Set Your Preferences
Set your specialty, name, and provider identifiers during Meelio onboarding.
The Preferences step lets you tell Meelio about yourself so the AI can better tailor clinical documentation to your specialty.
Note: This step is optional and can be skipped. You can update all of these settings later from Settings → Account.
Your Name
If you joined an organization with an invite code, you'll be asked to enter your First Name and Last Name. If you created the organization, this is already set from the previous step.
Your Specialty
Select your specialty from the list:
- Nutritionist/Dietitian
- Mental Health Therapist
- Health Coach
- Chiropractor
- Fitness Trainer
- Naturopathic Doctor
- Nurse Practitioner
- Physician
- Functional Medicine Practitioner
- Acupuncturist
- Massage Therapist
If your specialty isn't listed, select Other (specify) and type it in.
Your specialty helps Meelio generate documentation appropriate for your field.
Provider Identifiers (Optional)
You can optionally enter:
- NPI Number — Your 10-digit National Provider Identifier
- Taxonomy Code — Your healthcare provider taxonomy code (e.g.,
133V00000X)
These identifiers may be used when exporting documentation or for EHR integration.
Continuing
Click Continue to save your preferences and proceed to the final onboarding step. You can always update your profile later from Settings → Account.