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 the right program(s) turned on (see Programs & invite options).
3. Confirm the family entered the invite code before the visit — the Program Access panel shows Connected when they have.
4. Review what they've already logged under Trends.

During the session

1. Start Session from the patient header.
2. Session Capture with live dictation. See Step 1.
3. Session Notes — generate ADIME or SOAP plus the patient-facing note; edit as needed.
4. Goal Setting — 2–3 concrete, family-readable goals.
5. Nutrition Guidance — calculate targets; generate a starter meal plan if helpful.
6. Billing Codes — initial assessment CPT (e.g. 97802) + relevant ICD-10s; download the Superbill or CMS-1500 here if billing.
7. Summary — download the Session Summary PDF, email the family, then Sign & finalize.

After the session

• Once signed, session notes, goals, and the meal plan become visible in the family's app (if connected to Heartful Sprout).
• On your side the meal plan lives under Care Plan → Meal Plans.
• Schedule the follow-up — see 30-minute follow-up.

Tips and common pitfalls coming soon.