Updox Knowledge Base
Table of Contents
Table of Contents
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Home
Glossary
Introduction to Updox
Onboarding Checklist
Onboarding Checklist: Fax
Onboarding Checklist: Forms with Text
Onboarding Checklist: Video Chat
Using the Knowledge Base
Welcome to the Updox Knowledge Base!
How To: Schedule a Check-In Call with your Customer Experience Manager
How To: Update Your Payment Method
Technical Requirements
Updox Technical Guide
Internet Explorer is No Longer Supported
Explore Updox Products
Inbox
Overview
Product Navigation Bar & Updated Inbox Interface
Address Book
Best Practices
Inbox Buttons
Removing Spam Faxes from your Inbox
Inbox Notifications
Filtering your Updox Inbox
Inbox Color Themes
How To's
Tags
How To: Using Tags
Tagging: Tips and Tricks
Realtime Tagging
Videos
Routing & Filing Faxes/Documents
How to Add Patients to the Address Book
Webinars
Faxing
Overview
User Guide: Faxing
FAQ: Faxing
Faxing from Queues
How To's
Porting vs. Forwarding Your Fax Line
How to: Port Your Fax Line to Updox
How to: Forward your Fax Line to Updox
Videos
How to: Fax Back
Configure Your Fax Settings
Webinars
Faxing: Overview
Advanced Fax Routing
Advanced Fax Routing Overview
Getting Started and Managing Rules
Viewing Audit Trail
Fax Routing Details
FAQ For Faxing
FAQ: Faxing
Why are my inbound faxes unreadable?
Outbound Faxes
Outbound Faxes Overview
Cancelling a Pending Fax
Blocklist
Fax Blocklist Overview
Coversheets
Fax Coversheets
Video Chat
Overview
Video Chat User Guide
Videos
Video Chat Overview
Sending Invites: Overview and Tutorial
Waiting Room: Overview and Tutorial
Sharescreen and Gallery Mode
Adding Participants on the Fly!
Participant Workflow
Webinars
Overview: What is Video Chat?
How To
Video Chat Waiting Room: Tips and Tricks
Video Chat Layout Preference Settings
Video Chat Invite Folder Items Now Show Sender
Video Chat Participant Guide
How to Disable Emoji Reactions for Telehealth Visits
Interpreter Services
How To: Using Interpreter Services
Adding Interpreter Services to Your Account
Secure Text & SMS
Overview
Secure Text User Guide
How To's
How To: Use Secure Text with Queues
Videos
Secure Text Basics / Enhancement With Email
SMS Text Messaging Overview
Webinars
Using Secure Text & SMS
FAQ for Secure Text & SMS
FAQ: Secure Text & SMS
Broadcast
FCC Compliance
Overview
Broadcast Overview
How To's
How To: Send a Broadcast Message
How To: Create a Broadcast Template
How To: Use Broadcast Reporting
Unsubscribing from Broadcast Emails
How to: Creating Broadcast Patient Lists
Tips and Tricks: Using Broadcast with Forms
Videos
Broadcast Overview
Adding a Broadcast Template
Adding a Broadcast List
Sending a Broadcast Message
Webinars
FAQ For Broadcast
FAQ: Broadcast
Reminders
Overview
Reminders Dashboard
Reminders User Guides
Reminders Overview
How To's
How to: Configure Rules for Reminders
How to: Create Reminders Script Templates
How To: Bundling Appointment Reminders
Customizing
Scheduling Customization: Reminders by Provider Calendar
Scheduling Customization: Reminders by Appointment Type
Adding a Waiting Room Link to Your Reminders
Videos
Reminders Overview
Configuring Reminders Settings
Creating Reminders Scripts
FAQ For Reminders
FAQ: Reminders
Updox Forms
Form Dashboard
Form Dashboard Overview
Sending Forms in the Forms Dashboard
Creating and Sending Form Packets
Form Dashboard Patient Experience
Creating Forms with the Forms Dashboard
Adding a Logo to your Forms
Removing a Form Assignment
Automatically Removing Assignments from the Forms Dashboard Setting
Form Assignments: Submitting Forms Indvidually
Form Dashboard Videos
Sending Forms
Creating and Sending Form Packets
