Engagement tracking
Quick signal for which families are still using their app and which have gone quiet.
Signals on the Patients page
| Column | What it shows |
|---|---|
| Last Active | Timestamp of the family's most recent app activity |
| Engagement | Active (logged activity in the last 3 days) · Idle (no activity in 4–9 days) · Silent (10+ days) · "-" for new patients |
| Status | ACTIVE, PENDING, PENDING_REGISTRATION, PENDING_ACCEPTANCE, INACTIVE, or WAIVED — see Resending invites |
Also on this page: the My Patients / All Patients toggle, the seat counter ("3 of 10 patient slots used"), search, and clickable diagnosis chips that filter the list.
The same engagement segments (Active / Idle / Silent / New) bucket the Dashboard's Patients card, and Practice Insights has a Quiet Families card for outreach.
The reminder emails
Two automatic tracks, both stopping once there's nothing left to complete:
| Track | Schedule |
|---|---|
| Onboarding drip | Day 0 welcome ("Welcome to Heartful Sprout! - Invite from [your name]"), day 3 reminder, day 7 final reminder. Sent between 9am and 6pm Central. Skipped when there's nothing to complete (no forms and no app invite) |
| App-download reminders | Day 3 and day 7 nudges to enter the invite code, for families who finished forms but haven't connected |
Manual nudges any time: Send Registration Reminder / Send App Reminder from the Patients list row menu, or Send reminder email in the Program Access panel.
Custom drip cadence is on the roadmap.