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New: Forms Dashboard Updox is excited to launch our new Forms Dashboard. With Updox's Forms Dashboard, you can now: Connect forms to a specific patient at the time of send Make packets (a grouping of forms) to send to your patients with onl...
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To create a form in Updox, start by going to Menu - Admin, and select Forms . In Forms Management, you can manage existing and create new forms. Select the Forms Library tab and click Add New Form to start a new form. Next, you ca...
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With Updox's Forms Dashboard, you can now connect forms to a specific patient at the time of send. You can also make packets (a grouping of forms) to send to your patients. After forms have been sent, the Forms Dashboard allows you to view the progr...
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After you have sent your forms or packets to patients, they will receive a link to access and complete them. Upon accessing the link, the patient will comes to a landing page with their assigned forms. Clicking Begin takes the patient...
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Fax Coversheets Overview Our fax product gives you the ability to customize and manage your fax coversheets. Fax Coversheets can be access by going to Menu > Admin > Fax Coversheets (for Admins only) or by going to Home > Outbound F...
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Through the Forms Dashboard, you can send forms directly to patients. You can also track their progress on forms and send a reminder to complete their forms before their appointment. To get to the dashboard go to Menu and select Forms . Se...
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Creating a Form Packet A packet is a group of individual forms you can create to send to your patients to complete. Creating a packet is easy to do and only takes a few steps. To start go to Menu and select Forms . 1. On the Forms Managem...
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Variables Are Now Optional in Reminders Scripts Previously, when configuring scripts for Reminders, there were certain fields we required customers to include in scripts, like [firstname] or [date]. However, we have heard from some customers tha...
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