Zoom For Healthcare

Guide to Deploying and Using Zoom for Healthcare


From deploying Zoom across your healthcare organization to understanding available integrations, resources, and in-meeting controls for telehealth, Zoom has you covered.


Zoom helps clinicians and other healthcare personnel deliver high-quality care, connect with patients, and meet the dynamic needs of their organization. Across the globe, healthcare organizations of all sizes are using the Zoom platform for a variety of applications, including telehealth, collaborative healthcare, medical education, and population-based care to help improve their patients’ lives. 


Within the guide below, you’ll find resources, tips, and guidance for setting up and using Zoom for healthcare.


Please note: At our company, we prioritize customer success, and to ensure a seamless deployment of Zoom, some accounts are provided with a dedicated Customer Success Manager (CSM). This dedicated expert will be your trusted partner, assisting you every step of the way to achieve optimal results and make the most out of Zoom's capabilities.


However, regardless of whether you have a dedicated CSM or not, rest assured that the steps outlined here are precisely what we recommend to kick off your Zoom experience successfully. We firmly believe that by following these guidelines, you will find great value in the platform and begin "Zooming" with happiness and efficiency.

Navigating your onboarding deployment

Navigating your onboarding deployment

We have you covered with our step-by-step onboarding guide to help you set up your account. Zoom offers many options and configurations to help maintain the safety and privacy of your healthcare organization.

1. Deployment at a glance


Here is what a successful deployment at Zoom will look like:

  • Step one: Prepare for deployment

    As a Zoom admin, you will complete steps within this deployment guide to prepare for deployment (manage users, install Zoom’s client app, etc.)

  • Step two: Attend admin training

    Learn about the Administrator Portal and how to manage your Zoom account

  • Step three: Introduce Zoom to your organization

    Chances are, many of your employees have heard of Zoom or used it with your family and friends. Establish internal communications and resources to notify your team of Zoom. 

  • Step four: User product training

    Have end-users learn the basics of Zoom

  • Step five: Go live

    Deploy Zoom at your organization 

2. Getting started with deployment

Create your Zoom Deployment Team


One of the first steps to configuring your Zoom account is assigning a team of admins to manage the deployment and day-to-day operations of Zoom.


a. Assign your Zoom administrators


Zoom administrators will be responsible for deploying Zoom for their organization. Admins are given the responsibility to manage users on their account, which includes adding, removing, or editing users. You can also manage your organization’s account settings, API features, and SSO.

b. Understanding and verifying system roles
  1. There are 3 types of roles in your organization’s Zoom account:
    • Owner: Has all privileges, including role management. Role management allows you to assign users to a role, granting those users permission to view and edit a subset of pages belonging to the account. Accounts can have only one owner.
    • Administrator (back-end user): Can add, remove, or edit users. Can manage advanced features like API, SSO, and Meeting Connector. Admins can also make changes to settings within the Zoom account. Accounts can have multiple admins.
    • Members: All end-users that do not have owner or admin permissions.
c. Account owner’s first step (optional):

The account owner is the only role that can initially designate new administrators or custom access roles for the account.

  1. After a user role has been created, the owner (or others with role management permissions) can assign users to that role, granting those users permission to view and edit a subset of pages belonging to the account. If you want to grant role management permissions to admins, please follow the steps below:
  1. Sign in to zoom.us as the account owner or someone that has access to edit roles.
  2. In the navigation menu, click User Management then Role Management.
  3. Click Edit in the Action column for the Admin role.
  4. Click the checkboxes that enable permissions for users in this role to see or edit those pages.
  5. Scroll to the bottom of the page and click Save Settings.

3. Zoom user management


User management allows account owners and admins to manage their users by adding, deleting, and assigning roles and add-on features.

a. Understand and confirm your license needs


Do all of your users need paid Zoom licenses? Learn more about Zoom user types and roles to determine what license types are most suitable for your various users.

b. Provision users


Account admins and owners can add and manage users manually from the Zoom web portal, or save time by importing users in bulk via batch .csv import. See Managing Users to get started.

4. Zoom account profile

The account profile page provides you with visibility of your basic account information. An account can include an entire company or an individual user, depending on the size of your account.


Based on your role and subscription plan, you can also view and manage advanced features, including account support information, associated domains, the account’s vanity URL, and the Usage Overview with cloud recording and audio usage details.

a. Make your Zoom sign-on experience consistent with your brand by creating a Vanity URL with custom branding and logos.

