Upcoming Appointments

The Coming Up section on the Dashboard shows your next scheduled appointments, synced from Google Calendar or connected Electronic Health Record (EHR) systems (such as Cerbo or Practice Better).

Requirements

To see appointments on your dashboard, you need to:

1. Connect a calendar source — Either connect your personal Google Calendar (see Connect Your Calendar) or have your practice administrator connect an EHR integration (like Cerbo or Practice Better).
2. Link your practitioner profile (EHR Only) — If your organization is connected to an EHR, you must map your Meelio practitioner account to your EHR profile. If you have not done this yet, a prompt will appear in the Coming Up section saying "See your [EHR Provider] appointments here" with a Link my calendar button. Click it to match and link your profile in seconds.
3. Have upcoming events — Ensure you have active, upcoming consultations or meetings scheduled on your linked calendar.

What's Shown

Each appointment card displays:

• Patient Name (Clickable Link) — If Meelio matches the appointment to an existing patient, the card displays the patient's name as a clickable title. Clicking on their name opens their clinical profile in a new tab, allowing you to inspect their medical records before starting the session. (If no patient matches, the generic appointment title is shown instead).
• Appointment Title — Displayed on the secondary details line if a patient is matched.
• Time — Scheduled start time and a live relative duration (e.g., "in 15 mins").
• Pre-consult Report — If a pre-consultation report has been generated, it will appear directly on the card so you can review patient status before the meeting starts.
• Record Button — A highly discoverable record button on the right side of each card, featuring a gray record indicator that dynamically turns red upon card-hover or focus.

Managing Pre-Consult Reports

Pre-consultation reports aggregate recent clinical notes and history to help you prepare. To improve your prep efficiency, Meelio manages these reports with the following preferences:

Expanded Sections by Default

All sub-sections within a pre-consultation report (such as Patient Summary, Last Visit Recap, and Clinical Red Flags) are expanded by default directly on the dashboard card. You do not need to click through multiple tabs or accordions to read your prep details.

Toggling Default Expansion

If you prefer to keep these report sections collapsed by default to save vertical dashboard space:

1. Click the Filters (sliders icon) button on the right side of the Coming Up header.
2. Under the Pre-consult report section, uncheck the Expand sections by default box.
3. Your preference is saved locally, and report sections will remain collapsed until manually toggled open.

Starting a Consultation from an Appointment

Each appointment card in the Coming Up list is designed as an all-in-one clickable card (using an accessible clickable-card pattern). To start recording, you can click anywhere on the appointment card (outside the patient link or pre-consult report text), or click the Record button directly.

When clicked, Meelio will:

1. Open the Recording view.
2. Begin recording automatically.
3. Pre-load the appointment context (title, patient if matched).
4. Display the Pre-consult Report side-by-side with your notes (see Recording).

Syncing & Live Status Indicators

Appointments are synced automatically when you launch Meelio or navigate to the dashboard. You can also trigger a manual sync by clicking the Sync/Refresh icon (rotating arrows) in the Coming Up header.

When updates are running, live status indicators appear:

• Updating... — Displayed when Meelio is retrieving local calendar or account differences.
• Syncing... — Displayed when active EHR records or schedules are syncing in the background.