MyChart - Zoom Video Visit Instructions

Zoom MyChart Meeting

• Proxy instructions

  If a proxy is joining a Zoom Video Visit that was scheduled for a patient, the proxy must login to UTMB Health MyChart with their own account and then access the patient’s account via the proxy activity. Once the patient’s MyChart account is accessed via proxy, follow the below instructions for accessing the video visit.

Zoom MyChart Meeting

• Step 1

  15-30 minutes prior to your appointment time, log into the MyChart website and access your upcoming Video Visit appointment by clicking the alert on your MyChart home page or by navigating to Visits from the navigational menu

  

  

• Step 2

  Complete PreCheck-In for the appointment. You will be asked to verify your demographics, insurance information, and your clinical information. You may be prompted for a visit co-pay, to E-Sign consents, and to complete questionnaires.

  
• Step 3

  Once you have completed PreCheck-In, you can join the Video Visit. Click the Begin Video Visit button to launch Zoom.

  
• Step 4

  Clicking the Begin Video Visit button will launch a new browser window and prompt you to launch the Zoom application (or download the Zoom app if it is not currently installed).
  
  

• Step 5

  Once Zoom launches, you will be brought to a waiting screen until your provider joins the meeting.

  Note: If you downloaded the Zoom app in Step 4 and you are not brought to the waiting screen, please repeat Step 3 by going back to MyChart and clicking the Begin Video Visit button to launch into the Video Visit.

  
  
  

   

• Step 6

  When the provider joins the meeting, you will be prompted to confirm your video, and once confirmed, you will be brought into a secure Zoom session with your provider.

Zoom MyChart Meeting

• Step 1 - Mobile App

  Ensure you have downloaded the Zoom app from the Apple or Google app store in advance of the meeting.

• Step 2 - Mobile App

  15-30 minutes prior to your appointment time, log into the MyChart App and access your upcoming Video Visit appointment by clicking the alert on your MyChart home page or by navigating to Visits from the navigational menu.

  

  

• Step 3 - Mobile App

  Find your video visit in your list of upcoming appointments and click the PreCheck-In Button.

  
• Step 4 - Mobile App

  Complete PreCheck-In for the appointment. You will be asked to verify your demographics, insurance information, and your clinical information. You may be prompted for a visit co-pay, to E-Sign consents, and to complete questionnaires.

• Step 5 - Mobile App

  Once you have completed PreCheck-In, you can join the Video Visit. Click the Begin Visit button to launch Zoom.

  
• Step 6 - Mobile App

  The Begin Visit button will launch a web browser to the Zoom website. Click the Launch Meeting link to join the meeting.
  
  Note: If you have not downloaded the Zoom app prior to this point, click the download link to download the Zoom app. After the Zoom app has downloaded, please repeat Step 5 by going back to the MyChart App and clicking the Begin Visit button, and then clicking the Launch Meeting link from the Zoom website. You may not join the Video Visit by entering the meeting ID directly into Zoom. To ensure your security and privacy the Video Visit is only accessible by launching it from the appointment details screen after logging into MyChart.
  
  

• Step 7 - Mobile App

  You will be brought to a waiting room and entered into the video session when the provider joins the meeting.