Create a Patient

You can add patients to Meelio manually or import them through an EHR integration.

Adding a Patient Manually

Meelio creates patients from search rather than from a separate "add patient" form — you look for the person first, and create them if they aren't there yet. There are two places this happens:

• The patient picker — Opens whenever you link a patient, such as Link to Patient on the recording bar or in the chat header. Click Create New Patient above the results.
• Search — Start typing a patient's name in search. If there's no match, Create New Patient appears above the results.

In the Create New Patient dialog, fill in:

• First name (required)
• Last name (required)
• Email (required)
• Date of birth (required)
• Gender (optional)

Click Create patient to save the record.

Note: Manual patient creation is controlled by your practice admin under Settings → Integrations → Manual patient creation. If it's turned off, the Create New Patient option won't appear. Patients created by hand have no chart in your EHR, so their notes can't be sent back to it.

Importing from EHR

If you've connected an EHR system (Cerbo or Practice Better), patients are synced automatically. See Connect Your EHR for setup.

Linking During or After a Consultation

You can also create a patient on the fly while recording or afterwards:

1. Open the patient picker:
   • During recording — Click Link to Patient on the recording bar.
   • After recording — Click Yes, link to patient on the prompt in the chat panel, or open the header actions menu (⋮) and select Link to Patient.
2. Click Create New Patient in the picker.
3. Fill in the patient's details and click Create patient.

The consultation is linked to the new patient automatically.