Capturing Clinical Notes with Zoom Workplace for Clinicians

Zoom Workplace for Clinicians provides healthcare professionals with an integrated solution for automating clinical note-taking during in-person and virtual patient-physician interactions. With Zoom Workplace for Clinicians, clinicians can automatically generate clinical notes in the office or on a virtual telehealth meeting, ensuring that key observations and patient details are accurately recorded.

Requirements for Zoom Workplace for Clinicians

• Zoom desktop app for Windows or macOS: 6.4.3 or higher
• Zoom mobile app for Android or iOS: 6.4.5 or higher
• Zoom Workplace for Clinicians add-on
• Clinical Notes enabled

Capturing Clinical Notes in a meeting

Meeting hosts can start, pause, and stop capturing Clinical Notes using the in-meeting controls. Additionally, users can enhance the quality of their notes by adding relevant patient data such as name, gender, and age and to allow the clinical note to be paired to the patient.

1. Sign in to the Zoom desktop app.
2. In the meeting controls toolbar, click Clinical Notes to begin capturing notes.
3. (Optional) To pause, resume, or stop Clinical Notes capture:
   • Pause: Click Clinical Notes then click Pause.
   • Resume: Click Resume to continue within the same session.
   • Stop: Click Finish and create note.
4. (Optional) To improve note quality, click the Clinical Notes, then click Add patient data and add the following data:
   • Name: Patient’s name or initials.
   • Gender: Select patient’s gender.
   • Age: Patient’s age.

Notes:

• Ending the meeting will automatically stop Clinical Notes capture and generate the note.
• If you do not see the Clinical Notes tab, click to add it to your toolbar.

Capturing Clinical Notes in-person

Users can start, pause, and stop capturing Clinical Notes using the mobile app in-person controls.

1. Sign in to the Zoom mobile app.
2. In the bottom toolbar, tap Clinical N. to begin capturing notes.
3. (Optional) To pause, resume, or stop Clinical Notes capture:
   • Pause: Tap Clinical Notes then tap Pause.
   • Resume: Tap Resume to continue within the same session.
   • Stop: Tap Complete note.
4. (Optional) To identify the note, you can edit the name at the top of the recording window.

Notes:

• If you do not see the Clinical Notes icon, Tap More to access it.
• The note will generate in under 60-seconds and can be viewed and edited on your mobile device, the Zoom desktop app, or the Zoom web portal.