Everything Open Dental practices might be wondering.

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 supports Open Dental today through a secure, read-only integration. Dentrix and Eaglesoft are on our integration roadmap and will come in due time, but current onboarding, dashboard logic, and KPI reporting are built around Open Dental data.

Yes. Dentrix and Eaglesoft are on our PMS integration todo list. We are starting with Open Dental so we can make that experience excellent first, then expand support for additional practice management systems over time.

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. For HIPAA-covered workflows, a signed BAA is provided upon request or as part of setup.

No. Root Data only reads data to generate insights. Your PMS remains fully under your control.

Setup is guided and straightforward. Once Open Dental 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.

Yes. Subscribers receive weekly and monthly summary emails that highlight the most important KPI movement, surface AI tips, and make it easy to review performance without logging in every day.

Yes. Root Data has a live mobile app on the App Store and Google Play so subscribers can review dashboards, KPI summaries, and practice performance from their phone.

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. The public DSO demo shows the enterprise view with sample data.

Production, adjusted 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.

Yes. Open Dental is the PMS integration Root Data supports today. The product is designed to turn Open Dental production, collections, appointments, patients, providers, adjustments, and hygiene data into dashboards, KPI trends, and AI insights.

Open Dental reports are useful, but owners often have to know which report to run, export data, and interpret changes manually. Root Data gives you an operator dashboard, trend comparisons, KPI definitions, email summaries, and an AI Coach that explains what changed.

For the KPIs Root Data tracks, yes. It reduces the need to pull recurring reports for production, collections, new patients, hygiene, case acceptance, appointments, and provider performance. Open Dental remains your source system; Root Data is the decision layer on top.

Yes. Root Data reads data from Open Dental to create analytics and insights. It does not change appointments, patients, billing, procedures, notes, or clinical records in Open Dental.

Root Data syncs Open Dental data multiple times per day. In normal operation, syncs run about every 2 hours so your dashboard and AI insights stay current without disrupting your PMS workflow.

Root Data uses the data needed for practice analytics, including appointments, procedures, payments, claim payments, adjustments, patients, providers, operatories, and related lookup tables. The exact dashboard depends on the features enabled for the office or DSO.

Yes. Root Data tracks adjusted production so owners can see the expected value of completed work after write-offs and production-side adjustments, rather than relying only on gross fee schedule production.

Yes. Root Data surfaces collections and net collections so operators can see what was collected and what remains after merchant or finance fees. This helps separate clinical output from actual cash performance.

Yes. Root Data tracks new patient volume, new patient show rate, new patient production, and reappointment behavior so owners can see whether marketing and scheduling are creating retained patients, not just leads.

Yes. Root Data highlights hygiene reappointment and recall signals so the team can see whether patients are leaving with their next visit scheduled and whether recurring revenue is being protected.

Yes. Multi-location groups can compare practices, review practice-vs-organization averages, and drill into Open Dental metrics by office. DSO practices can also use Salesforce booking visibility when that integration is enabled.

No. Root Data is built to remove the recurring spreadsheet work around KPI reporting. You connect Open Dental once, then review dashboards, trend cards, summary emails, and AI insights inside Root Data.

The setup guide explains the current Open Dental requirements, including API and eConnector needs. During onboarding, Root Data walks you through the supported Open Dental connection path.

Not yet. Open Dental is the supported PMS today. Dentrix and Eaglesoft are planned integrations, so practices using those systems can follow Root Data now and check back as support expands.

An AI dental practice coach watches your practice KPIs, identifies meaningful movement, and explains what to review next. It is not a clinical tool; it is an operational decision-support layer for owners, office managers, and DSO operators.

The AI Coach reviews KPI trends generated from Open Dental data, such as production, collections, new patients, hygiene reappointment, provider performance, and scheduling signals. It turns those changes into plain-English explanations and next areas to inspect.

Root Data can point to likely operational drivers, such as fewer completed visits, lower provider production, weaker case acceptance, hygiene softness, or scheduling gaps. It gives context so the team knows where to look first.

No. Root Data is for business analytics and operational coaching. It does not diagnose patients, recommend clinical treatment, or replace professional judgment.

Yes. Office managers can use AI summaries to see what changed, which KPI needs attention, and where to focus team conversations without rebuilding reports manually.

Yes. DSO users can use AI-generated context around practice-level performance, organization averages, and outlier locations so operators can prioritize the offices that need attention first.

Root Data includes summary emails for subscribers, including weekly and monthly performance signals. These emails help owners notice important KPI movement without logging in every day.

Dental practices already have the data, but it is scattered across reports and time periods. AI is useful when it summarizes trends, explains why a metric may have moved, and points the team toward action faster.