How to use Updox SMS and Secure Text
1. After logging in to your Updox account, click the Text Message button in the menu line of the Updox inbox.
2. A Text Message window will open, and you will be able to select the option to send SMS or a Secure Text message. *Content that contains PHI should be sent via Secure Text to ensure HIPAA compliance.
When sending a Secure Text message, you can choose the delivery method (SMS, email or both to notify the recipient they have a message. This allows the information to be accessed on a phone or computer.
3. Search for the recipient or contact by typing in the name or phone number, or simply type the recipient’s phone number for SMS. For Secure Text, recipients must have a phone number and date of birth saved in the Updox Address Book.
4. Ener the text message content. For the message content, you can choose a template or type the message for both SMS and Secure Text. For Secure Text, there is a standard greeting message that the recipient will receive. You have a secure message waiting for you from your medical provider. Please follow the link to log in.
When sending a secure text you can allow the recipient the ability to respond or not by checking or unchecking the box at the bottom of the text screen Allow Responses (Checked by default).
5. For SMS, the recipient or contact receives a standard text message. For Secure Text, your recipient receives the standard greeting message and link. For both, the phone number will be the practice number.
6. For Secure Text, the link is active for 72 hours. When the link is clicked, a browser will open and the recipient will be asked to enter their date of birth and last name. Next, they will set up a 5-digit PIN they will use to view all future messages
7. Texting in the secure environment, after the information is entered, the recipient will be able to review the Secure Text. If a reply is requested, the recipient can enter a message, add files or photos
8. When the recipient replies, a new item will appear in the practice Inbox and their response will be added to the original message thread. You can also track the receipt of text messages and easily file conversations to the EMR.
