Popular Articles

  1.  Overview: Partner Portal

    Your browser does not support HTML5 video. ...
  2. November 2023

    Create a Release of Information request from an Inbox Item You can now create a Release of Information request from items you receive in your Inbox. Select the item and click Create ROI Request  to get started with your request.  Learn more abou...
  3. How to: Save Messenger Chats and Attachments to the Inbox

    Why save Messenger chats to the Updox Inbox Updox Messenger allows your team to stay in sync from anywhere - on any device - using recognizable chat tools in a HIPAA-compliant environment. But what if something is shared in a Messenger chat tha...
  4. October 2023

    Updated Download Fax Button We have updated the download fax button on the Outbound Fax page.  You can download a PDF file of only the fax, or you can download a PDF file of the fax that also includes the confirmation page.   Removal of "Non-pati...
  5. Navigating the Dashboard

    You can manage your patient and practice EHI export requests on the dashboard.   To access the dashboard, go to Admin and select EHI Export .   The EHI Export Dashboard will start out empty, but as you add requests you will be able to see in...
  6. Form Dashboard Overview

    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...
  7. February 2024 Release Notes

    Updated /Practice Create APIs to Not Allow Whitespace Characters for the accountID field We have updated our /PracticeCreate APIs so that whitespace characters will not be allowed in the emrAccountID . For /PracticeCreate , /PracticeCreate/1.1...
  8. July 2023

    Fax Numbers Tab We have added a Fax Numbers tab for you to access your inbound fax numbers.  The Fax Numbers tab can be accessed from the Menu by selecting Fax Settings.  You can manage the inbound fax numbers here and nickname them for easier di...
  9. How To: Add a User to a Strategy in Partner Portal

    Overview This guide will walk you through creating a new user inside the Partner Portal for a strategy. Instructions Step 1: Log in to the Partner Portal for your environment.  NOTE:  The link to your environment can be found here: P...
  10. Partner Implementation Details for SMS

    All Partners   Account Creation & Management Updates   Change: New fields have been added to the account creation/update pages in Partner Portal and the Updox Public APIs ( /PracticeCreate/1.1   ,   /PracticeSave/1.1 , and  ...