I kept finding the same revenue gaps in clinic after clinic.
I'm Rob Saric. I spent twenty years building software, then went through twelve months of bookings, visits, and billing for more than fifty clinics, one clinic at a time.
That work became Caretrics. It helps allied-health and rehab teams identify the work affecting revenue, give it a clear owner, and verify what changed, without replacing Jane or the people making the decisions.
Evidence-led. AI-assisted. Human-controlled.
I realized why the money keeps slipping.
Not carelessness. The report exists, somebody reads it, and the task it points at belongs to no one in particular. I watched it repeat in places full of people doing real good and quietly eating the cost. Everyone selling to clinics was selling demand, more new patients, more bookings. I became obsessed with the other side: operations, and recovering the money a clinic has already earned. Here is one signal, from detection through to a verified outcome.
The report exists, somebody reads it, and the task it points at belongs to no one. Everyone sells demand; I became obsessed with recovering money already earned. Here is one signal, from detection to a verified outcome.
Identified across four gaps in one clinic, over one year. Identified is not collected.
How I counted this →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 separatelySo I am building Caretrics.
It starts with the Recovery Scan: a read-only pass over a clinic's own Jane data, across the five stages revenue moves through. It works between Booked and Paid, and it shows where money slips and what to fix first. Select a stage.
It starts with the Recovery Scan: a read-only pass over a clinic's own Jane data, across the five stages revenue moves through. It shows where money slips and what to fix first.
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 twelve months of a clinic's Jane data, groups missed revenue and follow-up work into an Action Plan, and records who acted and what changed.
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.
See CaretricsIt reads twelve months of a clinic's Jane data, groups missed revenue and follow-up work into an Action Plan, and records who acted and what changed. It does not send bills, collect money, or decide what a patient clinically needs.
Read-only access · Cancel anytime · Revoke anytimeSee Caretrics“No-shows and late cancels were costing us more than we realized, and we never had a clear number on it. Rob and the Caretrics team gave us the number, then helped our front desk stay on top of exactly who to follow up with first. We recovered about $2,800 last month, and our team now runs the week on top of our operational priorities instead of chasing them.”
Principles 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, building, and rethinking.
Kept in public, in order. The wrong turns stay in.
Why I care.
People who do good should do well. I am tired of the opposite: people who contribute little, monetizing the people who carry the world. Clinicians spend themselves helping others live with pain and injury. The clinics around them should thrive for it, not struggle.
People who do good should do well. I am tired of the opposite: people who contribute little, monetizing the people who carry the world.
"If it adds work to care, it has failed."
Founder of Caretrics · OttawaTell 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.