New Articles

  1. Form Dashboard Patient Experience

    After you have sent your forms or packets to patients, they will receive a link to access and complete them.  Upon accessing the link, the patient will comes to a landing page with their assigned forms. Clicking Begin takes the patient...
  2. Sending Forms in the Forms Dashboard

    Through the Forms Dashboard, you can send forms directly to patients. You can also track their progress on forms and send a reminder to complete their forms before their appointment.  To get to the dashboard go to Menu and select Forms .  Se...
  3. Creating and Sending Form Packets

    Creating a Form Packet A packet is a group of individual forms you can create to send to your patients to complete. Creating a packet is easy to do and only takes a few steps.  To start go to Menu and select Forms .  1. On the Forms Managem...
  4. September 2024

    Variables Are Now Optional in Reminders Scripts Previously, when configuring scripts for Reminders, there were certain fields we required customers to include in scripts, like [firstname] or [date]. However, we have heard from some customers tha...
  5. Newsletter: September 2024

  6. Newsletter: August 2024

  7. Newsletter: July 2024

  8. Updox's API Acceptable Use Policy

  9. August 2024

    Fax Blocklist Upgrade We upgraded our Fax Blocklist. Now you can see who blocked a fax, when, and the reason why! Read more about it here -  https://help.updox.com/help/fax-blocklist-overview . ...
  10. April 2024

    Cancel Faxes Have you ever sent a fax to a wrong number? Now you have a chance to cancel it! We added the ability to cancel a pending fax in the Outbound Faxes page.  For more details on how to cancel a pending fax, see our article here -  ...