Common Workflows

How to set up doxy.me to support your clinic workflows

9 articles in this collection
Written by Nicole Hansen

Workflow: Send Calendar Invites

Use the Invite tool to book an appointments using popular calendar apps

Written by Nicole Hansen
Updated over a week ago

Workflow: Add a Live Interpreter

Translator services in multiple languages and ASL

Written by Nicole Hansen
Updated over a week ago

Workflow: Add a Scribe

Add someone to take notes with Group Call

Written by Nicole Hansen
Updated over a week ago

Workflow: Have Multiple Providers on the Same Call

Add multiple providers to a call

Written by Nicole Hansen
Updated over a week ago

Workflow: Managing Urgent Care and "Walk-ins"

Set up a room for patients without an appointment

Written by Nicole Hansen
Updated over a week ago

Workflow: Prevent Unscheduled Check-ins

Keep patients from checking into a room outside of scheduled time

Written by Nicole Hansen
Updated this week

Workflow: Hybrid visits

Utilize virtual and in-person care during one visit

Written by Nicole Hansen
Updated over a week ago

Transfer Between Rooms

Workflow: Transfer Patient to Clinical Staff

Patients can be transferred between rooms to meet with Clinical Support Staff

Written by Nicole Hansen
Updated over a week ago

Workflow: Transfer Patient to Office Staff

Mirror your reception workflow with Transfer and Shared Room access

Written by Nicole Hansen
Updated over a week ago