Frequently Asked Questions
Everything you might be wondering.
Short, honest answers about how Root Data works, what it costs, how your data is protected, and who it's built for.
Root Data connects to your practice management system, analyzes your practice performance, and tells you what to optimize next. It combines a clear KPI dashboard with an AI Coach that flags meaningful changes and explains what they mean so you can increase profit.
No. Root Data includes a dashboard, but the core value is simplicity and ease of interpretation. You don't just see numbers. You get context and guidance on what to focus on.
Root Data connects to supported practice management systems through secure, read-only integration. Open Dental is fully supported today, and additional integrations are added over time. Contact us if you want to confirm compatibility with your PMS.
No. The integration is read-only. Root Data does not change your scheduling, billing, or clinical systems. It sits alongside your existing PMS and never writes back to it.
Yes. Data is encrypted in transit and at rest, access is restricted and monitored, and your data is never sold or shared with third parties.
No. Root Data only reads data to generate insights. Your PMS remains fully under your control.
Setup is guided and straightforward. Once your PMS is connected, your dashboard begins populating automatically, and the AI Coach starts producing insights within the first sync cycle.
Yes. Anyone you authorize can access the dashboard and AI insights. Role-based access lets you decide who sees what.
No long-term contract required. Month-to-month or annual plans are available, and you can cancel anytime.
Root Data provides continuous, automated insight into your performance every day. It highlights changes in real time and points to what to review next, so coaches, consultants, and owners can act faster with shared context.
Entrepreneurial general dentists, growing group practices, and DSOs who want clarity and profit-focused decision support without living in spreadsheets.
Yes. DSO practices (organizations with multiple synced offices) get an enterprise view with side-by-side practice vs. organization averages, roll-ups across locations, and per-practice drill-downs.
Production, collections, net collections, case acceptance, new patient flow, hygiene re-appointment, broken/no-show rate, provider performance, and more. See the Glossary for definitions and how each KPI is calculated.
Prefer to watch?
See Root Data walk through each answer.
Short video tutorials covering the dashboard, the AI Coach, PMS setup, and how to read your performance signals.
Need a term defined?
Still have questions, or tripped on a KPI term?
Our glossary explains the dental industry terms and KPIs Root Data tracks — from DSO to net collections to hygiene re-appointment.