Find revenue leaks in your dental practice data. Start your free trial.
Boost revenue and profit. Securely connect top AI models to your practice's financial data. Root Data turns your dental software into custom dashboards, AI coaching, and practical report emails so owners know exactly what to optimize next.
Adjusted production
Collections
Case acceptance
New patients
Dental software without the noise
Built around the metrics that actually move practice growth.
Dental KPI dashboard
Track adjusted production, collections, new patients, hygiene, case acceptance, and appointments in one practice management view.
AI dental practice coach
See what changed, ask follow-up questions in AI Chat, and generate charts without digging through reports all afternoon.
Weekly and monthly reports
Send concise practice growth summaries to owners, managers, bookkeepers, or advisors without giving extra dashboard access.
Google reviews monitoring
Track review volume, average rating, and reputation trends so you can catch dips early and keep online reputation part of practice performance.
Patient and marketing signals
Understand where new patients come from, which channels convert, and how local growth opportunities show up in the data.
Ask for the trend. Get the chart.
AI Chat can answer practice questions and generate charts from connected Open Dental data, so production, collections, and hygiene movement is easier to see at a glance.
How it works
From signup to insights in four simple steps.
Start free for a full month. You get a secure code, add it to Open Dental, and Root Data does the rest.
Create your account
Your first month is free — no charge for 30 days.
Get your secure code
We send a connection code as soon as you sign up.
Add it to Open Dental
Paste the code in Open Dental. Access stays read-only.
We import your data
Your dashboard fills in and the first AI summary lands by email.
Related walkthrough
See how a practice owner finds revenue leaks in minutes.
Watch how Root Data surfaces case acceptance, collections, hygiene, and new patient signals from your existing dental software so the next action is obvious.
Review the week
Owners and managers get quick summaries of what changed and where the practice should focus.
Track the trend
Compare the right dental metrics over time instead of reacting to isolated production numbers.
Keep the PMS clean
Root Data is read-only, so your dental practice management software remains untouched.
Practice reading list
Articles for dental practice growth.
Featured guidance for owners and office managers improving production, collections, hygiene, case acceptance, and reporting habits.
Dental Practice Earnouts Explained: How to Protect Your Future Payment
An earnout offer can be deceiving: the headline value may look attractive, but part of the payout still depends on how the practice performs after the sale. The buyer may agree to pay a higher total price, but part of that value only arrives if the practice hits specific targets after closing. If those targets are missed, the seller may never receive the full amount shown in the offer.
Read article
What Financial Documents Do You Need to Sell a Dental Practice?
A dental practice sale often stalls if the seller lacks clear, consistent financial records. Buyers need a transparent view of your business. They want to see where your revenue comes from, how you manage expenses, and if the profits will remain stable after you leave. When your reports are scattered or your numbers conflict, buyers lose confidence and pull back.
Read article
Dental Practice Add-Backs Explained: Which Expenses Count in a Valuation?
During valuation, some of those costs may be added back to earnings. Those adjustments are called add-backs. Handled properly, add-backs can present a more accurate picture of the practice’s earning power. Handled aggressively, they can damage credibility and give buyers a reason to question the rest of the financials.
Read articleReady to turn practice data into action?
Start with your existing PMS data and get a cleaner view of production, collections, patients, and growth opportunities. Your first month is free.
Start your free month