Broadcast Overview


Updox's Broadcast solution allows practices to communicate directly with their patients. Practices can send their whole patient population Broadcast messages or they can segment groups based on appointment dates, diagnoses, demographics, and other parameters.

The solution is a wonderful tool for keeping segments of patients on track for specific points of care or notifying them of new services offered by your practice. Below is a basic overview for using the Broadcast tool.

Basic Step-by-Step Process for Sending a Broadcast 

Step 1: 

In your Updox account, open the Menu (located in the top-left corner) and click on "Broadcast."

Step 2:

Select the method with which you would like to send your Broadcast message (via Email, Portal, Phone Call, or SMS/Text).

Step 3:

Determine the parameters for the Broadcast you would like to send (i.e. Patient List, filter by appointment, filter by appointment date, etc.).

Step 4:

Select a message template or write your own message. 

Step 5:

Once you are happy with your message, click the "Send" button.

Step 6:

After clicking "Send", you will be presented with a confirmation screen prior to your Broadcast message being sent. Be sure to read the confirmation.

Once read, select "Continue" if you still wish to send your Broadcast message.