Popular Articles

  1. Partner Release Notes

  2. Video Chat Participant Guide

    Your medical provider uses Updox Video Chat to communicate with patients. Video Chat is a safe and easy way to talk to your provider, often saving you a trip to the office. Follow these step-by-step instructions to use Video Chat.   Join from ...
  3. How To: Using Tags

    Adding, Managing, and Applying Tags To manage your tags, click on Menu → Admin → Tags . The Tags menu displays your active and inactive tags and provides the ability to add a new tag, edit a tag's color or name, activate or inactivate a ...
  4. Video Chat User Guide

    Check out our guide on getting started using Video Chat.   How to Use Updox Video Chat 1. Log in to your Updox account.   2. The Video Chat button is located in the menu line of the Updox Inbox. Click the button to initiate a video chat.  ...
  5. How to: Configure Rules for Reminders

    Configuring Reminders Settings The first step to configuring Reminders is setting up rules in Reminders Settings. Within Settings, you can:   Choose how you want to deliver reminders (text messages, emails, or phone calls) and how often Select t...
  6. Realtime Tagging

    Realtime Tagging is a helpful feature that shows tag changes on folder items in real-time without needing to refresh the page. Realtime Tagging is especially helpful when you have multiple users working in your inbox. It simplifies workflows and imp...
  7. Installing the Updox Printer for Mac

    What is an Updox Printer? To enable outbound faxing from Updox, you will need to install an Updox printer that will allow you to move documents to the Updox Inbox. We call this printing to the Updox Inbox.  Follow these step-by-step instructio...
  8. User Guide: Faxing

    How to Use Updox Electronic Fax A quick guide to get your practice using Electronic Fax today. Log in to Updox 1. Enter your username and password to log in to your Updox account.  Inbound Faxes 2. An inbound fax will appear in your Inbox as...
  9. How to: Contact Partner Support

    Technical Support Hours Business Partner Support is staffed Monday through Friday, 8:30am to 5:30pm Eastern Time.  Opening a Support Case The email to the address below will open a case and send an automated response with the case numb...
  10. How To: Installing Updox Central Printer

    **To use this printer you must also have Updox Central installed** Note: Updox printers are currently incompatible with ARM-based processors on Windows devices. Our printers will not install on these devices. Step 1:  Navigate to the Control...