Why RootLogic

We are not asking you to leave your EHR.

Keep your chart, your templates and your workflow. RootLogic owns the phone, the lead, the consultation, the quote and the money.

The argument

Migration risk is the real objection, and this removes it.

Every competitor leads with the electronic record, which means every one of them is asking you to undertake the most disruptive project in your software life in order to buy a marketing improvement.

You have probably lived through one migration and remember what it cost. RootLogic asks for none of it.

A RootLogic patient record with the consult, the quote, the invoice and the conversation on one page
One patient record on the revenue side. The clinical chart stays where it is. Demonstration data.
The line, drawn plainly

What moves and what does not.

Stays where it isMoves into RootLogic
Clinical charting, templates and encounter notesThe phone line, recorded and attributed
Prescribing, labs and device integrationLeads, consultations and cases on one board
Insurance claims and codingQuotes, financing status and invoices
Historical clinical recordsPayments, memberships and reconciled payouts
Whatever your staff already knowAttribution, click to collected revenue
What if our EHR already has a CRM module?

Most do, and most are a contact list with a task attached. Ask it which campaign produced last month's collected revenue. If it can answer, you do not need us.

Does the front desk work in two systems?

They work in RootLogic. Clinical staff work in the chart. That is roughly the split that already exists.

Next

Open the product before you talk to anyone.

The demo tenant is a working RootLogic on demonstration data. Click the pipeline, open a case, read a quote, look at where the revenue came from. No form, no call.