Popular Articles

  1. 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...
  2. Partner Release Notes

  3. 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...
  4. 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.
  5.  How to: Fax Back

    A quick, video tutorial on using the Fax Back 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. 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...
  8.  SMS Text Messaging Overview

    A quick video overview highlighting our SMS Text Messaging feature!
  9. Inbox Notifications

    Our new layout at the top of the Updox Inbox makes it easier to review system statuses without filling your Inbox with pop-ups on the right. What are Notifications? Notifications are system-generated messages that appear in Updox to indicate th...
  10. How To: Using Messenger

    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...