[COMING SOON] Managing Zoom BYO Telehealth Sessions

Connect with your own Zoom account to conduct telehealth calls from within your Zanda account.

In this article:

• Key Features of Zoom BYO Telehealth
• Enabling Zoom Telehealth BYO For a Practitioner
• How to Disconnect From Your Zoom Account 
• Inviting Participants to a Telehealth Session
• Managing Zoom BYO Telehealth Sessions - Practitioner Experience
  • Enabling a Telehealth Session
  • Running a Test Meeting
  • Running a Client Session
• Joining a Telehealth Zoom session - Client Experience
• How to Load a Meeting without Using the Zoom App 
• Related Articles

Key Features of Zoom Telehealth Pro

With Zoom BYO Telehealth you will have access to the following advanced features integrated into your Zanda system:

• Connect your own Zoom account: You can connect your existing Zoom account, or create a new account with Zoom, and link this to your practitioner profile to conduct calls through this account.
• Features will be based on your Zoom license: The feature available within the call will be based on the license you have with Zoom. 
• Apply your Zoom account preferences: Use your Zoom preferences in your telehealth calls with clients (e.g. backgrounds, waiting room etc).
• Zoom Flexibility: Use either the Zoom Desktop App or your browser to run Zoom sessions. On most devices, users are not required to download Zoom for this service to function properly. If clients wish to join their sessions on their iPhone, they will be required to use the Zoom App as enforced by Zoom. 

How to Enable Zoom Telehealth For a Practitioner

An account master user, a user with Settings menu access, or a user with access to the Practitioner Profile is required to connect the profile to Zoom. Here are the steps:

1. Navigate to Settings > Team > Practitioners.

2. Select your practitioner profile name.

3. Select Telehealth Integration from the menu. 

4. Press Connect to Zoom.

5. The Zoom login page will be loaded. If you are not yet logged into Zoom in the browser, enter your login details and click Sign In. (If you are already logged into a Zoom account in the browser you will be authenticated with that Zoom account automatically).

6. Review the access Zanda is requesting, and if you accept, click Allow.

7. You will then be reloaded back to the practitioner page, and see the option to Disconnect from Zoom.

How to Disable Zoom BYO Telehealth For a Practitioner

An account master user, a user with Settings menu access, or a user with access to the Practitioner Profile is required to disconnect the profile to Zoom. Here are the steps:

1. Navigate to Settings > Team > Practitioners.

2. Select your practitioner profile name.

3. Select Telehealth Integration from the menu. 

4. Press Disconnect from Zoom.

 

Alternately, you can disconnect from revoking access from within your Zoom account. Here are the steps:

1. Login to your Zoom Account and navigate to the Zoom App Marketplace.
2. Click Manage > Added Apps or search for the "Zanda - BYO License" app.
3. Click the "Zanda - BYO License" app.
4. Click Remove.

How to Invite Participants to a Telehealth Pro Session

Each appointment on your calendar will have a unique link for Telehealth Pro that will need to be shared with participants. 

• You can set up your communication templates to include the {ClientTelehealthUrl} merge field. This merge field will automatically add the appointment Telehealth link in messages sent to the client that are in relation to the appointment. Each appointment will have a unique link for the client to join the telehealth call. ⚠️Ensure that you enabled the Telehealth switch on the appointment panel to generate the Telehealth link!
• If you wish to manually send the link to a client without the use of a Zanda communication template, or via your own SMS or email, you can copy the link directly from the appointment panel: 

1. Find the appointment on the Calendar display and click on it once to bring up the appointment panel on the right. 
2. Click on the Copy Link button on the appointment panel, to copy the link to clipboard. This allows you to paste the link into an SMS or email message to share with your participants.

Managing Zoom BYO Telehealth Sessions - Practitioner Experience

Each client appointment and group appointment will have the option to enable and start a Zoom Telehealth session. 

Enabling a Telehealth session

1. Click the appointment block on the calendar. 
2. The appointment panel will open on the right side.
3. The Appointment Details section included the controls to manage Telehealth sessions:
   1. Turn on the switch to enable Telehealth on this appointment;
   2. Copy link to send it to the client when necessary;
   3. Click 'Start' to start the session.
      
4. When you clicked the 'Start' button, read the notification pop-up to confirm that you wish to start the Telehealth session. Click 'Open Telehealth Session' to confirm and start the session. 
   

5. The Telehealth launch page will open. Here you will be able to start the call.

• If you start a session on a desktop or laptop computer, you will be able to start it via a browser, or via Zoom Desktop App:

• If you wish to start a session on your mobile device, you will only have an option to use the Zoom Mobile App, as enforced by Zoom. 

Running a test meeting

1. Click 'Start A Test Meeting' button in your Zanda Telehealth launch page.
2. The Zoom launch page will open. Click the 'Join' button:
   
3. Click 'Open Zoom Meetings' to open the meeting in the Zoom App. Alternatively, click the 'Launch Meeting' to open the meeting in your browser. 
   
4. The system will prompt you to test your camera, microphone and speakers to ensure they will work in a session. 
   
   
   
5. Once you confirmed that the camera, microphone and speakers are working, click 'End Test'
   

Running a Client Session

To start a Telehealth session

1. Click the 'Start with Zoom App' or 'Start in browser' button on a desktop/laptop computer, or 'Start In App' on a mobile device:

2. You can test your speaker and microphone before joining the session:

3. When a client joins the session, they will be placed in the waiting room. You will hear the bell sound notification when any client wants to join the call. 

Please keep the participants list open to see who is in the waiting room while waiting for clients to join.

5. When in a session, use the controls at the bottom of the screen to manage the session*:

5. To end the session, click 'End' at the top-right and select 'End Meeting For All'

Joining a Telehealth Zoom session - Client Experience

Clients will need to click the Telehealth session link they received from you, to open a session.

1. The link will open in their preferred browser on the Telehealth join screen.

2. To join the session, they will need to click the 'Start with Zoom App' or 'Start in browser' button.

The button will be greyed out / inactive until the session start time. A client will be able to see the information about the date, time and session provider of this appointment. 

3. A client will be able to start a test meeting to test their camera, microphone and speakers before joining the session. 

4. Clients will be advised if the practitioner has not started the session yet. Once it is the time of the session and the practitioner started it from their end, a client will be able to join the session.

5. After they clicked the 'Start with Zoom App' or 'Start in browser' button, they will be taken to Zoom.

6. Once connected, they will be able to test their speaker and microphone before joining the session:

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How to load a meeting without using the Zoom App

1: Click the 'Start In Browser' button:

2: Enter 'Your Name' in the Enter Meeting Info box and proceed as usual within your browser.

 

Related Articles:

• Embracing the Future of Telehealth with Zanda and Zoom
• Telehealth Upgrade: Transitioning from Telehealth Lite to Zoom Telehealth Basic and Zoom Telehealth Pro 
• Upcoming Changes to Telehealth Services In-Detail