Mac and PC Video Visit Instructions


Need help setting up your computer or mobile device for video visits?

Contact MyChart Customer Service at (415) 514-6000, 24 hours a day, seven days a week.

Please do this well in advance of your appointment.


Download Zoom 

1. Go to

2. Download Zoom Desktop Client.

3. Install the downloaded file.

4. Join a test meeting at​​​​.

Screenshot of homepage at, with a blue Download button under Zoom Client for Meetings.


Find your Video Visit Details

1. Go to

2. Log in with your MyChart username and password.

3. Click Visits.

4. Find your scheduled video visit.

Screenshot of UCSF MyChart website with Visits outlined in red


Complete eCheck-in*

1. Click the eCheck-in button next to your visit.

2. Complete any on screen steps to update insurance, sign forms, etc. 

*You can eCheck-in up to 7 days prior to your visit. 

Screenshot of MyChart upcoming patient appointments, with red outline indicating to click the green eCheck-in button to start eCheck-in.

Screenshot of MyChart website with "Start eCheck-in" outlined in red



Need to Invite a Guest?

Have a Join video visit button?

1. In your appointment details, click View and Invite Participants, then Invite a new guest

2. If you've invited guests before, click the drop down to find them again, or click --New Guest-- and enter their contact details.

Have a meeting link or ID?

1. Copy the link and send to your guest via email or text. 


MyChart screenshot with View and Invite Participants Highlighted

MyChart screenshot with Invite a new guest highlighted

MyChart screenshot with Invite a New Guest highlighted



Start your Video Visit

1. A few minutes before your appointment time, go to Visits.

2. Click Details next to your appointment.

3. Click Join video visit button.

Don't see a button? Click the Zoom meeting link instead. 

Have a meeting ID instead? Open Zoom, click Join, and enter the meeting ID.

4. Enter your first and last name if prompted.

Screenshot of MyChart patient appointment detail, with red outline around the green Join Video Visit button

Screenshot of MyChart patient appointment details, with red outline around the Zoom Meeting Link.


Join Audio & Video

1. A window will appear with choices for audio connection. Choose Join with Computer Audio.

2. Otherwise, choose Phone and dial in.

3. If you don't see yourself on screen, click the Start Video button.

Screenshot of Zoom audio choice window with a red outline around the blue Join with Computer Audio button.

Screenshot of Zoom window, with red outline around the Start Video button

Watch video instructions

Download these instructions as a PDF