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Schedule follow-ups, record consultations, and manage the complete visit workflow.

MealCraft connects follow-ups, consultations, and clinical notes into one seamless workflow. When a client arrives for a session, a single "Start Visit" action documents everything in one flow.

The visit workflow

The recommended way to document a client session:

Client arrives for their scheduled follow-up

Open the client profile and go to the Follow-ups tab. You'll see all upcoming sessions with dates and status indicators.

Click "Start Visit"

Each pending follow-up has a green Start Visit button. This opens a guided 3-step flow.

Confirm the date, duration, consultation type (initial, follow-up, review), and mode (in-person, video, phone, chat). If the client has an active package, the session counter shows how many sessions have been used.

Step 2 — Clinical notes

Write your SOAP or ADIME note directly in the visit flow. Select a template to pre-fill section prompts, or write from scratch. You can also record vitals (weight, BP, pulse, temperature, SpO2, blood sugar).

Step 3 — Wrap up

Review the summary, choose whether to save the note as a draft or sign it immediately, and complete the visit.

"Complete Visit" does everything atomically — creates the consultation record, saves the clinical note, marks the follow-up as completed, and counts the session against the package. One click, everything connected.

Follow-ups

Follow-ups are scheduled check-ins tied to a client's package. They can be auto-generated or manually created.

How follow-ups are created

Method	When it happens
Auto-generated	When you assign a package to a client, MealCraft generates follow-up dates based on the package frequency (weekly, biweekly, monthly, or smart scheduling)
Manual	Click Schedule Follow-up to add a one-off check-in with a custom title, type, date, and reminder

Follow-up actions

Each pending follow-up card shows clear action buttons:

Action	What it does
Start Visit	Opens the unified visit flow (consultation + notes + completion)
Reschedule	Change the date inline with a date picker
Mark No Show	Records a no-show consultation and marks the follow-up as skipped
Skip	Skips the follow-up without recording a consultation

Overdue follow-ups are highlighted with a red border and show how many days overdue they are. Address these first when you open your dashboard each morning.

Follow-up statuses

Status	Meaning
Pending	Upcoming, not yet completed
Completed	Session done (via Start Visit or manual completion)
Skipped	Cancelled by the practitioner or marked as no-show

Reminders

MealCraft sends email reminders to clients before scheduled follow-ups. The reminder timing is configurable per follow-up (default: 2 days before). Reminders are sent automatically via a daily job at 8 AM IST.

Reminders are not sent for follow-ups linked to paused packages. They resume automatically when the package is reactivated.

Recording consultations

While "Start Visit" is the recommended workflow, you can also record consultations independently from the Consultations tab.

Consultation fields

Field	Description	Example
Date	When the session happened	2026-04-09
Duration	Session length in minutes	30
Type	Initial, follow-up, review, emergency, group	Follow-up
Mode	How the session was conducted	In-person, video, phone, chat
Status	Outcome of the session	Completed, scheduled, cancelled, no show
Package	Which package to count this session against	Weight Loss — 3 Months (2/8 sessions)

You cannot record a session against a paused or cancelled package. Resume the package first from the Billing tab.

Consultation list

The Consultations tab shows all recorded sessions with:

Type, status, mode, and practitioner name
Duration and date
Clinical note indicator — shows whether a SOAP/ADIME note is linked (signed, draft, or missing)

Click any consultation to expand it and see the full details, including an inline preview of the linked clinical note.

Assessments

Track client progress over time with timestamped measurements. See Assessments for the full guide covering weight, body measurements, body composition, lab values, and client self-logging.

Package pause and resume

When a client needs to pause their program (travel, illness, personal reasons), you can pause the package from the Billing tab. See Client Billing for details on pause/resume behavior.

Client files

Upload and organize documents for each client in the Files tab:

Category	Examples
Lab report	Blood test PDF from Apollo Labs
Prescription	Doctor's prescription scan
Consent form	Signed consent for progress photos
Intake form	Initial assessment questionnaire
Referral	Letter from referring physician
Progress photo	Before/after photos (with consent)
Other	Any additional document

Files can be attached to clinical notes for complete visit documentation.

Section	Content
S Subjective	Priya reports improved energy. Cravings for sweets reduced. Sleep quality 7/10.
O Objective	Weight: 68.2 kg (↓1.3 kg). Waist: 80 cm (↓2 cm). BP: 118/76.
A Assessment	Good adherence. Weight loss on track. Bloating from increased fiber.
P Plan	Add probiotic foods. Reduce raw salad portions. Continue plan 2 more weeks.

Record vitals: Weight 68.2 kg, BP 118/76.

Complete the visit

Choose "Save as Draft" (you'll review and sign later). Click Complete Visit.

Draft notes can be edited and signed later from the Clinical Notes tab. This is useful when you want to review your notes at the end of the day before finalizing them.

Consultations & Follow-ups