Whiteboard is a Beta feature given to a limited number of users. If you have access to Whiteboard, we'd love to hear your feedback! (You must be logged in to doxy.me to give feedback.)

  • Please remember that beta features are not fully optimized and some bugs are expected. If you experience any, please be understanding of this, but still let us know about whatever problem you experienced. It helps us improve the feature!

  • If you currently do not have Whiteboard, you may request access by sending an email to support@doxy.me. Be sure to include the phrase "Access to Whiteboard" somewhere in the body of the email.

Introduction

Whiteboard is a great way to capture your patient’s attention while having collaborative, visually stimulating conversations that can be saved and added to your patient's file.

Draw with colors and add lines, arrows, and shapes. Add a file to the board and then annotate as desired.

What's covered in this article

Access Whiteboard

Whiteboard is only accessible during a call. Just click on the Whiteboard link in the left sidebar to launch a new board. All participants on the call will automatically be added to the board.

Use toolbar, trackpad, and keyboard

The toolbar is accessible on the left side of the whiteboard. The toolbar adjusts / collapses depending on the size of your browser window or mobile device.

Most buttons are self-explanatory, but tooltips will appear if you hover your cursor over a button. Keyboard shortcuts are also displayed in the tooltip. Here is a full list.

Zoom and pan

When using a trackpad, you can zoom by using two fingers in a pinching motion (in and out). To move around the whiteboard (pan), use a two finger scroll motion in any direction.

When using a mouse, if you would like to pan instead of draw, simply press the space bar or option/alt key and it switch to pan mode. Press again to switch back. To zoom with a mouse, hold down the control key and then zoom with the wheel on the mouse.

You can also use the keyboard shortcut options of + / - to zoom, and the arrow keys to pan.

Draw and create shapes

All the basic tools for drawing and adding shapes are found in the top three buttons on the toolbar. Clicking on each button opens up additional options for colors, size, and tools.

Insert text and notes

The Text and Note features work the same. The only difference is Text boxes default to a white background.

Both have a tool bar with various formatting options. Changes to the format will apply to the entire text box / note.

Both text boxes and notes automatically expand vertically as you type. To expand horizontally, click off of the box / note and then click back on to trigger the sizing button in the bottom right corner.

Add files and annotate

There are several methods for adding files / images to the Whiteboard.

  • Drag and drop the file / image onto the Whiteboard

  • Copy and paste

  • Use the Add File button on the toolbar

Adding files and then annotating over top of those files can be a powerful intervention with patients. For example, a therapist might upload a worksheet or template and then facilitate a discussion as their client(s) work to fill in the template with personalized information. (The following whiteboard example was created by uploading a Powerpoint template and then using Text boxes to fill in the details.)

Whiteboard is compatible with the following file types:

  • PDF

  • JPEG

  • PNG

  • GIF

  • SVG

  • Word Document (.doc)

  • Excel (.xls)

  • Powerpoint (.pptx)

Keep a copy of your Whiteboard

If you or your patient are going to keep a copy of your whiteboard, it must be downloaded before you end the call. Once a call is ended (by you or the patient), your whiteboard is no longer accessible.

To keep a copy, click on the "Take a Screenshot" button on the toolbar. This will automatically capture all the content that is visible on the whiteboard and place it in your Downloads folder on your computer. For privacy reasons, the video thumbnails are not captured on the screenshot. Any information behind the thumbnails will be captured.

Close Whiteboard

To close the board, simply click on the X at the bottom of the toolbar. A confirmation window will pop up to protect against accidental closers. Your patient does not have access to this close button to prevent them from accidentally (or intentionally) closing the board.

Use Whiteboard on group calls

Whiteboard can be used during group calls. We recommend launching the whiteboard after all participants have joined the call.

Because the whiteboard has no boundaries it can be helpful to encourage participants not to wander off too far with their drawings. If you have trouble finding a patient's drawing, trying zooming all the way out and then zooming back in on their drawing.

To help you identify each patient on the Whiteboard, you will see the patient's first name (if entered at check-in) next to their cursor / drawing tool. For privacy reasons, last names are not included even if the patient enters a last name at check-in.

Maximize Whiteboard Space

To maximize your whiteboard space, use fullscreen view and close the sidebar.

Whitelist Whiteboard

If your organization is using a device management system that blocks sites for security purposes, you'll need to be ask your IT team to add https://doxy.limnu.com to their list of whitelisted sites.

Whiteboard Limitations

  • It is not possible to recover a Whiteboard after a call ends, whether that call was ended intentionally or unexpectedly.

  • Whiteboard is not optimized for providers on mobile phones.

  • Screen sharing is not supported when using Whiteboard

  • If Whiteboard fails to load, you will need to restart the call. (This is rare.)

Related articles

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

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