01 · Overview
Stop the silent revenue leaks.
How Root Data surfaces the leaks most practices never see — missed re-appointments, slipping case acceptance, and declining collections — before they compound.
Tutorials
Learn Root Data in minutes, not months.
Short, focused walkthroughs of the dashboard, the AI Coach, and how to turn your practice data into clear next actions.
02 · Dashboard tour
Your KPI dashboard in five minutes.
A guided tour of the core view: adjusted production, collections, new patients, hygiene, case acceptance, and appointments — all in one place.
03 · AI Coach
Know what changed and why it matters.
See how the AI Coach flags meaningful changes, explains what likely caused them, and points you to what to review next.
04 · Setup
Connecting your PMS, step by step.
Secure, read-only PMS integration — no workflow disruption, no manual report pulling. Learn what a clean connection looks like.
05 · Using the insights
Reading your performance signals.
How to turn a Root Data insight into a next action — from weekly review to team huddle to operational change.
Ready to see your own practice this clearly?
Connect your PMS and get your first insights in minutes.
Explore sample dashboards