Updated Articles

  1. 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...
  2. Newsletter: January 2024

  3. Newsletter: March 2024

  4. Newsletter: April 2024

  5. Newsletter: May 2024

  6. How To: Setting Up IP Safelisting

    IP Safelisting allows Account Holders to configure a safelist of allowed IP addresses that your users can access Updox from.  Setting Up IP Safelisting 1. Sign in to your Updox account. Under Menu , select Admin and click Practice Security...
  7. 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. ...
  8. Partner Implementation Details for SMS

    All Partners   Account Creation & Management Updates   Change: New fields have been added to the account creation/update pages in Partner Portal and the Updox Public APIs ( /PracticeCreate/1.1   ,   /PracticeSave/1.1 , and  ...
  9. Removing Spam Faxes from your Inbox

    If you receive spam faxes to your Updox Inbox, you can block a number from interrupting your daily workflows. Once blocked, faxes from the number will be automatically sent to the Spam folder in your Inbox.  You can block a number in two different...
  10. How To: Using the Document Editor Features

    The Document Editor gives you the ability to quickly and seamlessly edit items in your Updox Inbox.  Below are the top five common features used across Updox: Text Box - The Text Box tool will allow you to type any free text onto a docume...