Quick Start Guide

You've installed Meelio and completed onboarding — here's how to record your first consultation and generate clinical documentation.

Step 1: Start a Consultation

From the Dashboard, click the Start New Consultation button.

You can also start a consultation:

• From an upcoming appointment on your Dashboard
• From a patient's detail page

Step 2: Record the Consultation

Once the recording starts:

• Your microphone captures your voice
• System audio captures your patient's voice (for video calls)
• A live transcript appears on the right side of the screen (if using Live mode)
• Use the Notes panel to jot down observations or flag important moments

Note: Make sure your microphone is working and Meelio has the required permissions.

Step 3: Stop the Recording

When the consultation is complete:

• Click the Stop button to end the recording
• Meelio will automatically transition to the Processing view

Note: If you've enabled meeting ended detection, Meelio can automatically detect when a video call ends and prompt you to stop recording.

Step 4: Review AI-Generated Documentation

On the Processing page, Meelio's AI will:

1. Transcribe the full consultation (if using Enhanced mode)
2. Generate a summary of the consultation
3. Be ready to create clinical notes, care plans, or meal plans

Use the chat panel to ask the AI to generate specific artifacts:

• "Generate a SOAP note for this consultation"
• "Create a care plan for this patient"
• "Build a meal plan based on our discussion"

Step 5: Link to a Patient

If you haven't already linked the consultation to a patient, you can do so from the Processing page. Click Link Patient and select or create a patient record.

Step 6: Finalize

Review the generated documentation, make any edits, and you're done. The consultation and all generated artifacts are saved to the patient's record.

What's Next

• Consultations — Deep dive into the consultation workflow
• AI Assistant — Learn what the AI can do
• Templates — Customize the format of generated documents
• Settings — Configure recording quality, transcription mode, and more