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Worksheets (Beta)

Therapeutic worksheets to help you and your patients reflect, discuss, and practice skills together during sessions.


🌟 Worksheets App is available on Paid plans and is currently in beta

Get to know Worksheets

Worksheets gives you a library of therapeutic resources from Psychology Tools, to support behavioral health care. Choose a worksheet and open it on a shared canvas to draw, type, and work through with your patient.

  • Explore thoughts, feelings, and patterns

  • Guide conversations and help patients explore their thoughts and experiences

  • Write, draw, and work through exercises together in real time

  • Download worksheets to share as homework between sessions


How to add Worksheets to doxy.me

  1. Sign in to your doxy.me account

  2. Select Apps in the Dashboard sidebar

  3. Select Worksheets and select Add to clinic

  4. Once added, you can open the app from your dashboard


How to use Worksheets during a session

You can open Worksheets at any point during a patient session.

  1. Select Apps from the call control bar

  2. Open Worksheets

  3. Browse the library and choose a worksheet

  4. Open the worksheet to work through it together

You and your patient can draw, type, and annotate the worksheet during your appointment.


How can I use worksheets with patients?

Guide a conversation

Use a worksheet to introduce a topic, ask questions, and explore your patient’s experiences together.

Explore patterns

Help patients organize their thoughts and feelings, notice connections, and discuss recurring patterns.

Practice skills

Work through an exercise together so patients can become familiar with a technique before practicing between appointments.

Support work between appointments

Download a worksheet to share with your patient as homework or to revisit during a future session.


What will patients see?

Select Start to display the worksheet on your patient’s screen and work together on the shared canvas. The layout adapts to their device, so their view may look slightly different from yours.


Can I download a worksheet?

Yes. You can download worksheets during your session to keep a copy or share with your patient. Your full name and the date are automatically included as a watermark.


💡 Transferring a patient? Active apps and activities will close when you transfer a patient to another provider or room. Activity data won’t be shared with the receiving provider, but they can open any apps they need to continue care.

Need help?

Questions? Contact our Support team.

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