Open Dental Analytics FAQ
Open Dental analytics questions, answered.
A focused FAQ for practices using Open Dental and looking for clearer reporting, KPI dashboards, AI insights, and fewer manual spreadsheets.
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 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.