Using the Zoom Clinical Notes Chrome extension

The Zoom Clinical Notes Google Chrome extension lets you view, copy, and paste your Zoom AI-generated clinical note drafts into your electronic health record (EHR) system without leaving the browser. Clinicians can review note drafts in a side panel, then paste verified content into any browser-based EHR, either manually or using Magic paste.

Requirements for the Zoom Clinical Notes Chrome extension

Table of Contents

How to approve the app in the Zoom App Marketplace

Before users can install the extension from the Chrome Web Store, a Zoom admin must approve the app in the Zoom App Marketplace.

  1. Sign in to the Zoom App Marketplace as an admin.
  2. On the Zoom Clinical Notes Extension page, click Approve.
  3. Select the users you want to approve for app use.
  4. Click Confirm.
    After confirming, the selected users will be able to install the extension and sign in.

How to install the Zoom Clinical Notes Google Chrome extension

  1. Open the Chrome Web Store and search for Zoom Clinical Notes, or navigate directly to the Zoom Clinical Notes extension listing page.
  2. Click Add to Chrome.
  3. Click Add extension to confirm.
    The Zoom Clinical Notes icon will appear in your Chrome toolbar.

Note: If you don't see the icon in the toolbar, click the puzzle piece icon in the toolbar and pin Zoom Clinical Notes.

How to sign in to the Zoom Clinical Notes Chrome extension

  1. Click the Zoom Clinical Notes icon in your Chrome toolbar.
    The side panel will open on the right side of your browser.
  2. Click Sign in with Zoom.
    The Zoom sign-in page will open.
  3. Enter your email or phone number and click Next, or sign in with Google, Apple, Facebook, or Microsoft.
    Note: For single sign-on (SSO), click the SSO key icon, enter your company domain, and sign in through your organization’s sign in page.

Once authorized, the side panel will automatically load your clinical notes.

How to view and manage clinical notes in the Clinical Notes Chrome extension

View clinical notes

After signing in, your clinical notes from recent Zoom meetings are displayed in the side panel. Use the tabs at the top of the panel to switch between views:

Each note card shows the following information:

  1. (Optional) To search for a specific note, use the Search by topic bar at the top of the list.
  2. (Optional) To change the sort order, click the filter icon next to the search bar.
  3. Click any note card to open the note detail view.
    The full AI-generated note content will display, organized by section (for example: Chief Complaint, History of Present Illness, Assessment and Plan).
  4. To return to the notes list, click the back arrow icon at the top left of the panel.

Copy a clinical note

  1. Open a note card to view the note detail view.
  2. Click the copy icon in the toolbar at the top of the panel.
    The entire note content will be copied to your clipboard.
  3. Paste the note content anywhere using Ctrl+V (Windows) or Cmd+V (Mac).

Paste a note into your EHR using Magic paste

If your account administrator has configured EHR sync, you can paste the verified draft directly into your EHR using Magic paste.

  1. In your EHR application, open the patient's note field.
  2. Click the Zoom Clinical Notes icon to open the side panel in that tab.
  3. Find and open the matching note.
  4. Click Magic paste at the top of the note detail view.
    A confirmation screen will appear.
  5. Before proceeding, the clinician must verify that the note matches the correct patient record currently open in your EHR. The clinician is solely responsible for confirming the accuracy and placement of the data.
  6. Click Confirm and paste.
    The note content will be automatically inserted into the configured field in your EHR.

Note: Magic paste inserts the note into the configured field on the current tab. To prevent a data exposure incident, make sure you're on the correct patient's record in your EHR before clicking Confirm and paste. The clinician is responsible for final review and validation of all content inserted into the EHR. If you don't see the Magic paste option, contact your admin to set up EHR sync.

Edit a clinical note

  1. Open a note card to view the note detail view.
  2. Click Edit in Clinical Notes at the bottom of the note detail view.
    The full Zoom Clinical Notes web portal will open, where you can edit and finalize the note.

Mark a note as done

  1. Open a note card to view the note detail view.
  2. Click the check mark icon in the toolbar.
    The note will move to the Completed tab.
  3. To restore a completed note back to Review, open the note from the Completed tab and click the restore icon.

Refresh the notes list

  1. Click the refresh icon in the top-right corner of the panel.
    The notes list will update with the latest available notes.

Note: Notes are generated by Zoom AI after a meeting ends. Allow a few minutes after your meeting for notes to appear.

How to configure EHR sync (admins)

Account owners, admins, or users with the Integration: Edit permission can configure EHR sync for all users in the account. This is a one-time setup per organization. Once at least one EHR field is mapped, all users will see the Magic paste option when viewing notes.

Map an EHR field to note sections

  1. In your EHR application, open a page that contains the input field you want to map.
  2. Click the Zoom Clinical Notes icon to open the side panel in that tab.
  3. Sign is as an account owner, admin, or user with correct permissions.
  4. In the top-left corner, click the menu icon, then click Settings.
  5. Click Add EHR field.
  6. In the dialog window, complete the following:
  7. Click Add.
    The extension will verify the selector against your EHR tab and will save the mapping. The EHR's domain is automatically added to your Approved domains list.
  8. (Optional) Repeat steps 5-7 as needed to add field mappings. Each field can receive one or more sections.

Edit or delete a mapping

(Optional) Add more approved EHR domains

The first EHR domain is added for you when you map your first field. Add more only if your organization uses multiple EHR hostnames (for example, a staging environment or a regional instance).

  1. In Settings, locate the Approved domains section.
  2. Enter the domain (for example, emr.hospital.org) and click Add. Subdomains are included automatically.
  3. (Optional) Repeat for any additional domains, up to 10 total.

Approved domains restrict pasting to administrator-approved websites and help prevent accidental data exposure.

Troubleshooting the Clinical Notes Chrome extension

 
IssueWhat to try
Side panel doesn't openMake sure the extension is installed and pinned to the toolbar. Click the Zoom Clinical Notes icon to open the panel.
Sign-in failsEnsure your Zoom account has the Zoom Workplace for Clinicians add-on enabled. Contact your Zoom administrator if you're unsure.
Notes not appearingNotes are generated by Zoom AI after a meeting ends. Allow a few minutes after your meeting for notes to appear, then click the refresh icon.
Magic paste option not visibleThis feature must be configured by your account administrator. Contact your Zoom admin to set up EHR sync.
Session expiredClick Sign in with Zoom to re-authenticate. This can happen if your Zoom session has ended.

How your data is used

The Zoom Clinical Notes app allows Zoom Communications, Inc., to access your Zoom account profile and clinical notes pursuant to the agreed-upon agreement. To do so, you'll need to share profile and clinical notes permissions.

The permissions you'll share with Zoom Communications, Inc., include:

By allowing this app, Zoom Clinical Notes will receive ongoing access to your information and Zoom will record when Zoom Clinical Notes accesses it. By adding this connection, you agree to the Zoom Terms of Service and the Zoom Privacy Policy.