Common Workflows

How to set up doxy.me to best support your workflow

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10 articles in this collection
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Conduct consultations partially via doxy.me, partially in person

Meetings can begin online, before moving to the office
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Workflow: Office staff to see patient

Grant room access or create shared waiting rooms to enable new workflows
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Workflow: Nurse to see patient

A nurse or other healthcare professional can see a patient at the start of an appointment
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Send calendar invites from the dashboard

Use the invite tool to book an appointment via popular calendar apps
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Workflow: Transfer patient to another room

Use links in the chat box to send a patient to a different waiting room
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Workflow: Multiple providers on same call

How to add multiple providers to the same call
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Workflow: Use a scribe

A scribe can participate in a meeting via the group calling feature
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Workflow: Use an interpreter

How to add an interpreter to a call
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Workflow: Handling visits during off-hours

How to keep patients from checking into room outside of scheduled time
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Workflow: Urgent Care

How to set up a room for urgent or unscheduled visits
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Updated over a week ago