Popular Articles

  1. 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...
  2. 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...
  3. Partner Release Notes

  4. September 2022

    September 2022 – What's New? Expanded the Maximum Participants to 20 People per Call Summary We have received several requests asking if we could expand the max number of participants allowed. To accommodate larger meetings and ensuring we main...
  5. 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...
  6. How to: Create Reminders Script Templates

    Creating and Managing Reminders Scripts The script of a reminder is what your message will say to patients to remind them of  an upcoming appointment. Scripts allow you to personalize your messages with information you want your patients to know ab...
  7. Partner: SMS Compliance

    Overview   Due to rulings and regulations implemented by the Federal Communications Commission (FCC) through the Telephone Consumer Protection Act (TCPA), mobile carriers (e.g. Verizon) have implemented a series of policies and procedures t...
  8.  Using Secure Text & SMS

    An in-depth, video tutorial for using our Using Secure Text & SMS to its highest potential!
  9. 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...
  10. 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...