Configuring Clinical Note template settings

Clinical Notes users can configure their default template, as well as the templates available for selection when using Clinical Notes. In addition to configuring the available and default templates, admins can also manage and create new Clinical Note templates within AI Studio.

Requirements for configuring Clinical Note template settings

• Pro, Business, Education, or Enterprise account
• Account owner or admin privileges
• Workplace for Clinicians add-on
• Clinical Notes enabled

How to configure Clinical Note template settings

Configure Clinical Note template settings for the entire account

This setting allows account owners or admins to manage Clinical Note templates for all users in the account.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Settings.
4. Click Clinical Notes.
5. Under Template Format, the following settings can be configured:
   • Default Specialty: Click the edit icon to select the default specialty that will be used when a user starts a new note.
     Note: Click Reset to default to reset the default template
   • Clinical Note Templates: Click the edit icon to select which templates will be available for selection when a user starts a new note.
     Note: Click the Set as default checkbox to set a template as the default template when starting a new note.
6. (Optional) Click Manage clinical note templates in AI Studio to customize existing templates or create a new template.
7. (Optional) To prevent all users in your account from changing this setting, click the Lock icon , and then click Lock to confirm the setting.
   Note: This will only affect the Default Specialty setting. The Clinical Notes Templates setting can still be updated for users.

Configure Clinical Note template settings for a group of users

This setting allows account owners or admins to manage Clinical Note templates for a specific group of users. Changes apply only to users in the selected group.

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the navigation menu, click User Management, then Groups.
4. Click the applicable group name from the list.
5. In the General configuration section, click Edit product setting.
6. Click the Clinical Notes tab.
7. Under Template Format, the following settings can be configured:
   • Default Specialty: Click the edit icon to select the default specialty that will be used when a user starts a new note.
     Note: Click Reset to default to reset the default template.
   • Clinical Note Templates: Click the edit icon to select which templates will be available for selection when a user starts a new note.
     Note: Click the Set as default checkbox to set a template as the default template when starting a new note.
8. (Optional) Click Manage clinical note templates in AI Studio to customize existing templates or create a new template.
9. (Optional) To prevent all users in the group from changing this setting, click the Lock icon , and then click Lock to confirm the setting.
   Note: This will only affect the Default Specialty setting. The Clinical Notes Templates setting can still be updated for users

Configure Clinical Note template settings for your personal account

This setting allows account owners or admins to manage Clinical Note templates for their personal account. You do not need admin permissions to change the settings, unless they are locked by an admin for the entire account or a group of users.

1. Sign in to the Zoom web portal.
2. In the top-right corner, click your profile picture or initials, then click My account.
3. In the side menu, click Settings.
4. Click Clinical Note.
5. Under Template Format, the following settings can be configured:
   • Default Specialty: Click the edit icon to select the default specialty that will be used when you start a new note.
     Note: Click Reset to default to reset the default template.
   • Clinical Note Templates: Click the edit icon to select which templates will be available for selection when a you start a new note.
     Note: Click the Set as default checkbox to set a template as the default template when starting a new note.