Zoom via Healthie: 1x1 and group meetings

With Healthie's integration with the HIPAA-compliant version of Zoom, you can host one-on-one and group sessions with clients and other providers.

This article walks through:

  • Overview: Zoom via Healthie
  • Setting up a Zoom appointment
  • Using Zoom for a 1 x 1 session with a client 

Overview: Zoom via Healthie

The platform's integration with with Zoom enables providers to conduct HIPAA-compliant group video chats, host webinars, and record sessions.

Zoom is a HIPAA-compliant telehealth platform that enables group video conferences (up to 50 participants), allows providers to host webinars, and record sessions for future use. This integration is automatically accessible for members on Healthie's Practice Plus plan or above. 

Setting up a Zoom appointment

Step 1: Create A Group Appointment in your Calendar

To create webinars, you need to create a group appointment for the webinar in your  calendar appointment types. You may choose to call it "Free Webinar."

Step 2: Schedule Group Appointment On Your Calendar

Click on the date and time you wish to schedule your Free Webinar. An appointment window will pop up. Be sure to select Group appointment at the top.

Be sure to set the "Maximum Number of Attendees" to 50, which is the limit for the HIPAA-compliant version of Zoom that is built in to the Healthie platform. 

Under "Appointment Type," select the "Free Webinar" appointment type that you just created. 

Last, under "Contact Type," select Healthie Telehealth.

Then click "Create." Your webinar will now appear on your calendar. 

Step 3: View link generated for Zoom appointment

To view the details of the webinar you just created, click on the webinar scheduled. You will see "Your Video Link" to click to start your webinar. The "Client Video Link" is a link you can share directly with your clients to access the webinar.
In the event you are using group webinars as a marketing feature, as many do, you should note that a participant can join a Zoom link regardless of whether or not they are a Healthie client.

Using Zoom for a 1 x 1 session with a client

Sometimes, you will want to use Zoom for a one-on-one session with a client, for example if you would like to record the session. 

To set up a 1x1 session, use Healthie's calendar and book the appointment as per usual, except select "Use Zoom for Video Chat":

As per with a group video chat session:

  • You and your client will receive a unique link to join the video chat session. 
  • You will see a blue bar appear in your Healthie account prior to the session, which you can click on, to join the call
  • If accessing through mobile app, you will need to download the Zoom app
  • Ensure you have your Appointment Confirmation & Reminder E-mails / Texts set up Learn more
  • Ensure you have your e-mail and push notifications set up for Appointment Reminders Learn more