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Fax Coversheets Overview Our fax product gives you the ability to customize and manage your fax coversheets. Fax Coversheets can be access by going to Menu > Admin > Fax Coversheets (for Admins only) or by going to Home > Outbound F...
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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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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. ...
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The video below will take you through an in-depth tutorial for Routing & Filing Faxes/Documents!
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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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With Updox's Forms Dashboard, you can now connect forms to a specific patient at the time of send. You can also make packets (a grouping of forms) to send to your patients. After forms have been sent, the Forms Dashboard allows you to view the progr...
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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: 01/28/2026
in FAQ & TroubleshootingBreakdown of our most frequently asked questions regarding Video Chat.
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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 ...
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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 ...