Popular Articles

  1. Creating and Managing Users

    User Guide on Creating and Managing Users
  2. FAQ: Faxing

    Breakdown of our most frequently asked questions regarding Faxing.
  3. 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...
  4. 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...
  5. 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 ...
  6.  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!
  7. 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...
  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.  Faxing: Overview

    The video below will take you through an in-depth tutorial for using our Faxing feature to its highest potential!
  10. 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...