Meelio Docs
Consultations

Recording

Using the recording view — controls, notes, bookmarks, and transcript during a consultation.

When a consultation starts, Meelio opens the Recording view. Audio capture begins automatically.

What's Captured

  • Microphone — Your voice (the practitioner)
  • System Audio — Your patient's voice during video calls, or any audio played through your computer's speakers

The Recording View

Pre-consult Report and Notes

For consultations linked to a scheduled appointment, Meelio displays a side-by-side view:

  • Pre-consult Report (left) — A summary of the patient's history, previous notes, and relevant data to prepare you for the session.
  • Notes Panel (right) — Your active workspace for typing observations, bookmarks, and flags during the recording.

If no pre-consult report is available, the Notes Panel expands to fill the top section.

Notes Panel Controls

  • Type clinical observations, reminders, or key points
  • Click Bookmark to mark a specific moment in the recording
  • Click Flag to flag an important observation

Notes are saved with the consultation and available during the processing step as the Session Notes tab.

Live Transcript

The bottom section shows the live transcript (when using Live transcription mode).

  • Clinician text appears in blue bubbles (right-aligned)
  • Patient text appears in white bubbles (left-aligned)
  • A search bar lets you find text in the transcript
  • Toggle Auto-scroll to automatically follow the latest text
  • Click Jump to latest if you've scrolled up

Note: Speaker differentiation may vary depending on audio quality and transcription mode.

Recording Control Bar

A persistent control bar is visible at the bottom of the screen during recording, even if you navigate to other pages or close the main window.

  • Recording indicator — Red pulsing dot with "Recording" label
  • Timer — Shows elapsed recording time (HH:MM:SS)
  • Mode toggle — Switch between In-Person, Telehealth, and Meeting modes
  • Link to Patient — Appears for meetings without a patient linked (blue button)
  • Stop — Red button to end the recording
  • Full View — Returns to the full recording page if you've navigated away

Pro Tip: You can safely close the main Meelio window during a recording to clear your screen. Meelio will continue recording in the background, and the recording control bar will remain visible.

Linking a Patient During Recording

If you started a general meeting and want to link it to a patient:

  1. Click Link to Patient on the recording control bar
  2. Search for or select a patient from the picker
  3. The meeting is converted to a consultation with that patient's context

Stopping the Recording

  1. Click the Stop button (red square icon)
  2. Confirm in the dialog that appears
  3. Meelio uploads the audio and automatically transitions to the Processing page

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