Popular Articles

  1. How To: Create a Broadcast Template

    Creating a Broadcast Template Broadcast Templates provide preset text that can be used to speed up the process of creating common broadcast messages.  From Menu > Home , click Broadcast and then select the Templates tab. If you have existing...
  2. Text Templates with Forms

    Text Templates with Forms Using templates with text saves time for office staff when communicating with patients and meets patients where they are, on their mobile devices. In anticipation of our updated forms product, here is a list of templa...
  3. FAQ: Faxing

    Frequently Asked Questions for Updox Faxing Troubleshooting Incoming Faxes SOS! I cannot see my faxes ! Take a look at the filters on the top center of your screen. Do you see any purple squares? If so, make sure you have your filters are...
  4.  How to Add Patients to the Address Book

    Video tutorial on Adding Patients to your Address Book!
  5.  Configure Your Fax Settings

    An in-depth, video tutorial for Configuring Your Fax Settings in Updox!
  6. Updox Payments - Patient Experience

    1. Your patient will receive a text message alerting them to the payment request, with a link to the payment interface. 2. Clicking the link will take the patient to an identity confirmation screen, which will require the patient to enter fi...
  7.  Broadcast Overview

    A quick, video overview of our Broadcast feature!
  8. 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...
  9.  Waiting Room: Overview and Tutorial

    An in-depth, video tutorial on the Waiting Room in Video Chat!
  10. Reminders Overview

    The video below will take you through a quick tutorial for using Reminders! For additional information and assistance please head to our Reminders tab. ...