Once you have your Zoom account setup, it must be connected to NextPatient. If you and your Account Manager have not discussed Zoom setup, or any of the options below are not available, reach out to them to ensure things are setup correctly for you to connect your Zoom account.


Note: To complete this process, your account must have Admin or Manager access.


Login into NextPatient


Click Settings




Click Video




Click "Link with your Zoom Account


You may be prompted to log into zoom. If you already are logged in, click Authenticate.



The Zoom account will now appear in the list of Linked Zoom Accounts.


Note: when provisioning multiple accounts, be sure to log out of each one before clicking "Link another Zoom account"



Now the account has to be connected to a provider.


Click Providers.



Click edit on the existing provider's name in the list.



Note: if the provider is new, you can go ahead and add their other information along with the next step.


Select the Zoom account for the correct provider from the drop down.



Click Submit.



The provider is now connected with their zoom account. If your account has already been provisioned for Zoom and telehealth, it will begin functioning as the other providers. If this is your first, reach out to your account manager to confirm all the settings are ready for the provider to start video visits.