Announcing Caretrics v2.0

We're excited to share two big milestones: we've rebranded to Caretrics and shipped v2.0 — a faster, clearer way to run your clinic with confidence.

Caretrics is your clinic's revenue intelligence 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 Intelligence That Acts: Home dashboard identifies your 5 revenue leaks, turns them into tracked actions, and measures dollars recovered.
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 Intelligence: From opportunity to action to dollars

The core of v2 is a closed-loop system that identifies revenue leaks, helps you fix them, and tracks every dollar recovered.

Your 5 revenue leak categories (quantified weekly):

Unbilled Services — Services delivered but not invoiced
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 — Recoverable cancellation fees

Your First Week Audit (24-48 hours after connecting Jane):

Caretrics automatically scans your last 6 weeks of data and shows you:

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:

Every action you take gets tracked in your "Money Recovered" hero metric:

See total recovered since joining (+ this month)
Link actions back to specific opportunities
Share wins with your team

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)

When you mark an action complete, it automatically updates your "Money Recovered" metric.

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.

Get started

New here? Start your trial — connect your data and see your first insights in minutes.
Already connected? Open your Home dashboard to see this week's focus and revenue recovery opportunities.

Who benefits?

Clinic Owners: Track revenue recovered, identify opportunities across all locations, and make data-driven decisions about growth.

Managers & Operators: Turn revenue leaks into tracked actions, coach providers with objective data, and run efficient weekly reviews.

Admin Staff: Get clear lists of unbilled services and overdue A/R to follow up on, with email templates to speed up collection.

Providers: See your personal performance, understand how you compare to your best weeks, and get accurate utilization (not penalized for breaks).

What's next

Mobile-optimized action tracking (swipe to complete, floating add button)
Notifications when new opportunities detected
Deeper multi-location benchmarking and time-window comparisons

If there's something you'd love to see in Caretrics, reply to this post or reach out — we're building with you.