New Articles

  1. Viewing Audit Trail

    The Advanced Fax Routing dashboard includes an area to view changes made to Advanced Fax Routing rules.  Here, you can view: Who made the change When the change was made What changes were made, indicated by an → To view the audit trail, click...
  2. Getting Started and Managing Rules

    Getting Started Overview Advanced Fax Routing is included with your Updox subscription at no extra charge, and is turned on automatically for new customers. Existing customers can upgrade at a time of their choosing. To upgrade to Advanced Fax ...
  3. Advanced Fax Routing Overview

    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 routing, you can now create rules that match on the from number of the incoming ...
  4. Managing and Delivering Collected Documents

    Managing your Collected Documents Once you have one or more Collected Documents attached to a request, you may find that you want to modify the list of documents. The documents can be renamed, reordered, or deleted prior to compiling the request....
  5. Adding Documents to a Request

    Add Documents to a Release of Information Request There are 2 ways to add documents to a Release of Information request: Uploading PDF files from your computer Printing from your EHR Uploading PDF Files If you have files on your computer...
  6. Release of Information Overview

    Release of Information The goal of our Release of Information product is to help you efficiently manage and fulfill the stream of medical record requests flowing into your office. Many of you are already using Updox to gather and return documenta...
  7. August 2022

    August 2022 – What's New? Internet Explorer -- No Longer Supported Summary As of June 15, 2022 , Microsoft announced the discontinuation of their web browser, Internet Explorer (IE). In doing so, this means that Microsoft will no longer provid...
  8. July 2022

    July 2022 – What's New? Broadcast Enhancement Added the Ability for Patient(s) to Opt-Out of Email Broadcasts As an Updox Practice/Pharmacy, sending out bulk Broadcast Email Messages via the Broadcast product, your recipients now have the abili...
  9. Support Form FAQ - Submitting A Request

    Our support form  is best to use after hours. If your issues is of an immediate concern please use our support chat.  What information should I include on the form? The more information the better! With detailed information in the form we ca...
  10. Schedule Time With Us!

    Please schedule a time to talk with our Team!  Building great relationships with our customers remains paramount, and we would love to hear more about your current workflows and how we can help simplify your business even further. Thank you for ...