This guide covers how to configure the Zoom for Healthcare integration in Welkin Designer and Admin.
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
Log in to the Welkin Designer portal
Open the Message Templates section
Open or create the message template used for telehealth appointment notifications
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
Log in to the Welkin Admin portal
Navigate to Users and open the user profile
Enter the user's Zoom ID in the Zoom ID field
Save
This ID is referenced in message templates and in the Care portal. It can be updated at any time.
Once configured, the Zoom integration surfaces in two ways in the Care portal:
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
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
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
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