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Quick Guide Zoom Account Tip Sheet Provider Affected Roles: Clinicians using Zoom for Telemedicine. Ensure Zoom is downloaded on Computer/laptop Host a Zoom Meeting Join a Zoom Meeting Ensure Zoom Is Downloaded On Computer 1. Go to www.zoom.us/download . 2. Select Download to install Zoom Client for Meetings. 3. Select the Zoom Installer at the bottom of your screen. 4. Select Run. Revision: 001 Effective: 3/22/20 All rights reserved. This document contains confidential information, which may not be reproduced or transmitted without the express written consent of CommonSpirit. Page 1 of 9

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Page 1: Ensure Zoom Is Downloaded On Computer · Web viewQuick Guide Zoom Account Tip Sheet Provider Affected Roles: Clinicians using Zoom for Telemedicine. Ensure Zoom is downloaded on Computer/laptop

Quick Guide Zoom Account Tip Sheet Provider Affected Roles: Clinicians using Zoom for Telemedicine.

Ensure Zoom is downloaded on Computer/laptop Host a Zoom Meeting Join a Zoom Meeting

Ensure Zoom Is Downloaded On Computer1. Go to www.zoom.us/download . 2. Select Download to install Zoom Client for Meetings.

3. Select the Zoom Installer at the bottom of your screen.4. Select Run.

Revision: 001Effective: 3/22/20

All rights reserved. This document contains confidential information, which may not be reproduced or transmitted without the express written consent of CommonSpirit.

Page 1 of 9

Page 2: Ensure Zoom Is Downloaded On Computer · Web viewQuick Guide Zoom Account Tip Sheet Provider Affected Roles: Clinicians using Zoom for Telemedicine. Ensure Zoom is downloaded on Computer/laptop

5. Zoom Installer – pop up should show progress of install .

6. When installation is complete, go to the Start Menu on your computer & type “Zoom” in your search field.

7. Right Click on Start Zoom Program, and “Select Pin to Taskbar”.

Host a Zoom MeetingNote: “Meeting” is terminology used for Zoom. This could entail hosting a virtual consult with a patient, a virtual companion hosting a virtual room for remote sitting, hosting a teleconference meeting, etc.

Revision: 001Effective: 3/22/20

All rights reserved. This document contains confidential information, which may not be reproduced or transmitted without the express written consent of CommonSpirit.

Page 2 of 9

Page 3: Ensure Zoom Is Downloaded On Computer · Web viewQuick Guide Zoom Account Tip Sheet Provider Affected Roles: Clinicians using Zoom for Telemedicine. Ensure Zoom is downloaded on Computer/laptop

Use this workflow if YOU are the host of the Zoom Meeting ID.1. Open Zoom program, and select Sign In.

2. Type your email and password in the appropriate fields, and select Sign In.

3. Select orange New Meeting icon to begin hosting your meeting.

Revision: 001Effective: 3/22/20

All rights reserved. This document contains confidential information, which may not be reproduced or transmitted without the express written consent of CommonSpirit.

Page 3 of 9

Page 4: Ensure Zoom Is Downloaded On Computer · Web viewQuick Guide Zoom Account Tip Sheet Provider Affected Roles: Clinicians using Zoom for Telemedicine. Ensure Zoom is downloaded on Computer/laptop

4a. If you are using your computer speakers or a computer headset, select Join with Computer Audio.Note: If you will always be using computer audio, select the checkbox to “automatically join audio by computer when joining a meeting”.

Revision: 001Effective: 3/22/20

All rights reserved. This document contains confidential information, which may not be reproduced or transmitted without the express written consent of CommonSpirit.

Page 4 of 9

Page 5: Ensure Zoom Is Downloaded On Computer · Web viewQuick Guide Zoom Account Tip Sheet Provider Affected Roles: Clinicians using Zoom for Telemedicine. Ensure Zoom is downloaded on Computer/laptop

4b. If you are using your telephone for audio, select the Phone Call tab, and dial one of the telephone numbers, then dial the meeting ID and participant ID when prompted. Select Done with complete.

5. To adjust audio and video controls move the mouse on screen to reveal meeting controls on the bottom of the screen. If you see a red line through the camera icon or microphone icon, select it to enable Audio and Video.

6. When someone joins your meeting, you must select Admit to allow them into your meeting room.An initial pop up will appear where you can select Admit. Once that pop up disappears, you can selectManage Participants to Admit them from the Participants list.

Revision: 001Effective: 3/22/20

All rights reserved. This document contains confidential information, which may not be reproduced or transmitted without the express written consent of CommonSpirit.

Page 5 of 9

Page 6: Ensure Zoom Is Downloaded On Computer · Web viewQuick Guide Zoom Account Tip Sheet Provider Affected Roles: Clinicians using Zoom for Telemedicine. Ensure Zoom is downloaded on Computer/laptop

7. You can also Share Content or use Chat to type a message to people in your meeting room.

8. Select End Meeting to End the Meeting for All participants.

Join a Zoom MeetingNote: “Meeting” is terminology used for Zoom. This could entail joining a virtual consult with a patient, a nurse joining a virtual companion for remote sitting, etc. Use this workflow if YOU are the joining someone else’s Zoom Meeting.

1. Open Zoom program, and select Join a Meeting.

Revision: 001Effective: 3/22/20

All rights reserved. This document contains confidential information, which may not be reproduced or transmitted without the express written consent of CommonSpirit.

Page 6 of 9

Page 7: Ensure Zoom Is Downloaded On Computer · Web viewQuick Guide Zoom Account Tip Sheet Provider Affected Roles: Clinicians using Zoom for Telemedicine. Ensure Zoom is downloaded on Computer/laptop

2. Enter meeting ID of the host you are trying to join, your name, and select Join.

3. Screen will show “Please wait for the host to start this meeting” until the host signs in and start the meeting. This can take 1-2 minutes. Do not make any further selections while waiting.

Revision: 001Effective: 3/22/20

All rights reserved. This document contains confidential information, which may not be reproduced or transmitted without the express written consent of CommonSpirit.

Page 7 of 9

Page 8: Ensure Zoom Is Downloaded On Computer · Web viewQuick Guide Zoom Account Tip Sheet Provider Affected Roles: Clinicians using Zoom for Telemedicine. Ensure Zoom is downloaded on Computer/laptop

4a. If you are using your computer speakers or a computer headset, select Join with Computer Audio.

Note: If you will always be using computer audio, select the checkbox to “automatically join audio b computer when joining a meeting”

4b. If you are using your telephone for audio, select the Phone Call tab, and dial one of the telephone numbers, then dial the meeting ID and participant ID when prompted. Select Done with complete.

Revision: 001Effective: 3/22/20

All rights reserved. This document contains confidential information, which may not be reproduced or transmitted without the express written consent of CommonSpirit.

Page 8 of 9

Page 9: Ensure Zoom Is Downloaded On Computer · Web viewQuick Guide Zoom Account Tip Sheet Provider Affected Roles: Clinicians using Zoom for Telemedicine. Ensure Zoom is downloaded on Computer/laptop

5. To adjust audio and video controls move the mouse on screen to reveal meeting controls on the bottom of the screen. If you see a red line through the camera icon or microphone icon, select it to enable Audio and Video.

Revision: 001Effective: 3/22/20

All rights reserved. This document contains confidential information, which may not be reproduced or transmitted without the express written consent of CommonSpirit.

Page 9 of 9