Meeting history helps you to track the details of your past appointments. This information can be useful for documentation, billing, and insurance purposes.
Access Meeting history by clicking on the History button located on your Sidebar.
Available on all plans ⭐ This feature is only accessible from a desktop computer
Tour the Meeting history page
Filtering and exporting | Page navigation
The grey circle following the "Meeting History" page title shows the total count of appointments you've had. This number changes when you adjust the date filter on the right side of the screen.
Next, you will find a drop-down button to filter between timeframes. Use this drop-down to filter your data by the following timeframes.
Past 7 days
This month
Past month
Past 3 months
Past 6 months
Past 12 months
All time (default)
The Export* button lives to the right of the date filter. Click this button to export your meeting history to a CSV file. The download will account for any filters you may have chosen.
Meeting history data | Table of information
View past appointment details including the date, start time, end time, and duration using this table.
Patient names are not associated with meetings because doxy.me does not store protected health information.
*Export is available on paid plans only
Exporting Meeting history
Pro and Clinic users can export a CSV that includes:
Date
Provider's Name (Clinic only)
Room that the call took place in (Clinic only)
Start Time
End Time
Duration
Waiting Time (Group calls will have times separated by a comma)
Your Call Rating (Call rating surveys are displayed to 1 in 10 calls)
Your Comment
Patient Call Rating
Patient Comment
If you have any questions, please contact our support team.