How I count and verify clinic findings.
This page explains how I check clinic findings and describe their limits. A recorded balance, an estimated opportunity and money collected are different things.
Every public number I use is held to the standard on this page. If a number cannot meet it, it comes down until it can.
- 1DetectedSignal detected
- 2EvidenceEvidence reviewed
- 3OwnerOwner assigned
- 4ActionAction completed
- 5VerifiedOutcome verified
What gets read.
The relevant records depend on the question being investigated and the information available from the clinic. I state the period, sources and missing information for each finding.
Separate records from estimates.
For each finding, I want to know which records support it, which fields are missing, and whether any part is estimated. Missing billing information alone does not prove that a service was never invoiced.
A finding needs an owner.
The clinic assigns each finding to a person. Caretrics does not decide who. It records the name and the date, so the work stops being nobody's in particular.
Identified is not collected.
A finding can point to work worth doing. Completing that work does not by itself prove that money was collected. I describe bookings, submitted claims and payments separately, using the evidence available for each.
Check what changed.
A completed task is evidence of work done. A booking, a payment and an updated balance are different outcomes. I check the relevant source before describing a result as confirmed, and I keep an estimated opportunity separate from collected money.
Where AI assists, and where a person decides.
Anything automated says what it read, what it skipped, and what it is unsure about. If it cannot, it does not get to make the call. People assign the work and make the decisions, and each action is logged against the item, never against the person who made it.
Public examples.
Patient examples use a first name and last initial, never real data. Signals shown in public are anonymized, and every public number carries what it counts and where it came from. When a number is missing its breakdown, it comes down.
The $127,000.
This historical example covers one clinic with 25 providers, from June 2025 through May 2026. The four categories are unbilled claims, $52,000; no-shows, $37,000; missed re-bookings, $24,000; and missing re-evaluations, $14,000. These categories include estimated revenue opportunities. The total is not cash collected or a receivables balance.
- Unbilled claims$52,000
- No-shows$37,000
- Missed re-bookings$24,000
- Missing re-evaluations$14,000
One clinic, 25 providers, June 2025 through May 2026. Identified is not collected.