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How to review created forms for your practice and to access the unique URL link per form.
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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...
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A quick, video tutorial on using the Fax Back feature!
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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.
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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...
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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...
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How to Use Messenger on Your Desktop What is messenger? Messenger is a HIPAA-compliant, intra-office messaging product that combines all your team communications into one place, increasing productivity and staff collaboration. Messenger Suppor...
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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.
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All Partners Account Creation & Management Updates Change: New fields have been added to the account creation/update pages in Partner Portal and the Updox Public APIs ( /PracticeCreate/1.1 , /PracticeSave/1.1 , and ...
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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...