New Articles

  1. Fax Routing Details

    Overview Once you have created a few Advanced Fax Routing rules, you may realize that it’s possible to have an incoming fax match more than one rule. For example, imagine you have the following rules: Tag any fax from (212) xxx-xxxx with the “...
  2. Adding Participants on the Fly!

    The video below will take you through a quick tutorial for adding additional participants when using the Video Chat feature! For additional information and assistance please head to our Video Chat tab. ...
  3. Where Do I Go For My Request

    Customer Success Manager   Schedule a check in call  with your Customer Success Manager ( schedule here ) Workflow process consultation Add / remove Updox products  Cancel Updox Account   Update Contact information Support Pr...
  4. Internet Explorer is No Longer Supported

    Internet Explorer -- No Longer a Supported Browser 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 provide support/assista...
  5. 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...
  6. 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 Fa...
  7. 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 ...
  8. 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....
  9. 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...
  10. 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...