To use Practice Better’s AI Charting Assistant with Zoom, integrate Zoom under Telehealth & Messaging, then enable Cloud Recording, audio-only files, and audio transcripts. Automatic cloud recording is recommended. Disable PMI for scheduled meetings and embed cloud-recording passcodes in shareable links so Practice Better can retrieve recordings.
Before You Begin
- The AI Charting Assistant add-on must be included in your subscription before you can use this feature. See Getting Started With the AI Charting Assistant →
- Integrate your Zoom account with Practice Better to ensure you are set up to use Zoom for telehealth. Learn more about Using Zoom for Telehealth →
- If you're using Practice Better as your preferred telehealth application, your setup is slightly different. Review the steps in Using the AI Charting Assistant with Practice Better Telehealth →
Zoom Settings for Telehealth
Integrating your Zoom account with Practice Better allows you to conduct all of your scheduled telehealth sessions through Zoom, while keeping your scheduling and charting in Practice Better.
- Go to your Settings (gear icon) and select Telehealth & Messaging.
- Under Telehealth Video Chat, set the default video chat application to Use Zoom.
- Click Save Changes near the top-right.
- Click the Edit Settings button, which will open your Zoom settings page in a new tab.
Required Zoom Settings for AI Charting
For the AI Charting Assistant transcript and summary to display in Practice Better, you'll need to enable three settings in your Zoom account. Make sure your Zoom plan supports cloud recording before proceeding.
Enable the following in your Zoom account settings:
- Cloud Recording — follow the steps in Zoom's help center →
- Record audio-only files — follow the steps in Zoom's help center →
- Create audio transcript — follow the steps in Zoom's help center →
Recommended Zoom Settings for AI Charting
To auto-enable recording for all Zoom meetings, follow the steps in Zoom's help center to enable Automatic recording and select Record in the cloud.
Two additional settings help ensure recordings are associated correctly and accessible to Practice Better:
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Disable the Personal Meeting ID (PMI) for scheduled meetings in your Zoom dashboard. This ensures each recording is tied to a unique meeting room.
- If you require a passcode for cloud recordings, make sure the passcode is embedded in the shareable link. Otherwise, Practice Better will be unable to retrieve the recording.
Recording Your Zoom Sessions
To manually enable recording during a Zoom meeting:
- Click the Record button at the bottom of your screen.
- Select Record to the Cloud from the options provided.
To auto-enable recording for all Zoom meetings, see the Zoom recommended settings in the section above.
Choosing a Recording Summary Format
Your recording summary format controls how the AI structures each session summary in your Note. Practice Better includes three built-in formats (Narrative notes, Outline notes, and SOAP notes), and you can create your own custom format. Manage your formats from My Practice > Note Templates under the AI Summary Format tab.
- To set a default, override a service, or create a custom format, see: Setting Up Custom Templates for Your AI Charting Assistant Summary Format →
💡 Your recording summary format determines which placeholders are available in your note templates. Choose your format before setting up your note template in the next step.
Setting Up Your Notes Automation
Once you've selected your AI Charting Assistant Summary Format, set up an automation to generate session notes automatically.
For full instructions, see Automatically Create Notes From Recorded Sessions with the AI Charting Assistant →
Accessing Your Zoom Recording and Summary
After Zoom notifies Practice Better that your transcript is ready, your recording and summary appear in your portal. See Managing Your AI Charting Assistant Recording and Summary →