Popular Articles

  1. Support PIN

    The Support PIN is a four-digit number that the Updox Support team uses to verify the user's account.
  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. How To: Access Forms

    How to review created forms for your practice and to access the unique URL link per form.
  4. Form Dashboard Patient Experience

    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...
  5. 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...
  6. Inbox Color Themes

    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...
  7. 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...
  8. 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.
  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. Get Started with Updox Patient Portal

    Get started using Updox Patient Portal and learn how to log in for the first time.