Patient Chat & Pending Actions
The Work Between Visits, Handled.
A plan needs adjusting. Labs arrive early. A question comes up two weeks after the visit. Open a chat about the patient, ask for what you need, and get an updated care plan or a fresh meal plan from the existing record. No recording required. And nothing waiting on you slips: unfinished documentation sits on your home screen until it's cleared.
No Recording Required
Update the Plan Without Booking a Visit
Most documentation tools only work when there is a consultation to transcribe. Patient chat works from the record itself: the history, the labs, the current plan. Ask for an updated care plan or a fresh meal plan and the drafts are generated the same way as after a visit, in your templates, reviewed by you before anything counts.
To be clear about the name: this is a chat about the patient, for you. Patients never see it.
Her July labs look good and the bloating has settled. Move the care plan to the reintroduction phase and regenerate the meal plan without the strict elimination.
Done. Both drafts are ready for your review, built from her record and your templates.
Pending Actions
Nothing Slips
Every consultation that still needs its note, care plan, or meal plan waits on your home screen, and the colour tells you how long it has waited. Clear it, or dismiss it if it doesn't apply. You choose which document types count.
In team practices everyone works from the same record, so the queue is the shared answer to “what's outstanding?” instead of a morning of chart checks.
Priya Natarajan
Follow-up today · note pending review
Sarah Chen
Note approved · care plan still pending
Mark Reyes
Initial consult · all documents pending
From Practices Running on Meelio
Real practitioners, quoted from the case studies.
“It writes in my structure, not a template’s.”
Meelio drafts every note in my own protocol templates, then turns the follow-ups, the labs, the coach tasks into a queue I actually clear instead of a list I try to remember. When I need something buried in two years of history, I just ask.

Dr. Seth Osgood
Founder & Nurse Practitioner, DNP · GrassRoots Functional Medicine
“We walk in already prepped.”
Dr. Craig Tanio
Rezilir Health
“I get my evenings back.”
Koosje Janssen
Koos Zorgenloos
Frequently Asked Questions
Yes. Patient chat works from the patient's existing record: history, labs, intake, and the current plan. Ask for an updated care plan or a fresh meal plan and it drafts them in your templates, ready for your review, exactly like after a recorded visit.

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