  • A Vanity URL is a custom URL for your company, such as yourcompany.zoom.us. Please note that this subdomain is required for configuration if you intend to turn on SSO (Single Sign-On) and is where you would direct your users to log in via SSO.

b. Allow for better organization without additional work for the admin team by applying for associated domains.

  • What are the benefits of associated domains? Any individual with your organization’s email address domain will be moved under your account. Also, all future individuals who sign up with a matching domain will automatically join your account.
  • c. Add an extra layer of security with single sign-on (SSO), which allows you to log in using your company credentials.

    • What are the benefits of using Zoom SSO? Zoom SSO streamlines the user experience and account management. Zoom acts as the Service Provider (SP) and offers automatic user provisioning.

    • Single sign-on advanced help articles

    Note: If you require further assistance, please contact Zoom Support.

5. Configuring account settings for security


Zoom gives you the capability to create different groups to edit and manage settings per your policy, helping to safeguard information by giving permissions only to those who need them. For example, you may want your administrative staff to be able to record and save meetings locally or to Zoom cloud to maintain a record of progress or updates on a project, but you may not want users who are receiving vital patient information over video meetings to record those interactions for privacy purposes.

The ability to customize account configurations and manage permissions can help enable your organization to safeguard protected health information (PHI) and support your HIPAA compliance obligations, if applicable to your organization.


In addition to the ability to grant access to certain features by Groups, Zoom provides notifications to users whose meetings may be at risk of being disrupted, powerful and tailored encryption options, audio signatures and watermarks, data center selections for processing certain customer data when hosting meetings and webinars, waiting rooms and passcodes, and the option to specify time-out periods.

6. Preparing to go live

Successfully introduce Zoom to your team by equipping them with the proper tools, resources, and training!


a. Learn how-to use Zoom! 


The Zoom Learning Center offers a growing list of on-demand courses and short videos designed to give you just the information you need when you need it. Whether you’re a new user looking for help joining your first meeting, or a Zoom Administrator setting up Zoom Phone, we’ve got you covered.


b. Deploy/install the Zoom desktop client


The Zoom desktop client provides Zoom users with the best in-session experience. There are two methods to deploy the Zoom client across your organization.


c. Set-up your team’s calendar integrations (optional, but recommended)


If you are using Outlook or Google Calendar, install a calendar add-on or extension to maximize scheduling efficiency for your providers and staff.

  • d. Roll out communication to your team


    Establish internal communications and resources to notify your team about Zoom.

    • Company announcement: Notify your team that your organization is using Zoom. Provide information on getting started, respond to anticipated questions, and let your staff know when they can start using Zoom.
    • Training announcement: Promote the Zoom Learning Center and Zoom Help Center to help prepare your end-users to start using Zoom.
    • Post-deployment email: Share valuable tips and drive user adoption with Zoom.

7. Post-deployment: Measuring adoption & success


Track your organization’s ongoing usage with robust reporting and dashboard tools.

  1. Use the Reports section of the web portal, a powerful tool that provides account owners and admins with various account, meeting, and webinar statistics, to review how your organization is utilizing Zoom.
  2. Get a high-level view of overall usage, live in-meeting data, and more with the Zoom Dashboard. You can use this data to analyze issues that may have occurred, check connection quality, and better understand how users are holding meetings within your company.

8. Zoom Phone deployment


Zoom is available to help you implement your new Zoom Phone system so you can begin enjoying the benefits of a modern communications solution for your organization. Whether you’re implementing physical phones, softphones, or a combination of both, we’ll walk you through the setup process and help you configure settings to get your team up and running!

Used properly, Zoom Phone can help you make and receive patient calls, or use optional features like visual voicemail and call recording. You can even use scheduling integrations like Reminders to send automated text message reminders to patients.

Integrating with Zoom

Integrating with Zoom

Integrations can help you streamline and simplify clinical and administrative workflows, making it easier for providers, patients, and staff to connect over Zoom. Whether you are using Zoom for telehealth, medical education or healthcare collaboration, we have an integration to meet your needs.


Visit the Zoom App Marketplace for Healthcare to find your favorite healthcare apps to use with Zoom. You can search for a specific integration with your electronic health record (EHR) platform, or browse apps built to assist with:

  • Online scheduling
  • Patient intake
  • Appointment reminders


Integrating with Zoom gives healthcare organizations the ability to connect providers to patients with just a few clicks, from anywhere in the world.

