A step by step guide to Zoom Integration
How to create Clinicea App inside Zoom App Marketplace
How to connect Clinicea with your Zoom account
How to create a Zoom video appointment in Clinicea
How to start a Zoom video call inside Clinicea
How to see Zoom video recordings in Clinicea
How to disconnect Zoom in Clinicea
How to setup Zoom video appointment Communication templates in Clinicea
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You can seamlessly connect your Zoom account with Clinicea. Let me show you.
Go to Tools | Organization | select your Organization | select Integrations under Preferences on the Organization Details page.
This will open the Integrations page, where you need to select Video Call
Select Zoom as your video calling provider and click CONNECT.
Once you click connect, a new tab window will open, while at the bottom of the Clinicea tab you will see "Connecting..."
On the new tab, connect to your Zoom account by giving your login credentials.
Once you login to your Zoom account successfully, you will get a prompt. Click on the checkbox before "**Allow this app to use my shared access permissions**". Then click on the Allow button and you will see the confirmation that Zoom is now linked.
Now you can close this tab and go back to the previous tab. Click Refresh.
You are now connected,** and you will see that confirmation. All practitioners who want to do video consultation in the Clinic now will get the option to use zoom, they need to switch on "Takes Video Consultation" in their Staff Profile**.**
This is how easily you can setup your clinic to use Zoom.
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It is very easy to create a Zoom video appointment in Clinicea. Let me show you.
On the Calendar page, select the date and time to book a video appointment. The Appointment page will appear, then select the Video Appointment tab and search the Patient. After the patient has been searched and selected, you can add a Service to the appointment, if required. And finally, click on Save.
Now, in order to check that the video appointment is successful, you need to login to your Zoom account and go to the Meetings tab, where in Upcoming you will find your video consultation meeting automatically scheduled with the date/day, time, doctor's name, selected service and patient's name.
Ex: In the screenshot below, the date/day is "Today", time: "02:00 PM - 03:00 PM", doctor's name: "Zoom", selected service: "1A service" and the patient's name: "Johnson Gomes".
This is how easily you can create a Zoom video appointment in Clinicea.
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You can start a Zoom video call inside Clinicea with just a click. Let me show you.
Now, after booking a video appointment with the patient. The next step will be to start the video consultation, for that you need to click on the booked appointment on the Calendar page in Clinicea. The Appointment page will appear, where you can click on the three dots at the top right corner. After that click on Copy Video Call Link, which you can share with the patient.
Now, you need to click on the Make Video Call button, bordered in red on the Appointment page.
After that, the Video Consultation page will open, where you need to click on Start Call to initiate your video consultation.
Now, click Open Zoom Meetings on the dialog shown by your browser. If you don’t see a dialog, click on Launch Meeting.
Finally you have started your video consultation.
This is how seamlessly you can start a Zoom video call inside Clinicea.
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It is very easy to see Zoom video recordings in Clinicea. Let me show you.
You need to click on the appointment of the patient on the Calendar page in Clinicea, after completing your video consultation. The Appointment page will appear, where you need to click on Patient Summary.
A right-hand side fly-out will open showing the patient's summary in the Summary tab. You need to click on the Others tab, where in All Appointments you will find your completed video appointment with the patient. You just need to click on the three dots on the right side of this appointment and then click on View Zoom Recording(s).
The Zoom Recording(s) page will open up, where you can click on the recording name.
This will download the recording video, which you can view by clicking on it.
This is how easily you can view your video consultation recordings in Clinicea.
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Your Zoom account can be disconnected with a single click. Let me show you.
Go to Tools | Organization | select your Organization | select Integrations under Preferences on the Organization Details page.
This will open the Integrations page, where you need to select Video Call, then on the right side, you just need to click on DISCONNECT from your Zoom Account.
If you disconnect the common clinic account, all of your users, whether using their personal or the common clinic account, will get disconnected.
Upon continuing with a Yes, you will get a confirmation that the account has been disconnected.
This is how easily your Zoom account can be disconnected in Clinicea.
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It is very simple to setup the video appointment communication templates in Clinicea. Let me guide you through.
Go to Tools | Organization | select your Organization | select Templates under Preferences on the Organization Details page.
This will open the Template page, where you can click on a particular Template Name on the left hand side and then setup or edit the Template Content for SMS and Email on the right hand side.
Now, in the "Video Appointment SMS Client" template, you can setup the SMS template with the link of the video consultation : "[VideoConsultLink]", which the client/patient will receive. You can also setup the corresponding Email template for it.
You can setup the "Video Appointment Reminder SMS Patient" template for sending a reminder message to the patient/client for the video consultation, with the consultation link : "[VideoConsultLink]". You can also setup the corresponding Email template for it.
Also, in the "Appointment Second Reminder Patient SMS" template, you can setup the reminder message to the patient/client with the link "{VideoAppointmentReminderSMSPatient}". This link is of the "Video Appointment Reminder SMS Patient" template which contains the actual video consultation link : "[VideoConsultLink]" which the patient/client will receive. You can also setup the corresponding Email template for it. Once your templates are setup, you have to finally click on Save.
This is how easily you can setup the video appointment communication templates in Clinicea.
