Use Zoom's AI to Capture Care Conference Notes

What This Does

Zoom's AI 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 on an eligible paid Zoom Workplace plan (Pro or higher) and meeting summaries are enabled by your organization admin. Zoom also offers a free tier, ZoomMate Basic, capped at 3 hosted meetings per month
• 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 icon 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. Zoom used to call these features "AI Companion" and dropped that name in 2026, so older help articles and colleagues may still use the old term.

2. Start the AI summary

Hover over the AI icon in the meeting toolbar, select the Meeting summary checkbox, then click Start Zoom AI. 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: Start the meeting summary at the beginning 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 meeting summaries, 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.