Common Workflows

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

10 articles in this collection
Written by Doxy.me Help Center

Conduct Consultations Partially via Doxy.me, Partially in Person

Meetings can begin online, before moving to the office

Written by Doxy.me Help Center
Updated over a week ago

Workflow: Office Staff to See Patient

Grant room access or create shared waiting rooms to enable new workflows

Written by Doxy.me Help Center
Updated over a week ago

Workflow: Nurse to See Patient

A nurse or other healthcare professional can see a patient at the start of an appointment

Written by Doxy.me Help Center
Updated over a week ago

Send Calendar Invites from the Dashboard

Use the invite tool to book an appointment via popular calendar apps

Written by Doxy.me Help Center
Updated this week

Workflow: Transfer Patient to Another Room

Use links in the chat box to send a patient to a different waiting room

Written by Doxy.me Help Center
Updated over a week ago

Workflow: Multiple Providers on Same Call

How to add multiple providers to the same call

Written by Doxy.me Help Center
Updated over a week ago

Workflow: Use a Scribe

A scribe can participate in a meeting via the group calling feature

Written by Doxy.me Help Center
Updated over a week ago

Workflow: Use an Interpreter

Adding an interpreter to a call

Written by Doxy.me Help Center
Updated over a week ago

Workflow: Handling Visits During Off-hours

Keeping patients from checking into a room outside of scheduled time

Written by Doxy.me Help Center
Updated over a week ago

Workflow: Urgent Care

How to set up a room for urgent or unscheduled visits

Written by Doxy.me Help Center
Updated this week