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1. Overview

This document provides a straightforward guide for to Sunwave’s users to for configuring, troubleshooting, and maintaining the Zoom integration.

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2. Prerequisites

Before proceeding, ensure the following:

  • Zoom Account: The user must have an active Zoom account with the users they wish to have access added to the Zoom account.

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3. Activating Zoom in Sunwave (for Sunwave

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  • Navigate to Manage Realms in Sunwave.

  • Select Telehealth with Patients and choose Zoom from the dropdown.

  • Ignore the "Telehealth Users Allowed" setting, as it does not apply to Zoom integration; Zoom manages user limits directly.

4. Logging into Zoom in Sunwave

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admin)

  • Ask a Sunwave administrator to activate Zoom integration for your domain.

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4. Adding the App

  • Use an admin-level user to log into Sunwave.

  • Go to Realm Setup, Search for Zoom Authentication.

  • With a Zoom admin account go over OAuth authentication process, this include accepting the consent page.

  • This action will activate Zoom for all users, with a valid Zoom account, within the selected Sunwave realm.

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5. Usage. Scheduling a Zoom Meeting via Sunwave Calendar

  • Creating a New Event: Guide the client to create Create a session in the Sunwave Calendar.

  • Add Zoom Conference: Instruct them to click Click "Add Zoom Conference" to link the event with a Zoom meeting.

  • Host Selection: Have them choose Choose the “Host” from the dropdown, which will list all users in that realm who have Telehealth access.

6. Recurrence Limitations

  • Inform clients that Zoom supports up to 60 recurring instances per meeting within Sunwave.

7. Notes for Support

  • Real-time Synchronization: Ensure that any changes made in Sunwave (such as edits or deletions) are immediately reflected in Zoom. Be ready to assist with any issues related to synchronization or meeting setupDelete a Event: Delete a session in the Sunwave Calendar. The session is automatically delete from Zoom.

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6. Logging Out from Zoom

  • Use an admin-level user to log into Sunwave.

  • Go to Realm Setup, Search for Zoom Authentication.

  • Click on Log Out button. This action will invalidate the access to Zoom you granted in ponint 4 of this document.

7. Removing the App

  1. Login to your Zoom Account and navigate to the Zoom App Marketplace.

  2. Click Manage >> Added Apps or search for the "Sunwave App for Zoom" app.

  3. Click the "Sunwave App for Zoom" app.

  4. Click Remove.

8. Troubleshooting

  • Contact Sunwave Custormer Support whenever you encounter any issues using Zoom from Sunwave.