Updated Articles

  1. 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...
  2. 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...
  3. Updox Messenger Overview

    Messenger Frequently Asked Questions                                    What is Messenger? Messenger is a HIPAA-compliant, intra-office messaging product that brings together all your team communications into one place, increasing productivity a...
  4. Partner: SMS Phone Numbers

    Overview    Text messages continue to be a highly preferred method of consumer engagement for many businesses including within healthcare.  Mobile carriers (e.g. Verizon) have implemented a series of policies and procedures to increase trus...
  5. 2023 Real World Testing Results

  6. How to Disable Emoji Reactions for Telehealth Visits

    Apple released a new feature called Reactions . for iOS 17 and MacOS Sonoma .  Reactions create different emojis that appear on your screen based on different gestures.  Reactions are enabled by default, but you can disable them so that they do no...
  7. Advanced Fax Routing Overview

    Overview Advanced Fax Routing replaces the previous fax routing rules that could be found in the Fax Settings menu ( Menu → Admin → Fax Settings ). With Advanced Fax routing, you can now create rules that match on the from number of the incoming ...
  8. Electronic Forms Quick Guide

    Updox Forms are a great tool to help you eliminate paper forms.  Your patients can complete the forms online and return them from their phone, tablet, or computer.  Forms are secure, HIPAA-compliant, and easy to use.  Just follow the steps in this g...
  9. Creating and Managing Users

    User Guide on Creating and Managing Users
  10. Newsletter: December 2023