Founding cohort openLock in founding member pricing while spots are available.
Documentation

For clinics

Set up a multi-provider MealCircle clinic: shared workspace, team roles, patient assignments, and boundaries that keep patient data protected.

MealCircle clinic accounts give a whole team one shared workspace — with the roles, assignments, and boundaries that keep multi-provider care coordinated and patient data protected.

  1. Setting up your clinic
  2. Inviting team members
  3. Managing patients

Setting up your clinic

A MealCircle clinic account gives you a shared workspace where all providers under your brand can manage patients, plans, and progress — from one central dashboard.

Create a clinic account

Sign up at app.mealcircle.co and select Clinic / Practice as your account type during onboarding.

Enter clinic details

Provide your clinic’s official name, logo, and contact information. This branding appears on client-facing documents and plans your team generates.

Choose a plan

Select the clinic plan that matches your team size. You can upgrade or downgrade at any time from the billing settings.

Secure your account

Enable two-factor authentication from Settings → Security to protect your clinic’s sensitive patient data.

Note. Clinic accounts respect assignment and role boundaries by design, so each provider only sees the patients they’re responsible for.

Inviting team members

You can invite providers, administrators, and support staff. Each role has carefully scoped permissions to keep patient data protected.

Open team management

Go to Settings → Team in your clinic dashboard to see all current members and pending invitations.

Send an invitation

Click + Invite member, enter the provider’s email, and select their role. They’ll receive a secure join link.

Assign roles

Choose from Owner (full access), Admin (manage team), Provider (manage assigned patients), or Viewer (read-only on assigned patients).

Manage existing members

Update roles, suspend access, or remove members from the Team page at any time. Suspended members lose access instantly.

Note. Only the Owner role can change organization-level settings. Make sure your primary contact holds this role.

Managing patients

Clinic accounts centralise all patients under a single roster. Admins can see everyone; providers see only their assigned patients by default.

Add a patient

From the Patients tab, click + Add patient. Enter their details and any initial health notes or intake responses.

Assign to a provider

Each patient can be assigned to one or more providers from the patient’s profile using the Assigned to control.

Shared patient notes

All assigned providers can add notes to a patient’s timeline. Notes are timestamped and attributed to the author for full auditability.

Coverage & handoffs

Reassign or cover a colleague’s patients without re-explaining the history — the shared care record carries the context.

Note. Use clinic tags to categorise patients by program, dietary need, or intake stage — making filtering and reporting much faster.

What’s next?

See who needs you today. Free to start · no card.Book a demoStart free