Learn how to capture AI-powered clinical notes during your Zoom visits — from starting the recording to reviewing your completed note.
AI-powered clinical notes, explained.
A quick walkthrough of Zoom Clinical Notes — the AI tool that listens to your visit and generates structured clinical documentation automatically.
01 Start Recording
02 Verify EKG
03 Patient Details
04 Choose Template
05 Review Note
✓
Training complete.
You know everything you need to capture clinical notes during your Zoom visits — start recording, verify the EKG indicator, add patient details, choose your template, and review your completed note.
Questions? Contact your Peregrine support contact
Encrypted
Meeting ID: 842 7103 9856
P
Provider
P
Patient
Patient Data
Please select template format and provide patient data to improve note quality
Option 1 — Zoom Workplace App
Zoom Workplace
HomeMeetingsClinical NotesRecordings
Review
Completed
Review
Clinical notes in review are permanently deleted after 7 days
AJ, F, 081487127594Apr 7, 08:50 PM2 daysReady for reviewReview
AJ, F, 084318653390Apr 7, 08:44 PM2 daysReady for reviewReview
OR
Option 2 — Email Notification
Clinical note is ready for review
Z
Zoom <no-reply@zoom.us>
To: You
ZOOM
Your clinical note is ready for review
Click the link to view and manage your note in the Zoom Clinical Notes Portal.