Zoom product wheel
  • Epic Integration: Epic Haiku and Canto and Hyperspace integration with ZP
  • Epic Integration URL context Link for ZM
  • Cerner Integration Smart on FHIR App for ZM
  • Ellkay Integration (in Beta) (middleware) current integrations underway with Next Gen, Athena, AMD, Allscripts for ZM
  • TytoCare Provider App (in Beta), remote monitoring for Zoom Apps
  • Interpreter App (Jeenie Interpreting, Voyce) for Zoom Apps
  • FaxSIPit (fax app) for Zoom Apps
  • Samsara (content creation training app) for Zoom Apps
  • ZR integration with Patient Engagement Systems
    • Vibe (active customers)
    • GetWell  (active customers)
    • Aceso  (active customers)
    • Sonify
    • One View
  • Spin Sci Integration: Zoom Contact Center tools able to pop SpinSci dashboard alongside ZCC dashboard

Zoom Workplace

Zoom Phone EHR integration


Zoom Phone Epic integration empowers patients, physicians, and other healthcare professionals to communicate by leveraging Zoom Phone’s click or tap to call functionality available within Epic Haiku and Canto and Hyperspace.

For Physicians / Care Providers
For Patients
  • Click or tap a phone number within the Epic staff or patient directories and your Zoom application begins dialing the clicked phone number.
  • Able to select their desired caller ID in order to protect personal phone numbers presented to the answering party.
  • Calls from Care Providers will show a consistent Caller ID that they can recognize to answer or call back.
  • SMS capability is also available.

EHR Integrations

  • Epic Integration
  • Cerner Integration
  • Ellkay Integration (in Beta)




The Zoom app integrated with Epic enables providers and patients to easily launch Zoom sessions right from Epic online health appointments.

Providers can
Patients can
  • Be notified via Epic when a patient has joined the scheduled video appointment.
  • Start Zoom video visits directly from Epic while continuing to document case notes in Epic.
  • Invite additional participants to the video visit.
  • Enter and exit a visit without disconnecting the session by placing the patient into the Waiting Room.
  • Launch Zoom from MyChart on their personal computer or mobile device.
  • Receive customized messages when joining the video visit before the provider.
  • Rejoin the video visit even after dropping out as long as the provider is still in the session.


The Zoom app integrated with Cerner enables healthcare organizations to launch Zoom from within the Cerner electronic health record. With the Zoom-Cerner Integration, Cerner users can experience a virtual visit with their clinician by quickly launching Zoom or through a meeting link received via email from Zoom.

Providers can
Patients can
  • Get a notification within the patient’s Cerner PowerChart® when the patient has entered the appointment Waiting Room.
  • Click the meeting link within the patient’s PowerChart® to join the scheduled session. Providers can also share test results and complete documentation while in the Zoom meeting, all within the patient’s PowerChart®.
  • Send an invite link to additional participants, like family members, interpreters, and other care providers, so they can join the session.
  • Enter and exit a visit without disconnecting the session by placing the patient into the Waiting Room, enabling continuity of care between multiple caregivers.
  • Join their video visit via a unique link sent to their email.
  • Test their device to make sure their audio, video, and microphone are working.

Send a message of interest on Cerner’s App Gallery or talk to your Zoom account executive to learn more about Zoom’s integration with Cerner.


Check out the Zoom App Marketplace for 1,500-plus apps and integrations to streamline productivity, collaboration, marketing, and more.


Ellkay (in Beta)


ELLKAY  is a Middleware that provides interoperability between Zoom and Electronic Health Record (EHR) systems.


Zoom’s HIPAA/ PIPEDA compliant ELLKAY Integration,  which is currently accepting beta customers, enables patients, physicians and other healthcare professionals to communicate face-to-face with Zoom video within your EHR of choice.

For Physicians
For Patients
  • Zoom meeting link can be launched from EHR or a launch page while continuing to document within the patient’s health record
  • Full functionality* of Zoom Meetings including screen and file sharing, translation, transcription, closed caption, annotation, chat, multiple participants, breakout rooms, Zoom Apps, whiteboard, call recording etc.
  • Receive email with video appointment information including launch link in a HIPAA-compliant setting
  • Launch video appointment with or without downloading a client using Zoom on desktop computer or mobile device
  • Reminders sent prior to the appointment as well as the ability to resend meeting links to patient 
  • Rejoin the video visit even after dropping out as long as the provider is still in the session
  • Patients that join a video visit will be placed into a  waiting room for added privacy and security

To get started, contact your Zoom account executive to learn more about how Ellkay enables Zoom’s to integrate with your Electronic Health Record.

