Connect Your EHR

Connect your Electronic Health Record (EHR) or practice management system to sync patient data, appointment schedules, and clinical notes with Meelio.

Admin only: EHR setup is shown during onboarding only to organization creators/admins. Team members can skip this step — the admin configures EHR integration for the whole practice.

Note: This step is optional. You can set it up later from Settings → Integrations.

Supported EHR Systems

• Cerbo — Full bi-directional sync
• Practice Better — Full bi-directional sync
• More integrations coming soon

Benefits

• Import patient demographics — No manual data entry
• Access appointment schedules — Synced with your EHR calendar
• Export clinical notes automatically — Send notes back to your EHR
• Sync meal plans to client portal — Share plans with patients

How to Connect

1. On the EHR step during onboarding, select your EHR provider
2. An authentication dialog will appear — enter your EHR credentials
3. Follow the provider-specific authorization steps
4. Once connected, you'll see a green "EHR Connected!" confirmation

For detailed setup instructions for each provider, see:

• Cerbo EHR
• Practice Better

Skipping This Step

Click Skip for now to proceed without connecting an EHR. You can configure it later from Settings → Integrations.