Client Info — What to Expect & How We Work

After Your Free Call

You leave the discovery call with something

Everyone who books a free 20-minute discovery call is welcomed into First Roots — our complimentary start. No cost, no obligation.

Rooted: First Steps — a free welcome program delivered to your inbox as a few short lessons over about a week (never more than one a day).
A warm welcome — a short introduction to how we work and what to expect.
What "root cause" really means — the reframe at the heart of functional health & wellness, and why it beats chasing symptoms.
The 4 P's & a preview of your CoreRoot Blueprint — so you can picture the personal plan we'd build together.
Your first quick win — one practical, foundational habit you can start that day.
A clear next step — if it feels like a fit, we'll walk you through the packages that match your goals.

Our Partners

Trusted platforms behind your care

We use established, professional-grade tools so your experience is secure, organized, and reliable.

Healthie

Your secure, HIPAA-grade client portal — where scheduling, secure messaging, intake forms, video sessions, programs, and payments all live. Download the Healthie app to stay connected on the go.

Fullscript

A professional dispensary for practitioner-curated, high-quality supplements and wellness products. When something is recommended, you order it through a trusted, well-vetted platform — always optional.

Quest Diagnostics

A nationwide laboratory network for any optional functional testing, through at-home collection kits or a convenient local draw site. Testing is always optional and self-pay.

Good to Know

A few things up front

Clear expectations make for a better partnership. Here's how we operate.

Fully virtual, nationwide

All sessions happen over secure video, on your schedule. We support clients across the United States.

Self-pay — we don't bill insurance

CoreRoot Health is a functional health & wellness practice, not a medical practice, and services are self-pay. This keeps our work independent and focused entirely on you rather than on insurance requirements.

Optional lab testing is separate

Functional lab tests are always optional and are billed separately by the lab — they're not included in package prices. We only ever suggest testing where it adds real insight.

Lab availability varies by state

Coaching and support are available in all states. However, certain optional lab tests may be limited for residents of some states — currently including New York, New Jersey, and Rhode Island — due to state regulations on direct-access lab testing. These rules change over time, so we'll always confirm what's available for you.

Education and support — not medical care

We don't diagnose, treat, cure, or prevent any disease, and we don't prescribe medication. We work alongside your physician's care, never in place of it.

What to expect, and how we work