Popular Articles

  1. We are here to help!

    Contact Customer Support Customer support is staffed Monday through Friday, 8am to 6pm Eastern Time. We are available to LIVE CHAT for immediate assistance during business hours. Click the “Need Help?” button in the lower right corner ...
  2. FAQ: Faxing

    Breakdown of our most frequently asked questions regarding Faxing.
  3.  How to Install and Use Print to Fax

    An in-depth, video tutorial for installing and using Updox Print to Fax to its highest potential!
  4. Partner Release Notes

  5.  Faxing: Overview

    The video below will take you through an in-depth tutorial for using our Faxing feature to its highest potential!
  6. 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...
  7. 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...
  8. How To: Send a Broadcast Message

    The Updox Broadcast tool will allow you to send one-way messages to all or a select group of patients at once, using the following steps
  9. Porting vs. Forwarding Your Fax Line

    Learn the differences between forwarding your fax line and porting. Forwarding your fax line to Updox Forwarding your fax line allows you to keep your existing fax line with your current carrier/provider.  Reasons for forwarding: Routing exi...
  10. How to: Port your Fax Line to Updox

    How to: Port a fax line to Updox What is Porting? To “port” a phone number simply means to transfer the existing service from one provider to another. In this case it would move the number to Updox. Please review the Key Points ...