Zoom Integration Guide

How to connect, use, and disconnect Zoom in NuvaMed for telemedicine

Prerequisites

An active NuvaMed account on any plan (Inicial, Profesional, Profesional Plus, or Clínica)
A Zoom account (free or paid)
The telemedicine feature enabled for your institution

1. Connect Zoom to NuvaMed

Open Settings

Start the connection wizard

Click "Connect Zoom". A 3-step wizard will guide you through the process.

Authorize with Zoom

A Zoom window will open requesting permission for NuvaMed to create meetings and access recordings on your behalf. Review the permissions and click "Allow".

Confirmation

You will be redirected back to NuvaMed. You will see a confirmation message with your Zoom email and connection status.

Note: Each professional connects their own Zoom account. Credentials are stored encrypted and are specific to each user.

2. Using Zoom in NuvaMed

Automatic meetings

When you schedule an appointment with a patient, NuvaMed automatically creates a Zoom meeting and sends the link to the patient. You do not need to open Zoom separately.

During the session

The session toolbar displays a "Join Zoom" button to start the video call
The meeting link is also available in the appointment details
The patient receives the link by email when the appointment is scheduled

AI clinical notes (optional)

If you have cloud recording enabled in your Zoom account:

When the meeting ends, Zoom processes the recording and generates a transcript
NuvaMed receives the transcript automatically
AI generates a draft clinical note based on the conversation
You review and approve the draft before saving it to the patient's record

Privacy: Raw transcripts are processed in memory and never stored in the database. Only the resulting clinical note (reviewed by you) is saved to the patient's record.

Automatic note settings

In Settings > Telemedicine, you can enable or disable automatic clinical note generation with the "Generate notes automatically" toggle.

3. Data NuvaMed accesses from Zoom

Basic profile: name, email, and plan type of your Zoom account
Meetings: creation and management of meetings for scheduled appointments
Recordings: access to meeting transcripts (only if you have cloud recording enabled)

NuvaMed does not access:

Meetings not created by NuvaMed
Zoom contacts
Chat messages
Video recordings (only text transcripts)

4. Disconnect Zoom from NuvaMed

Open Settings > Telemedicine

Click "Disconnect Zoom"

Confirm the disconnection in the confirmation dialog.

Automatic revocation

NuvaMed automatically revokes the Zoom access tokens and deletes the encrypted credentials from our servers. The disconnection is immediate.

Note: Disconnecting Zoom does not delete clinical notes already generated, as these are part of the patient's clinical record and must be preserved in accordance with the law (Ley 20.584).

Uninstall from Zoom

You can also revoke access directly from your Zoom account:

Sign in to zoom.us
Go to Settings > Apps (or visit the Zoom App Marketplace > My Apps)
Find "NuvaMed" and click "Uninstall"

When uninstalling from Zoom, NuvaMed will detect that the tokens have been revoked and will automatically update the connection status.

5. Troubleshooting

I cannot connect my Zoom account

Verify that the telemedicine feature is enabled in your NuvaMed account
Make sure you have an active Zoom account
Try signing out of Zoom in your browser and try again

Meetings are not created automatically

Check that your Zoom account is still connected in Settings > Telemedicine
If you see "Disconnected", reconnect your Zoom account

Clinical notes are not generated

Note generation requires cloud recording to be enabled in Zoom
Verify that "Generate notes automatically" is enabled in Settings > Telemedicine
Free Zoom accounts do not include cloud recording

6. Support

If you need help with the Zoom integration, contact us:

Email: contacto@nuvamed.cl
Website: nuvamed.cl