Onboarding Checklist

Articles

Onboarding Checklist: Fax
Checklist of tasks related to Faxing to review as a new user.
Onboarding Checklist: Forms with Text
When getting started with Updox Forms and Text, make sure to follow this checklist to ensure your practice will be set-up for long-term success.
Onboarding Checklist: Video Chat
Onboarding Checklist: Video Chat When getting started with Updox Telehealth, make sure to follow this checklist to ensure your practice will be set-up for long-term success: 1. Add users to your Updox account with this guide .   2. Review th...