Popular Articles

  1.  Routing & Filing Faxes/Documents

    The video below will take you through an in-depth tutorial for Routing & Filing Faxes/Documents!
  2. FAQ: Video Chat

    Breakdown of our most frequently asked questions regarding Video Chat.
  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. Reminders User Guides

    A quick guide to get your practice using Reminders today!
  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. 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...
  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.