Popular Articles

  1. Unsubscribing from Broadcast Emails

    Summary As an Updox Practice/Pharmacy, sending out bulk Broadcast Email Messages via the Broadcast product, your recipients now have the ability to request that they no longer receive future communications. ( Similar to the current functionality ...
  2. How To: Make a New Updox Account in Partner Portal

    Overview This article will walk you through making a new account in your Partner Portal. Instructions Step 1: Log in to the Partner Portal for your environment.  NOTE:  The link to your environment can be found here: Partner Portal ...
  3. FAQ: Broadcast

    Breakdown of our most frequently asked questions regarding Broadcast.
  4. Where Do I Go For My Request

    Customer Success Manager   Schedule a check in call  with your Customer Success Manager ( schedule here ) Workflow process consultation Add / remove Updox products  Cancel Updox Account   Update Contact information Support Pr...
  5. How To: Schedule a Check-In Call with your Customer Experience Manager

    You can schedule a check-in call to meet with your Customer Experience Manager by clicking here ! Our Team is ready to help you spend less time managing the office and more time caring for your patients. Updox is a HIPAA-compliant digital s...
  6. Porting LOA Canadian Numbers

    Porting LOA Canadian Numbers
  7. FAQ: Secure Text & SMS

    Texting Rules and Guidelines Text messages are a great way to reach your patients; however, there are best practices that should be followed. Promotional messages and messages related to offers for prescription medicines will be flagged by c...
  8. Viewing Audit Trail

    The Advanced Fax Routing dashboard includes an area to view changes made to Advanced Fax Routing rules.  Here, you can view: Who made the change When the change was made What changes were made, indicated by an → To view the audit trail, click...
  9. FAQ: Broadcast

    Frequently Asked Questions for Updox Broadcast Messaging The Updox Broadcast application is a great way to communicate with your patients.  You can send broadcast messages to all of your patients or only to a segmented group you have created.   T...
  10. EHI Export: Overview

    EHI Export Overview   The EHI Export product provides self-service access to export data from Updox at a practice or patient level in accordance with the 21 st  Century Cures Act.    Users who have Admin access in Updox will be able to ...