Roots Membership

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Roots focuses on the essential systems involved in establishing an acupuncture practice. The goal is to help practitioners create a legally sound and operationally functional clinic from the start.

Core topics include:

• Legal and business setup, including LLC formation, insurance considerations, and compliance basics
• Choosing a clinical focus or niche area such as fertility, pain management, stress, or sports medicine
• Setting realistic and sustainable pricing for acupuncture services
• Basic marketing strategies including Google Business profiles, local visibility, and referral relationships
• Scheduling systems and electronic health record (EHR) basics
• Understanding how many patients are needed to maintain a financially viable practice
• Communicating effectively with patients during consultations and treatment planning
• Addressing common patient questions and concerns about acupuncture

These topics help practitioners move beyond trial-and-error and build their practice with greater clarity and structure.

Roots is designed to be flexible and accessible so practitioners can learn and implement systems at their own pace.

Members receive access to:

• On-demand video modules covering foundational practice management topics

• On-demand CEU Courses at no additional cost
• Worksheets, checklists, and templates designed for real-world clinic implementation

The goal is to provide practical guidance while allowing practitioners to apply the material within their own clinic environment.

As part of the Roots membership, practitioners receive access to CEU courses focused on the foundational business and operational systems involved in establishing an acupuncture practice. 

Getting Your Acupuncture Business Established (CA & NCBAHM Approved CEU)
This course walks through the core operational steps involved in launching an acupuncture practice, including business structure, financial organization, and clinic setup.

Marketing for Acupuncturists 1.0 (Coming soon)

The CEU library continues to expand as new courses are developed and added to the platform. Members receive access to additional CEU courses as they become available. 

Roots members receive a variety of practical resources designed to help implement the systems discussed in the training modules.

These resources include:

• A step-by-step acupuncture practice startup checklist
• A first 90-day practice roadmap to guide the early stages of launching a clinic
• Sample acupuncture pricing structures
• Patient intake and consent form templates
• Pre-recorded answers to common practitioner questions such as:
   “Should I form an LLC?”
   “Can I share space with another practitioner?”
   “What insurance do I need to start practicing?”

Members also gain access to a basic practice management resource library, which includes articles and educational content designed to support the early stages of building a practice.

Roots also includes foundational marketing resources to help practitioners begin attracting patients and communicating about their services.

Members receive:

• A limited library of customizable brochures and pamphlets to get your marketing materials started
• Educational blog-style content that can be used for patient communication, including topics such as:
• how acupuncture works
• what patients can expect during their first visit
• common acupuncture questions

These materials can help practitioners begin communicating consistently about their services while building their clinic.

Starting an acupuncture practice involves many moving parts. Without guidance, practitioners often spend years learning the operational side of practice through trial and error.

The Roots membership provides a structured introduction to the systems that support a professional acupuncture clinic.

By establishing these foundations early, practitioners can focus more fully on patient care while building a practice that is organized, compliant, and sustainable.