Zoom ID

Each clinician who conducts telehealth video visits in Welkin needs their Zoom User ID linked to their Welkin user profile. This ensures that Zoom meetings are created under the correct clinician's account and that the clinician's name appears correctly to patients joining the call.

What is a Zoom User ID?

A Zoom User ID is the unique identifier associated with a Zoom account – typically the email address used to register for Zoom. When the Welkin-Zoom integration creates a meeting, it uses the clinician's Zoom User ID to host the session.

Setting a clinician's Zoom ID in Welkin

For administrators

1. Log in to the Welkin Admin portal

2. Navigate to Users and select the clinician's user record

3. Click the Integrations tab

4. In the Zoom User ID field, enter the clinician's Zoom email address (the email associated with their Zoom for Healthcare account)

5. Click Save

Repeat for each clinician who will conduct video visits.

For clinicians (self-service, if enabled)

If your organization has enabled self-service profile editing:

1. Log in to the Welkin Care portal

2. Click your profile icon in the top-right corner

3. Navigate to Account Settings → Integrations

4. Enter your Zoom email address in the Zoom ID field

5. Save changes

Shared vs. individual Zoom accounts

Individual accounts (recommended): Each clinician uses their own Zoom for Healthcare account. Meetings are created under each clinician's Zoom account, so meeting history and recordings (if enabled) are associated with the correct person.

Shared account: A single Zoom account is used for all telehealth visits. In this case, set the shared account's email as the Zoom ID for all users, or configure a single organization-level Zoom ID in the Admin portal under Integrations → Zoom → Default Host.

The shared account approach is simpler to manage but means all meetings appear under one host and there is no per-clinician meeting history.

Troubleshooting Zoom ID issues

Meeting not created when encounter is opened: Verify the clinician's Zoom ID is saved correctly in their user profile. The email must exactly match their Zoom account email (case-insensitive).

Patient sees wrong clinician name: The display name in the Zoom session comes from the Zoom account profile, not from Welkin. Update the Zoom account's display name in Zoom settings.

Zoom ID field not visible: The Integrations tab in user profiles is only visible if the Zoom integration is enabled for your organization. Contact your Welkin administrator.