Medical meal delivery and MTM — compliant meal plans, allergy checks, kitchen, orders, and deliveries.

Table · Organizations

Your organization's profile and settings: the tenant record that every client, staff member, menu item and diet code belongs to, keeping each program's data walled off from the others.

• 7 fields · 2 recs
• 2 text
• 1 phone
• 1 select
• 1 number
• 2 email

Table · Staff

Your dietitians, kitchen and ops staff and drivers, each linked to their organization and portal user account so assignments and permissions follow the right person.

• 5 fields · 9 recs
• 1 text
• 1 select
• 1 email
• 2 connection

Table · Clients

The heart of the app: every client with their diet codes, allergies, assigned dietitian and portal login in one record.

• 23 fields · 9 recs
• 4 text
• 3 date
• 2 email
• 1 phone
• 5 select
• 1 long_text
• 5 connection
• 1 multi-select
• 1 decision_box

Table · Diet Codes

Lookup of the medical diet codes a dietitian can assign to a client, referenced by meal plans and menu items so every safety check speaks the same language.

• 6 fields · 7 recs
• 2 text
• 2 long_text
• 1 multi-select
• 1 connection

Table · Allergies / Restrictions

Lookup of allergens and dietary restrictions that can be attached to a client's profile, the list the allergy guard checks every meal plan and order against.

• 5 fields · 20 recs
• 1 text
• 2 select
• 1 multi-select
• 1 connection

Table · Menu Items

Your menu catalog: every dish with its nutrition, price and compatible diet codes, so the kitchen and the safety checks work from the same source of truth.

• 14 fields · 16 recs
• 2 text
• 1 select
• 1 multi-select
• 4 number
• 1 long_text
• 1 currency
• 1 files
• 1 decision_box
• 2 connection

Table · Meal Plans

Where dietitians build each client's plan from the menu, with allergy and diet-code checks that flag unsafe selections before anything reaches the kitchen.

• 13 fields · 11 recs
• 2 text
• 2 date
• 2 select
• 1 long_text
• 6 connection

Table · Orders

Each weekly order with its selected meals, packing-label details and linked authorization, ready for the kitchen board the moment it is confirmed.

• 19 fields · 15 recs
• 3 text
• 2 date
• 1 number
• 1 currency
• 1 decision_box
• 2 select
• 2 long_text
• 7 connection

Table · Deliveries

Every delivery stop with the driver, route, address and handling notes, so drivers see exactly where to go and ops sees status in real time.

• 17 fields · 13 recs
• 4 text
• 1 long_text
• 1 number
• 1 date
• 3 select
• 1 files
• 6 connection

Table · Notes / Adherence

Consult notes and adherence check-ins per client, visible only to the assigned dietitian and admins so clinical detail stays out of the kitchen.

• 8 fields · 8 recs
• 1 date_time
• 1 select
• 1 long_text
• 1 number
• 4 connection

Table · Referrals & Authorizations

Tracks each client's referral, payer authorization and remaining covered units, so covered clients stay covered and expiries never sneak up on you.

• 16 fields · 8 recs
• 3 text
• 5 number
• 2 date
• 1 select
• 1 decision_box
• 1 files
• 3 connection

Table · Inquiries

Inbound inquiries from prospective clients, referrers and caregivers, captured from the public form and triaged by staff until they become a client or are closed.

• 9 fields · 4 recs
• 2 text
• 1 email
• 1 phone
• 1 long_text
• 2 select
• 1 date_time
• 1 connection

Table · Audit Log

Append-only record of who viewed or changed protected client information and when, written by the app's workflows for compliance review and never edited by hand.

• 6 fields · 72 recs
• 1 date_time
• 1 select
• 1 text
• 1 long_text
• 2 connection

Role · Admin

Runs the whole program for their organization: staff, clients, catalogs, orders, deliveries and authorizations, with a read-only audit trail.

• 2 users

Role · Dietitian

The clinical seat: builds and reviews meal plans, notes and authorizations for their own assigned clients only.

• 3 users

Role · Ops/Kitchen

The fulfillment seat: works the kitchen board, orders, deliveries and dispatch without ever seeing clinical notes.

• 2 users

Role · Driver

A mobile-friendly portal for drivers showing only their own stops, with the address, bag contents and handling notes for each one.

• 2 users

Role · Client

A self-service portal where clients follow their own meal plan, orders and deliveries and update preferences without calling in.

• 9 users

Role · Public

Visitors with no login who can submit a referral inquiry through the public signup form and nothing more.

Workflow · Client onboarding and denorm

Runs the moment a client is added: assigns a dietitian, creates their portal login and sends the welcome email.

• 4 steps
• on Clients

Workflow · Meal Plan denorm

Runs when a meal plan is created: copies the client's access keys onto the plan so the right dietitian and client can see it, and logs the event in the audit trail.

• 2 steps
• on Meal Plans

Workflow · W2b Note denorm

Runs when a consult note or adherence check-in is saved: stamps the author and the client's access keys so it stays visible only to the right people, and logs it in the audit trail.

