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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...
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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...
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An in-depth, video tutorial for using our Using Secure Text & SMS to its highest potential!
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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...
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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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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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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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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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Last Updated: 11/11/2022
in FAQ & TroubleshootingBreakdown of our most frequently asked questions regarding Video Chat.
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The video below will take you through an in-depth tutorial for Routing & Filing Faxes/Documents!