Popular Articles

  1. How To: Change to a HIPAA-safe Practice Name for Secure Text, Broadcast, and Updox Payments

    Great News! Set up your HIPAA-safe practice name to identify your office in the Secure SMS message, Updox Payments, and Broadcast messages. Updating this field will allow you to greet your patients and identify who you are without being specifi...
  2. 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...
  3. Partner Implementation Details for SMS

    All partners |  Public API partners |  Updox webapp partners and users All partners Account creation and management updates Change: New fields have been added to the account creation/update pages in Partner Portal and the Updox Public A...
  4. FAQ & Troubleshooting

  5. How to: Contact Partner Support

    Learn how to contact Updox Partner Support, including technical support hours, partner team inquiries, and holiday schedule information.
  6. 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 ...
  7. 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 ...
  8. 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.  ...
  9. Queues: Tips and Tricks

    Queues are a great way to optimize your Updox workflows.  Queues allow you to segment messages in your inbox to designated users in your practice and/or by message type.  For example, if you wanted to have your inbound medical records requests hand...
  10. How To: Using Interpreter Services