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Guide to Using Zoom

This quick start guide walks you through getting started with your new Zoom account, including essential steps like scheduling your first meeting, downloading the Zoom client, and updating your Zoom profile. Whether you just signed up for your own Zoom account or you have been invited to an existing account, read this quick start guide for a summary of your next steps and click the embedded links to learn more. 

Zoom Video Webinar allows you to broadcast a Zoom meeting to up to 10000 view-only attendees, depending on the size of your webinar license. Webinar licenses start at a capacity of 100 participants and scale up to 10,000 participants. As the host or a panelist, you can share your screen, video and audio in a webinar and attendees can use the chat or question and answer options to interact with the host and panelists.

Webinars can require preregistration, with the option for the host to add custom registration questions, or registration can be turned off for attendees to join by simply clicking a link at the time of the webinar. Webinars can be held once, can reoccur in a series, or can be the same session held multiple times.

Getting Started with Zoom Webinars

Attendee Reporting

1. navigate to Account Management

3. generating your report

Step 1: select attendee report
Step 2: select your meeting/webinar
Step 3: generate report
A CSV report will automatically download.

2. scroll down to meetings or webinars

how to use the data in your report

Your report indicates the name of each attendee and the time they entered and left your zoom meeting/webinar. This is how you determine who to award a CE certificate.

Zoom Troubleshooting

Speakers

LANCE ANDERSON, OD

Chief Strategy Officer

Dr. Lance Anderson is the Chief Strategy Officer at PECAA, where he is engaged in all aspects of company strategy.  He co-founded PECAA in 2007 and helped lead the organization as it grew from a small local Portland study group to a national alliance of independently owned eye care practices.  He served as a board member of Rev-360 from 2015 – 2021 and helped oversee the management and successful sale of Revolution EHR, Visionary Partners, and eventually PECAA.

He earned his Doctor of Optometry degree from Pacific University in 1991.  He started his own optometry practice in 1993 in Hillsboro, OR, and was able to grow the practice into a busy three-doctor clinic.  He retired from clinical care in 2021 and then moved to  New York City where he was tasked with helping to integrate PECAA with the HEA buying group.  He recently moved to Nashville, TN where he will continue to be actively involved in creating the future vision for PECAA as it is integrated into the VSP family of businesses.

JUSTIN MANNING, OD, MPH, FAAO

Chief Member Experience Officer

Dr. Justin Manning is the Chief Member Experience Officer at PECAA, where he leads the member experience team, encompassing member education, the Member Business Advisory services, Events, and the Cold Start program. He is the founder and host of the Practice Advantage podcast. Prior to joining PECAA, he founded The Keratoconus and Scleral Lens Institute at Bettner Vision in Colorado Springs, and eyeLeader, a consulting company focused on leadership development, technology in eyecare, and population health.

He has contributed to Review of Optometric Business and has lectured nationally and internationally on specialty contact lenses, design thinking, population health, and the patient experience. He earned his Doctor of Optometry degree from The Ohio State University and completed a residency in Geriatric Optometry at the VA Puget Sound Healthcare System in Tacoma, WA, a Master of Public Health degree at Salus University, and a graduate certificate in Customer Experience from the CU Boulder Leeds School of Business. He is driven to help all independent eye care professionals grow their businesses and enjoy their practices every single day.

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