Quick Start

Quick Start

Welcome to Heartful Sprout. This page is the short linear path from sign-up to your first invited patient — about fifteen minutes end-to-end.

1. Create your provider account

  • Enter your NPI and legal name. The name must match what's registered with your NPI — we verify against the NPI registry on submit.
  • Add designation, credentials, and a profile image.

Field reference: Sign up & profile.

2. Onboard your first patient

2.1 Add the patient

From the Patients tab → Add new patient.

Patients tab with the Add new patient button

Fill out the patient's first name, last name, and contact email.

Fill out patient info form

Pick the patient app(s):

  • Heartful Sprout — nutrition counseling and meal planning
  • Heartful Baby — daily tracking, growth, milestones, vaccines
  • Eating Disorder — coming soon

Not sure which? See Which app to recommend.

2.2 Pick the invitation mode

Invitation mode picker

ModeFamily getsYou see their logs?
Without provider connectionFull premium app accessNo
With provider connectionFull premium + access code promptYes (HIPAA-consented)

Details: Invitation modes.

2.3 Send the invitation

  • Auto-invite email — preview before sending.
  • Send your own — use the email templates.

2.4 Find the connection code

For with-connection invites, the platform generates a unique connection code that the patient enters in their app to link to your practice. Once entered, they're shown the HIPAA consent screen — after consent, their logs flow back to your patient record.

To view it:

Patient record → Settings → Registration Info

Connection code in Settings → Registration Info

Share it with the family:

  • Auto-invite email — the code is included automatically.
  • Your own email — use the email templates; they have a placeholder for the code.

More: The connection code.

3. Recipe uploading (optional)

Want to bring your own recipes into the library? Reach out to your point of contact at Heartful Sprout.

You already have access to the full community recipe library out of the box.

4. Continue setup

StepPage
Set note format and unitsPreferences
Connect Google CalendarGoogle Calendar
Connect CalendlyCalendly
Tune the invite experiencePatient onboarding defaults

5. Disclaimer

Heartful Sprout's recommendations are decision support. Review every suggestion against your professional judgment — don't rely solely on the platform's output.

Need help?

Question typeContact
Technical supportsupport@heartfulsprout.com
General inquiries, billing, feature requestskay@heartfulsprout.com

HIPAA reminder. Don't share patient health information (PHI) directly with individual team members. Use support@ — it's the HIPAA-aware channel.