NOTE: This feature is currently in early access and not released to all Clinic accounts. If you are interested in early access or learning more, reach out to locations@doxy.me.
As a clinic administrator it can be challenging to manage multiple clinics and cost centers. You don't always know how certain clinics are performing and who is utilizing the account. The locations feature gives you the ability to group users and shared rooms. After you assign locations you will be able to:
Assigning locations requires admin access.
How to create locations
Go to Account Settings from the dashboard
Click Clinic Settings
Expand the Locations section
Click the Create Location button
Give the location a unique name
Click Create Location to finish
You will now be able to assign locations to users and shared rooms.
How to assign locations
Go to Account Settings from the dashboard
Click Clinic Settings
Expand the Manage Users section
Click the drop down arrow in the location column
Choose the Location you want to assign
If the Location does not exist yet, click Create location
You can now use assigned locations in searches to assign room access, make updates to waiting rooms, and compare usage data.
How to bulk update locations
Go to Account Settings from the dashboard
Click Clinic Settings
Expand the Manage Users section
Click Export user list at the top right
Open the downloaded file in excel
Add the location name in column I next to the user
Email the CSV to locations@doxy.me
You will receive a confirmation email that the locations have been assigned. You will see the assigned locations in the Manage User section in Clinic Settings.
Make updates to waiting rooms
You may have different departments that want to make updates to their waiting rooms. By assigning locations to providers, you can update the waiting room for specific groups of users.
Go to Edit Waiting Room from the dashboard
Make updates the Waiting Room
Chose the location from the filter
Click Save
Confirm the change by clicking Apply
All rooms assigned to the location will now be updated with the new waiting room changes.
Compare and export usage data across locations
Before assigning locations, you can only see usage by the whole clinic, individual provider, or shared room. After you assign locations, it will be much easier to see:
How each location is performing
Which providers are active in each location
To get started:
Go to Meeting History from the dashboard
Use the search bar at the top right and select a location or the entire clinic
All calls for providers and shared rooms assigned to this location will show up
Click the export button to download a CSV of the data.
You can now open the file to view data in a spreadsheet.
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Still need help?
Contact our support team.