Popular Articles

  1. Secure Text User Guide

    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...
  2. Getting Started with Fax: What Every Admin Needs to Know

    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 ...
  3. How To: Create Forms

    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 ...
  4. How to: Upload Signature for Document Editor

    Updox gives you the ability to upload your signature and ‘rubber stamp’ documents within the document editor. The simple steps below will guide you through this quick process. Step 1: You will need to upload a file of your signature to your ...
  5. Chat FAQ - Quick Answers and Resolutions

    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...
  6.  Routing & Filing Faxes/Documents

    The video below will take you through an in-depth tutorial for Routing & Filing Faxes/Documents!
  7. Electronic Forms Quick Guide

    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...
  8. How to: Upload a Contact List

    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 ...
  9. FAQ: Video Chat

    Breakdown of our most frequently asked questions regarding Video Chat.
  10. FAQ: Secure Text & SMS

    Breakdown of our most frequently asked questions regarding Secure Text & SMS.