Doctors
See practice performance without living in reports, so clinical leaders stay close to production, case flow, and what needs attention.
DSO customer story
An Inc. 5000 company. One of the fastest-growing DSOs in dentistry.
How Shared Practices Group runs Root across a 50+ location DSO
Shared Practices Group (SPG) is a dentist-owned full-arch DSO growing through 50+ locations. Root is used throughout the organization — not only at headquarters.
50+ locationsDoctors, office managers, smile consultants, central teamAI Chat and charts
“Everyone on the central team started checking our numbers 10x+ more frequently than before.”
Dr. Austin Davis
Chief Strategic Officer, Shared Practices Group
In his words
From a monthly headache to numbers the central team checks all the time
Before Root Data, what were the biggest challenges you had getting a clear view of performance across Shared Practices Group?
“Biggest challenge was having clean, accurate data in real time that was very quick and easy to access. Before Root, it would take me way too long to get access to the real-time data that I needed all in one place. It was such a barrier that I didn’t look at the numbers as much as I should because it was such a headache to get them.”
Dr. Austin Davis, Chief Strategic OfficerWhat changed for you and the leadership team once Root Data was connected across the organization?
“Everyone on the central team started checking on our numbers 10x+ more frequently than before. It was like everyone was flying blind and waiting until the end of the month to see how we did. Also, we were able to actually track the KPIs that matter to us without a ton of extra junk. The right KPIs unique to our company in one place without a bunch of other unnecessary data makes it very powerful.”
Dr. Austin Davis, Chief Strategic OfficerWho uses Root at SPG
One product, used throughout the group
Root is not reserved for a reporting analyst. At SPG it shows up in the practices and on the central team, so the people closest to the patient and the people running the network share the same numbers.
Office managers
Run the day-to-day from the same KPIs the rest of SPG uses — appointments, collections, and new-patient flow included.
Smile consultants
Stay aligned with what actually booked, showed, and converted, instead of working from a separate spreadsheet.
Central team
Compare locations, spot offices that need help, and keep the growing network on one operating picture.
The operating problem
A 50+ location full-arch DSO cannot run on local reports
SPG started as a dentist community and grew into a national full-arch platform. Opening locations quickly only works if doctors, office managers, smile consultants, and the central team can see the same performance picture — production, collections, new patients, bookings, and show rate — without rebuilding a spreadsheet for every office.
What SPG runs in Root
- Enterprise rollups across 50+ locations
- Office-by-office comparisons for the central team
- Salesforce bookings and new-patient show rate
- AI Chat across the same connected data, including charts
- Weekly and monthly practice updates for operators
- One shared view for doctors, managers, smile consultants, and HQ
AI Chat and data
Ask the data. Get the chart.
SPG teams do not have to wait on a report pull. Root AI Chat can answer questions across the connected practice, booking, and operating data, then turn the answer into a chart.
Plain-language questions
Ask how an office is performing, what changed this week, or which locations need attention.
Charts from the same data
Turn production, collections, new patients, bookings, and show rate into a visual without leaving chat.
One data layer
The chat uses the same Root data as the dashboards, so HQ and the practices are not working from two versions of the truth.
Data options in chat
The same connected data the dashboards use
Operators can ask across the live Root data set, then have the answer charted instead of exported to a spreadsheet.
- Production and collections
- New patients and show rate
- Salesforce bookings
- Office-by-office comparisons
- Hygiene and case acceptance
- Weekly and monthly trends
“Chart collections versus production for the last eight weeks.”
“Which offices had the weakest new-patient show rate last month?”
“Compare bookings to new patients seen by location.”
Why this matters
The same Root view in the practice and at the center
Weekly and monthly updates keep operators close to the week that just happened. The enterprise dashboard gives the central team a way to compare locations. AI Chat lets doctors, managers, smile consultants, and HQ ask across that same data and get charts back. Bookings and show-rate visibility keep acquisition honest as new offices come online.
“The right KPIs unique to our company in one place without a bunch of other unnecessary data makes it very powerful.”
See how Root works for DSOs and groups
If you are comparing offices, asking AI Chat across the live data, or trying to get every location on the same operating picture, start with the DSO product or a conversation.
SPG in the Root DSO directory