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When using Updox Reminders with a connected EHR, you are probably reviewing appointment confirmation and cancellations in your existing calendar. However if you aren’t currently utilizing the Reminders Dashboard, you are missing out on some key b...
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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 specifi...
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Uploading users into your Updox account can give you easy access to help manage your user access! NOTE: If you are using Updox with a connected EHR in which user data is integrated, please do not upload a user list unless directly working wi...
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Uploading contacts into your Updox account can give you easy access to contacts in your existing Address Book! Step 1: Access the File Upload area in Updox by clicking on Menu, then Tools, then File Upload (.csv) Step 2: In the first ...
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Uploading patients into your Updox Address Book can give you easy access to tools such as Reminders, Video Chat, and Text! NOTE: If you are using Updox with a connected EHR in which patient data is integrated, please do not upload a patient list ...
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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 ...
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The Role of an Updox Admin User As the Admin user responsible for the setup and configuration of Updox, you will be responsible for various tasks. This overview is intended to prepare you for those tasks and what you should consider as you begin ...
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Setting Up Queues for Fax Lines You can use fax lines that are either forwarded or ported into Updox and route them directly to a queue bypassing the general inbox. This gives only a select group of users with access to the queue the ability to s...
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User Guide on Creating and Managing Users
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Adding, Managing, and Applying Tags To manage your tags, click on Menu → Admin → Tags . The Tags menu displays your active and inactive tags and provides the ability to add a new tag, edit a tag's color or name, activate or inactivate a ...