• 2 steps
• on Notes / Adherence

Workflow · W2c Referral and authorization denorm

Runs when a referral or authorization is added: links it to the client, works out the authorized units and remaining balance, and records the event in the audit trail.

• 4 steps
• on Referrals & Authorizations

Workflow · Order denorm

Runs when an order is created: pulls in the client's diet code and active authorization, then builds the packing-label and production fields the kitchen board relies on.

• 5 steps
• on Orders

Workflow · Delivery denorm

Runs when a delivery is created: copies the client, address and handling details from the order and defaults the route to the client's zone so drivers see a complete stop.

• 3 steps
• on Deliveries

Workflow · Allergy guard - Meal Plans

Checks every dish on a meal plan against the client's allergies and diet codes as the dietitian saves it, and flags unsafe combinations before they reach the kitchen.

• 3 steps
• on Meal Plans

Workflow · Allergy guard - Orders

Re-runs the allergy and diet-code safety check on every order, so a last-minute substitution can never slip an unsafe dish into the bag.

• 3 steps
• on Orders

Workflow · W1b Client allergy and dietitian denorm

Keeps each client's allergy profile and dietitian contact flattened onto the client record whenever it changes, so the allergy guard and notifications always use the latest data.

• 2 steps
• on Clients

Workflow · Recurring order generation

Creates the next round of orders for every active client on your organization's generation day, so nobody has to key in weekly orders by hand.

• 2 steps
• on Clients

Workflow · Selection cutoff auto-fill

When a client has not chosen their meals by the cutoff, fills the order from their meal plan so the kitchen never waits on a missing selection.

• 2 steps
• on Orders

Workflow · Kitchen routing

The moment an order is confirmed, sends it to the kitchen board and creates its delivery, so nothing is re-keyed between plan, kitchen and driver.

• 1 step
• on Orders

Workflow · Delivery dispatch

Each morning, moves today's deliveries onto the drivers' stop lists so every driver starts the day with a ready route.

• 2 steps
• on Deliveries

Workflow · Delivered and authorization decrement

When a driver marks a delivery complete, closes the order and deducts the delivered units from the client's authorization automatically.

• 1 step
• on Deliveries

Workflow · Failed delivery recovery

When a delivery fails, flags it for ops and queues a redelivery attempt so a missed client is never forgotten.

• 1 step
• on Deliveries

Workflow · Authorization expiry ladder

Watches every authorization daily and warns your team as it nears its end date or unit ceiling, then marks it expired once it lapses.

• 3 steps
• on Referrals & Authorizations

Workflow · Client paused or cancelled

When a client pauses or cancels service, cancels their pending orders and records the change so no meals go out to someone who has stopped.

• 1 step
• on Clients

Workflow · Inquiry received

Turns every public inquiry into an intake-queue item and notifies your administrator and ops team right away.

• 3 steps
• on Inquiries

Workflow · W16a PHI audit - Clients edited

Writes an audit entry every time a client record is edited, so every change to protected health information is traceable for compliance review.

• 1 step
• on Clients

Workflow · W16b PHI audit - Meal Plans edited

Writes an audit entry every time a meal plan is edited, keeping a compliance trail of who changed a client's clinical plan and when.

• 1 step
• on Meal Plans

Workflow · W16c PHI audit - Notes edited

Writes an audit entry every time a consult note or adherence check-in is edited, so clinical notes carry a full change history.

• 1 step
• on Notes / Adherence

Workflow · W16d PHI audit - Authorizations edited

Writes an audit entry every time a referral or authorization is edited, so changes to coverage and covered units are always accountable.

• 1 step
• on Referrals & Authorizations

Workflow · W17a Config denorm - Staff

Tags each new staff member with the organization of whoever created them, so staff records land in the right program without a manual step.

• 1 step
• on Staff

Workflow · W17b Config denorm - Diet Codes

Tags each new diet code with the organization of whoever created it, so lookup lists stay scoped to your own program.

• 1 step
• on Diet Codes

Workflow · W17c Config denorm - Allergies

Tags each new allergy or restriction with the organization of whoever created it, keeping every program's safety list separate.

• 1 step
• on Allergies / Restrictions

Workflow · W17d Config denorm - Menu Items

Tags each new menu item with the organization of whoever created it, so your menu catalog is only ever visible to your own kitchen and dietitians.

