Template Types

Meelio supports three types of templates, each designed for a different kind of clinical document.

Clinical Note Templates

Clinical notes document what happened during a consultation. Common formats include:

• SOAP — Subjective, Objective, Assessment, Plan (most common)
• DAP — Data, Assessment, Plan
• PIE — Problem, Intervention, Evaluation
• BIRP — Behavior, Intervention, Response, Plan
• Narrative — Free-form clinical narrative

Clinical note templates define:

• The sections/headings to include
• What information goes in each section
• The level of detail and tone
• Any required elements (e.g., always include follow-up plan)

Care Plan Templates

Care plans outline the treatment and nutrition strategy for a patient. Templates define:

• Goal structure — How clinical and nutritional goals are presented
• Recommendation format — Dietary guidance, supplements, lifestyle changes
• Follow-up framework — Timeline and next steps
• Compliance considerations — What standards to follow

Meal Plan Templates

Meal plans provide specific dietary guidance with meals and nutritional targets. Templates define:

• Meal structure — Number of meals and snacks per day
• Nutritional detail — Whether to include macros, calories, micronutrients
• Recipe format — How detailed each meal description should be
• Portion guidance — Specific measurements vs. general guidance
• Additional notes — Shopping lists, prep tips, substitution guidance

Creating Templates for Each Type

When creating a new template, select the type first. This determines:

• What fields are available in the schema
• What AI prompt guidance is provided
• Where the template appears in the library tabs

See Create a Template for step-by-step instructions.