Articles
How to: Upload Signature for Document Editor
Updox gives you the ability to upload your signature and ‘rubber stamp’ documents within the document editor. The simple steps below will guide you through this quick process. Step 1: You will need to upload a file of your signat...
How To: Change to a HIPAA-safe Practice Name for Secure Text, Broadcast, and Updox Payments
Great News! Set up your HIPAA-safe practice name to identify your office in the Secure SMS message, Updox Payments, and Broadcast messages. Updating this field will allow you to greet your patients and identify who you are without being specific ...
How to: Setting Up Queues
Below you will find a quick guide for Setting Up Queues for your account. Step 1: In the upper left hand corner of Updox, click Menu - Admin - Queues . Step 2: Click on New , then enter in the name of your queue. 2a . Be sure...
Queues: Tips and Tricks
Queues are a great way to optimize your Updox workflows. Queues allow you to segment messages in your inbox to designated users in your practice and/or by message type. For example, if you wanted to have your inbound medical records req...