New Articles

  1. Newsletter: February 2024

  2. How To: Upload a Broadcast Patient List

    Uploading a patient Broadcast list is an easy way for you to create a group of patients to use in your Broadcast communications.  1. Access the File Upload area in Updox by clicking on Menu , then  Tools , then  F ile Upload (.csv) . 2. In th...
  3. Realtime Tagging

    Realtime Tagging is a helpful feature that shows tag changes on folder items in real-time without needing to refresh the page. Realtime Tagging is especially helpful when you have multiple users working in your inbox. It simplifies workflows and imp...
  4. Release of Information - ChartSwap Integration

    Release of Information This article specifically covers our Release of Information app and how we integrate with ChartSwap. If you don't know what our Release of Information app is, you can learn more in our Release of Information Overview ...
  5. January 2024 Release Notes

    New Telehealth URL We have added the ability to add the link for a Public Waiting Room to reminders to simplify your Video Chat text and email reminder workflow.  Once the link is set up, select it from the new Public Wating Room dropdown.  Ne...
  6. Partner Implementation Details for SMS

    All Partners   Account Creation & Management Updates   Change: New fields have been added to the account creation/update pages in Partner Portal and the Updox Public APIs ( /PracticeCreate/1.1   ,   /PracticeSave/1.1 , and  ...
  7. 2023 Real World Testing Results

  8. How to Disable Emoji Reactions for Telehealth Visits

    Apple released a new feature called Reactions . for iOS 17 and MacOS Sonoma .  Reactions create different emojis that appear on your screen based on different gestures.  Reactions are enabled by default, but you can disable them so that they do no...
  9. Cancelling a Pending Fax

    How to Cancel a Pending Fax An Updox user can cancel a pending fax in the Outbound Faxes page.  To cancel a pending fax, expand the fax details and click on “Cancel”. This button is only available if the fax is still in Pending status.  ...
  10. Tips and Tricks: Using Tags with Forms

    Tags allow you to filter and organize the items in your Inbox.  You can customize tags to fit the needs and workflows of your practice.  Once created, tags can be applied to the items in your Inbox.  Did you know that you can add a tag to a form...