Popular Articles

  1. How To: Use Broadcast Reporting

    Broadcast Reporting gives insights into how your Broadcast message performed with your patients. Follow the steps below to use reporting in your practices.
  2. How to: Upload a Patient List

    Uploading patients into your Updox Address Book can give you easy access to tools such as Reminders, Video Chat, and Text! NOTE: If you are using Updox with a connected EHR in which patient data is integrated, please do not upload a patient list ...
  3. Faxing from Queues

    Enabling Fax from Queues An Admin setting has been added to Practice Settings, which will allow the enabling/disabling of Fax from Queues for the entire practice. This setting is listed as “Allow sending outbound faxes from queues” and will defau...
  4.  SMS Text Messaging Overview

    A quick video overview highlighting our SMS Text Messaging feature!
  5. Setting Up Queues for Fax Lines

    Setting Up Queues for Fax Lines You can use fax lines that are either forwarded or ported into Updox and route them directly to a queue bypassing the general inbox. This gives only a select group of users with access to the queue the ability to s...
  6. How To: Change to a HIPAA-safe Practice Name for Secure Text, Broadcast, and Updox Payments

    Great News! Set up your HIPAA-safe practice name to identify your office in the Secure SMS message, Updox Payments, and Broadcast messages. Updating this field will allow you to greet your patients and identify who you are without being specifi...
  7. Onboarding Checklist: Forms with Text

    When getting started with Updox Forms and Text, make sure to follow this checklist to ensure your practice will be set-up for long-term success.
  8. How to: Configure Rules for Reminders

  9. Templates -- User Guide

    Templates are a great way to streamline common text and fax responses and standardize messaging for user efficiency. After logging into your Updox account, choose Menu  > Admin  > Templates . Click New  at the bottom of the panel to start a new...
  10. 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.  ...