Creating New Forms
Adding a Logo to Your Forms
Forms Legacy Version
Overview
Electronic Forms Quick Guide
How To's
How To: Create Forms
How To: Access Forms
How To: Access Forms Library for Sample Forms
Managing Completed Forms
Tips and Tricks: Using Tags with Forms
Videos
Forms FAQ
FAQ: Forms
Updox Payments
Overview
Updox Payments - Patient Experience
How To's
How to: Updox Payments Dashboard
How to: Request a Payment Using Updox Payments
Videos
How To: Using Updox Payments
Webinars
Updox Payments Webinar
Updox Messenger
Overview
Updox Messenger Overview
How To's
How To: Using Messenger
How to: Save Messenger Chats and Attachments to the Inbox
Videos
Communicating on the Go with Updox Messenger
Release of Information
Overview
Release of Information Overview
Release of Information - ChartSwap Integration
Articles
Navigating the Dashboard
Creating a New Request
Understanding the Statuses
Adding Documents to a Request
Managing and Delivering Collected Documents
Viewing the Audit Log
Patient Portal
Patient Portal Restriction Request
New
Installations
How to check what version of the Updox Printer you’re running
Updox Print to Inbox
Installing Updox Print to Inbox
Installing the Updox Printer for Mac
Updox Print to Fax
How To: Installing Updox Print to Fax
How to Install and Use Print to Fax
Updox Central
How To: Installing Updox Central
How To: Installing Updox Central Printer
FAQ & Troubleshooting
FAQ: SMS Compliance
FAQ: Faxing
FAQ: Reminders
FAQ: Broadcast
FAQ: Video Chat
FAQ: Forms
FAQ: Secure Text & SMS
FAQ: Updox Payments
FAQ: Refer and Share
Updox AWS Migration Overview and FAQ
Tools & Account Administration
Overview
Getting Started with Fax: What Every Admin Needs to Know
Account Set-up
Updox Compliance Information
Creating and Managing Users
Setting Up Queues for Fax Lines
File Uploads
How to: Upload a Patient List
How to: Upload a Contact List
How to: Upload a User List
How To: Upload a Broadcast Patient List
How To's
How To: Change to a HIPAA-safe Practice Name for Secure Text, Broadcast, and Updox Payments
How To: Setting Up IP Safelisting
How To: Setting Up Multi-factor Authentication (MFA)
How to: Setting Up Queues
How to: Upload Signature for Document Editor
Queues: Tips and Tricks
EHI Export
EHI Export: Overview
Creating a New Request
Navigating the Dashboard
Certification and Accreditation
Real World Testing
2025 Real World Testing Plan
2024 Real World Testing Results
2024 Real World Testing Plan
2023 Real World Testing Results
2023 Real World Testing Plan
2022 Real World Testing Plan Results
2022 Real World Testing Plan
EHI Export Version
Updox EHI Export Version 1 November 2023
Updox EHI Export Version 1.1 June 2024
Certificate Practice Statement
Updox Direct Certificate & Registration Practice Statement
HPS Practice Statement
Updox HISP Practices Statement
Updox Privacy and Security Accreditation Announcement
Updox Privacy and Security Accreditation Announcement
DirectTrust Assessment with Accreditation Summary Report for Third Parties
DirectTrust Assessment with Accreditation Summary Report for Third Parties
Multi-factor Authentication Attestation
Multi-factor Authentication Attestation
Partner Resources
Porting Information
How to: Port your Fax Line to Updox
Porting LOA Canadian Numbers
Installations
Partner Portal
Overview
Overview: Partner Portal
How To
How To: Add a User to a Strategy in Partner Portal
How To: Make a New Updox Account in Partner Portal
Partner Portal Acceptable Use Policy
Updox Partner Portal Acceptable Use Policy
Public API
Public API Link
API Usage
Webhooks
Overview: Webhooks
Account Management: Webhooks
Direct Messaging: Webhooks
Document Management: Webhooks
