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1. Access Patient Payments 2. Navigate to the Updox Payments Dashboard by clicking “Dashboard” on the navigation bar at the top of the screen 3. The Updox Payments Dashboard is an overview of all payment requests (and their statuses) pa...
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An in-depth, video tutorial on Sharescreen and Gallery Mode in Video Chat!
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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 ...
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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 ...
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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 ...
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Fax Coversheets Overview Our fax product gives you the ability to customize and manage your fax coversheets. Fax Coversheets can be access by going to Menu > Admin > Fax Coversheets (for Admins only) or by going to Home > Outbound F...
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Last Updated: 01/27/2025
in FAQ & TroubleshootingBreakdown of our most frequently asked questions regarding Broadcast.
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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...
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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...
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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...