You've seen what RootBound is and what this role owns. This is how you step into it — week by week, system by system, relationship by relationship — until the whole machine is running through you.
I built RootBound because I lived the gap it closes. What I need from you isn't to memorize it — it's to hold it together and make it bigger than one founder can.
The first ninety days are deliberately paced: land and learn, then take the controls, then build and extend. Nobody expects you to drive on day one. They expect you to listen first, earn the chart, and then never let an episode fall through.
RootBound engages the Clinic Director — and most of its team — as 1099 independent contractors, not W-2 employees. The same basics apply to anyone you bring on: get these signed and on file before the first shift, and the ninety days start clean.
Get access, shadow every service line, read the SOPs, meet the people. Change nothing yet. Earn the chart.
Own the follow-up backbone and the operating cadence. Run the dashboard. Become the named owner on live episodes.
Advance the network and funding — first hospital MOU, the PHSKC conversation, the first grant filings.
| Cadence | What happens | You own / co-own | Source |
|---|---|---|---|
| Daily | Red-flag triage, after-hours handoff review, reconciliation | Coordinator → you for escalation | Healthie |
| Weekly | Ops review — open episodes, dispute queue, RBCA enrollment log | Director (chair) | Weekly ops dashboard |
| Monthly | Tier-mix, contribution margin, commissions, Foundation cash | Director + bookkeeper | Monthly board pack |
| Quarterly | Mystery shop, inter-entity FMV review, Foundation board meeting | Director + founder + counsel | Risk register |
| Annually | Governing-agreement review, sponsor renewals, compliance training | Founder + counsel; you execute | Compliance calendar |
For TLC specifically, a High or Critical risk score pulls first contact to ≤ 24 hours — the risk score overrides the condition window upward, never down. When in doubt, escalate early; the system is built to absorb it.
| Role | What they own | Your relationship to them |
|---|---|---|
| Founder & Medical Director | Clinical authority, vision, board, strategic relationships | You report to him; he hands you operations to free his |
| Care Coordinator | Scheduling, follow-up outreach, dispute queue, reconciliation | Your closest operational partner; escalates to you |
| Insurance Producer (RBCA) | All coverage solicitation — ACA, indemnity, accident products | The boundary partner; all insurance talk deflects to them |
| Bookkeeper | QuickBooks, inter-entity coding, monthly financials | Co-owns the monthly board pack with you |
| Counsel | Three governing agreements, FMV basis, compliance review | Quarterly partner on regulatory hygiene |
Every person below reports into operations through you. The founder, Kal Elliott, is the only one who doesn't — you report to him. Reach the rest here.
Your closest operational partner — scheduling, follow-up outreach, the dispute queue, and reconciliation. Escalates to you.
Holds all coverage solicitation — ACA, indemnity, accident products. The boundary partner; all insurance talk deflects to them.
QuickBooks, inter-entity coding, and the monthly financials. Co-owns the board pack and confirms your invoicing.
The three governing agreements, FMV basis, and compliance review. Your quarterly partner on regulatory hygiene.
Names, direct emails, and extensions above are placeholders on the standard @rootboundhealth.com pattern — confirm them against the live roster before sharing. As the team grows (RN Care Manager, Medical Assistant, second provider, Licensed Esthetician, Community Health Worker, PMHNP, administrative and front-desk staff — see the staffing plan in the handbook), add each new contractor here.
When a call is ambiguous, default to surface early — the cost of an over-shared decision is a five-minute conversation; the cost of an under-shared one can be a wall.
The ninety days are a runway, not a test. Hold the programs together, keep the root barriers clean, turn relationships into reach — and the rest of the role is yours to write.