Jane.app + Caretrics: Closing the Gaps Your EMR Can't See

We are huge fans of Jane.app. It is remarkably good at what it does: Operational Record Keeping.

But even the best EMRs aren't designed to be "Revenue Intelligence" platforms. They record what happened, not what didn't happen (missed revenue, unfilled capacity, silent churn).

The Ecosystem Approach:

• Jane.app: Your Operational Source of Truth (Booking, Charting, Billing).
• Caretrics: Your Growth Intelligence Layer (Auditing, Forecasting, Alerts).

How They Work Together

| Operational Goal (Jane.app) | Growth Goal (Caretrics) | | :--- | :--- | | Record a Visit | Audit the Visit (Was it billed correctly?) | | Book an Appointment | Optimize Capability (Are we utilizing staff effectively?) | | Track No-Shows | Recover Revenue (What is the pattern? How much did we lose?) | | List Patients | Analyze Retention (Who is at risk of churning?) |

Closing the 3 Big Gaps

1. The "Unbilled Services" Gap

Jane's reports are excellent at telling you what you have billed. They don't tell you what you forgot to bill.

• Jane: You must manually cross-reference "Arrived" appointments with the "Sales" report.
• Caretrics: Automatically scans 24/7. If a patient is marked "Arrived" but no invoice exists (or the invoice is $0), you get an alert.

2. Provider Utilization as Strategy

Jane shows you how busy your staff is. Caretrics shows you how profitable their time is.

• Jane: "John is 80% booked."
• Caretrics: "John is 80% booked, but his Revenue Per Hour is $40 lower than the clinic average. He primarily books low-value assessments and rarely converts to treatment plans."

3. True Cost of No-Shows

Seeing a list of no-shows is annoying. Seeing a dollar figure is motivating.

• Jane: "You had 12 no-shows last week."
• Caretrics: "You lost $1,140 to no-shows last week. 60% were new patients booking online."

When to Upgrade to Caretrics

You don't need to "switch." Caretrics integrates directly with your existing Jane.app account (read-only).

Stick with Jane.app Reports if:

• You are a solo practitioner.
• You have < 150 appointments/month.
• You handle all billing yourself at the time of service.

Add Caretrics Intelligence if:

• You have 3+ providers.
• You have admin staff handling billing.
• Your annual revenue is > $300k.
• You suspect money is slipping through the cracks.

The "Better Together" Workflow

The most profitable clinics use both:

1. Staff live in Jane.app for all daily tasks.
2. Management checks Caretrics weekly to spot trends, stop leaks, and set goals.