Form Dashboard

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...

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...

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...

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...

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...

In the Updox Forms Dashboard, you can add a logo that will display on your forms with they are sent to your patients.  Only users with administrative permissions can add the logo.  To begin, go to Menu and select Forms .  From Forms Dashbo...