Services

Three steps from scattered practice data to one clear picture.

Start with a free Root Check, or jump straight to the service you need — either way, we'll figure out together what your practice group actually needs first.

Root Check — Free, No Obligation

A 30-minute look at your revenue cycle across every location — even if each one runs on different software. We'll show you what's currently invisible, and what it's costing you.

Book a Free Root Check
Data Integration

Root Build

Data integration for multi-location practice groups. We connect every location's system — no matter what EHR, billing, financial, or practice management platform each one runs — into one clean, reliable data source your CFO or finance team can trust.

  • ✓ Connects mismatched systems across locations — different EHRs, billing platforms, or practice management tools
  • ✓ Cleans and standardizes claims, collections, and revenue data so every location is measured the same way
  • ✓ Sets up automatic refresh, so numbers update without manual copy-pasting from four different systems
  • ✓ Documents where every number comes from, in plain language your RCM and finance team can follow
Ask About Root Build

Common Systems We Connect

EHR / practice management platforms
Billing & claims clearinghouses
Excel / Google Sheets
SQL databases
Location-specific / legacy toolsCase-by-case
Custom Build

Bloom

Your custom solution — built around the questions that actually matter: which locations, providers, and services are driving revenue, and which ones are quietly costing you.

  • ✓ Built on top of your real, connected data from day one — not a generic template
  • ✓ Per-location and per-provider profitability, side by side
  • ✓ Claims and denial trends, visible across the whole group — not just one location at a time
  • ✓ Mobile-friendly, so owners and CFOs can check numbers from anywhere
  • ✓ A recorded walkthrough your team can revisit anytime
Ask About Bloom
TOP LOCATION
Location B
DENIAL RATE
4.2%
REVENUE BY LOCATION
Ongoing Support

Root Care

Practice groups change — you add locations, switch systems, bring on new providers. Root Care keeps your custom solution accurate and useful as that happens, instead of going stale six months after launch.

In plain English: if a data pipeline breaks, a source stops updating, or a number looks off, we fix it — usually before you notice anything was wrong.

  • ✓ Monthly reviews and updates to your custom solution
  • ✓ New locations or systems connected as you grow
  • ✓ New metrics added as your reporting needs change
  • ✓ A real person to call, not a ticket queue
Ask About Root Care
QUARTERLY REVIEW
Next check-in: Sep 2026
LOCATIONS TRACKED
4
SOLUTIONS LIVE
1
Common Questions

Before you book a Root Check

What if our locations all run different systems?

That's exactly what Root Build is for. Whether it's different EHRs, billing platforms, or a mix of software from acquired practices, we connect them into one clean source — that's the core of what we do.

How much does this cost?

It depends on how many locations and systems you're connecting. Every engagement starts with a free Root Check, so you get a clear, specific quote — not a generic price list.

Do you understand HIPAA and how to handle PHI?

Yes — our background includes hands-on experience with HIPAA-compliant healthcare reporting, claims data, and financial reporting directly with CFOs. We're careful with what we touch and how.

How long does a first build take?

Most first builds take 2–4 weeks from kickoff to handover, depending on how many locations and systems we're connecting.

Can this work directly with our CFO or finance team?

Yes — that's who we're usually working with most closely. We're comfortable in financial reporting, budget-vs-actual, and board-level numbers, not just clinical or billing data.

Let's Talk

Not sure where to start?

That's exactly what the Root Check is for. Tell us about your locations and systems, and we'll point you in the right direction — even if that means telling you it's not us.