A few things to get you started with the Zoom video conferencing available through Alleva:


1. First, Make sure that appropriate staff have the setting turned on in Settings-->User Management then edit the user profile (For medical providers we must activate the setting, so let us know and we can make those adjustments)



2. Individual sessions should be set up with video conferencing on the calendar in advance. You can invite any person from the ROI Contacts section (be sure the ROI has correct email address). Medical providers can set up a session or access the video call icon if they were set up in step 1.



Once you press save, the system will send the client an email with the Zoom Meeting details. It will also pull a link through to the client app.



After it's created, launch the call by clicking on the session in the calendar and select Start Call.

*As the host, Zoom sessions MUST be started from the Scheduler not from your email.




**For quick impromptu video calls. 
Users with the video conference setting, and access to the intake section, can immediately start a single video call through the Admission Screening, Face to Face, and BPS by clicking the camera icon in the upper right corner. They can then invite other guests to the call from within the Zoom video platform.