Getting Started with Medlio

Welcome to Medlio! Whether you’re the first person at your organization to sign up or a new hire on a team already using it, this article will teach you the fastest way to get the most value out of Medlio and how to use the key features.

Start using Medlio the best way, right away.

This article will guide our Medlio Basic free connection customers in their configuration and use of the Medlio Online Provider Dashboard as well as the Medlio iOS and Android Patient Smartphone Apps (available in the App Store and Google Play Store).

Medlio also offers Promoting Interoperability,  a subscription support service for a low per provider monthly fee, if you would like hands on configuration, account setup, ongoing admin support and unlimited training for your entire organization as well as ongoing support for all of your patients.

Learn more about Promoting Interoperability.

Create your Medlio Account

1) Register your FHIR connection(s)

Patient Access to Health Records

Register your healthcare organization to be listed in the health records directory in the Medlio app. Once you’re registered, your patients can search for your organization, your care locations, and your providers, and download their health records right on their smartphone using just their credentials from your existing patient portal.

Create a Medlio account at:

and select, “Organization."

Submit the requested information

Once you click the “Submit” button, our support team will verify you and then you will receive an email from “” inviting you to create your Medlio credentials.

Click the “Create Password” button in the email.

Create your new Medlio password and click the “Set password” button. You will then be directed to the Medlio Dashboard at Use the credentials you just created to sign in to the dashboard.

Once you are logged into the Medlio dashboard, navigate to “My Organization” in the left navigation, and click “Data Connections” in the top navigation.

Click the blue, “+ New Connection” button.

Select your EMR vendor and add your FHIR connection details/endpoint (including your FHIR URL and API ID) and click, “Save.” 

Now your organization will show up as a Provider Connection in the Medlio patient smartphone apps. If you have multiple FHIR connections, simply click, “+ New Connection” again until you have added all of your connections. 

Don’t forget to add your organization Logo and Icon to make it easier for your patients to find you.

2) Test your FHIR connection

Now you will be able to test that your FHIR connection has been properly installed and configured by your EHR vendor.  

Follow these instructions to download the patient smartphone app and test your connection.

- Download the Medlio patient app to your smartphone. Medlio is available on both Android and iOS devices
- Open your app store on your smartphone and search for “Medlio"
- Download the app
- Open the app and log in using the same credentials you created to log in to the Medlio Online Provider Dashboard
- From the home page in the app, select, “myRecords”
- Tap the “get started” button
- Search for your organization name and tap it
- You will then be directed to your EHR vendor’s oAuth login page 
- Log in with any test patient account credentials you have created for your EHR’s patient portal
- You will then be asked to authorize access (All EHRs treat this differently and some may have two authorization screens)
- Once you authorize access, you will be redirected back to the Medlio app, where the test patient data will begin to download (depending on the amount of data, the download can take about a minute. If you are using a test account that has lots and lots of data in it from previous testing and training, you should expect the data to take up to 5 minutes to download.)
- You will receive an in-app notification once the data has downloaded and you can then navigate to “myRecords”
- The “myRecords” menu will include information such as Medications, Labs, Allergies, Conditions, Vitals, and more. You can click into each of the categories and ensure the data is showing up.

If you want to use Medlio for your personal data, create a new set of personal patient account credentials directly in the sartphone app. Do not use your admin credentials for your personal health records.

Now you are ready to offer Medlio to your patients.

3) Troubleshooting your FHIR connection

If you're having problems with your FHIR connection, try the following:

- Double check that you have entered your Authorization URL, Token URL, FHIR URL, and API ID exactly as provided by your EHR vendor. Sometimes, when cutting and pasting this information, extra spaces can inadvertently be added which may cause a problem.

- If this does not resolve the issue, you can try entering your FHIR URL into a browser and adding either "/metadata" at the end of it (Epic for example), or "/open/metadata" (Allscripts for example). This should provide the FHIR conformance statement either in the webpage or as a downloadable file. Check to ensure that the Authorization and Token URLs match what was provided to you. If not, try using the values provided in the conformance statement.

- If neither of these work, there are a number of potential issues that may be occurring, typically related to how your EHR vendor has configured your FHIR server. If you have opted for the Promoting Interoperability upgrade option, please contact Medlio support and we will work with you and your vendor to identify and correct the problem. If you have opted for the free version, we are happy to work with you and your vendor to resolve the problem through our hourly engineering support. We charge $300/hr and bill in 15 minute increments of $75.

Learn more about Promoting Interoperability options.

Make sure patients can find you

1) Map your care locations to your FHIR connection(s)

If you have multiple care locations, you will want to map each of your care locations to the FHIR connection (or if you have multiple FHIR connections, map your care locations to the right FHIR connection). In the Medlio Online Provider Dashboard,, navigate to, “My Locations” in the left navigation. 

Click “+ New Location” and fill out the requested fields for each care location.

You can either check the box to copy a FHIR connection from the parent organization, or you can enter the FHIR connection in the Location profile.

*If you have many locations, you can work directly with your customer support representative to import a CSV file, or API format.

2) Map your providers to your FHIR connection(s)

You should also map each of your providers to the appropriate FHIR connection(s). In the Medlio Online Provider Dashboard,, navigate to, “My Providers” in the left navigation.

Click “+ New Provider” and fill out the requested fields for each healthcare provider.

Once you’ve added each provider, you can assign each to the appropriate care location(s) in “Professional” and “Work Experience".

*If you have many providers, you can work directly with your customer support representative to import a CSV file, or API format.

3) Ensure all your care location and provider profiles are fully filled out

Control what information appears and how it appears on the Medlio website search engine and in the Medlio mobile apps. Searching Medlio is typically a first step in the patient’s decision process.

For all providers, upload a headshot. Just like any social media site, profiles with photos significantly outperform those with the default avatar.

Completely fill out high-interest fields. The fields that get the most interest from patients are Insurance accepted, Services offered, and Photos.  Services searches, filtered by zip code, are some of the most common first searches prospective patients and potential referring providers run. Once an initial search results list comes up after a search, site visitors can then filter the list by Insurance accepted. Keeping these fields complete and accurate is critical to making sure the right people who have need for the specific services you provide are finding you.

When things change, update your profiles. Once you claim it, you can log in to make changes yourself. Your changes are published to the public profile instantly.

Review your profile for accuracy. Other sections on your personal profile include Specialties, Board Certifications,  Education, Work Experience, Awards & Recognition, Languages Spoken, and Hospital Affiliations. Customize based on what will attract your patient personas.

If you speak another language and provide care in that language, add it to your profile.

You can post links to your publications in the “Publications” section. Even if your publications aren’t geared towards lay people, they do lend you credibility with patients.

Manage data sharing and logs

Data from FHIR is pulled directly from the EHR and not your patient portal. If you have set data restrictions in your patient portal, they will not be set in Medlio. We do offer a Data & Analytics module for a monthly fee. Using the Data and Analytics module you can set data restrictions. The most common request we see is to restrict/delay lab and test results delivery until the provider has had a chance to review the results. Learn more about the Data & Analytics module.

Patient education materials

Medlio makes a variety of free marketing collateral available to you, all with the goal of getting patients to download their data so you can qualify for government patient data access rules including MU3, MIPS, MACRA, and 21st Century Cure’s Act. These include postcards, flyers, and custom links you can embed on your website, social media, and follow-up emails.