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Peregrine OS
Zoom Clinical Notes Training Guide
Everything you need to know about capturing, managing, and completing clinical notes in Zoom Workplace for Clinicians.

This guide covers how to use Zoom Clinical Notes from start to finish — capturing notes during a visit, reviewing and editing them, copying to your EHR, and managing note lifecycle. Keep it handy as a quick reference.

01 Quick Start 05 Completing Notes 02 Requirements 06 Changing Owner 03 Accessing Notes 07 Deleting Notes 04 Updating Notes

01   How to Capture Clinical Notes

Start capturing AI-generated clinical notes in five steps. Notes are created automatically from your Zoom visit audio.

Quick Start Steps

1
Start your Zoom meeting and click the Clinical Note icon on the toolbar.
2
Look for the Pulsating EKG indicator at the top right of the meeting window. This confirms the note is actively recording.
3
Add patient details (optional). You can enter patient name or identifier to help organize the note later.
4
Choose your template. The default template is Follow-up. You can change it to match your visit type.
5
End the meeting. Within about a minute, you'll receive an email from Zoom with a link to review your note. You can also access it in the Zoom Workplace desktop app under Clinical Notes in the left sidebar.
Audio
Video
Participants
Chat
Share
Host tools
Clinical Note
More
End
The Zoom meeting toolbar — click Clinical Note (EKG icon) to begin
Recording
The pulsating EKG line confirms recording is active
Patient Data
Clinical Note template
LCSW Follow-ups
Name
Patient's name or initials
Gender
Select gender
Date of birth
mm/dd/yyyy
Save
Tip: The pulsating EKG indicator is your confirmation that the note is being captured. If you do not see it after clicking the Clinical Note icon, try clicking the icon again.

02   Requirements

Make sure your device and account meet these requirements before using Clinical Notes.

Requirement Detail
Zoom Desktop (Windows / macOS) Version 6.4.3 or higher
Zoom Mobile (Android / iOS) Version 6.4.5 or higher
Add-on License Zoom Workplace for Clinicians add-on must be active on your account
Feature Toggle Clinical Notes must be enabled by your Zoom administrator
Note: If you are unsure whether Clinical Notes is enabled on your account, check with your IT administrator or Zoom account owner.

03   Accessing Clinical Notes

Find and browse your clinical notes from the Zoom Workplace desktop app or via the email notification you receive after each meeting.

How to Access

1
Sign in to the Zoom Workplace desktop app.
2
Click the Clinical Notes tab in the left navigation.
3
Click the Activity Center notification to open a recently generated clinical note.
4
Use the search bar to enter a keyword or topic name to find a specific note.
5
(Optional) Click the Sort dropdown to sort notes by: Creation date, Last modified date, or Days until deletion.
Review Completed
AJ, F, 0 81487127594 Apr 7, 2026, 08:50 PM 2 days Ready for review Review
AJ, F, 0 84318653390 Apr 7, 2026, 08:44 PM 2 days Ready for review Review
Clinical Notes in Zoom Workplace — Review tab shows notes ready for action

Your clinical note is ready for review

To view and manage the clinical note, please click on the link below.

Date & Time: Apr 13, 2026 10:32 AM  ·  Expires: 7 days
Open Clinical note
You'll also receive this email from Zoom when your note is ready
Note: Clinical Notes can be viewed and edited on mobile, desktop, or the Zoom web portal. Notes in review are permanently deleted after 7 days. You will also receive an email notification from Zoom when each note is ready — click the link in the email to go directly to your note.

04   Updating Clinical Notes

Review and edit your notes before transferring them to your EHR.

How to Review and Rename

1
Sign in to the Zoom Workplace desktop app.
2
Click the Clinical Notes tab.
3
Click on the note topic, or hover over the note and click Review.
4
(Optional) Click Rename, enter a new name, then click Save.
Note: By default, notes are titled using the Zoom Meeting ID. Renaming helps you identify notes quickly when you have several in review.

05   Completing Clinical Notes

Copy your finalized note to your EHR and mark it as complete.

How to Complete a Note

1
Sign in to the Zoom Workplace desktop app.
2
Click the Clinical Notes tab.
3
Click on the note topic, or hover over the note and click Review.
4
Click the clipboard icon to copy the note to your clipboard, then paste it into your EHR.
5
(Optional) Click the Complete button to move the note to completed status.
Important: Completed notes are permanently deleted after 3 days by default. To view completed notes, click Completed in the left navigation. You can click Restore to Review to move a note back to active status if needed.

06   Changing Owner

Transfer ownership of a clinical note to another clinician on your team.

How to Change Owner

1
Hover over the note, click the menu (three-dot icon), then select Change Owner.
2
Enter the new owner's email address and click Change.
Note: The new owner must be within the same Zoom account. You cannot transfer notes to users outside your organization.

07   Deleting Clinical Notes

Permanently remove notes you no longer need.

How to Delete

1
Hover over the note, click the menu (three-dot icon), then select Delete forever.
2
Click Delete to confirm.
Tip: You can select more than one note at a time to batch delete multiple notes in a single action.