Microsoft Teams Video Vendor Integration
Mend is now offering integration capability with your organization’s existing Microsoft Teams account.
When enabled, all users connecting to a video visit in your Mend portal will be routed into a Microsoft Teams video conferencing session. You’ll have full use of all the tools you’re familiar with on that platform including breakout rooms, customized backgrounds, and call recording.
This integration requires setup on your organization’s side, so we recommend sharing the following steps with your in-house IT professional or team.
Microsoft Teams and Mend Integration Setup
Organizations that want to leverage Teams connectivity in Mend must have an O365 account that includes Microsoft Teams and supports Azure Active Directory (AAD).
Step 1: Register a Web Application with Microsoft Identity Platform
Follow the process as described by Microsoft here: https://docs.microsoft.com/en-us/graph/auth-register-app-v2
Or watch our video below outlining how to complete step 1 with Mend setup specifics:
Step 2: Configure Application for Permissions
Follow the processes as described by Microsoft here: https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-configure-app-access-web-apis
Or watch our video below outlining how to complete step 2 with Mend setup specifics:
Step 3: Configure an Application Access Policy
Follow the process as described by Microsoft here: https://docs.microsoft.com/en-us/graph/cloud-communication-online-meeting-application-access-policy
Note: Each user that will be scheduled as a provider in Mend will need to be added to this access policy.
Once the Microsoft setup is complete, please reach out to firstname.lastname@example.org for assistance with the Mend side setup.
Org Settings Setup
Step 1: Org Settings
An admin for your organization will log in to Mend with an Org Admin or Provider Admin account, and click "Org Settings" in the Common Actions menu.
Step 2: Select and Authorize Vendor
Scroll to locate "Video Vendor Settings." If your organization is set up to allow group video scheduling, you may select a vendor for both one-on-one visits and group visits. For one or both of these options, select Microsoft Teams.
Step 3: Provide Credentials to Mend
Mend will need to know your Application Tenant, Application ID, and Application Secret
Be sure to remember your secret's expiration date and to create a new secret when the old one expires, sharing it with email@example.com to ensure uninterrupted scheduling. Not sure how to create a new secret? Click here.
Step 4: Update Meeting Settings if Necessary
The first Microsoft Teams meeting setting “Automatically admit people” will allow organizations to choose whether to automatically allow users into the Teams video visit or not.
- Organizer: Only meeting organizers can join the meeting directly without waiting in the lobby. Everyone else, including authenticated users within the organization, guests, users from trusted organizations, and anonymous users must wait in the lobby.
- Organization: Authenticated users within the organization, including guests, join the meeting directly without waiting in the lobby. Users from trusted organizations and anonymous users wait in the lobby.
- Organization and Federated: Authenticated users within the organization, including guests and users from trusted organizations, join the meeting directly without waiting in the lobby. Anonymous users wait in the lobby.
- Everyone: This is the default Mend setting in which all meeting participants join the meeting directly without waiting in the lobby. This includes authenticated users, users from trusted organizations, guests, and anonymous users.
- Organization Excluding Guests: Authenticated users from within the organization join the meeting directly without waiting in the lobby. Users from trusted organizations, guests, and anonymous users wait in the lobby.
With the "Dial-in users can bypass the lobby" toggle, organizations are able to choose whether a dialed-in user may bypass the lobby or not.
The "Chat in meetings" setting allows organizations to choose whether to enable the Teams chat or not.
- On is the default setting and allows chat at all times.
- Off makes the meeting chat read-only, and no one may send messages in the chat, including the organizer.
- During the Meeting Only means meeting participants may only send messages during the meeting, and the organizer can send messages at all times.
Step 1: Update Providers
Once a Mend Admin has enabled the integration using the credentials provided, the Microsoft ID field will become available when creating or editing provider accounts.
Now, you will need to update each provider that will be using Teams.
Click "Providers" in the right-side menu to view the list of providers in your organization.
For each provider that will be using Teams, tap “Actions” and select “Edit.”
From the "Edit Provider" window, update the Microsoft User ID with the Object ID from the Azure Active Directory portal for that user.
Frequently Asked Questions
How to Create a New Secret When the Old One Expires?
As shown in the Microsoft Setup Step 2 Video, you can create a new secret by clicking "Certificates & secrets" within the application in your Azure Active Directory admin center and then "New client secret" from the center of the page:
Once you have saved the new secret, copy the value immediately (as you will only be able to copy it right after creation) and provide this to firstname.lastname@example.org:
Does Microsoft Teams work with EHR Integrations?
Yes, organizations with EHR integrations are able to use Microsoft Teams as a video vendor just the same as non-integrated organizations.
If you have any additional questions, please do not hesitate to reach out to BestService@mend.com for further assistance.