Everything about setup, pricing, data handling, and how each system works. Can't find your question? Contact us directly.
No integration is required. Patients enter the system through the spin wheel at checkout, or you upload a CSV of existing patients with name, email, phone, and last visit date. That's the only data the platform needs to start running.
Practice profile, spin wheel configuration, gift setup, and patient import typically take under 20 minutes combined. The spin wheel can be live at checkout the same day you sign up.
No. Setup is a guided, step-by-step onboarding flow — no code, no developer, no IT involvement required.
You don't need one to start. The spin wheel builds your contact list from scratch, one appointment at a time, starting the day it goes live.
Your practice does, and you configure exactly what's on it — a free whitening, a travel-size hygiene kit, loyalty points, a discount. Roottine provides the mechanic and automation; you decide the rewards and their cost.
Any tablet, iPad, or even a QR code printed at the front desk. Patients scan or tap to play right after checkout.
Name, email, phone number, and date of birth — the minimum needed to run recall, birthday, and loyalty systems. Nothing clinical is ever requested through the wheel.
Roottine treats any system with access to patient contact and visit information as a HIPAA business associate — encryption, role-based access, and audit logging are baseline requirements, and we provide a signed Business Associate Agreement to practices that request one. See our Security page for the full breakdown.
Contact details (name, email, phone, date of birth), appointment and visit dates, and in-app engagement history (points, spins, messages). We do not store diagnoses, treatment notes, clinical images, or procedure codes.
Yes, every email includes a one-click unsubscribe link, and patients can update their notification preferences directly in the app.
No. Patient records, messages, and dashboard data are isolated per practice at the database level.
No, by design. It's hard-restricted from answering anything clinical — symptoms, diagnoses, medication questions. Those are always routed to "please call the practice," enforced in code, not just prompt instructions.
Practical, non-clinical questions: insurance and pricing, office hours, what a specific service involves administratively, and general reassurance for anxious patients — all trained on the practice's own uploaded documents.
No. It only answers from what the practice has uploaded or entered. If the information isn't there, it says so and points the patient to call the practice, rather than guessing.
Starter ($49/mo) includes the spin wheel, recall engine, milestone gifting, nurture sequence, and dashboard. Pro ($79/mo) adds the patient membership module, the AI-generated monthly newsletter, and the AI practice assistant.
No. Plans are month-to-month, cancel anytime from Settings, no cancellation fee.
No, pricing is a flat monthly rate per practice regardless of patient volume.