New Articles

  1. How to: Contact Partner Support

    Technical Support Hours Business Partner Support is staffed Monday through Friday, 8:30am to 5:30pm Eastern Time.  Opening a Support Case The email to the address below will open a case and send an automated response with the case number...
  2. FAQ: Secure Text & SMS

    Texting Rules and Guidelines Text messages are a great way to reach your patients; however, there are best practices that should be followed. Promotional messages and messages related to offers for prescription medicines will be flagged by c...
  3. How To: Make a New Updox Account in Partner Portal

    Overview This article will walk you through making a new account in your Partner Portal. Instructions Step 1: Log in to the Partner Portal for your environment.  NOTE:  The link to your environment can be found here: Partner Portal ...
  4. How To: Add a User to a Strategy in Partner Portal

    Overview This guide will walk you through creating a new user inside the Partner Portal for a strategy. Instructions Step 1: Log in to the Partner Portal for your environment.  NOTE:  The link to your environment can be found here: P...
  5. Overview: Partner Portal

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  6. How To: Upload a Broadcast Patient List for Practice Fusion

    ***HEADS UP!  The following guide is ONLY for those that utilize Practice Fusion as their EMR*** NOTE:  ONLY Active patients will be included within the list. Inactive patients (in Practice Fusion) will not show up on the Updox Broadcast...
  7. Navigating the Dashboard

    Navigating the Dashboard Opening the Dashboard To access the Release of Information Dashboard, click on “Release of Information Dashboard” in the Home menu. The Release of Information Dashboard will start out empty, but as you add requests, ...
  8. Articles

  9. FAQ: Faxing

    Frequently Asked Questions for Updox Faxing Troubleshooting Incoming Faxes SOS! I cannot see my faxes ! Take a look at the filters on the top center of your screen. Do you see any purple squares? If so, make sure you have your filters are...
  10. November/December 2022

    November/December 2022 – What's New? Introducing.... Advanced Fax Routing Overview Advanced Fax Routing replaces the previous fax routing rules that could be found in the Fax Settings menu ( Menu → Admin → Fax Settings ). With Advanced Fax ro...