Popular Articles

  1.  How to: Fax Back

    A quick, video tutorial on using the Fax Back feature!
  2. Inbox Buttons

    The “Inbox Buttons” feature grants users the ability to choose which action buttons are present next to an item and the order in which they are listed. This enhancement allows for optimization specific to each account’s workflow.
  3. Partner: SMS Compliance

    Overview   Due to rulings and regulations implemented by the Federal Communications Commission (FCC) through the Telephone Consumer Protection Act (TCPA), mobile carriers (e.g. Verizon) have implemented a series of policies and procedures t...
  4. Realtime Tagging

    Realtime Tagging is a helpful feature that shows tag changes on folder items in real-time without needing to refresh the page. Realtime Tagging is especially helpful when you have multiple users working in your inbox. It simplifies workflows and imp...
  5.  SMS Text Messaging Overview

    A quick video overview highlighting our SMS Text Messaging feature!
  6. 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.
  7. Partner Release Notes

  8. 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 n...
  9. 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 ...
  10. 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...