One place for patients, communication, revenue, and marketing performance.
RootLogic connects what happens before the consultation to what happens after it, so marketing performance is tied to real practice outcomes.
Ad, call, form, referral
Identity and conversation
Scheduled and completed
Plan and financing
Treatment completed
Collected and attributed
See the patient, the conversations, the consult, the quote, and the outcome as one connected journey.
Connect marketing sources to consultations, procedures, and collected revenue instead of stopping at leads.
The operating system, patient history, and performance record stay with the practice.
Patient relationships, call history, consult outcomes, revenue, and performance data should live with the business—not inside an agency relationship.
RootLogic is agency-independent, not anti-agency. Your agency, consultants, and internal team can all work around the same source of truth.
When a practice changes staff, agencies, or marketing partners, RootLogic remains the continuity layer underneath the business.
RootLogic should feel like it belongs inside the real work of an elective practice: the first call, the consultation, the handoff, the follow-up, and the decision-making behind growth.
RootLogic carries the context into the room without turning the room into a software demo.
This is where RootLogic becomes tangible. Instead of a feature list, the product chapter follows the same patient journey your team works every day—from first contact through collected revenue, including Alex handling the first conversation when your team cannot.
The patient journey stays visible across leads, consultations, quotes, deposits, procedures, and follow-up without turning every exception into another pipeline stage.
See the transcript, understand what the patient asked about, surface objections and next actions, and keep the analysis attached to the patient journey instead of buried in a recording.
Alex can handle an incoming voice or web conversation, capture what the patient needs, qualify the inquiry, and hand the conversation into RootLogic with the context intact for a human follow-up.
Consultations, procedures, providers, rooms, and follow-up live in one scheduling picture so operational work stays connected to the patient journey.
Track what was proposed, what was funded, what was paid, and what ultimately became treatment. That is the part most lead dashboards never see.
RootLogic closes the loop between acquisition and outcomes so the growth conversation can move beyond clicks and leads into consults, procedures, and revenue.
Each part of RootLogic should answer a question the practice already has—who needs attention, what happened, what was sold, what was paid, and what actually drove the result.
RootVoice is a standard SIP service, so the handset is never the hard part. Keep the phones on the desk, add a certified one, or run the extension with no hardware at all. Every call still records, transcribes, and lands on the patient it belongs to.
Five numbers or extensions and 2,000 talk minutes are included. Past that, usage is billed at what the carrier charges us, itemized by line. Handset pricing is quoted per practice and is not published here.
Pictured: a Poly VVX 350, one certified option among many, and the same extension answered mid-call on a mobile handset. Demonstration data.
RootLogic uses one shared core, then adapts terminology, workflows, forms, milestones, and specialty details around the practice instead of forcing every elective business into the same generic template.
Consults, graft estimates, photos, procedure planning, and long-term follow-up around a hair-restoration journey.
Treatments, consultations, memberships, recurring care, and patient communication in the same operating picture.
Consults, treatment plans, deposits, surgery scheduling, patient milestones, and revenue tied back to acquisition.
High-value cases, financing, treatment plans, consult conversion, and production attribution layered alongside the PMS.
One place for patients, communication, revenue, and marketing performance—on a system your practice controls.
Your patient relationships, history, and performance data stay with the practice.
Work with an agency, an internal team, or both—without rebuilding the system around them.
The operating model is shaped around consults, treatment decisions, procedures, and collected revenue.