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Updox Knowledge Base

  • Home
  • Glossary
  • Introduction to Updox
    • Onboarding Checklist
      • Onboarding Checklist: Fax
      • Onboarding Checklist: Forms with Text
      • Onboarding Checklist: Video Chat
    • Using the Knowledge Base
      • Welcome to the Updox Knowledge Base!
      • How To: Schedule a Check-In Call with your Customer Experience Manager
      • How To: Update Your Payment Method
    • Technical Requirements
      • Updox Technical Guide
      • Internet Explorer is No Longer Supported
  • Explore Updox Products
    • Inbox
      • Overview
        • Address Book
          • Best Practices
            • Inbox Buttons
            • Removing Spam Faxes from your Inbox
            • Inbox Notifications
            • Filtering your Updox Inbox
          • How To's
            • Tags
              • How To: Using Tags
            • Videos
              •  Routing & Filing Faxes/Documents
              •  How to Add Patients to the Address Book
            • Webinars
            • Faxing
              • Overview
                • User Guide: Faxing
                • FAQ: Faxing
                • Faxing from Queues
              • How To's
                • Porting vs. Forwarding Your Fax Line
                • How to: Port your Fax Line to Updox
                • How to: Forward your Fax Line to Updox
              • Videos
                •  How to: Fax Back
                •  Configure Your Fax Settings
                •  Creating Fax Coversheets
              • Webinars
                •  Faxing: Overview
              • Advanced Fax Routing
                • Advanced Fax Routing Overview
                • Getting Started and Managing Rules
                • Viewing Audit Trail
                • Fax Routing Details
              • FAQ For Faxing
                • FAQ: Faxing
            • Video Chat
              • Overview
                • Video Chat User Guide
              • Videos
                •  Video Chat Overview
                •  Sending Invites: Overview and Tutorial
                •  Waiting Room: Overview and Tutorial
                •  Sharescreen and Gallery Mode
                •  Adding Participants on the Fly!
                •  Participant Workflow
              • Webinars
                •  Overview: What is Video Chat?
            • Secure Text & SMS
              • Overview
                • Secure Text User Guide
                • Secure Text / Text Overview
              • How To's
                • How To: Use Secure Text with Queues
              • Videos
                •  Secure Text Basics / Enhancement With Email
                •  SMS Text Messaging Overview
              • Webinars
                •  Using Secure Text & SMS
              • FAQ for Secure Text & SMS
                • FAQ: Secure Text & SMS
            • Broadcast
              • SMS ComplianceNew
              • Broadcast ChangesNew
              • Overview
                • Broadcast Overview
              • How To's
                • How To: Send a Broadcast Message
                • How To: Create a Broadcast Template
                • How To: Use Broadcast Reporting
                • Unsubscribing from Broadcast Emails
                • How to: Creating Broadcast Patient Lists
              • Videos
                •  Broadcast Overview
              • Webinars
                • FAQ For Broadcast
                  • FAQ: Broadcast
              • Reminders
                • Overview
                  • Reminders Dashboard
                  • Reminders User Guides
                • How To's
                  • How to: Configure Rules for Reminders
                  • How to: Create Reminders Script Templates
                • Customizing
                  • Scheduling Customization: Reminders by Provider Calendar
                  • Scheduling Customization: Reminders by Appointment Type
                • Videos
                  • Reminders Overview
                • FAQ For Reminders
                  • FAQ: Reminders
              • Updox Forms
                • Overview
                  • Electronic Forms - A Quick Guide
                  • Templates User Guide
                  • Text Templates with Forms
                • How To's
                  • How To: Create Forms
                  • How To: Access Forms
                  • How To: Access Forms Library for Sample Forms
                  • Managing Completed Forms
                • Videos
                  •  How To Use Forms
              • Updox Payments
                • Overview
                  • Updox Payments - Patient Experience
                • How To's
                  • How to: Updox Payments Dashboard
                  • How to: Request a Payment Using Updox Payments
                • Videos
                  •  How To: Using Updox Payments
                • Webinars
                  • Updox Payments Webinar
              • Updox Messenger
                • Overview
                  • Updox Messenger Overview
                • How To's
                  • How To: Using Messenger
                  • How to: Save Messenger Chats and Attachments to the Inbox
                • Videos
                  •  Communicating on the Go with Updox Messenger
            • Installations
              • How to check what version of the Updox Printer you’re running
              • Updox Print to Inbox
                •  Installing Updox Print to Inbox
                • Installing the Updox Printer for Mac
              • Updox Print to Fax
                • How To: Installing Updox Print to Fax
                •  How to Install and Use Print to Fax
              • Updox Central
                • How To: Installing Updox Central
                • How To: Installing Updox Central Printer
            • FAQ & Troubleshooting
              • FAQ: Faxing
              • FAQ: Reminders
              • FAQ: Broadcast
              • FAQ: Video Chat
              • FAQ: Forms
              • FAQ: Secure Text & SMS
              • FAQ: Updox Payments
              • FAQ: Refer and Share
            • Tools & Account Administration
              • Overview
                • Getting Started with Fax: What Every Admin Needs to Know
              • Account Set-up
                • Updox Compliance Information
                • Creating and Managing Users
                • Setting Up Queues for Fax Lines
              • How To's
                • How to: Upload Signature for Document Editor
                • How To: Change to a HIPAA-safe Practice Name for Secure Text & Updox Payments
                • How to: Setting Up Queues
            • Partners
              • Porting Information
                • Porting LOA Canadian Numbers
                • How to: Port your Fax Line to Updox
              • Installations
                • Partner Portal
                  • Overview
                    •  Overview: Partner Portal
                  • How To
                    • How To: Add a User to a Strategy in Partner Portal
                    • How To: Make a New Updox Account in Partner Portal
                • Public API Link
                  • Public API
                    • API Usage
                      • Webhooks
                        • Account Management: Webhooks
                        • Direct Messaging: Webhooks
                        • Document Management: Webhooks
                        • Faxing: Webhooks
                        • Patient Management: Webhooks
                        • Patient Portal: Webhooks
                        • Secure Conversation Management
                        • Reminders: Webhooks
                      • /FaxOemPop
                  • Partner Release Notes
                    • March 2023
                    • February 2023
                    • January 2023
                    • December 2022
                    • October/November 2022
                    • September 2022
                    • August 2022
                    • July 2022
                    • May 2022
                    • April 2022
                    • March 2022
                    • February 2022
                    • January 2022
                  • Contact Us
                    • How to: Contact Partner Support
                • Release Notes
                  • February 2023
                  • January 2023
                  • November/December 2022
                  • October 2022
                  • September 2022
                  • August 2022
                  • July 2022
                  • June 2022
                  • May 2022
                  • April 2022
                  • March 2022
                  • February 2022
                  • January 2022
                • Support
                  • Contact Us
                    • Contacting Support
                      • We are here to help!
                      • Chat FAQ - Quick Answers and Resolutions
                      • Support Form FAQ - Submitting A Request
                    • Customer Success Managers
                      • Schedule Time With Us!
                    • Updox Status Page
                      • Where Do I Go For My Request
                    • Home

                    Introduction to Updox

                    Tutorials and answers to any of your Updox product needs.

                    Onboarding Checklist (3)

                    • Onboarding Checklist: Fax
                    • Onboarding Checklist: Forms with Text
                    • Onboarding Checklist: Video Chat

                    Using the Knowledge Base (3)

                    • Welcome to the Updox Knowledge Base!
                    • How To: Schedule a Check-In Call with your Customer Experience Manager
                    • How To: Update Your Payment Method

                    Technical Requirements (1)

                    • Updox Technical Guide
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