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For providers: The patient check-in process

Learn about patient check-in, real-time notifications, and Waiting Room passcodes

Get to know how patients check-in for their doxy.me appointments and the options you have to make the process easy and informative for them and yourself.


Get to know the patient check-in process

Patients check into your Waiting Room using your unique doxy.me link.

  • Your unique Waiting Room link can be found at the center of your Dashboard

  • If you send appointment invites using Doxy.me’s Invite Via feature, your patient will receive the link in the message

Learn more by reading the patient check-in guide - here!

How to set up check-in notifications

Get instant alerts when a patient checks into your waiting room

  1. Log into your doxy.me account

  2. Navigate to the Preferences tab in Settings

  3. Choose to enable any or all of these options

    1. Check-in sound: A sound will play from your browser when a patient checks into your waiting room. Select which sound you’d like to hear by using the drop-down list

    2. Email notifications: Provide an email address and receive an email each time a patient checks into your waiting room

    3. Text message notifications: Provide a phone number and receive a text message each time a patient checks into your waiting room

How to change your waiting room web address

Update your unique web address that patients use to check in

  1. Log into your doxy.me account

  2. Navigate to the Rooms tab in Settings

  3. Find the room that you want to edit and click the three-dot menu

  4. Enter a new Room check-in link in the text box

  5. Click Save changes

  6. If needed, share your new link with patients

How to set up patient check-in photos

To see a preview picture of your patient each time they check in, require a patient check-in photo.

  1. If you are in the Owner role, log into your doxy.me account

  2. Navigate to the Clinic info tab in Settings

  3. Scroll down to General

  4. Toggle on Require patient photo at check-in

  5. Click Save changes

How to set up a Waiting Room passcode | Paid plans only

Require patients to enter a passcode in order to check in to your waiting room

  1. Log into your doxy.me account

  2. Navigate to the Rooms tab in Settings

  3. Find the room that you want to edit and click the three-dot menu

  4. Navigate to Room passcode and toggle it on

  5. Set a passcode that your patients will use to check in

  6. Click Save changes

  7. If needed, share your new passcode with patients

Questions? Please contact our Support team

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