Faxing: Webhooks
Patient Management: Webhooks
Patient Portal: Webhooks
Secure Conversation Management: Webhooks
Reminders: Webhooks
Video Chat: Webhooks
Form: Webhooks
API Acceptable Use Policy
Updox's API Acceptable Use Policy
/FaxOemPop
VideoCallActions - SendInvite
VideoCallActions - Retrieval APIs
Partner Release Notes & Newsletters
Partner Release Notes
December 2025 Release Notes
New
April 2024 Release Notes
March 2024 Release Notes
February 2024 Release Notes
January 2024 Release Notes
November 2023
October 2023
September 2023
July 2023
June 2023
April 2023
March 2023
February 2023
January 2023
December 2022
October/November 2022
September 2022
August 2022
July 2022
May 2022
April 2022
March 2022
February 2022
January 2022
Partner Newsletters
Partner Newsletter: Q3 2025
Partner Newsletter: Q2 2025
Partner Newsletter: Q1 2025
Partner Newsletter: Q4 2024
Partner Newsletter: Q3 2024
Partner Newsletter: Q2 2024
Partner Newsletter: Q1 2024
Partner Newsletter: Q4 2023
Partner Newsletter: September 2023
Partner Newsletter: January 2023
Partner Newsletter: August 2023
Partner Newsletter: July 2023
Partner Newsletter: June 2023
Partner Newsletter: May 2023
Partner Newsletter: April 2023
Partner Newsletter: March 2023
Partner Newsletter: February 2023
Contact Partner Support
How to: Contact Partner Support
FCC & SMS Compliance
Partner: SMS Compliance
Partner: SMS Phone Numbers
Partner Implementation Details for SMS
Partner Status Page
Partner Status Page Information
Product Guides
Patient Engagement
Practice Productivity
Telehealth
Video Resources
Faxing
Reminders
Secure Texting
Video Chat
Release Notes & Newsletters
Release Notes
December 2025
New
May 2025
April 2025
March 2025
February 2025
January 2025
December 2024
September 2024
August 2024
April 2024
March 2024
February 2024
January 2024
December 2023
November 2023
October 2023
September 2023
August 2023
July 2023
June 2023
May 2023
April 2023
March 2023
February 2023
January 2023
November/December 2022
October 2022
September 2022
August 2022
July 2022
June 2022
May 2022
April 2022
March 2022
February 2022
January 2022
Monthly Newsletters
2025
Newsletter: November 2025
Newsletter: October 2025
Newsletter: September 2025
Newsletter: August 2025
Newsletter: July 2025
Newsletter: June 2025
Newsletter: May 2025
Newsletter: April 2025
Newsletter: March 2025
Newsletter: February 2025
Newsletter: January 2025
2024
Newsletter: December 2024
Newsletter: November 2024
Newsletter: September 2024
Newsletter: August 2024
Newsletter: July 2024
Newsletter: June 2024
Newsletter: May 2024
Newsletter: April 2024
Newsletter: March 2024
Newsletter: February 2024
Newsletter: January 2024
2023
Newsletter: December 2023
Newsletter: November 2023
Newsletter: October 2023
Newsletter: September 2023
Newsletter: August 2023
Newsletter: July 2023
Newsletter: June 2023
Newsletter: May 2023
Newsletter: April 2023
Newsletter: March 2023
Newsletter: February 2023
Newsletter: January 2023
2022
Newsletter: December 2022
Newsletter: November 2022
Newsletter: October 2022
Newsletter: September 2022
Support
Support PIN
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Contacting Support
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Chat FAQ - Quick Answers and Resolutions
Support Form FAQ - Submitting A Request
Customer Success Managers
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Updox Status Page
Where Do I Go For My Request
Home
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Patient Portal
Articles
Patient Portal Restriction Request
New
Patients can use the secure messaging features in the Updox Patient Portal to send a message to their provider to request access restrictions.