Post-Consultation Chat

After recording a consultation, Meelio opens it directly in the Chat workspace under the Consultation or Meeting category. This provides a split-screen workspace where you can interact with the AI on the left while generating, editing, and finalizing documents on the right.

How It Works

When you stop a recording:

1. You are taken straight to the Chat workspace, with the sidebar on the left and the active consultation selected.
2. The AI has access to the full consultation transcript and (if a patient is linked) the patient's existing clinical history.
3. The chat panel in the center is where you discuss the session with the AI, while the Artifact Panel on the right displays the generated clinical documents, raw transcripts, and notes.

Layout Overview

• Conversation Sidebar (Left) — Access other recent chats, search through sessions, or toggle filters.
• Chat Panel (Center) — Command the AI, use templates, and review web search results.
• Artifact Panel (Right) — Read, edit, version, and approve generated clinical notes, care plans, or meal plans.

Tip: Since you are in focused write-up mode, the Conversation Sidebar opens collapsed in rail mode by default to give you maximum space for your transcript and artifacts. You can expand it anytime to browse previous conversations using the shortcut ⌘B (Mac) or Ctrl+B (Windows/Linux), or by clicking the expand [»] button.

Revisiting a Past Consultation

You don't have to be fresh out of a recording. To pick up a completed session later, attach its transcript to a new conversation:

1. Click Chat in the main navigation.
2. In the composer, click Add patient or transcript, or type @ at the start of your message.
3. Select the completed consultation from the list. This attaches the transcript and automatically includes the linked patient's context.
4. Type your question and send.

You can also reopen any past session directly from the Conversation Sidebar.

Web Search & Research

You can enable web search to allow the AI to look up current clinical information, research papers, or treatment guidelines while you chat.

• Enable Web Search — Click the Globe icon (Search) in the chat input area to toggle web search on or off.
• Deep Search — When web search is enabled, click the arrow next to the Search button to toggle Deep Search. This provides higher-quality, more comprehensive results.
• Citations — When the AI uses information from the web, it will include numbered citations. Click these citations to view the source information and original links.

Suggested Actions

The chat panel shows context-aware suggestions based on whether a patient is linked:

With a patient linked (Consultation):

• Generate clinical note
• Generate care plan
• Generate meal plan

Without a patient (Meeting):

• Create summary note
• Extract key points

Click any suggestion or type your own request.

Linking a Patient from Chat

If a recorded session isn't linked to a patient yet, the chat panel greets you with a prompt in place of the usual empty state, asking "Is this a patient consultation?"

• Yes, link to patient — Opens the patient picker. Linking loads the patient's clinical history and demographics, and unlocks patient-specific templates and document generation.
• No, general notes — Dismisses the prompt so you can carry on with general meeting notes.

The prompt only appears before you send your first message. Once you dismiss it or start chatting, link the patient from the header actions menu (⋮) instead.

Example Prompts

• "Generate a clinical note for this consultation"
• "Search for recent clinical trials on [Topic] and summarize how they apply to this patient's case"
• "What were the key action items from this session?"
• "Create a care plan focused on the dietary changes we discussed"
• "Make the clinical note more detailed"
• "Summarize the patient's concerns"

Refining Generated Documents

After the AI generates an artifact, you can continue the conversation to refine it:

• "Add more detail to the assessment section"
• "Make this more concise"
• "Include the lab values we discussed"
• "Change the follow-up timeline to 2 weeks"

The AI updates the artifact in-place within its existing tab based on your instructions, ensuring you always see the latest version without duplicating tabs.

Handling Failures

If a message fails to send (due to a temporary connection issue, for example), you will see a "Not sent" indicator below your message.

• Click Retry to attempt to send the message again.

Chat vs. Direct Editing

You have two ways to modify artifacts:

• Chat — Ask the AI to make changes (best for significant restructuring or additions).
• Direct editing — Click into the artifact panel and type (best for small corrections).

Both approaches work together — you can mix and match as needed.