Updated Articles

  1. Understanding the Statuses

    Release of Information Request Statuses STANDARD WORKFLOW There are 6 statuses you’ll see as you interact with the Release of Information application.  Here is the typical lifecycle of a request: Every new Release of Information request be...
  2. Newsletter: February 2024

  3. How to: Upload a Contact List

    Uploading contacts into your Updox account can give you easy access to contacts in your existing Address Book! Step 1:   Access the File Upload area in Updox by clicking on Menu, then Tools, then File Upload (.csv) Step 2: In the first ...
  4. How to: Upload a Patient List

    Uploading patients into your Updox Address Book can give you easy access to tools such as Reminders, Video Chat, and Text! NOTE: If you are using Updox with a connected EHR in which patient data is integrated, please do not upload a patient list ...
  5. How To: Upload a Broadcast Patient List

    Uploading a patient Broadcast list is an easy way for you to create a group of patients to use in your Broadcast communications.  1. Access the File Upload area in Updox by clicking on Menu , then  Tools , then  F ile Upload (.csv) . 2. In th...
  6. January 2024 Release Notes

    New Telehealth URL We have added the ability to add the link for a Public Waiting Room to reminders to simplify your Video Chat text and email reminder workflow.  Once the link is set up, select it from the new Public Wating Room dropdown.  Ne...
  7. January 2024

    New Telehealth URL We have added the ability to add the link for a Public Waiting Room to reminders to simplify your Video Chat text and email reminder workflow.  Once the link is set up, select it from the new Public Wating Room dropdown.  Ne...
  8. Realtime Tagging

    Realtime Tagging is a helpful feature that shows tag changes on folder items in real-time without needing to refresh the page. Realtime Tagging is especially helpful when you have multiple users working in your inbox. It simplifies workflows and imp...
  9. Creating a New Request

    You can create two types of export requests: Individual and Practice.  An individual export allows you to export the data associated with a patient. A practice export will export all the patient and document data in your account.  Both types of exp...
  10. How To: Using Messenger

    How to Use Messenger on Your Desktop What is messenger? Messenger is a HIPAA-compliant, intra-office messaging product that combines all your team communications into one place, increasing productivity and staff collaboration.   Messenger Suppor...