Review & Edit

After the AI generates documentation, you should review and refine it before finalizing. Meelio makes it easy to edit artifacts and use the AI to improve them.

Reviewing an Artifact

1. In the Processing view, click the tab for the artifact you want to review (e.g., Clinical Note, Care Plan)
2. Read through the generated content
3. The artifact starts in Draft status

Editing Content

Click into the artifact text area to make direct edits. You can:

• Correct any inaccuracies
• Add additional observations
• Remove irrelevant information
• Adjust formatting

Using AI to Refine

Instead of editing manually, you can ask the AI to make changes via the Chat Panel:

• "Make the SOAP note more detailed"
• "Add a follow-up plan to the care plan"
• "Make the summary more concise"
• "Include the lab values we discussed"

The AI will update the artifact based on your instructions.

Approving an Artifact

When you're satisfied with the content:

1. Click the Approve button on the artifact
2. The status changes from Draft to Approved (shown with a green indicator)

If you make further edits after approving, the status changes to Modified.

Exporting

You can export artifacts using the toolbar:

• Copy — Copies the content to your clipboard (useful for pasting into your EHR)
• Download — Exports the artifact as a file

Where Artifacts Are Saved

All artifacts are automatically saved to the consultation record. If the consultation is linked to a patient, you can access the artifacts from:

• The patient detail page under the relevant tab (Care Plans, Meal Plans, etc.)
• The consultation history for that patient