Capturing notes with Clinical Notes Clinical Notes provides healthcare professionals with an integrated solution for automating clinical note-taking during in-person and virtual clinician interactions. Clinicians can generate clinical notes in the office or during a virtual telehealth meeting to capture key observations and patient details.
Requirements for capturing notes with Clinical Notes
Pro, Business, Education, or Enterprise account Licensed user with a Clinical Notes license Zoom desktop app for Windows or macOS: 7.2.2 or higher Zoom mobile app for Android or iOS: 7.2.2 or higher Workplace for Clinicians add-on Clinical Notes enabled How to capture Clinical Notes in a meeting
Meeting hosts can start, pause, and stop capturing Clinical Notes using the in-meeting controls. Additionally, users can add relevant patient details such as name, gender, pronouns, and date of birth to enable the clinical note to be paired to the patient..
Note : If you are a licensed Clinical Notes user with Clinical Notes enabled, the panel should launch by default when starting a new meeting.
Windows | macOS
Sign in to the Zoom Workplace desktop app. Start a Zoom meeting. In the meeting controls toolbar, click Clinical Notes .Note : If you do not see Clinical Notes, click More , then click Clinical Notes . To begin recording, click Start voice capture . (Optional) Click the Pause icon Note : Click the Resume icon (Optional) To improve note quality, click Clinical Notes to open the side panel (if it's not already open), then use one of the following options:
Under Template , select a different template you want to apply to the note.Note : By default, the template will use the default template set in the Clinical Note settings . Under Patient Details , enter the following information: Name : Patient's full name or initials.Gender : Patient's gender identity.Pronouns : Patient's preferred pronouns (e.g., he/him, she/her, they/them).Date of Birth : Patient's date of birth (MM/DD/YYYY).Under Remarks , enter any additional information you want to add for yourself or the care team.Note : This will not be modified or utilized by AI for the generated note. Once done recording the session, click Create note to end the recording. Note : Ending the meeting will also automatically stop the voice capture and generate the note. (Optional) Click Set up new note to create a new note.
Android | iOS
Sign in to the Zoom Workplace mobile app. Start a Zoom meeting. In the meeting controls toolbar, tap Clinical Notes .Note : If you do not see Clinical Note s, tap More , then tap Clinical Notes . To begin recording, tap Start . (Optional) Tap the Pause icon Note : Tap the Resume icon (Optional) To improve note quality, tap Clinical Notes , then use one of the following options:
Under Template , select a different template you want to apply to the note.Note : By default, the template will use the default template set in the Clinical Note settings . Under Patient Details , enter the following information: Name : Patient's full name or initials.Gender : Patient's gender identity.Pronouns : Patient's preferred pronouns (e.g., he/him, she/her, they/them).Date of Birth : Patient's date of birth (MM/DD/YYYY).Under Remarks , enter any additional information you want to add for yourself or the care team.Note : This will not be modified or utilized by AI for the generated note. (Optional) At the top of the Clinical Notes window, tap the drop-down icon [Down arrow icon], and tap Delete to delete the current note. Once done recording the session, tap Create to end the recording. Note : Ending the meeting will also automatically stop the voice capture and generate the note. (Optional) Tap Set up new note to create a new note.
How to capture Clinical Notes in-person
Users can record a clinical note in person directly from their mobile device using the Zoom Workplace mobile app. The app's in-person controls allow users to start, pause, and stop capturing Clinical Notes without needing to be in a meeting.
Android | iOS
Sign in to the Zoom Workplace mobile app. In the navigation bar, tap the Clinical Notes tab Note : If you do not see the Clinical Note s tab, tap the More tab Clinical Note s tab Tap the New note icon (Optional) To improve note quality, if the Clinical Notes widget is closed, tap Clinical Notes to open it, and use one of the following options:
Under Template , select a different template you want to apply to the note.Note : By default, the template will use the default template set in the Clinical Note settings . Under Patient Details , enter the following information: Name : Patient's full name or initials.Gender : Patient's gender identity.Pronouns : Patient's preferred pronouns (e.g., he/him, she/her, they/them).Date of Birth : Patient's date of birth (MM/DD/YYYY).Under Remarks , enter any additional information you want to add for yourself or the care team.Note : This will not be modified or utilized by AI for the generated note. (Optional) Tap the Pause icon Note : Tap the Resume icon (Optional) At the top of the Clinical Note window, tap the drop-down icon Delete to delete the current note. Once done recording the session, tap Create to end the recording.