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How to connect Clinicea with your Zoom account
How to create a Zoom video appointment in Clinicea
How to start a Zoom video call inside Clinicea
How to see Zoom video recordings in Clinicea
How to disconnect Zoom in Clinicea
How to setup Zoom video appointment Communication templates in Clinicea
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How to connect Clinicea with your Zoom account
You can seamlessly connect your Zoom account with Clinicea. Let me show you.
STEPS
Go to Tools | Organization | select your Organization | select Integrations under Preferences on the Organization Details page.
This will open the Integrations page, where you need to select Video Call
Select Zoom as your video calling provider and click CONNECT.
Once you click connect, a new tab window will open, while at the bottom of the Clinicea tab you will see "Connecting..."
On the new tab, connect to your Zoom account by giving your login credentials.
Once you login to your Zoom account successfully, you will get a prompt. Click on the checkbox before "**Allow this app to use my shared access permissions**". Then click on the Allow button and you will see the confirmation that Zoom is now linked.
Now you can close this tab and go back to the previous tab. Click Refresh.
You are now connected,** and you will see that confirmation. All practitioners who want to do video consultation in the Clinic now will get the option to use zoom, they need to switch on "Takes Video Consultation" in their Staff Profile**.**
This is how easily you can setup your clinic to use Zoom.
*
How to create a Zoom video appointment in Clinicea
It is very easy to create a Zoom video appointment in Clinicea. Let me show you.
STEPS
On the Calendar page, select the date and time to book a video appointment. The Appointment page will appear, then select the Video Appointment tab and search the Patient. After the patient has been searched and selected, you can add a Service to the appointment, if required. And finally, click on Save.
Now, in order to check that the video appointment is successful, you need to login to your Zoom account and go to the Meetings tab, where in Upcoming you will find your video consultation meeting automatically scheduled with the date/day, time, doctor's name, selected service and patient's name.
Ex: In the screenshot below, the date/day is "Today", time: "02:00 PM - 03:00 PM", doctor's name: "Zoom", selected service: "1A service" and the patient's name: "Johnson Gomes".
This is how easily you can create a Zoom video appointment in Clinicea.
*
How to start a Zoom video call inside Clinicea
You can start a Zoom video call inside Clinicea with just a click. Let me show you.
STEPS
Now, after booking a video appointment with the patient. The next step will be to start the video consultation, for that you need to click on the booked appointment on the Calendar page in Clinicea. The Appointment page will appear, where you can click on the three dots at the top right corner. After that click on Copy Video Call Link, which you can share with the patient.
Now, you need to click on the Make Video Call button, bordered in red on the Appointment page.
After that, the Video Consultation page will open, where you need to click on Start Call to initiate your video consultation.
Now, click Open Zoom Meetings on the dialog shown by your browser. If you don’t see a dialog, click on Launch Meeting.
Finally you have started your video consultation.
This is how seamlessly you can start a Zoom video call inside Clinicea.
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How to see Zoom video recordings in Clinicea
It is very easy to see Zoom video recordings in Clinicea. Let me show you.
STEPS
You need to click on the appointment of the patient on the Calendar page in Clinicea, after completing your video consultation. The Appointment page will appear, where you need to click on Patient Summary.
A right-hand side fly-out will open showing the patient's summary in the Summary tab. You need to click on the Others tab, where in All Appointments you will find your completed video appointment with the patient. You just need to click on the three dots on the right side of this appointment and then click on View Zoom Recording(s).
The Zoom Recording(s) page will open up, where you can click on the recording name.
This will download the recording video, which you can view by clicking on it.
This is how easily you can view your video consultation recordings in Clinicea.
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How to disconnect Zoom in Clinicea
Your Zoom account can be disconnected with a single click. Let me show you.
STEPS
Go to Tools | Organization | select your Organization | select Integrations under Preferences on the Organization Details page.
This will open the Integrations page, where you need to select Video Call, then on the right side, you just need to click on DISCONNECT from your Zoom Account.
If you disconnect the common clinic account, all of your users, whether using their personal or the common clinic account, will get disconnected.
Upon continuing with a Yes, you will get a confirmation that the account has been disconnected.
This is how easily your Zoom account can be disconnected in Clinicea.
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How to setup Zoom video appointment Communication templates in Clinicea
It is very simple to setup the video appointment communication templates in Clinicea. Let me guide you through.
STEPS
Go to Tools | Organization | select your Organization | select Templates under Preferences on the Organization Details page.
This will open the Template page, where you can click on a particular Template Name on the left hand side and then setup or edit the Template Content for SMS and Email on the right hand side.
Now, in the "Video Appointment SMS Client" template, you can setup the SMS template with the link of the video consultation : "[VideoConsultLink]", which the client/patient will receive. You can also setup the corresponding Email template for it.
You can setup the "Video Appointment Reminder SMS Patient" template for sending a reminder message to the patient/client for the video consultation, with the consultation link : "[VideoConsultLink]". You can also setup the corresponding Email template for it.
Also, in the "Appointment Second Reminder Patient SMS" template, you can setup the reminder message to the patient/client with the link "{VideoAppointmentReminderSMSPatient}". This link is of the "Video Appointment Reminder SMS Patient" template which contains the actual video consultation link : "[VideoConsultLink]" which the patient/client will receive. You can also setup the corresponding Email template for it. Once your templates are setup, you have to finally click on Save.
This is how easily you can setup the video appointment communication templates in Clinicea.
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Updated on: 08/08/2023
Thank you!