Review & Edit

After the AI generates documentation, you should review and refine it before finalizing. Meelio makes it easy to edit artifacts, use the AI to improve them, track previous versions, and handle collaborative updates gracefully.

Reviewing an Artifact

1. In the Chat workspace, click the tab for the artifact you want to review in the Artifact Panel on the right (e.g., Clinical Note, Care Plan).
2. Read through the generated content.
3. Newly generated or updated artifacts start in Draft status.

Editing Content

Click the Edit (pencil icon) button in the bottom toolbar to enter edit mode, where you can modify the text directly.

• Correct any inaccuracies.
• Add additional clinical observations.
• Adjust formatting.
• Click Save Changes to commit your updates, or Cancel to discard them.

Saving your manual edits transitions the status to Modified.

Using AI to Refine

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

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

The AI will update the artifact in-place within its existing tab based on your instructions. Each time the AI or you save updates to an artifact, Meelio tracks the state as a new version.

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Artifact Versioning & Revisions History

Meelio supports full version history for Clinical Notes and Care Plans. Every manual save and every AI-generated update creates a new version, allowing you to view past states and restore them if needed.

Viewing Revisions

1. At the bottom toolbar of the artifact viewer, click the Revisions (history icon) button.
2. A Revisions panel will slide open from the right side.
3. The panel lists all versions of the document (newest first). Each entry displays:
   • Version number
   • Who updated it (e.g., AI for assistant updates, or You for manual edits)
   • When it was updated (relative duration, e.g., "5 minutes ago")

Previewing and Restoring Past Versions

1. Click on any version in the list to open a read-only markdown preview of that version.
2. If you want to revert to that past state, click the Restore button next to that version.
3. Restoring forks a new version of the document from that past state, preserving the history.
4. Unsaved Edits Safeguard: If you currently have unsaved edits in your editor, Meelio will ask you to confirm before restoring to prevent dropping your unsaved draft.

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Concurrency & Conflict Management

When multiple practitioners are collaborating, or if the AI assistant updates an artifact in the background, Meelio protects your active work from being overwritten using Server-Sent Events (SSE) and concurrency conflict detection.

Real-Time Update Warnings (SSE)

If another clinician or the AI assistant updates the document in the database while you have the editor open with unsaved changes:

• Meelio preserves your unsaved editor content so you don't lose any text.
• A prominent amber warning banner appears at the top of the editor: "Updated while you were editing. Review the changes before saving."
• Click Review to reload the server's latest changes and compare them with your unsaved work before you save, preventing any accidental overwriting of others' work.

Save Conflict Prevention (HTTP 409)

If you attempt to save an artifact that has been updated by someone else since you opened it:

• Your save will be rejected to prevent overwriting, and Meelio will display an amber conflict banner: "This document changed."
• Click Reload latest to fetch the latest server version.
• Click View your unsaved version to toggle back to your editor text. This lets you copy any of your manual edits to your clipboard, click Reload latest, and then easily paste/re-apply your changes.

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Approving an Artifact

When you're satisfied with the content:

1. Click the Approve button in the bottom toolbar.
2. The status changes from Draft to Approved (shown with a green badge).

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

Exporting

You can export approved artifacts using the toolbar:

• Copy — Copies the content to your clipboard.
  • Note: Rich text copying on Windows automatically uses UTF-8 encoding to prevent any character corruptions (mojibake).
• Download — Exports the artifact as a PDF file.

Tip: You can customize the look and feel of your PDF exports (including themes, logos, and accent colors) in Document Settings.

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, or Clinical Notes).
• The consultation history for that patient.