MEMBER GUIDE

Membership Guide

Root Causes | San Antonio, TX
Full-Time | On-Site

About Root Causes

Root Causes is a functional and integrative medicine clinic focused on identifying and addressing the underlying causes of illness—not just managing symptoms. Our members are seeking clarity, direction, and healing. The way they enter the clinic matters.

We are building a structured, intentional, pathway-driven model of care.

About the Role

The Membership Guide (MG) serves as the relational front end of the clinic.

This is not a traditional front desk role.

The Membership Guide helps prospective members:

• Feel seen and supported
• Understand which of our care pathways fits their needs
• Move forward through structured scheduling
• Navigate the transition from intake to membership with clarity

You will serve as the steady, grounded guide during one of the most vulnerable points in a person's health journey.

What You'll Do

1. Guide New Inquiries

• Speak with prospective members who call, schedule online, or walk i
• Identify which care pathway they belong to
• Direct them toward the appropriate prescreening or intake appointment

2. Use Scheduling as the Primary Solution

• Move conversations toward structured next steps
• Avoid over-explaining or over-solving prematurely
• Reinforce clarity through process

3. Own the Intake-to-Membership Gap

• Follow up with members after their intake appointment
• Clarify membership structure and next steps
• Support enrollment into our 6-month membership model
• Track and follow up with those who need time before committing

4. Coordinate Clean Handoffs

• Work closely with front desk (MES), providers, and clinical staff
• Prevent confusion or role overlap
• Maintain documentation in our EHR (Cerbo)

Who This Role Is For

You may be a strong fit if you:

• Naturally build trust quickly
• Are calm and steady in emotionally heavy conversations
• Prefer structure over chaos
• Can guide people without pressuring them
• Are highly organized and follow through consistently
• Want to grow within a mission-driven healthcare model

This is structured relational guidance.

Tools You'll Use

• Cerbo (EHR)
• Emitrr (text communication)
• Clinic phone system
• Website scheduling calendar
• Mac OS / Google Workspace

What Makes Someone Successful Here

• High emotional intelligence
• Clear communicator (verbal and written)
• Strong boundary awareness
• Ability to move conversations toward commitment respectfully
• Comfort working in a system with defined pathways

Growth Opportunities

This role may evolve into:

• Lead Membership Guide
• Training and onboarding support
• Expansion team member for new clinic locations
• Patient education or coaching pathways (with additional certification)

If you are drawn to mission-driven healthcare and want to help people take their first step toward meaningful change, we would love to hear from you.