Settings is here to help you manage your doxy.me experience using an easy-to-navigate design to help you find what you need quickly.
How to access Settings
Begin by logging into your doxy.me account. From your Dashboard, click the round button in the lower left corner where your picture and name are shown.
Select Settings.
Tab by tab tour
Profile tab
Personal info
Profile picture: Upload a professional headshot that your patients will see in your waiting room, in the chat box, in group calls, and any time your camera is turned off. Select a photo from your device or use a LinkedIn photo. Optional field.
Title, First name, Last name: Enter your name and title for doxy.me records. Your first and last name are required fields.
Preferred display name: Choose how your name appears on invites, at check-in, and in your waiting room. If you leave this field empty, we’ll use your title and last name. Optional field.
Professional info
National Provider Identifier (NPI) number: Enter your unique, 10-digit National Provider Identifier (NPI) number that is issued to health care providers in the United States by the Centers for Medicare and Medicaid Services. Optional field.
Primary specialty: Choose from our list of primary specialties so we can tailor the product to your needs. Optional field.
States licensed to practice: Select the state or states in which you are licensed to practice your field of care. Optional field.
Your position or title: Add your position or title. Optional field.
Security Tab
Sign in and security
Email: View or edit the email address associated with your doxy.me account. Updates made here will impact the email address you use to sign in to your account. Required field.
Password: Change the password associated with your doxy.me account. Updates made here will impact the password you use to sign in to your account. Required field.
Google account: Sign into doxy.me using your Google credentials. Optional.
Delete account
Permanent account deletion: Deleting your account will erase your account and all associated data permanently.
Subscription Tab
Plans and payment (Paid plan feature accessible by Owner role)
Payment information: Use the Get receipts and update payment information button to complete these actions
Manage subscription: Choose to upgrade, change, or cancel your subscription
BAA Tab
Business Associate Agreement: All doxy.me users get a free Business Associate Agreement (BAA).
The BAA found on our Free accounts is meant for individual providers only.
If you have more than one provider from your company using doxy.me, consider the Premium plan where a custom BAA is included.
💡 Not sure if you need a BAA? Learn more here.
Don't need a BAA? Use the toggle to collapse the Generate an agreement section. Optional field.
Generate an agreement:
Input the information listed below to include it, exactly as inputted, on the generated BAA.Name of covered entity: Enter your name or the title of your organization. Required field.
Name for e-signature: Enter your legal name. Required field.
Position or title: Enter your title or your role in the organization. Required field.
Delete an agreement
Once an agreement has been generated, you can download it to your device, view the agreement, or delete it.
To create a new BAA using different information, please delete the existing agreement.
Preferences Tab
Check-in notifications
Check-in sound: Choose to have a notification sound play when patients check into your Waiting Room. (Note that this is different than the notification that plays when you start a call.)
(Paid plan feature) Email: Opt to receive an email notification each time a patient checks into your Waiting Room.
(Paid plan feature) Text message: Choose to receive a text message notification each time a patient checks into your Waiting room.
Chat message notification
Chat message sound: Choose the chat message notification sound that will play when you receive a message from a patient
Self-preview video
Show on dashboard: Turn on or off the self-preview video that shows on your Dashboard
Localization
Preferred language: Select the language doxy.me’s website will display. The default language is English
💡 After you have finished making updates, please Save changes
Apps Tab
Each App that you’ve added from the Apps Library will appear on this tab of the Settings page. Click each App to adjust specific settings or remove the App from your doxy.me experience.
For example, if you’ve added the Record App to your doxy.me experience, you can choose to automatically start recording for every session you have. You can also choose to receive a transcript of each session by using the toggle.
Clinic Info Tab
Clinic info
Clinic name: Update the name of your clinic that is shown to patients and other clinic users
Clinic link: Change the clinic link portion to be recognizable to patients and other clinic providers right from your doxy.me link. This is part of every provider’s room link, so patients recognize your clinic and reach the correct provider. (Example: doxy.me/clinicname/roomname)
General
Call start sound: Choose the sound that patients will hear when you begin their session from the dropdown
Require patient photo at check-in: See a preview picture of the patient you’re meeting with before the session begins
Allow patient transfer: Choose if you’d like other clinic users to be able to transfer patients within the clinic without the patient having to get a new link or check-in again
Allow users to delete their accounts: If you work with other users, choose if they can permanently delete their own account. If not, the clinic’s Owner or Admin are the only roles that can delete accounts for others within the clinic
💡 After you have finished making updates, please Save changes
Rooms Tab
Depending on your plan type and role, use the Rooms tab to view and edit your Personal Room, other Personal Rooms that you’ve been added to, and Shared Rooms that belong to your clinic.
A Personal Room is your individual doxy.me room. Every user has their own Personal Room, and can share it with up to two people. It’s where you can conduct virtual visits with patients.
A Shared Room is a clinic-owned doxy.me room that more than one provider or staff member can use. Unlike a Personal Room, which belongs to one individual, a Shared Room belongs to the clinic. Any assigned user can enter a Shared Room, start visits from it, and view that room’s session history. A use can be added to up to 20 rooms.
Rooms table
Room name: The unique name of your virtual space where patients join you for their appointment
Room link: The secure, shareable link patients use to join a room and start their visit
Room more menu: Where you can edit, manage, and customize each room
Edit room: Update your room name, check-in link, and set an optional room passcode
Manage access: Add and remove users from each room
Customize room: Update the patient’s experience with an introduction, photos, details on what to expect, and more
Users Tab
Depending on your plan type and role, use the Users tab to invite, remove, and manage clinic users.
Click Invite users to add others to your clinic. Add up to 10 users at a time, with no limit on the total number of users you can add. All invited users will default to a Member role until you adjust it, if needed.
Users table
User: The name, role, and email address associated with each user
Last activity: Shows when the user was last on doxy.me or the status of their invitation to join the clinic
Click the three dots to change the user’s role, archive the user, or remove the user entirely
Change role let’s you move the user to another role type
Member: Can see patients
Admin: Can manage the clinic team and settings
Owner: Full clinic oversight and billing access
Archive a user to pause their access to a clinic without deleting the clinic or the user. (E.g., a user goes on leave, but plans to return.) Archived users do not take up a clinic seat, but data is retained so they can come back to where they started when the user is restored
Remove a user permanently deletes the user’s login credentials, meeting history, and personal room ID. Their seat becomes available for another
💡 Questions? Please contact our Support team