• 1 step
• on Menu Items

Email · Client welcome + portal invite

Welcome to {{org_name}} meal delivery, {{client_name}}

Email · Meal selection reminder

Choose your meals for {{delivery_date}} (order {{order_number}})

Email · Cutoff auto-fill notice

Order {{order_number}} confirmed from your meal plan

Email · Delivery window notice

Your meals arrive today, {{delivery_date}}

Email · Delivery confirmation

Delivered: {{meals_delivered}} meals on {{delivery_date}}

Email · Failed delivery - Ops alert

Failed delivery: {{client_name}} ({{order_number}}) - {{failure_reason}}

Email · Failed delivery - client notice

We could not complete your delivery - rescheduled for {{reschedule_date}}

Email · Allergy override alert

Allergy override recorded for {{client_name}}

Email · Authorization expiring / units low

Authorization {{authorization_number}} needs attention - {{client_name}}

Email · Authorization exhausted

Authorization {{authorization_number}} is exhausted - {{client_name}}

Email · Client paused/cancelled - Ops

{{client_name}} is now {{new_status}} - orders cancelled

Email · New inquiry received

New inquiry: {{inquiry_name}} ({{referral_source}})

Email · Unassigned deliveries today

Deliveries without a driver for {{delivery_date}}

AI agent · Intake Triage

Reads a referral inquiry and drafts the client record, diet codes and allergies for a dietitian to review, cutting intake from a form-filling session to a quick check.

• 4 tools

AI agent · Consult Note Scribe

Turns a dietitian's quick bullets after a consult into a structured draft note, so documentation takes minutes instead of the rest of the afternoon.

• 4 tools

AI agent · Menu Compatibility Explainer

When the safety check blocks a dish, explains exactly which allergy or diet code it conflicts with and suggests safe substitutes from your menu.

• 4 tools

AI agent · Ops Risk Digest

A daily read-only briefing of what is about to go wrong: expiring authorizations, unfilled orders, failed deliveries and clients slipping on adherence.

• 4 tools

Page · Login

Page · Sign Up

Page · Profile

Page · Sample Page

Relationship

Staff connects to Organizations through "Organization".

• Staff
• Organizations

Relationship

Clients connects to Organizations through "Organization".

• Clients
• Organizations

Relationship

Clients connects to Staff through "Assigned Dietitian".

• Clients
• Staff

Relationship

Clients connects to Diet Codes through "Diet Codes".

• Clients
• Diet Codes

Relationship

Clients connects to Allergies / Restrictions through "Allergies / Restrictions".

• Clients
• Allergies / Restrictions

Relationship

Diet Codes connects to Organizations through "Organization".

• Diet Codes
• Organizations

Relationship

Allergies / Restrictions connects to Organizations through "Organization".

• Allergies / Restrictions
• Organizations

Relationship

Menu Items connects to Organizations through "Organization".

• Menu Items
• Organizations

Relationship

Menu Items connects to Diet Codes through "Compatible Diet Codes".

• Menu Items
• Diet Codes

Relationship

Meal Plans connects to Organizations through "Organization".

• Meal Plans
• Organizations

Relationship

Meal Plans connects to Staff through "Assigned Dietitian".

• Meal Plans
• Staff

Relationship

Meal Plans connects to Clients through "Client".

• Meal Plans
• Clients

Relationship

Meal Plans connects to Diet Codes through "Diet Code".

• Meal Plans
• Diet Codes

Relationship

Meal Plans connects to Menu Items through "Selected Meals".

• Meal Plans
• Menu Items

Relationship

Orders connects to Organizations through "Organization".

• Orders
• Organizations

Relationship

Orders connects to Clients through "Client".

• Orders
• Clients

Relationship

Orders connects to Meal Plans through "Meal Plan".

• Orders
• Meal Plans

Relationship

Orders connects to Referrals & Authorizations through "Authorization".

• Orders
• Referrals & Authorizations

Relationship

Orders connects to Menu Items through "Order Items".

• Orders
• Menu Items

Relationship

Orders connects to Diet Codes through "Diet Code".

• Orders
• Diet Codes

Relationship

Deliveries connects to Organizations through "Organization".

• Deliveries
• Organizations

Relationship

Deliveries connects to Staff through "Driver".

• Deliveries
• Staff

Relationship

Deliveries connects to Orders through "Order".

• Deliveries
• Orders

Relationship

Deliveries connects to Clients through "Client".

• Deliveries
• Clients

Relationship

Deliveries connects to Referrals & Authorizations through "Authorization".

• Deliveries
• Referrals & Authorizations

Relationship

Notes / Adherence connects to Organizations through "Organization".

• Notes / Adherence
• Organizations

Relationship

Notes / Adherence connects to Staff through "Assigned Dietitian".

• Notes / Adherence
• Staff

Relationship

Notes / Adherence connects to Clients through "Client".

• Notes / Adherence
• Clients

Relationship

Notes / Adherence connects to Staff through "Author".

• Notes / Adherence
• Staff

Relationship

Referrals & Authorizations connects to Organizations through "Organization".

• Referrals & Authorizations
• Organizations

Relationship

Referrals & Authorizations connects to Staff through "Assigned Dietitian".

• Referrals & Authorizations
• Staff

Relationship

Referrals & Authorizations connects to Clients through "Client".

• Referrals & Authorizations
• Clients

Relationship

Inquiries connects to Organizations through "Organization".

• Inquiries
• Organizations

Relationship

Audit Log connects to Organizations through "Organization".

• Audit Log
• Organizations