For health and wellness clinic owners and managers using Jane

Recover missed revenue. Keep your clinic on track.

Caretrics turns your Jane data into clear clinic reports and follow-up priorities. Spot unpaid balances and missed rebookings, work through them, and see what changed.

Start with a $99 Revenue Diagnostic Report, 30 minutes with Rob and two months of support.

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Request only. No charge today.

Explore Pro and Plus

Caretrics Follow-ups for a demo clinic: Claims, overdue, 1. Jordan S. #DEMO-CLM-1002, Collect insurance AR, DEMO HEALTH PLAN (DEMO01). DOS Aug 17, 2026; last recorded Submitted Oct 1; follow-up Oct 1, 2026; spoke with rep Sep 26, 2026; saved note: payer confirmed the claim is in review, call back today for a decision. — Riverside Physiotherapy (Demo) · Synthetic demo claim. Captured Oct 2, 2026.

Caretrics Follow-ups for a demo clinic: Claims, overdue, 1. — Riverside Physiotherapy (Demo) · Synthetic demo claim. Captured Oct 2, 2026.

Dr. David Cummins, owner of North End Wellness — Dr. David Cummins · Owner, North End Wellness

Know how your clinic is doing.

Review revenue, return visits and how full the schedule is. Compare weeks or months to see where to focus, without rebuilding a spreadsheet. Look closer by practitioner or location when you need to.

Clinic Scorecard for a demo clinic, revenue area. Total Revenue $23,896.91, down $556.08 or 2.3% against the previous week and 21.65% under target this week, with its 12-week trend and target line at 30,502. Revenue per Visit $104.81, down 1.0% against the previous week, no target set. — Riverside Physiotherapy (Demo) · Anonymized demo data. Captured Oct 1, 2026.

Clinic Scorecard for a demo clinic: Total Revenue $23,896.91, down $556.08 or 2.3% against the previous week and 21.65% under target this week, with its 12-week trend and target line at 30,502. — Riverside Physiotherapy (Demo) · Anonymized demo data. Captured Oct 1, 2026.

Know which follow-ups deserve attention.

See the balance or missed visit, the relevant history and the next step. Work the list yourself, or bring your team into the work on Plus.

Billing follow-up

The owner or biller opens the claim with its service date, previous activity and next follow-up.

One insurance claim follow-up in Caretrics for a demo patient: Jordan S. #DEMO-CLM-1002, Collect insurance AR, DEMO HEALTH PLAN (DEMO01), service date Aug 17, 2026, last recorded Submitted Oct 1, follow-up Oct 1, 2026, spoke with rep Sep 26, 2026, and the saved note, shortened by the app. — Riverside Physiotherapy (Demo) · Synthetic demo claim. Captured Oct 1, 2026.

One insurance claim follow-up in Caretrics for a demo patient: Jordan S. #DEMO-CLM-1002, service date Aug 17, 2026, last recorded Submitted Oct 1, follow-up Oct 1, 2026, spoke with rep Sep 26, 2026, and the saved note, shortened by the app. — Riverside Physiotherapy (Demo) · Synthetic demo claim. Captured Oct 1, 2026.

Patient follow-up

The owner, front desk or coordinator reviews who may need another appointment, decides whether to reach out and records the response.

Included in Plus

One patient follow-up in Caretrics for a demo clinic: Patient #97411, attended, no rebook, high priority. 2 visits tracked, early in plan, care plan length not set. Dr. David Kim, Physiotherapy, last appointment Sep 22, 2026. Buttons to add a note, flag, dismiss or book in Jane. — Riverside Physiotherapy (Demo) · Anonymized demo data. Captured Oct 2, 2026.

Keep the next step from getting lost.

Record the response and next follow-up date. At the next review, see what was done, what is still open and whether clinic targets are on track.

The claim work view in Caretrics for a demo patient: Following up on #DEMO-CLM-1002, DOS Aug 17, 2026. Follow-up due Oct 1, 2026, overdue. Previous work on this claim: Sep 26, 2026, spoke with rep, with the saved note: payer confirmed the claim is in review, call back today for a decision. — Riverside Physiotherapy (Demo) · Synthetic demo claim. Captured Oct 2, 2026.

The claim work view for a demo patient: Following up on #DEMO-CLM-1002, DOS Aug 17, 2026. Follow-up due Oct 1, 2026, overdue. Previous work on this claim: Sep 26, 2026, spoke with rep. — Riverside Physiotherapy (Demo) · Synthetic demo claim. Captured Oct 2, 2026.

Run the follow-up yourself, or bring in your team.

Pro

US$197/month

Clinic reports, recovery priorities and your own worklist.

Plus

US$297/month

Everything in Pro, plus team logins, individual worklists and patient follow-up workflows.

Start with the diagnostic. Review the ongoing plan and terms before you pay.

See full plan details

Keep Jane. Add a clear next step.

Keep appointments and billing in Jane. Caretrics adds priorities, follow-up history and progress in one place.

Your clinic controls access and decides what to do. Caretrics does not change Jane records or contact patients and payers for you.