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Trust & Access

Secure Digital Staff Connection

Connecting Caretrics is exactly like hiring a temp billing admin. You create a staff user in Jane, give it Billing permissions, and revoke access anytime — just like any employee.

How it works:

  1. 1Create a dedicated staff user in Jane (e.g., "Caretrics Billing")
  2. 2Assign the "Billing" role — read-only access to claims and appointments
  3. 3Share the credentials securely with Caretrics
  4. 4Revoke access anytime by deactivating the user — instant effect
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Caretrics is an independent product for Jane.app clinics and is not affiliated with or endorsed by Jane Software Inc.

Why Secure Staff Access is Safer Than an API

You control the credentials

You create the staff user. You set the password. You manage the access — just like any employee.

Standard permission system

Uses Jane's built-in staff permissions you already know. No new systems to learn or manage.

Visible audit log

Every action is logged in Jane's native audit trail. Full visibility into what we accessed.

Instant access revocation

Revoke access in seconds — same as deactivating any staff member. No support tickets needed.

No API keys to manage

No API tokens, no webhook secrets, no OAuth apps. Just a simple staff account you control.

Safer than API integration

Staff-level access is more transparent than API keys. You see everything. You control everything.

How Secure Staff Access Works

The Digital Staff Model

Instead of complex API integrations, we use a simple approach: you create a dedicated staff user in Jane with Billing permissions. Caretrics authenticates as this user to read billing data. It's the same model you'd use for a part-time billing admin or temp staff member.

Why This is Safer Than API Access

  • ✓You control the credentials — not us. Change the password anytime.
  • ✓You see the audit log — every action appears in Jane's native activity log.
  • ✓Standard permissions — use the same role system you already know.
  • ✓Instant revocation — deactivate the user and access ends immediately.
  • ✓No integration keys — no API tokens to rotate or OAuth apps to manage.

What We Access

With Billing permissions, Caretrics can read:

  • • Appointments and schedules
  • • Billing records and claims status
  • • Payment and collections data
  • • Insurance policy information (for claims matching)

We never access:

  • • Clinical notes or treatment records
  • • Patient contact information (phone, email, address)
  • • Protected health information beyond billing scope

Encryption & Infrastructure

  • • TLS 1.3 encryption for all data in transit
  • • AES-256 encryption for data at rest
  • • Credentials stored with secure vault encryption
  • • SOC 2 aligned security practices
  • • PIPEDA/PHIPA-aligned data handling

Independent Product

Caretrics is an independent analytics product for Jane.app clinics. We are not affiliated with or endorsed by Jane Software Inc. 'Jane.app' is a trademark of its respective owner.

Questions?

Email security@caretrics.com. We're happy to share more detail about our security controls and practices.

Trust & Access — FAQ

How is this different from an API integration?
No API keys, no OAuth, no technical setup. Just create a staff user with Billing permissions — the same process you'd use for a part-time billing admin. You control the credentials, and access appears in Jane's standard audit log.
Can I see what Caretrics accessed?
Yes. All actions appear in Jane's native staff activity log under the Caretrics user account. You have complete visibility into every data access.
Can I revoke access immediately?
Yes. Deactivate or delete the staff user in Jane. Access ends instantly — same as any employee. No support tickets, no waiting period.
What permissions does Caretrics need?
Billing role only. This grants read access to appointments, claims, and payment data needed to identify revenue leaks. We don't need clinical notes or patient contact information.
Is this safer than giving you API access?
Yes. You control the credentials (not us), you see all activity in real-time, and you can revoke access with one click. No API tokens to rotate or OAuth apps to manage.
Do you store the Jane password?
Yes, encrypted with AES-256 in a secure vault. You can change it anytime — we recommend using a unique, strong password. If you change it, just update it in your Caretrics settings.