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The Active Intelligence Layer

How the Revenue Engine Works

We don't just provide charts. We provide an active intelligence layer that scans, detects, and recovers revenue automatically.

5-minute setup
Read-only access
$1 trial, cancel anytime
Scroll to See the Logic

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.

caretrics_engine_v2.4.0 -- unbilled

Caretrics Ready.

Select a module and call initialize scan.

The Active Flow

5 Steps to Deploy Your Revenue Engine

1

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

2

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

3

Money Map Generated

24-48 hours if you have 6+ months of Jane data. For newer clinics, progressive insights start Week 1 and build to your full Money Map by Month 6.

Day 2 • Your personalized revenue map

4

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 insights

5

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

Revenue leaks aren't random.
They happen in 5 predictable places.

Caretrics finds your Money Map hidden revenue in 24-48 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

Week 1
$821
avg. recovered
Month 3
$2,400
monthly recurring
Month 6
$4,200+
full Money Map

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 request only the scopes needed: appointments, billing, schedules, and claims. We can never write back to Jane or modify your records.

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 HIPAA considerations in mind. SOC 2 Type II roadmap. We take clinic data security seriously.

Trusted by High-Performing Clinics

$2,847,392
In Revenue Opportunities Identified
$5,549
Found Today
MW

"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 Money Map visualization showed us exactly where to focus."

Dr. Maria Wilson, Westside Wellness

Integrated health clinic • Vancouver, BC

Built by the team that reviewed 40+ clinics for M&A transactions

See it in action

60-Second Dashboard Walkthrough

Watch how easy it is to navigate your Money Map and identify your 5 revenue leak types.

Revenue dashboard showing $67,000 in found revenue
See Your Hidden Revenue in 60 Seconds

See it in action

The Caretrics Dashboard

From Money Map to recovery tracking — everything you need to find and fix revenue leaks.

Caretrics Money Map dashboard showing your personalized revenue recovery roadmap
Your personalized revenue recovery roadmap

See exactly where your $4,200+/month is hiding with a visual breakdown of 5 leak types across your clinic locations and providers.

Learn about the Money Map

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 Money Map in 24-48 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.

5-minute setup
Read-only access
Cancel anytime
No contracts