Adding a patient
From Patients → Add new patient, or quick-add from a Calendly event.
Fill out the patient's first name, last name, and contact email.
Required fields
| Field | Notes |
|---|---|
| Patient first name | |
| Patient last name | |
| Contact email | Where the invite is sent |
| Patient birthday | Drives age-based DRI targets and chart selection |
Optional fields
- Gestational age at birth — enables Fenton growth chart and corrected age
- Secondary guardian
- Emergency contact
- Medical history, allergies, current medications
Pick the patient app
Choose one or more:
- Heartful Sprout
- Heartful Baby
- Eating Disorder (coming soon)
Pick the invitation mode
| Mode | Family gets | You see their logs? |
|---|---|---|
| Without provider connection | Full premium app access | No |
| With provider connection | Full premium + a prompt to enter a connection code | Yes (HIPAA-consented) |
Details: Invitation modes.
Send the invitation
- Auto-invite email — preview the content before sending.
- Send your own — use the email templates.
After submitting
For with-connection invites, the platform generates a unique connection code for the patient to enter in their app. Once entered and HIPAA-consented, their logs flow back to your record.
To view it:
Patient record → Settings → Registration Info
Share the code via the auto-invite email (it's included automatically) or via your own email using the email templates. More: The connection code.
Quick-add from Calendly
When a Calendly event has an invitee without a matched patient, the calendar shows a Create patient prompt pre-filled with name and email.
Screenshots coming soon.