Processing

After you stop a recording, Meelio automatically transitions to the Processing view. This is where you interact with the AI to generate clinical documentation.

Layout

The Processing page is split into two panels:

• Chat Panel (left) — Converse with the AI about the consultation
• Artifact Panel (right) — View and edit generated documents, transcripts, and pre-consult data

You can resize the panels by dragging the divider between them.

Artifact Panel Tabs

The Artifact Panel organizes different views into tabs:

• Transcription — The full text of the consultation
• Pre-consult report — The summary generated before the appointment (if available)
• Session notes — The notes you typed during the recording
• AI Artifacts — Generated documents like Clinical Notes, Care Plans, and Meal Plans

Header

The header shows:

• Title — The consultation title (patient name, appointment title, or "Meeting")
• Patient name — If linked to a patient (clicking on the patient's name will open their profile page directly)
• Actions menu (three dots icon):
  • Rename — Change the consultation title
  • Link to Patient — Link a meeting to a patient record

Transcription

If using Enhanced (Batch) transcription, the full transcript is processed after the recording stops. You can view it in the Transcription tab of the Artifact Panel.

If using Live transcription, the transcript captured during the recording is already available.

Auto-Summary

If you have Auto-generate summary enabled in Settings, Meelio automatically generates a summary of the consultation when you arrive at the Processing page. The summary streams in real-time to the Artifact Panel.

Using the Chat

The Chat Panel lets you interact with the AI to generate documentation. You can type instructions or use the Template Picker to quickly generate specific documents.

Template Picker

Above the chat input, you'll find buttons for each artifact type (Clinical Note, Care Plan, Meal Plan). Clicking these opens a picker where you can:

1. Browse templates from your Organization or Global library
2. See which templates are set as your defaults
3. Select a template to immediately trigger generation based on that format

Suggested Actions

When no template is selected, you can click suggested actions:

With a patient linked:

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

Without a patient (general meeting):

• "Create summary note"
• "Extract key points"

You can also ask follow-up questions, request changes to generated documents, or ask for more detail on specific topics.

Web Search

While chatting, you can enable Web Search by clicking the globe icon below the chat input. This allows the AI to pull in the latest clinical research or guidelines to inform your documentation. For more details, see Web Search in Post-Consultation Chat.

Handling Failures

If a message fails to send, a "Not sent" indicator will appear. Click Retry to try again.

Linking a Patient After Recording

If you recorded a general meeting and want to link it to a patient:

1. Click the actions menu (three dots) in the header
2. Select Link to Patient
3. Search for and select the patient

Once linked, you'll have access to patient-specific AI tools and templates.

Closing the Processing View

Click the Close button (X icon) in the header to return to the Dashboard. Your consultation and any generated artifacts are automatically saved.