How do I connect Zoom to CareOS?

In CareOS, open Settings, then Integrations, then Connected accounts, and click Connect next to Zoom. You are sent to Zoom to sign in if needed and approve the requested permissions. After clicking Allow you land back in CareOS with the connection shown as Connected and labeled with the Zoom account's email. Each clinic workspace connects its own Zoom account and nothing is shared across workspaces. Admin access with the Settings permission is required.

What happens to the Zoom meeting when a visit is rescheduled or cancelled?

When a telehealth visit is confirmed, CareOS creates a scheduled Zoom meeting and attaches the join link to the visit, the patient confirmation email, and the visit reminders. Rescheduling the visit updates the Zoom meeting's time and keeps the same link, so nothing needs to be re-sent. Cancelling the visit deletes the Zoom meeting. If Zoom is unreachable, CareOS falls back to a placeholder telehealth link so booking never fails, and the visit can be re-synced later.

How do I remove the CareOS Zoom app?

Either method is enough. From CareOS: Settings, then Integrations, then Connected accounts, then Disconnect next to Zoom, which deletes the stored tokens immediately. From Zoom: sign in to the Zoom App Marketplace, go to Manage, then Added Apps, find CareOS Telehealth and click Remove. After removal, Zoom meetings already created by CareOS remain on your Zoom account, but CareOS stops creating, updating, or deleting meetings. Reconnecting later restores full sync for new visits.

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Integration guide

CareOS + Zoom: add, use & remove

Q: What data does the CareOS Zoom integration access?

The integration requests the minimum scopes needed: creating, updating, and deleting the meetings it created, plus reading the connected user's profile name and email once, only to label the connection in Settings. OAuth tokens are stored encrypted server-side and scoped to your clinic workspace. CareOS never accesses meeting content, recordings, chat, or attendee data.

The CareOS Telehealth app connects your clinic's Zoom account so telehealth visits booked in CareOS automatically become real Zoom meetings — created, updated, and canceled in lockstep with your schedule.

In short: connect once from Settings → Integrations, and every confirmed telehealth visit gets a Zoom join link on the visit, in patient confirmations, and in reminders. Reschedules update the meeting; cancellations delete it. Disconnect any time from the same screen or from your Zoom account's app list.

What you need

A CareOS workspace with admin access (Settings permission)
A Zoom account for your clinic (any paid or free plan that allows scheduled meetings)

Adding the app

In CareOS, open Settings → Integrations → Connected accounts.
Click Connect next to Zoom.
You'll be sent to Zoom to sign in (if needed) and approve the requested permissions.
Click Allow. You'll land back in CareOS with the connection shown as Connected, labeled with the Zoom account's email.

Each clinic workspace connects its own Zoom account. Nothing is shared across workspaces.

Using the integration

Booking: when a telehealth visit is confirmed, CareOS creates a scheduled Zoom meeting and attaches the join link to the visit.
Patient communications: the join link is included in the confirmation email and visit reminders automatically.
Rescheduling: moving the visit updates the Zoom meeting's time — same link, no re-sending.
Cancelling: cancelling the visit deletes the Zoom meeting.

If Zoom is ever unreachable, CareOS falls back to a placeholder telehealth link so booking never fails; the visit can be re-synced once the connection is restored.

What the app can access

The integration requests the minimum scopes needed to do the above: create, update, and delete meetings it created, plus reading the connected user's profile (name and email) once — only to label the connection in Settings. OAuth tokens are stored encrypted server-side, scoped to your clinic workspace. CareOS never accesses meeting content, recordings, chat, or attendee data.

Removing the app

Two ways, either is enough:

From CareOS: Settings → Integrations → Connected accounts → Disconnect next to Zoom. This deletes the stored tokens immediately.
From Zoom: sign in to the Zoom App Marketplace → Manage → Added Apps, find CareOS Telehealth, and click Remove.

After removal, existing Zoom meetings created by CareOS remain on your Zoom account (we don't bulk-delete your calendar), but CareOS stops creating, updating, or deleting meetings. Reconnecting later restores full sync for new visits.

Troubleshooting

"Not configured" on the Connect card — your deployment doesn't have Zoom credentials set; your CareOS admin can follow the deployment guide.
Connected, but a visit has a placeholder link — the visit was booked before you connected, or Zoom was briefly unreachable. Reschedule-confirm the visit to force a fresh sync.
Wrong Zoom account connected — Disconnect, then Connect again while signed in to the right Zoom account (or use a private window).

Still stuck? Reach us via the setup form and we'll respond same-day.