Updated Articles

  1. Partner: SMS Compliance

    Overview   Due to rulings and regulations implemented by the Federal Communications Commission (FCC) through the Telephone Consumer Protection Act (TCPA), mobile carriers (e.g. Verizon) have implemented a series of policies and procedures t...
  2.  Tagging: Tips and Tricks

    Filtering Your Tags with Type Ahead Search Your browser does not support HTML5 video. Helpful Tips: You may search for any letter or part of a tag name -- if it's in the tag name, it will appear in the list! You may use your keyboard...
  3. How To: Access Forms

    How to review created forms for your practice and to access the unique URL link per form.
  4. How To: Create Forms

    To create a form in Updox, start by going to Menu - Admin,  and select  Form Management .   In the Form Manager, you can manage existing and create new forms. Click Add New Form  to start a new form. Step 1: Name your form.  Keep in ...
  5. April 2023

    April 2023 – What's New? Create Placeholder Thumbnails on Retrieval Timeout Overview When a user logs in to the inbox, the page will begin grabbing thumbnail images for the folder items that are visible. However, if there are issues with...
  6. Viewing Audit Trail

    The Advanced Fax Routing dashboard includes an area to view changes made to Advanced Fax Routing rules.  Here, you can view: Who made the change When the change was made What changes were made, indicated by an → To view the audit trail, click...
  7. Newsletter: April 2023

  8. Partner Newsletter: April 2023

  9. April 2023

    Public API Changes Require At Least One AppointmentType for /AppointmentTypesSync Overview: API Maintenance Previously the /AppointmentTypesSync would return successfully even if no appointmentTypes are included, which was confusing. If no ...
  10. March 2023

    Public API Changes Updated /SmsSend Documentation on the NewIO Page Overview: API Maintenance We have updated the documentation of /SmsSend on the NewIO page to better represent the actual maximum character account that is allowed when consid...