Access to the Client Portal is not required. Once your session has been booked, you'll see a Start Zoom meeting button next to the session on your My Bookings page:Ĭonfirmation and reminder emails sent to your client will include a link to join the Zoom meeting. Set the How would you like to conduct this session field to Online/Video chat, and select Use Zoom for the telehealth method:

Once you've set up Zoom meetings for your service, you can schedule appointments by going to your My Practice > My Services page, then click Book a client.

Under the Booking Options section of your service, choose Zoom for the Use Practice Better Telehealth for video sessions? field: You can also adjust the default telehealth option on a service-by-service basis by going to your My Practice > My Services. use Zoom or use Practice Better's built in telehealth option) by going to your Settings > Telehealth & Messaging page: You can adjust the default application (i.e. Once your Zoom account is linked to Practice Better, we'll make Zoom the default option for conducting telehealth appointments. Making Zoom the Default for Telehealth Sessions auto-recording meetings, allowing participants to join before start) directly from your Zoom dashboard: You can make adjustments to your Zoom meeting settings (e.g. You can also unlink your Zoom account directly from your Zoom Marketplace account using the following link: You can unlink your Zoom account at any time by going to your 3rd Party Integration page and clicking Unlink next to the Zoom integration: Once you've signed in, click Authorize to give Practice Better access to create and manage your Zoom meetings:Ĥ) Success! Your Zoom account is now linked to Practice Better.

Linking an Existing Zoom Account to Practice Betterġ) Go to your Settings > 3rd Party Integration page, then navigate to the Communications section.Ģ) Click Link next to the Zoom integration:ģ) A popup will appear prompting you to enter your Zoom email address and password. Making Zoom the Default for Telehealth Sessions.This article will show you how to set up your Zoom account and create Zoom meetings for your appointments and group chats. Conduct discovery sessions with potential clients without giving them access to the Client Portal.Using Zoom Telehealth is a great option if you need to:

Practice zoom meeting