How To's

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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 IP Safelisting
IP Safelisting allows Account Holders to configure a safelist of allowed IP addresses that your users can access Updox from.  Setting Up IP Safelisting 1. Sign in to your Updox account. Under Menu , select Admin and click Practice Security...
How To: Setting Up Multi-factor Authentication (MFA)
Multi-Factor Authentication (MFA) adds an additional layer of security to your account beyond just a username and password for login.  For Updox accounts with MFA enabled, this guide will provide the how-to steps for individual user MFA setup as w...
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 to m...
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 signature to your ...
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 requests hand...