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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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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...
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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...
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A quick, video tutorial on using the Fax Back feature!
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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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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...
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A quick video overview highlighting our SMS Text Messaging feature!
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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...
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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 ...