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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 set...
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Created On: 05/24/2022
in FAQ & Troubleshooting Frequently Asked Questions for Updox Payments Can patients store cards on file for later payments No, to keep all patient information secure, Updox Payments does not store any patient card data. Can I set up automated payment p...
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Updox Forms are a great tool to help you eliminate paper forms. Your patients can complete the forms online and return them from their phone, tablet, or computer. Forms are secure, HIPAA-compliant, and easy to use. Just follow the steps in this g...
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To create a form in Updox, start by going to Menu - Admin, and select Form Management . In the Form Manager, you can manage existing and create new forms. Click Add New Form to start a new form. Step 1: Name your form. Keep in ...
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Creating and Managing Reminders Scripts The script of a reminder is what your message will say to patients to remind them of an upcoming appointment. Scripts allow you to personalize your messages with information you want your patients to know ab...
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Configuring Reminders Settings The first step to configuring Reminders is setting up rules in Reminders Settings. Within Settings, you can: Choose how you want to deliver reminders (text messages, emails, or phone calls) and how often Select t...
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Creating a Broadcast List Broadcast Lists allows you to create and manage customized patient lists for Broadcast communication. For example, you can create a list of patients in a certain age range to remind them to get this year's flu shot. To ge...
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Creating a Broadcast Template Broadcast Templates provide preset text that can be used to speed up the process of creating common broadcast messages. From Menu > Home , click Broadcast and then select the Templates tab. If you have existing...
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Forwarding with Updox can be completed in three simple steps! Step 1: Find your Updox fax line within Updox by clicking on Menu - Admin - Fax Settings . Updox automatically assigns each practice a fax line upon registration. Step 2: Cont...
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How to: Port a Fax Line to Updox
What is Porting?
To “port” a phone number simply means to transfer the existing service from one provider to another. In this case, it would move the number to Updox. Please review the Key Points ...