Using the Clinical Notes Dashboard

The Clinical Notes Dashboard gives account owners and admins a centralized view of how Clinical Notes is being used across their organization. From reviewing license agreements to viewing engagement trends and top users, the dashboard surfaces usage information to help admins manage Clinical Notes. 

Requirements for using the Clinical Notes Dashboard

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

How to access the Clinical Notes Dashboard

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 Dashboard.
   The Zoom Dashboard will open.
4. In the top navigation, click the Healthcare tab.
   Note: If you do not see the Healthcare tab, click the More icon , then click the Healthcare tab.
   The Clinical Notes Dashboard will be displayed, displaying the current usage of Clinical Notes for the account.
5. (Optional) Filter the usage engagements and engagements, and click Search.

Filter data in the Clinical Notes Dashboard

Once you have access to the Clinical Notes Dashboard, the Dashboard can be filtered using the following options:

• Time range: Select the desired date range for the usage details.
• Group: Select the desired user group you want to filter usage details for.
• Department: Select the desired Department you want to filter the usage details for.
• Specialty: Select the desired medical Specialty you want to filter the usage details for.

Widgets available in the Clinical Notes Dashboard

License summary

At the top of the Clinical Notes dashboard, the following license usage information will be displayed:

• Licenses Purchased: The total number of Clinical Notes licenses on your account.
• Licenses Used: How many licenses are currently assigned to users within the account.
• Consumption Notes (if applicable): For accounts billed on a per-note basis, this section shows the number of notes counted towards that consumption. Accounts with named licenses will show zero consumption here.

Usage and engagement metrics

Below the license section, the dashboard will display high-level usage and engagement details for a selected date range, and other filter options. . 
Note: By default, the view shows data for the past 7 days.

The following metrics will be displayed during the selected date range:

• Clinical Notes active users: The number of unique licensed users who completed at least one note.
• Clinical Notes Generated: The total number of notes that were generated using Clinical Notes.
• Clinical Notes active users trend: A chart showing the number of active users over the selected date range.
  Note: Click the Download icon to download the report as a CSV or JPEG file.
• Clinical notes generated trend: A chart showing the volume of clinical notes generated over the selected date range.
  Note: Click the Download icon to download the report as a CSV or JPEG file.
• Top 10 users by clinical notes usage: A ranking of the top 10 users by their Clinical Notes usage.
  Note: Click the Download icon to download the report as a CSV or JPEG file. The report will contain all users ranked by note usage.