Zoom Account Workflow
Follow these steps when a Zoom account is needed to be created.
1. Communicate to the Support Team that a Zoom account is needed
- For new providers, this is done by selecting the paid account option in new employee google form
- Existing providers who were originally excluded or declined zoom, submit a support ticket
2. A Zoom Activation email is sent to the provider
- Support sends a Zoom activation letter to the provider
- When the helpdesk responds to the request, reach out to provider to ensure they received the activation email and don't have any questions or concerns, or would like help
- Send an email to the provider letting them know they are ready to activate their zoom account.
- Request they respond once the activation has been completed.
- Email example:
- Dear ____,
You should have received an email to activate your zoom account. I have included an attachment to this email with the activation steps and accessing zoom on your computer. If you have any questions, please give me a call at 918-947-6627. I’ll be happy to go over anything you might have questions over.
Please respond to this email once you have completed activation so we can complete your Zoom Configuration for appointments.
Thanks,
- The provider may need assistance activating the account.
- I have also helped them Pin the Zoom App to their taskbars and
- made sure the "Keep signed in" button is checked before the sign into the Zoom App.
3. Once you have confirmed they have activated their account, email softwareengineeringsupport@careatc.com to configure the Zoom API.
4. Send an email to schedulesupport@careatc to request the following Zoom Visit Types be added to the providers schedule.
- Acute-Zoom
- Follow-up-Zoom
- New Patient- Zoom
- PHA Review-Zoom