Documentation

Everything you need to get running.

Set up your practice, build plans, connect patients, and understand how MealCircle keeps care data where it belongs.

Quick start

Get from sign-up to your first assigned plan in four steps:

Create your workspace and confirm your practice profile.
Add a meal plan — build one or start from a template.
Invite a patient by email or secure link.
Watch their activity flow into the dashboard and alerts.

Most solo practices are fully set up in an afternoon. Clinics typically add team members and assignments on day one, then onboard patients in waves.

Workspace & team

Your workspace is the home for your practice. Clinic admins can add team members, assign role-scoped access, and route patients to specific providers.

Roles

Roles control what each member can see and do. Assignment boundaries are enforced everywhere — a provider sees the patients assigned to them, while managers see aggregate clinic context.

Plans & templates

The plan builder supports structured nutrition plans: schedule items, habits, targets, restrictions, and notes. Save any plan as a reusable template, and maintain a meal library for fast assembly.

Assigning a plan

Assign a plan to one patient or many in a single workflow. The patient is notified in their app and the plan appears on their Today view immediately.

Patients & Patient 360

Patient 360 is the record screen: overview, logs, check-ins, messages, alerts, plans, reports, and notes for one care assignment — with a care timeline that survives every handoff.

Patient app

Patients connect through a secure invite or magic link. The app answers plain questions — what to eat or log now, did I miss anything, can I still catch up — and keeps messages tied to the care record.

Invite flow: Patients → Add patient → Send invite (email / link)

Alerts & retention

Alerts surface operational patient signals as they happen. The retention board ranks patients by risk band, shows the reason behind each, and suggests follow-up where authorized.

Reports & exports

Generate patient context and plan-performance reports for clinical communication, export them, and review send history — all from the care record.

Data & privacy

MealCircle handles sensitive care context with clear boundaries:

Patient-identifying data appears only where a screen's job requires it.
Clinic-level analytics stay aggregate — no named patient rows.
Team and organization access preserve assignment and role boundaries.