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The Role of an Updox Admin User As the Admin user responsible for the setup and configuration of Updox, you will be responsible for various tasks. This overview is intended to prepare you for those tasks and what you should consider as you begin ...
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To create a form in Updox, start by going to Menu - Admin, and select Form Management . In the Form Manager, you can manage existing and create new forms. Click Add New Form to start a new form. Step 1: Name your form. Keep in ...
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Uploading contacts into your Updox account can give you easy access to contacts in your existing Address Book! Step 1: Access the File Upload area in Updox by clicking on Menu, then Tools, then File Upload (.csv) Step 2: In the first ...
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The video below will take you through an in-depth tutorial for Routing & Filing Faxes/Documents!
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How to use Updox SMS and Secure Text A quick guide to get your practice using SMS and Secure Text today 1. After logging in to your Updox account, click the Text Message button in the menu line of the Updox inbox. 2. A Text Message...
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Last Updated: 09/22/2022
in Contact Us Contacting Support Live Chat FAQs With Chat, will Updox agents be able to solve my issues more quickly? With Chat, agents will be able to respond to your inquiry much quicker and either work to resolve the issue with you via Chat or escalate as needed. Our go...
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Below you will find a quick guide for Setting Up Queues for your account. Step 1: In the upper left hand corner of Updox, click Menu - Admin - Queues . Step 2: Click on New , then enter in the name of your queue. 2a . Be sure to m...
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Updox Forms are a great tool to help you eliminate paper forms. Your patients can complete the forms online and return them from their phone, tablet, or computer. Forms are secure, HIPAA-compliant, and easy to use. Just follow the steps in this g...
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Last Updated: 11/11/2022
in FAQ & TroubleshootingBreakdown of our most frequently asked questions regarding Video Chat.
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Last Updated: 08/22/2024
in FAQ & TroubleshootingBreakdown of our most frequently asked questions regarding Secure Text & SMS.