Start a Consultation

There are several ways to begin a recording in Meelio. The recording starts automatically once you initiate a consultation.

From the Dashboard

1. Click the Start New Consultation button on the Dashboard
2. Meelio opens the Recording view and begins recording immediately
3. By default, this starts as a Meeting (not linked to a patient)
4. You can link it to a patient during or after the recording

From an Upcoming Appointment

If you've connected your Google Calendar, upcoming appointments appear on your Dashboard.

1. Click on an appointment in the Coming Up section
2. Meelio begins recording with the appointment context pre-loaded
3. If the appointment matches a patient in your records, it will be linked automatically

From a Patient Record

1. Navigate to the patient's detail page
2. Click Start Consultation
3. The recording starts with the patient already linked

Importing a Consultation from a Transcript

If you have a written transcript from a past consultation (e.g., from an old Zoom call or legacy recording system), you can import it directly to Meelio instead of recording a new session:

1. Navigate to the patient's detail page.
2. Click the More actions (... icon) menu on the top-right of the patient header and select Import transcript. (Alternatively, if the patient has no recorded consultations yet, click the Import transcript button under the Consultations tab).
3. Paste your transcript text into the input field. For best results, organize the text by speaker prefixes (e.g., Practitioner: and Patient:).
4. Click Import (or use the shortcut Ctrl + Enter / Cmd + Enter).

Meelio will create a new consultation record, link it to the patient, and automatically transition to the Processing view where the AI generates clinical notes, care plans, or meal plans from the transcript content, exactly as if it had been recorded live.

Consultations vs. Meetings

• Consultation — A recording linked to a specific patient. AI-generated documentation includes patient-specific context (care plans, meal plans, clinical notes)
• Meeting — A general recording without a patient. Can be converted to a consultation by linking a patient during or after recording

Note: You can always link a patient to a meeting later. See Recording for how to link during recording, or Processing for how to link after recording.