Updated Articles

  1. May 2023

    May 2023 – What's New? Appointment Bundling Template Overview Appointment Bundling is a feature that can be enabled within your Reminder Settings that allows for the ability to send all same-calendar day appointments for a patient into a sing...
  2. How To: Add a User to a Strategy in Partner Portal

    Overview This guide will walk you through creating a new user inside the Partner Portal for a strategy. Instructions Step 1: Log in to the Partner Portal for your environment.  NOTE:  The link to your environment can be found here: P...
  3. How To: Make a New Updox Account in Partner Portal

    Overview This article will walk you through making a new account in your Partner Portal. Instructions Step 1: Log in to the Partner Portal for your environment.  NOTE:  The link to your environment can be found here: Partner Portal ...
  4. Onboarding Checklist: Forms with Text

    When getting started with Updox Forms and Text, make sure to follow this checklist to ensure your practice will be set-up for long-term success.
  5. Newsletter: June 2023

  6. Partner Status Page Information

    Visit our  partner status page to check the status of Updox apps and system performance. You can also subscribe to this website to receive text or email status updates if an issue arises that impacts your service.  You can unsubscribe at any time....
  7. Schedule Time With Us!

    Please schedule a time to talk with our Team!  Building great relationships with our customers remains paramount, and we would love to hear more about your current workflows and how we can help simplify your business even further. Thank you for ...
  8. Queues: Tips and Tricks

    Queues are a great way to optimize your Updox workflows.  Queues allow you to segment messages in your inbox to designated users in your practice and/or by message type.  For example, if you wanted to have your inbound medical records requests hand...
  9. Patient Engagement

  10. Practice Productivity