The invite code
A short code the family enters in their patient app to unlock premium access and link the app to your practice. One code works in every app you've turned on for the family.
Where to find it
Open the patient's record and go to Settings → Program Access, where the code sits in its own block with the actions for copying, reissuing, and re-sending it. Those actions are described in The Program Access panel.
You can also read the code from the Patients list without opening the record. Open the row's actions menu and choose the patient info option.
When it's generated
- Automatically, the first time you turn on any program for the patient — at invite time or later.
- Replaced (old code invalidated) when you choose Issue a new code.
How the family gets it
- Onboarding email — the code is included automatically, under a "Your Programs" section, along with download links for each app you turned on.
- Your own email — the email templates have a placeholder for the code.
- In person — copy it from the Program Access panel and share it directly.
What happens after the family enters it
- The app shows the HIPAA consent screen — see HIPAA consent.
- On consent, the patient record starts receiving the family's logs, and the family status chip flips to Connected.
- The family sees your practice listed in their app and can soft-disconnect anytime.