I kept finding the same revenue gaps in clinic after clinic.
So I built Caretrics. It helps allied-health and rehab teams using Jane.app identify the operational gaps affecting revenue, give the work a clear owner, and measure what changed.
Evidence-led. AI-assisted. Human-controlled.
The dashboard held the evidence. The work still had no owner.
The same pattern turned up in clinic after clinic. The report existed, somebody had read it, and the task it implied still belonged to no one in particular. Here is one anonymized signal, from detection through to a verified outcome.
One anonymized signal, from detection through to a verified outcome.
Seventeen insurance items on one clinic’s account show no status change in 21 days. Caretrics flags the group, not the individual claim, because the pattern is the finding.
read from Jane · read-only · grouped by days since last activityEach item links back to the visit it came from, the date it was submitted, and the last status recorded. Nothing is inferred. Where a field was missing, the item says so instead of guessing.
per-item record · no derived values · gaps disclosedThe clinic assigns the group to a person. Caretrics does not decide who. It records the name and the date, so the work stops being nobody’s in particular.
assigned by the clinic · named by role · timestampedThe owner resubmits, corrects, or writes each item off. The choice is logged against the item, never against the person who made it.
one action per item · reversible · audit trail retainedAn item only closes when its status changes in Jane. Identified is not collected, and the record shows plainly which of the two happened.
confirmed against source data · identified and collected reported separatelyClinic revenue moves through five stages. So do its problems.
Caretrics reads a clinic's Jane data with read-only access and works between Booked and Paid. Select a stage.
Caretrics reads a clinic's Jane data with read-only access and works between Booked and Paid.
Are the right patients finding you and booking a first visit?
Referral sources · first-visit bookings · enquiries that never became appointments
Caretrics does not measure this stage. A gap here often gets blamed on a later one.
Does the schedule hold once it is set?
No-shows · late cancellations · scheduling gaps nobody fills
Read from the clinic’s own calendar data.
Are patients completing the care they started?
Plan-of-care completion · drop-offs · visits that happened and were never invoiced
Read from visit and billing records, never from clinical judgement.
Does the plan of care finish, or fade?
Missed re-bookings · re-evaluations never scheduled · authorizations that expired with visits left
The stage where the most money quietly leaves.
Does the completed work turn into money?
Unbilled visits · aging receivables · claims that never went out
Identified only. Caretrics does not bill or collect.
What Caretrics does
It reads 12 months of a clinic's Jane account, groups what it finds into an Action Plan with a next step, and records who took it. The pieces are the Recovery Report, the Action Plan, a weekly report, Coverage Alerts, Patient Follow-Ups, and an Aging AR workspace.
Read-only access · Cancel anytime · Revoke anytimeWhat it does not do
It does not send bills, collect money, or decide what a patient clinically needs. It identifies. Your team decides. Found sits outside it.
See CaretricsIt reads 12 months of a clinic's Jane account, groups what it finds into an Action Plan with a next step, and records who took it. It does not send bills, collect money, or decide what a patient clinically needs.
Read-only access · Cancel anytime · Revoke anytimeSee CaretricsPrinciples I use when reviewing clinic operations.
- 01Recover before you acquire.If money is slipping out of the current operation, more patients mostly means more slipping. Handle the missed follow-ups and unbilled visits first, then spend on growth.If money is slipping out of the current operation, more patients mostly means more slipping.
- 02A signal without an owner is just another dashboard.A finding needs a person and a next step. Otherwise it sits on a screen while the money waits.A finding needs a person and a next step. Otherwise it sits on a screen while the money waits.
- 03AI must show its work.When money or patients are involved, anything automated should say what it read, what it skipped, and what it is unsure about. If it cannot, it does not get to make the call.Anything automated should say what it read, what it skipped, and what it is unsure about.
What I am seeing, shipping, and rethinking.
Kept in public, in order. The wrong turns stay in.
Where the standard came from.
I have mentored with Big Brothers Big Sisters for over a decade. Time is the thing people in care have least of, and it is the thing most software asks for more of. That is the whole reason I care about this work.
I have mentored with Big Brothers Big Sisters for over a decade. Time is the thing people in care have least of, and it is the thing most software asks for more of.
"If it adds work to care, it has failed."
Tell me where I am wrong.
You run the clinic. You see things I cannot. If a principle does not match what you see at your front desk, or you know where money slips that I have not mentioned, write to me. I read and answer everything myself.
You run the clinic. You see things I cannot. Write to me. I read and answer everything myself.