Popular Articles

  1. 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 ...
  2. 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...
  3. 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 ...
  4. FAQ: Secure Text & SMS

    Breakdown of our most frequently asked questions regarding Secure Text & SMS.
  5. Cancelling a Pending Fax

    How to Cancel a Pending Fax An Updox user can cancel a pending fax in the Outbound Faxes page.  To cancel a pending fax, expand the fax details and click on “Cancel”. This button is only available if the fax is still in Pending status.  ...
  6. How to: Setting Up Queues

    Below you will find a quick guide for Setting Up Queues for your account. Step 1: In the upper left hand corner of Updox, click Menu - Admin - Queues . Step 2: Click on New , then enter in the name of your queue.  2a . Be sure to m...
  7. Reminders Dashboard

    When using Updox Reminders with a connected EHR, you are probably reviewing appointment confirmation and cancellations in your existing calendar.   However if you aren’t currently utilizing the Reminders Dashboard, you are missing out on some key b...
  8. Reminders User Guides

    A quick guide to get your practice using Reminders today!
  9. How to: Forward your Fax Line to Updox

    Forwarding with Updox can be completed in three simple steps! Step 1: Find your Updox fax line within Updox by clicking on  Menu - Admin - Fax Settings . Updox automatically assigns each practice a fax line upon registration. Step 2: Cont...
  10. How To: Access Forms

    How to review created forms for your practice and to access the unique URL link per form.