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

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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:
  4. (Optional) To improve note quality, click the Clinical Notes, then click Add patient data and add the following data:

Notes:

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:
  4. (Optional) To identify the note, you can edit the name at the top of the recording window.

Notes: