduling, case mix, and expectations
- Utilization trends: Week-over-week comparisons with personal best indicators
- Custom provider reports: Deliver weekly personalized reports to individual providers
Providers see their data. Managers coach with facts, not gut feel. Performance reviews become collaborative, not confrontational.
Multi-location support: roll up and drill down
If you operate more than one clinic, you’ll feel this instantly:
- Roll-ups across locations show the whole picture at once.
- Drill-downs let you compare apples-to-apples by provider, service line, or time period.
- Consistent definitions ensure a “visit,” “falloff,” and “AFV” mean the same thing everywhere.
Clarity at the top, coaching at the edges.
Why the rebrand to Caretrics?
The name reflects what customers asked us for: a system where care and metrics meet. The new positioning is simple: from dashboards to decisions to dollars. You’re not just chasing charts: you’re improving outcomes and growing a healthier business, week after week. Caretrics is the operating system for that.
Who benefits?
Clinic Owners:
Review identified opportunities and recorded payments separately across locations, and use those records to inform growth decisions.
Managers & Operators:
Turn revenue leaks into tracked actions, coach providers with objective data, and run efficient weekly reviews.
Admin Staff:
The release described lists of unbilled services and overdue A/R for follow-up. The unbilled-services detector is now retired; this historical description does not establish current availability.
Providers:
See your personal performance, understand how you compare to your best weeks, and get accurate utilization (not penalized for breaks).
What was planned at release
- Mobile-optimized action tracking (swipe to complete, floating add button)
- Notifications when new opportunities detected
- Deeper multi-location benchmarking and time-window comparisons
These were plans recorded in November 2025. Check the current product page for supported workflows.
Rob SaricCo-founder & CEO at Caretrics
