Use Zoom's AI to Capture Care Conference Notes

What This Does

Zoom's AI Companion automatically summarizes meetings and pulls out action items so you can be fully present in interdisciplinary care conferences instead of split between listening and note-taking.

Before You Start

• Your Zoom account is paid (Pro or higher) and AI Companion is enabled by your organization admin
• You're meeting via Zoom (not Teams or in-person)
• Participants have been notified that AI recording/summarization may be in use (check your facility's consent policies)

Steps

1. Find the AI feature

Join your care conference in Zoom. Look for the AI Companion button in the bottom toolbar (it appears as a small star/sparkle icon). If you don't see it, check with your IT department — the feature must be enabled at the account level.

2. Start the AI summary

Click AI Companion → select Meeting Summary. A banner will appear telling all participants that AI summary is enabled. The AI will now listen to the meeting and take notes automatically.

3. Review and use the result

After the meeting ends, Zoom will email you a meeting summary with:

• Key discussion points organized by topic
• Action items with owners (where mentioned)
• A transcript (if enabled)

Copy the action items and relevant discussion points into your Epic care conference note. Edit for clinical accuracy — AI summaries sometimes miss context or misattribute who said what.

Real Example

Scenario: You're running a Tuesday morning IDT (interdisciplinary team) conference for 8-10 patients. You're supposed to be leading the discussion and taking notes simultaneously — which means you're never fully doing either.

What you do: Enable AI Companion at the start of the meeting. Focus entirely on the clinical discussion. After the meeting, review the summary.

What you get: A bullet-pointed summary of each patient discussed, including physician notes, nursing updates, and the discharge plan agreed on — all organized by patient. Use this to fill in your IDT documentation in Epic without having to recall everything from memory.

Tips

• Review the summary the same day while the meeting is fresh — AI gets meeting context right most of the time but occasionally needs correction
• For in-person IDT rounds, consider using a phone-based recording app that can send audio to a transcription service instead
• If your facility hasn't enabled AI Companion, ask your supervisor — many teams are actively looking for note-taking solutions for care conferences

Tool interfaces change — if a button has moved, look for similar AI/magic/smart options in the same menu area.