10/13/2026
If your practice is still tracking revenue in Sales and entering everything manually, your admin time is likely double what it should be.
We recently partnered with a clinic where every single transaction was lumped into one Sales category.
During Phase 1 of our advisory process—the Tech & Systems Assessment—we compared their Chart of Accounts against their Jane App data. The mismatch was severe. You cannot find your profit leaks if your data is a mess, so we restructured their Chart of Accounts into clean, departmentalized buckets for total financial clarity.
Once we had deep analytics, we tackled the administrative friction. They were losing money and time on e-transfers, so we moved them to a dedicated payables platform.
Finally, we integrated their payroll. They had been doing manual journal entries and spending Monday nights manually running payroll. We treat manual data entry as a waste of time!!
Clean data is the only way you can optimize your clinic.
If you want to map out what an optimized version of your practice looks like and stop the manual data entry, send me a DM.
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