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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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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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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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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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After you have sent your forms or packets to patients, they will receive a link to access and complete them. Upon accessing the link, the patient will comes to a landing page with their assigned forms. Clicking Begin takes the patient...
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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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Enabling Fax from Queues An Admin setting has been added to Practice Settings, which will allow the enabling/disabling of Fax from Queues for the entire practice. This setting is listed as “Allow sending outbound faxes from queues” and will defau...
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A quick video overview highlighting our SMS Text Messaging feature!
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Inbox Color Themes You can choose from 2 color themes in your Inbox: Soft and Bold . To select a color theme, navigate to Menu > Profile > Settings and find the Inbox Theme section. Make your selection and click Save at the bott...
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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 ...