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MediPin for Zoom - User Guide

Welcome to the MediPin for Zoom integration guide. This integration allows MediPin to automatically join your Zoom meetings to record, transcribe, and generate clinical notes directly into your MediPin dashboard.


1. Installation (Adding the App)

Step 1: Connect Your Account

  1. Log in to your MediPin account.
  2. Click the Profile Icon in the top-left corner, then select “Account”.

Profile Menu Account Settings

  1. Click the “Apps” tab at the top of the screen.

Apps Tab

  1. Find the Zoom app and click “Connect”. You will be redirected to the Zoom App Marketplace.

    Note: Please ensure you are logged into the correct Zoom account in your browser before adding the MediPin app.

Connect Button

Step 2: Authorize Permissions

After clicking connect, you will see the Zoom authorization screen:

  1. Check the box that says “Allow this app to use my shared access permissions”.
  2. Click the “Allow” button.

Authorization Screen

Troubleshooting Installation

If you encounter issues during installation:


2. Usage

Prerequisites

To ensure the MediPin bot joins and records successfully, please ensure:

How it Works

  1. Start a Meeting: Start a scheduled meeting or an instant meeting in Zoom.
  2. Automatic Joining: Within a few minutes, the MediPin Bot will automatically request to join the meeting as a passive participant.
  3. Identification: The bot will appear in the participant list as “Clinical Notetaker (MediPin.ai)”.
  4. Recording: The bot captures audio directly from the meeting stream. You do not need to use speakers to play patient audio, ensuring better quality and privacy.
  5. Waiting Room: If you have a Waiting Room enabled, you may keep the bot there until you obtain patient consent, then admit it.
  6. Get Your Notes: After the meeting ends, the bot leaves automatically. Log in to your MediPin Dashboard to view and edit your generated clinical notes.

3. Uninstallation (Disconnecting the App)

You can disconnect MediPin from your Zoom account directly from your dashboard or via the Zoom App Marketplace.

  1. Log in to your MediPin account.
  2. Navigate to the Apps (or Account Settings) section where you connected Zoom.
  3. You will see the status as “Connected”.
  4. Click the “Disconnect” button.

Disconnect Button

This will immediately stop the bot from joining future meetings.

Option 2: Remove via Zoom App Marketplace

If you cannot access your MediPin dashboard, you can remove the app via Zoom:

  1. Log in to your Zoom Account and navigate to the Zoom App Marketplace.
  2. Click Manage > Added Apps or search for “MediPin”.
  3. Click the “Remove” button next to the MediPin app.
  4. Confirm the removal in the pop-up dialog.

Implications of Disconnection

Data Retention & Removal Policy


4. Support

If you have any questions or need assistance, please contact our support team: