Custom DSO analytics that connect PMS, marketing, and patient revenue data to get more out of AI.
Most DSOs have the data. The hard part is that it is duplicated, incomplete, and scattered across PMS systems, Salesforce, call tracking, marketing, and scheduling tools. Root Data connects the dots, then applies AI agents, chat tooling, RAG, and forward-deployed engineering so growth teams can fill more chairs, improve patient revenue, and make decisions with clarity.
Connected sources
PMS
Production + collections
Salesforce
Leads + booked patients
Call tracking
Missed calls + source quality
Marketing
Spend + campaign demand
Root Data clarity layer
From noisy records to revenue action.
Lead to seated NP
Collections / NP
Unscheduled treatment
Chair-fill opportunity
3 offices show strong paid search demand but lower seated-patient conversion. Review response time, appointment confirmation, and first-visit treatment presentation.
Beyond PMS reporting
Connect the services that explain where patients come from and where revenue leaks.
PMS data tells you what happened inside the practice. DSOs also need the demand, booking, marketing, and revenue context around it.
PMS data
Production, collections, patients, providers, appointments, claims, procedures, hygiene, and treatment activity.
Salesforce and CRM
Lead source, referral source, call center handoffs, booked appointments, no-shows, and patient lifecycle status.
Marketing channels
Campaign spend, landing pages, paid search, social campaigns, referral partners, and geographic demand signals.
Call and scheduling tools
Call tracking, web forms, online booking, missed calls, response time, scheduling friction, and chair-fill opportunity.
Bad data is the bottleneck
Clear analytics start by fixing the reporting foundation.
A DSO can spend heavily on marketing and still miss the real answer if lead source, patient identity, appointment outcome, and collections data never line up. Root Data makes those definitions usable.
Revenue optimization
Get marketing right, fill more chairs, and understand patient revenue quality.
Patient revenue clarity
See which sources create durable new patient value, not only low-cost leads or high booking volume.
Revenue leakage detection
Connect missed calls, unscheduled treatment, cancellations, hygiene gaps, and collections performance to the revenue story.
Bad data triage
Flag duplicates, missing attribution, mismatched office names, stale patient statuses, and records that make reporting noisy.
Forward-deployed AI engineering
Apply AI where the DSO workflow actually happens.
Beyond Salesforce or other data integrations, Root Data can help design and ship AI-powered tools for DSO teams. We connect the backend data layer, extract better source data, and make the frontend use it in pages, chats, workflows, and operator experiences.
AI agents for DSO operations
Deploy agents that can answer performance questions, summarize office issues, surface next actions, and work from the data definitions your team trusts.
Chat solutions and tooling
Build chat experiences, internal copilots, and operator tools for executives, marketers, call centers, and regional managers.
RAG and data extraction
Use retrieval, document parsing, website extraction, and enrichment services to turn scattered DSO knowledge into frontend-ready data.
AI-driven content and workflows
Generate location pages, patient emails, care tips, campaign content, and workflow prompts that stay connected to practice context.
How it works
From scattered systems to one operating truth.
Audit
Map the PMS, Salesforce, marketing, and scheduling data that drives growth decisions.
Normalize
Clean definitions for offices, campaigns, sources, patients, providers, and appointment outcomes.
Connect
Link the patient journey from lead to booked visit to completed production and collections.
Activate
Turn the connected data into dashboards, agents, chat tools, AI content, alerts, and weekly operating priorities.
Connect more than one system
Tie together PMS, Salesforce, call tracking, forms, online booking, marketing spend, and other services your DSO already uses.
See the patient journey
Follow demand from lead to booked appointment, seated patient, completed treatment, collections, and retention.
Turn clarity into action
Give executives and operators weekly AI-supported priorities around chair-fill, patient value, and office performance.
Bring your DSO data into one clear revenue story.
Connect PMS, Salesforce, marketing, scheduling, AI workflows, and patient revenue signals so every office has a clearer path to full chairs and better collections.