How the Revenue Engine Works
We don't just provide charts. We provide an active intelligence layer that scans, detects, and recovers revenue automatically.
See the Logic
Inside the Intelligence Engine
Caretrics isn't just a dashboard. It's an active intelligence layer that scans your data to help you recover revenue automatically.
Take a sneak peak
Pro Tip: Run a scan to see how the AI identifies specific revenue leaks.
The Active Flow
5 Steps to Deploy Your Revenue Engine
Connect Your Jane Account
Create a Digital Staff profile for Caretrics in Jane. Enforce 2FA, limit to read-only 'Administrative/Billing' access. You control the keys and can revoke instantly.
5 mins setup • Read-only • You control access
AI Analyzes Your Data
Our AI scans every appointment, billing record, claim, and provider schedule from the past 12 months to identify patterns and anomalies.
First 24 hours • 12 months analyzed
Recovery Report Delivered
24 hours if you have 6+ months of Jane data. For newer clinics, progressive signals start Week 1 and build to your full Recovery Report by Month 6.
Day 2 • Your personalized revenue map
Review Your 5 Leak Types
See exactly where revenue is leaking: unbilled services, no-show patterns, claim failures, provider gaps, and location variance, all quantified in dollars.
Prioritized by impact • Actionable next steps
Start Recovering Revenue
Average clinic recovers $821 in first 30 days. Weekly scans catch new leaks every Monday. By Month 6, most have recovered $4,200+ monthly.
Weekly catch • Ongoing protection
Built for the whole clinic
Revenue recovery is a team sport.
Caretrics is built for the three people who actually make the clinic work. Owners, operations, and providers each get surfaces tuned to their job, with the same source of truth underneath.
For Clinic Owners
The owner running the whole thing.
You need revenue visibility, team accountability, and a growth path that doesn't require your evening.
- Weekly Recovery Reports delivered to your inbox
- Provider performance roll-up across the clinic
- Goals and targets tracked against real data
For Operations
The person who actually runs the days.
You need clean worklists and execution surfaces, not more reports to read.
- Recovery Board queues: unbilled, no-shows, aging AR
- Action Items with exact patient and exact amount
- Zero spreadsheet reconciliation, no monthly export ritual
For Providers
The clinicians delivering the care.
You care about the patient finishing their plan. We give you the signals to catch drop-off before it happens.
- Your own utilization rate, visible to you
- Your patient completion rate, by plan of care
- Drop-off risk flagged before patients lapse
“I was nervous about connecting anything to Jane. It took my front desk 3 minutes, they didn't touch our live data, and the Recovery Report was in my inbox before my first morning patient.”
Read-only Jane access • Cancel anytime • Results in 24 hours
Revenue leaks aren't random.
They happen in 5 predictable places.
Caretrics finds your Recovery Report hidden revenue in 24 hours with Leak Detection real-time analysis and Recovery Timeline guaranteed results.
It's fast. It's accurate. It's automated.
Because you deserve more than guesswork. You deserve clarity.
Your Recovery Timeline
Security & Trust
Your Data. Your Control.
We take clinic data security as seriously as you do. Here's how we protect your practice.
Read-Only Integration
We never change, delete, or create anything in Jane. We only read billing and scheduling data. If you remove our staff profile, we lose access instantly. You control the keys.
Bank-Grade Encryption
All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your clinic data is stored in isolated, encrypted databases.
Privacy-First Processing
We minimize data collection, use least-privilege access controls, and maintain full audit logs. Your data is yours.
Compliance-Ready
Built with healthcare security best practices. Working toward SOC 2 Type II (2027). We take clinic data security seriously.
Trusted by High-Performing Clinics
"The setup was genuinely 5 minutes. Read-only access gave us confidence, and seeing the AI methodology break down each leak type made it easy to trust the recommendations. The Recovery Report showed us exactly where to focus."
Dr. Maria Wilson, Westside Wellness
Integrated health clinic • Vancouver, BC
See it in action
The Caretrics Dashboard
From Recovery Report to recovery tracking. Everything you need to find and fix revenue leaks.
See exactly where your $4,200+/month is hiding with a visual breakdown of 5 leak types across your clinic locations and providers.
The 5 Leak Types
Where Your $4,200/Month is Hiding
After analyzing $50M in clinic revenue, we found 87% of clinics lose money in these same 5 areas.
Why Revenue Leaks Hurt Your Patients Too
Revenue leaks aren't just about money. They create real problems for patients. Surprise bills months later, longer wait times from empty slots, inconsistent care quality, and billing confusion all stem from these 5 leak types. Fixing them improves both your bottom line and patient experience.
Common Questions
Everything You Need to Know
Ready to Find Your $4,200/month?
Join the 87% of Jane clinics who discovered hidden revenue in the same 5 places. Get your personalized Recovery Report in 24 hours.
100% Money-Back Guarantee
If we don't find at least $2,000 in recoverable revenue, we refund your $1 trial fee AND pay you $100 for your time.