RootLogic is not an agency contract.
The software stands on its own. Your practice owns its data, phone numbers and critical assets. Marketing services are optional and do not unlock or improve RootLogic features.
The complete operating foundation for one practice location.
Month to month, cancel any time. Founding pricing, locked twelve months — that is a price guarantee, not a commitment. No setup fee, no per-seat charge, no services requirement.
Everything your front office needs to run the cash-pay patient journey.
RootLogic is the system of record for acquisition, communication, consultation, conversion and revenue attribution—without requiring a marketing relationship.
CRM + Patient Journey
Leads, contacts, pipeline, stages, tasks and complete patient history.
Scheduling
Consultations, procedures, staff calendars and room scheduling.
Pre-Consult Questionnaire
Structured patient information captured before the consultation.
5 Phone Numbers / Extensions
Native practice phone system with up to five included numbers or extensions.
2,000 Talk Minutes
Included monthly talk time with additional usage available as needed.
SMS Messaging
Two-way patient texting integrated into the patient record.
Invoicing
Create invoices, send payment requests and maintain the payment record.
Credit Card Processing
Accept patient payments inside RootLogic. Processing fees are separate, billed on volume at a disclosed rate. Live processing activates after merchant onboarding.
Attribution + Revenue Reporting
Connect calls, forms, consultations, procedures and collected revenue back to their source.
What is not included, and how it is billed.
- A location is a physical practice address. Two consultation rooms is one location. Two offices under one brand is two.
- Card processing is billed on volume at a disclosed rate, separate from the subscription, and live processing activates after merchant onboarding.
- Telephony usage beyond the included numbers and minutes is billed at cost and itemized by line.
- No setup fee, no per-form fee, no charge for support, and no services requirement of any kind.
- The subscription is month to month. Cancel any time, with no termination fee and no notice period, and export your data on the way out. The twelve-month lock is on the price and binds us, not you.
Per location, not per provider.
The category norm is a per-provider price quoted only after a demo, and it scales with exactly the thing you are trying to do. Adding an injector raises the software bill. A flat per-location price does not.
| Practice shape | RootLogic | What a cheaper plan still charges for |
|---|---|---|
| 2 providers, 1 location | $399 / month | A phone system and ad-spend attribution, neither of which is in a plan at this level |
| 5 providers, 1 location | $399 / month | Per-seat fees begin, and the phone line and AI answering are separate line items |
| 10 providers, 2 locations | $798 / month | Per-seat fees ten times over, plus a second location fee on most plans |
How to read the right-hand column
Cheaper plans exist. This column says what they still charge for on top, read from each vendor's own published pricing page. We do not publish a competitor total, because the configurations are not comparable and the totals move.
Already have an agency or internal marketing team?
Perfect. They can keep doing their job while RootLogic measures the patient journey and revenue underneath it.
Extend RootLogic when you need more.
These are optional product add-ons—not marketing services.
Core stays $399. Add-ons expand RootLogic functionality without changing the base platform or requiring marketing services.
The seven questions practices actually ask.
What counts as a location?
A physical practice address. Two consultation rooms at one address is one location. Two offices under one brand is two. Providers, users and front-desk seats are unlimited either way.
Do we have to leave the system we chart in?
No. RootLogic sits on the revenue side of the practice - the phone line, the lead, the consult pipeline, the quote, the payment, and the attribution connecting them to your ad spend. Keeping your chart where it is is a supported way to run it, not a workaround. How that works.
Who moves our data, and how long does it take?
We do, and the schedule is published rather than promised: thirty days, with the dates and the people needed on each one. The thirty-day plan.
Is there a contract?
No. The subscription is month to month - cancel any time, no termination fee, no notice period, and you export your data on the way out. The twelve-month price lock binds us, not you.
What happens after the 2,000 included minutes?
Usage past what is included is billed at what the carrier charges us, itemized by line, with no markup. The rates are published rather than disclosed on a bill. The phone page carries them.
Who owns the phone number?
The practice. We file the port in your name with you as the owner of record, and if you ever leave, the number goes with you. Your data.
What does support look like?
One address, a published response time, and it is answered by someone who can change the software rather than file a ticket about it. Support.
Want help growing the practice?
Add only what you need. None of these services are required to use RootLogic.
RootLogic remains the same either way.
Choosing a marketing service does not add software features, better reporting or preferred treatment inside RootLogic. These are separate professional services that can use RootLogic data to measure performance.
Specialized growth services for elective medical practices. Keep your current agency if you prefer—or engage Vitality for one service, several services or a broader growth program.