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Creating a Form Packet A packet is a group of individual forms you can create to send to your patients to complete. Creating a packet is easy to do and only takes a few steps. To start go to Menu and select Forms . 1. On the Forms Managem...
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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 ...
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The Role of an Updox Admin User As the Admin user responsible for the setup and configuration of Updox, you will be responsible for various tasks. This overview is intended to prepare you for those tasks and what you should consider as you begin ...
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A quick, video tutorial on using the Fax Back feature!
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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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A quick guide to get your practice using Reminders today!
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Through the Forms Dashboard, you can send forms directly to patients. You can also track their progress on forms and send a reminder to complete their forms before their appointment. To get to the dashboard go to Menu and select Forms . Se...
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Last Updated: 07/16/2026
in Release Notes & Newsletters
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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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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...