How ROOT™ Periodontics Rewired Dental Practice Growth with CareStack’s Enterprise Solutions

Overview

ROOT™ Periodontal and Implant Center is a state-of-the-art dental chain operating in Texas, United States with a team of specialists dedicated to provide customized treatment solutions and high-quality care to address their patients' needs.

Before partnering with CareStack, ROOT™ was facing difficulty navigating operational complexities across multiple locations.

With seven thriving periodontal practices spread across Dallas and prospective plans for both organic and Merger & Acquisitions (M&A) driven expansion, the leadership team realized that their existing tech stack was becoming a silent liability due to operational challenges.

Navigating Functional Inefficiencies

ROOT™ was constantly facing inefficiencies and data fragmentation while using their legacy Practice Management Software, Open Dental.

They recognized their dependency on multiple miscellaneous software systems which was acting as a roadblock in their expansion. They needed a unified solution to overcome challenges and propel ROOT™ forward by enhancing their:

• Appointment scheduling
• Communicating with patients
• Revenue cycle management and insights

The existing fragmentation resulted in staff struggling with frequent system blocks, hindering their ability to provide consistent, high-quality patient care.

Embracing CareStack's Scalable Operating System

When Dr. Patel, Dana, and other executive team members began exploring new PMS solutions, they were looking for more than just another regular desktop-based solution —they were aggressively looking for a growth partner.

Their search was focused on finding a centralized, cloud-based dental platform—one that combined scheduling, patient engagement, RCM, analytics, and clinical tools under one secure roof.

That’s where CareStack stood apart as an operating system for the entire DSO.

Joining hands with CareStack in December 2019, ROOT™ became equipped to centralize operations effortlessly, ensuring seamless scheduling with unified patient information and eliminating system blocks and inefficiencies. The proposed strategy was concomitant with ROOTTM’s future expansion plans across other locations.

The Switch: Seamless, Supported, Secure

Transitioning to a new system across multiple locations can be daunting, but CareStack's tailored onboarding process ensured a smooth migration.

1. Implementation

Onboarding was planned in phases, led by CareStack’s dedicated training team. Various groups of users were identified, and customized training plans were made for them.

2. Self Paced Trials

Teams at ROOTTM were provided with trial environments to test and learn the new cloud-based workflow by themselves, enabling them to focus on strategic growth and scalability.

3. CareStack University

Custom workflows and training plans were built for various functional roles, highlighting specialty referrals, multi-location scheduling, and clinical charting.

4. Cloud-Based Convenience

The IT burden dropped significantly with reduced blocked servers and no maintenance chaos, giving ROOTTM unified metrics and unmatched security, compliance, and integration with evolving technologies.

5. Data Migration

The dedicated CSM team migrated legacy data from Open Dental and multiple systems seamlessly into CareStack’s all-in-one cloud platform.

Unlocking Potential

ROOT™ didn’t just implement software. They unlocked a growth accelerator with CareStack. The impact of integrating CareStack into their practice was both immediate and substantial.

1. Revenue Boost

Since onboarding CareStack, ROOT™ saw a 35% increase in gross production and growth in new patient volume by 29%, owing to a streamlined scheduling interface that helped attract and accommodate more patients with ease.

2. Operational Efficiency

By automating manual workflows and unified data access across locations, the team saved innumerable working hours by reducing booking inefficiencies.

3. RCM Improvements

Remembering signing their first location in 2019, Dana reflected,

“CareStack's reporting and analytics elevated our business. Robust reporting gave me a better way to watch the numbers and see things in real-time.”

4. Patient Experience Enhancement

With an automated appointment scheduler, better communications, and faster check-in and check-out options, the CareStack enhanced ROOTTM’s patient handling.

Alignment: Building a Scalable Future

Today, ROOT™ stands as a testament to operational excellence and superior patient care - powered by the confidence of enterprise-grade technology.

1. Centralized Reporting and Analytics

CareStack helps deliver real-time, unified data across the organization, enabling smarter, faster decision-making.

2. Security and Compliance

With HIPAA-compliant referral sharing, ROOT™ now manages over 400 referral partners securely, ensuring data integrity and regulatory adherence.

3. Multiple Location Management

The platform’s scalability allows seamless oversight and coordination, with the flexibility to onboard new sites without operational disruption.

4. Growth Enablement

With a robust digital backbone, ROOT™ is laying the groundwork for bold, strategic expansion.

Results that speak Enterprise

As validated by the Forrester Total Economic Impact™ Report (2023), CareStack customers are experiencing the kind of transformation most DSOs only dream about.

307%

Return on Investment Payback < 6 Months

$1.3M

Increase in Profits from fuller Patient Schedules

$280K

Saved by Consolidating Systems

$162K

Saved through Efficiency Gains and improved RCM

40%

Increase in Production over Three Years

35%

Reduction in Days Sales Outstanding

Source: A commissioned Total Economic Impact™ study conducted by Forrester Consulting on behalf of Straumann, October 2023. Results are based on a composite organization representative of interviewed customers, assumed to have 10 locations, over three years.

Ready to Scale Smarter?

CareStack powers modern dental organizations with an all-in-one platform that simplifies operations, drives growth, and future-proofs your practice.

Request a Demo to explore the possibilities with CareStack