Open it in the morning and the practice is already answered.
Quoted value still sellable. Revenue booked. Who has not been consulted yet. The schedule and the work queue, on one screen.
Every patient, and where they came from.
A lead, a consultation and a case are three states of one person. They live on one board, and every card names the source that produced it.
Twelve, and they were designed together.
Practice software usually arrives as a suite that was acquired rather than built. That is why the CRM is a separate login from the chart and the payments are a third.
RootLogic is one tenant. One patient record, one thread per case, one set of numbers.
Attribution
Which campaign produced the revenue, not just the lead.
Pipeline
Leads, consultations and cases on one board with the source attached.
Schedule
A calendar per provider, a board per room, booking with deposits.
RootVoice
The practice's own number, recorded and attributed.
RootPay
Deposits, card on file, memberships, invoices and payouts.
Quotes
Itemized plans that become invoices without retyping.
Messaging
SMS, email and web chat in one thread per patient.
Intake & Consent
Signed documents frozen at the moment of signature.
Photos
Before and after on the case, with consent on the image.
Analytics
Sources, consultations and revenue on one window.
Call analysis
Every inbound call scored on what happened in it.
Integrations
QuickBooks, Google Ads, Meta.
RootLogic is not your chart, and does not want to be.
No claims engine, no clearinghouse, no prescribing. The clinical side here is intake, consent, imagery, consultation findings and notes, because the revenue side needs them.
There is no website builder either. RootLogic reads whatever your existing site produces.
Do we have to leave our EHR?
No, and most practices do not. That is the whole argument on Keep your chart.
How many users are included?
All of them. The price is per location.
Can we run two verticals in one account?
Yes. One tenant, one patient list, whichever packs are switched on.
What happens to our phone number?
You own it, and you take it with you if you ever leave.