Zoom: Telehealth in Designer

This guide covers how to configure the Zoom for Healthcare integration in Welkin Designer and Admin.

How it works

Zoom is fully integrated with Welkin and allows you to dial and track video calls for any patient communication. Setup happens in two places:

• Designer — link the Zoom video integration to a message template so that the patient's join link is included in automated or manual messages
• Admin — add each user's Zoom ID to their user profile

Step 1: Set up Zoom in Designer (message templates)

1. Log in to the Welkin Designer portal
2. Open the Message Templates section
3. Open or create the message template used for telehealth appointment notifications
4. In the template, insert the Zoom video link URL and copy/paste the Zoom ID field variable — this will automatically populate each user's Zoom ID when the message is sent

Step 2: Add Zoom ID per user in Admin

1. Log in to the Welkin Admin portal
2. Navigate to Users and open the user profile
3. Enter the user's Zoom ID in the Zoom ID field
4. Save

This ID is referenced in message templates and in the Care portal. It can be updated at any time.

How it appears in Care

Once configured, the Zoom integration surfaces in two ways in the Care portal:

1. Encounter as a video call — when you create an encounter and set it as a video call, after selecting a patient and saving, the Zoom link (populated with the clinician's ID) appears on the calendar
2. Patient messages — the Zoom join link is included automatically in messages sent to the patient (automated or ad hoc) using the message template configured in Designer

Setup and enablement

The Zoom for Healthcare integration must be enabled for your environment by Welkin. Contact your CSM or Implementation Manager to enable it. For additional configuration options, see:

• Zoom ID — managing clinician Zoom IDs
• Zoom Waiting Rooms — configuring waiting room settings