Zoom: Healthie User Guide

Healthie's video call capabilities enables providers to bring HIPAA-compliant telehealth to their practice. Healthie also offers a direct integration with Zoom for Healthcare, which allows providers to offer group video calls, virtual support groups, webinars, and virtual internal team meetings. 

If you're new to Healthie telehealth, we recommend you join our daily Live Webinars on Video Calls & Healthie. Live Classes are free and open to all Healthie members.

Zoom via Healthie

Healthie's direct integration with HIPAA-compliant Zoom comes with several features and capabilities designed to create engaging video calls and webinars. Some of these features are automatically included within Healthie's direct integration with Zoom, others can be enabled for your account on request. You can review Zoom capabilities that are available (or not available) via Healthie

Our integration with Zoom is available to all members on Plus plan and above. By default this integration is active for your account ( view your integrations). You do not need a personal Zoom account or subscription, and you do not need to take any action to enable Zoom.

This integration is automatically accessible for members on Healthie's Plus plan or above, without having to pay Zoom's subscription fee. 

To set up a Healthie session to use Zoom, follow the following steps: 

Download the Zoom App

If you've set up your session as a Healthie Zoom call, you (and your client) will be prompted to download the Zoom app. You (and your client) won't need to create an account or sign-in, only to have the app installed on your device. 

In the interest of time when launching/joining a Zoom call for the first time, please download the Zoom app in advance. 

View Generated Link for a Zoom Call

To view the details of the Zoom group appointment or webinar you just created, click on the appointment scheduled. You will see "Click to Join" to click to start your webinar. The "Client Video Link" is a link you can share directly with your clients to access the webinar.

If you have a recurring / repeating appointment via Zoom, for example a weekly webinar series, the same Zoom link can be used by your client to join each time in that series of appointment sessions. 

At this time, Healthie creates unique Zoom links for every appointment for HIPAA compliance. As a technology company, we implement adequate Technical Safeguards, Administrative Safeguards, and Physical Safeguards to ensure that our customers are always protected. As each meeting has its own unique ID, it is not possible to maintain a standard room ID with Zoom via Healthie. 

Providers will not receive an email notification with their Zoom link for a session. For security purposes, providers can access and launch Zoom sessions directly from within Healthie (on web or the mobile app). 

Note: In the event that 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.

To learn more about how to market and share your Zoom group appointment or webinar, review this Healthie article

Default all Video Calls to use Zoom

If you would like to use Zoom exclusively within your business, you have the option to default all appointments to be held through Zoom. To do so, click on the Settings wheel in the upper right corner, and select "Settings." Under "Calendar," click on the Appointments tab, and scroll to the bottom of the page. 

From here, you can click on the setting to "Default All Video Call Appointments to Zoom." When this option is turned ON, the "Use Zoom for Video Chat" checkbox that appears when creating an appointment will automatically be checked. Additionally, any video call appointment created by a client will also be defaulted to Zoom. 

Adding multiple providers to a Zoom session

There may be instances in which you'd like to add multiple providers to a Zoom session that also includes a client. 

In this instance, follow the instructions above to Add a Zoom appointment to your Calendar, and indicate the client that will be joining the session. You will also see a box to add other Organization members. Please add the members that should be included in this session. 

If you need to retroactively add other providers after the appointment has been scheduled, go to the "Organization" tab under the Settings wheel in the upper right corner of your provider dashboard. From there, navigate to your organization calendar and you can edit the appointment from there, adding the other provider. 

You can also book internal team meetings via Zoom in Healthie (video call sessions that do not include clients). Learn how

Your client's experience during a Zoom call 

When a client (or you) book a video call appointment, they will automatically receive a confirmation email as well as an email appointment reminder. Adjust your appointment reminders to clients here

For a Healthie Zoom call, your client will need to download the Zoom app prior to launching the call. You can let your client know this in advance, by sharing the Video Call FAQs client handout (listed below). 

They can join the webinar from their computer or mobile device, as with any Zoom call. Within their client portal, they will also see a reminder of their upcoming appointment/webinar, with a link to click to easily launch the session. 

Below you'll find some free client resources that you may want to leverage with your clients, to help introduce them both to Healthie and Video Call sessions. 

Additional Resources & Zoom Troubleshooting

If you're new to Zoom, or are having issues with your Zoom call, please refer to the resources below: 

Need more support? Send our team an email at hello@gethealthie.com.

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