First nutrition counseling session

End-to-end flow for a brand-new patient's initial session.

Before the session

1. Patient is on your roster — see Adding a patient.
2. Invitation sent — with or without provider connection (see Invitation modes).
3. If with provider connection: confirm the family entered the connection code before the visit.
4. Review what they've already logged on the Infant Tracking tab.

During the session

1. Start the session — Patient → Sessions → New.
2. Capture with live dictation. See Step 1.
3. Notes — generate ADIME or SOAP; edit as needed.
4. Goals — 2–3 concrete, family-readable goals tied to ICD-10.
5. Nutrition guidance + meal plan — generate a starter plan if helpful.
6. Billing codes — initial assessment CPT + relevant ICD-10s.
7. Review & export — Session Summary PDF, plus Superbill or CMS-1500 if billing.

After the session

• Session notes appear on the patient's phone (if connected to Heartful Sprout).
• Meal plan appears in their Meal Plan tab.
• Schedule the follow-up — see 30-minute follow-up.

Tips and common pitfalls coming soon.