# Zoom: Telehealth in Designer

This guide explains how to configure the Zoom for Healthcare integration within Welkin's Designer portal to enable telehealth video visits in your patient care templates.

## Prerequisites

* Zoom for Healthcare account active with BAA signed
* Zoom integration enabled for your Welkin organization (contact your CSM)
* Designer portal access

## Adding the Zoom Telehealth component

### Step 1: Open the template

1. Log in to the Welkin Designer portal
2. Navigate to **Templates**
3. Open the encounter template or patient view where you want to add telehealth capability (e.g., a "Telehealth Visit" encounter template)

### Step 2: Add the Zoom component

1. Click **Add Component**
2. Select **Zoom – Telehealth** from the integrations component list
3. Configure component settings:
   * **Component label** – the label shown to care team members (e.g., "Video Visit")
   * **Auto-generate meeting link** – toggle on to automatically create a unique Zoom link when an encounter of this type is created
   * **Display join link for patient** – shows the patient's join link within the encounter for easy copy/sharing
   * **Enable waiting room** – recommended; see [Zoom Waiting Rooms](/integrations/zoom-for-healthcare/zoom-waiting-rooms.md)
4. Save the component

### Step 3: Configure appointment reminder automation (optional)

To automatically send the Zoom join link to patients ahead of their appointment:

1. In Designer, go to **Automations**
2. Create or edit the appointment reminder automation
3. In the message template, include the `{{encounter.zoomJoinLink}}` variable to insert the patient's unique join link
4. Set the trigger (e.g., 24 hours before appointment)
5. Save and activate the automation

### Step 4: Publish the template

After saving all changes, click **Publish** to make the updated template available in the Care portal.

## Configuring clinician Zoom IDs

For clinicians who use their personal Zoom accounts for video visits, each clinician's Zoom User ID must be linked to their Welkin user profile. See [Zoom ID](/integrations/zoom-for-healthcare/zoom-id.md) for instructions.

If your organization uses a shared Zoom account (one account for all telehealth), configure the shared credentials in the Admin portal under **Integrations → Zoom**.

## Testing the telehealth setup

1. Create a test encounter using the Zoom-enabled template in a staging environment
2. Confirm a unique Zoom meeting link is generated automatically
3. Send the join link to a test email address and confirm the patient experience
4. Start the video visit as a clinician and verify you can admit the test patient from the waiting room
5. Confirm no PHI is recorded or stored by Zoom after the session ends

## Troubleshooting

**Zoom link not generating:** Check that the Zoom integration is active in the Admin portal and the clinician's Zoom ID is correctly configured.

**Patient can't join:** Confirm the patient received the correct join link and has a supported browser or the Zoom app installed.

**Audio/video issues:** These are typically device or network issues on the patient or clinician side, not Welkin/Zoom configuration issues. Direct patients to test their camera and microphone at [zoom.us/test](https://zoom.us/test).


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