Programs & invite options
Inviting a patient is now organized around programs, not invitation modes. You pick the program(s) that fit the family; the platform mints one invite code that works in every app you turn on.
The three programs
| Program | Patient app | What the family gets | Best for |
|---|---|---|---|
| Nutrition guidance | Heartful Sprout | Meal plans, recipes, and everyday feeding support | Everyday nutrition and feeding support |
| Infant tracking | Heartful Baby | Feeds, diapers, sleep, and growth logging | Newborns and infant care |
| Eating recovery | Eating Recovery (coming soon) | Home practice, check-ins, screeners, and messaging | Eating disorders, including ARFID |
- Programs are multi-select — you can turn on more than one, but most families do best starting with one. The invite dialog will nudge you if you select several.
- You can add or remove programs anytime later from the patient's Settings → Program Access. See The Program Access panel.
- Nutrition guidance is pre-selected by default when you add a patient.
What turning a program on does
- Grants the family full premium access to that program's app.
- Provisions the provider connection — there is no longer a separate "with / without connection" choice. Turning a program on always connects the family to your practice once they enter the code.
- Issues (or reuses) the patient's single invite code. The same code unlocks every app you've turned on.
Data starts flowing back to the patient record after the family enters the code and completes HIPAA consent in the app — see HIPAA consent.
Record-only patients (no programs)
Leave every program off to create a record-only patient:
- No invite code, no app connection, no emails.
- You can still document sessions, chart growth, and generate billing documents.
- If there are also no onboarding forms to complete, the patient goes straight to ACTIVE status.
- Turn a program on later from Settings → Program Access whenever the family is ready.
The onboarding email
The Send onboarding email checkbox controls whether the family gets an email at all:
- On — the email includes the invite code, app download links, onboarding forms, and your optional welcome message. Reminders follow automatically on day 3 and day 7 if onboarding isn't finished.
- Off — the patient is created ACTIVE immediately, and nothing is sent. Heads up: if your practice defaults require onboarding forms, the platform warns you — patients can't fill out forms without the email.
Prefer to write your own email? Use the email templates.