You can use the doxy.me to send an invite to a patient from your personal email account. This article covers how you can do that using one of two options available right from your doxy.me Dashboard.

Send using a web service email (Gmail, Yahoo, Outlook)

  1. Click on Invite via on the doxy.me Dashboard

  2. Open the dropdown options found under Choose email type

  3. Select Use web service (Gmail, Yahoo, Outlook)

  4. Choose your preferred email service

  5. This will open a new window with an email ready to send

    1. If you are not logged into your email account, you'll be prompted to do so at this point.

  6. Enter your patient's email address

  7. Edit the invite, if desired

  8. Click the send button

Send using your device's default email client

  1. Click on Invite via on the doxy.me Dashboard

  2. Open the dropdown options found under Choose email type

  3. Select Use my default email client

  4. Click on Start composing email

  5. This will open a new window with an email ready to send

    1. If you have not already set up a default email client on your device, you will be prompted to choose one and then log in.

    2. Depending on your device, you may also be asked to (1) give your device permission to access the email account and (2) decide which app on your device you want to use with your email account. Neither of these have to do with doxy.me. They are merely settings on your own device.

  6. Enter your patient's email address

  7. Edit the invite, if desired

  8. Click the send button

Once you have gone through these steps once, your browser will remember which email type you prefer to use when sending email invites to your patient. However, you can always change your selection and choose a different email type for sending patient invites.

When sending an email to your patient using one of these two methods, your patient will receive the email from your email account and will be able to reply to the email. If you prefer to not share your email with your patients, you can choose to send email invites using doxy.me email. (Requires Professional or Clinic account.)

If you have any questions, please contact our support team.

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