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:

• Appointment title — From your calendar event
• Time — Scheduled start time and a live relative duration (e.g., "in 15 mins")
• Patient name — If Meelio can match the appointment to a patient in your records
• Pre-consult Report — If a pre-consultation report has been generated, a preview or link will appear directly on the card, allowing you to 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.

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, 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.