Zoom Developers I Zoom Apps

1. TytoCare Provider App (in Beta)


TytoCare is a remote monitoring device, FDA and CE approved.  The TytoCare device lets you perform guided medical exams with a healthcare provider to enable real-time live image and data stream from the patient to the clinician.  Now the provider can review critical patient diagnostics from a TytoCare device within the Zoom virtual visit. Such capabilities will include:

  • 1:1 visit between patient and provider in the comfort of your home, school or, clinic
  • Providers can launch a Zoom meeting using using Tyto Home, Tyto Clinic, and Tyto Pro.
  • Within the Zoom meeting, providers can conduct examinations using the TytoCare device with ease.
  • Patient’s simply click on their zoom meeting link to join their virtual visit on their device of choice
  • TytoCare provider experience and results are embedded  within the Zoom virtual visit.

To get started, contact your Zoom account executive to learn more.


1. Jeenie Interpreting - mobile platform that connects you to a video or audio call with a LIVE interpreter for on-demand language assistance 24/7

2. Voyce provides remote video interpretation by professional interpreters, on demand, in hundreds of languages and dialects.

3. Samsara - create and deliver courses and curriculum specific to the needs of a  healthcare workers 

4. FaxSIPit - send and receive faxes within the Zoom meeting

5. Docusign - review and sign documents within the Zoom meeting

Zoom Contact Center

Zoom’s integration with SpinSci allows the Zoom contact Center agent access to information within the EHR through an EHR screen pop.  The agent will have the  ability to pull real time health information currently side by side ZCC dashboard and soon embedded within the ZCC dashboard. The integration allows the agent to know who the caller is, why they are calling and depending on the agent role can pull real time information to understand relevant information.


Today we can offer a Queue Based URL Launch Integration.

  • SpinSci purchased by Customer
  • Zoom Contact Center tools able to pop SpinSci dashboard alongside ZCC dashboard


In the near future, Zoom will have an API integration with SpinSci

  • Integrated experience within the Zoom Client
  • SpinSci dashboard launches from within ZCC


EHRs SpinSci works with today

  • Epic
  • Cerner
  • Athena
  • Meditech coming Q4

Zoom Spaces

Conference Rooms  + Patient Engagement System Integration


Zoom’s ability to interoperate with patient infotainment systems will support collaborative, easy to use video communications. Creating a streamlined workflow so you can focus on what matters most. 


As the need to maximize space within a patient room and the need for patients to interact with family and care providers,  health systems are in favor of an in-room video solution. Zoom’s integration with patient engagement systems enables health care organizations to  deliver an integrated solution that helps improve the room experience for patients, providers, and other hospital staff.  Zoom Room API and event notifications will enable a video visit to occur within the PE platform and be controlled through either a tablet or pillow speaker in either an integrated (Epic) or non-integrated workflow. 




Zoom Rooms will have the ability to operate with the organization’s in-room TV system through the patient infotainment systems.  The integration of platforms have the ability to notify the patient or end user of an incoming call.  Through the device of choice like a  tablet or pillow speaker users have the ability  to answer or decline and mute or unmute the incoming call.  Once the call ends the TV system can revert to its previous state. These systems provide for a variety of workflow needs such as the following:

  • Patient rounding for providers
  • Scheduled consults
  • Language interpretation
  • Patient exams (using peripheral devices)
  • Friends and family visits


  • Accept/Answer
  • Decline
  • Mute/Unmute
  • Meeting Invitation


  • Ability to integrate seamlessly with a variety of integrated infotainment systems of the healthcare systems choice
  • Virtual visits through trusted Zoom Meeting links within the patient engagement infotainment system 
  • Supports integrated EHR workflows and non-integrated workflows
  • Cost effective by minimizing the hardware  footprint and number of control interfaces for an end user in the patient room
  • Zoom Room controls accessible from existing in-room devices such as a tablet or pillow speaker

Managing healthcare workflows


This section will help you better understand how your Zoom product suite can help you in your day-to-day tasks and activities as a healthcare organization. Using Zoom products, your organization can accomplish all of the below:


Zoom Meetings

  • Quick syncs with internal colleagues, allowing for screen share + visuals
  • Scheduled meetings for collaboration, project planning, and accountability 
  • Conducting 1:1 telehealth sessions with patients
  • Integrating with remote monitoring tools (such as this electronic stethoscope
  • Conducting group therapy sessions
  • Training new employees
  • Regulatory + compliance meetings


Zoom Webinars + Events

  • Hosting knowledge sharing sessions with patient populations
  • Sharing medical findings and results with colleagues & providers in the field
  • Providing updates to employees on best practices


