1. Overview
This document provides a straightforward guide for the CPS team to assist with configuring, troubleshooting, and maintaining the Zoom integration within the Sunwave platform.
2. Prerequisites
Before proceeding, ensure the following:
Zoom Account: The client must have an active Zoom account with the users they wish to have access added to the Zoom account.
3. Activating Zoom in Sunwave
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
Have the client who is the Admin for the Zoom account log in through Realm Setup in Sunwave.
This action will activate Zoom for all users within the selected realm.
5. Scheduling a Zoom Meeting via Sunwave Calendar
Creating a New Event: Guide the client to create a session in the Sunwave Calendar.
Add Zoom Conference: Instruct them to click "Add Zoom Conference" to link the event with a Zoom meeting.
Host Selection: Have them 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 setup.