Capabilities

Ask. Teach. Delegate.

The whole product is a conversation, and it does three things — each one deep enough to change how the practice runs.

Ask

Ask the questions that need investigating.

Rooted doesn’t just retrieve a number. It reasons across the whole business — schedules, ledgers, treatment, documentation and the people behind them — and answers in plain language, with the why included.

  • Why are collections down this month?
  • Which provider is most profitable, and why?
  • What happened across the practice today?
  • Are we on track to hit plan this quarter?
  • Which treatment-planned patients never scheduled?

Rooted

Owner line

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Teach

Teach it how your practice actually works.

No two practices run the same way. Tell Rooted the rules, terms and judgments that make yours specific. It remembers permanently and applies them to every answer and task from then on.

  • Compensation formulas for each provider
  • What your shorthand and terms mean
  • Which numbers matter, and in what order
  • House rules for refunds, write-offs and adjustments
  • Who is responsible for what

Rooted

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Delegate

Delegate the work you keep having to remember.

Hand over a responsibility once. Rooted resolves what to do, who it involves and when it runs, asks only for what’s missing, and then carries it out on schedule — delivering finished work to the right people.

  • Every evening, brief tomorrow’s associates
  • Every Monday at 7am, send a weekend recap
  • At month end, reconcile production vs collections
  • When a day ends 15% under plan, tell me why
  • Each quarter, prepare provider compensation

Rooted

Standing responsibility

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Working on your behalf

It keeps working when you aren't watching.

The point of Rooted isn’t faster answers. It’s a business that no longer waits on your memory, presence or attention.

Recurring business work

It performs the work on the right cadence — nightly, weekly, monthly, quarterly — without you initiating it each time.

Reaches the right people

It communicates with the people you authorize, by text or email, and only within the limits you set for each of them.

Delivers without a reminder

Completed reports and results simply arrive. You stop being the thing the practice waits on.

Put it to work in your practice.