Popular Articles

  1. Reminders Dashboard

    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...
  2. 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...
  3. 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.
  4. 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...
  5.  How to: Fax Back

    A quick, video tutorial on using the Fax Back feature!
  6. How to: Contact Partner Support

    Technical Support Hours Business Partner Support is staffed Monday through Friday, 8:30am to 5:30pm Eastern Time.  Opening a Support Case The email to the address below will open a case and send an automated response with the case numb...
  7. 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.
  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: 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...
  10.  SMS Text Messaging Overview

    A quick video overview highlighting our SMS Text Messaging feature!