Zoom Phone


Zoom Contact Center

  • Create call flows to accommodate various healthcare departments, allowing patients to directly reach the team they need
  • Allow your team to be reached by phone, text, chat, or video 
  • Triage patients and allow them to complete check-in questions before sending them to the correct provider queue
  • Keep a record of caller/patient information, such as names, numbers, locations, and call history


Zoom Rooms

  • Upgrade your patient rooms to allow for a simpler workflow when starting or joining virtual meetings (check out the patient room of the future)
  • Create video-enabled spaces for internal or external collaboration
  • Display digital signage throughout your organization to keep employees & families informed


Zoom Team Chat

  • Keep key players up to date on the current progress of a patient or new therapy 
  • Set reminders to follow up on specific tasks
  • Create group chats to help ensure everyone has the information they need at their fingertips


Zoom Whiteboard

  • Brainstorm ideas with your team, in or out of a Zoom Meeting
  • Use templates to quickly put together a visual for your presentation
  • Keep a running list of tasks and who has completed them


As the use cases above show, Zoom’s product suite can help your organization stay on top of its communications and help your team keep each other accountable, whether you’re conferring with internal or external colleagues, providers, or patients. In addition to understanding these use cases, it’s important to keep in mind different meeting roles and features within Zoom.

Zoom roles



The meeting host is able to control various aspects of a Zoom Meeting, such as managing participants. This is also the person who has typically scheduled the meeting, unless you have a scheduler who has been granted scheduling privilege.


Alternative Host


Like the meeting host, the alternative host will have the ability to manage participants in a meeting. The alternative host can also start the meeting if the host has not yet joined the session. 


Learn more about roles in a meeting.

Zoom features


Waiting Room


The Waiting Room feature allows the host to control when a participant joins the meeting. This allows the host to make sure the correct participant is in the Waiting Room before admitting them to the meeting. The meeting host can admit participants one by one or all at once.

Concurrent meetings


With select licenses, a Zoom user can host concurrent meetings. For example, an intake nurse can start a Zoom session with one patient, then place that patient into the Waiting Room to wait for the provider to join. The intake nurse can then start a new session with a second patient, while the first session remains open.

Breakout Rooms


Breakout Rooms enable you to create sub-sessions within a meeting. In a group therapy setting, for example, therapists can break the larger group into several smaller Breakout Rooms or invite one patient to join a Breakout Room for a one-on-one session while the main group continues to meet.

Language interpretation


Do you need to include interpreters in your meetings or webinars? No problem! Easily enabled within Zoom, interpreters will provide their own audio channels for the language they are translating to.


Scheduling privilege


You can assign or delegate a user or multiple users in your account to schedule meetings on behalf of others. For example, using the provider’s Zoom profile, an assistant could schedule a meeting for a provider and patient.

Initial Steps for Success with Healthcare Workflows

  • Get comfortable with the platform through our Learning Center Getting Started tutorials.

  • Assign scheduling privilege to all provider and medical assistant accounts for your scheduling staff (this can be completed by the admin by clicking on the person’s name under “user management”).

  • Determine how you would like to send patients their invitations to Zoom sessions.

  • If you would like to integrate Zoom with your EHR, please check for available integrations with your EHR vendor or on the Zoom App Marketplace.

  • Once connected to your meeting, providers and medical assistants can admit patients from the Waiting Room.

  • If you would like an area to assign multiple patients in a separate virtual room, see our article on managing Breakout Rooms.

Butler Health System Case Study

Need ideas for successfully managing your Zoom telehealth account?


See examples of telehealth workflows in our case study.

Butler Health System Case Study

Provider and patient best practices

Provider and patient best practices

As the healthcare industry continues to pivot toward virtual care, it’s important to enable secure meetings and strong connections with patients, even in a virtual setting. Run through this provider checklist (or if you’re a healthcare administrator, pass this resource on to your clinicians) to help secure your meetings and give your patients the best virtual care experience possible.

You can also help your patients feel more comfortable and confident with using Zoom for telehealth. Here’s a checklist to provide to your patients to help them prepare for their virtual visit.

Join our community

Let the learning continue! Join us to ask questions and share best practices with other healthcare users and admins around the world.

Zoom Learning Center

Find what you were looking for (and more) in the Zoom Learning Center, a free educational platform for all new and existing users, no matter your account type or user role.

The Learning Center offers a growing list of on-demand courses and short videos designed to give you just what you need when you need it. Whether you’re a new user looking for help joining your first meeting, or a Zoom Administrator setting up Zoom Phones, we’ve got you covered

Zoom Learning Center