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...
  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 f...
  4. How to: Upload a User List

    Uploading users into your Updox account can give you easy access to help manage your user access! NOTE:  If you are using Updox with a connected EHR in which user data is integrated, please do not upload a user list unless directly working...
  5. 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 ...
  6. 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)...
  7. 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.&nb...
  8. 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.&nb...
  9. 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...
  10. Templates -- User Guide

    Templates are a great way to streamline common text and fax responses and standardize messaging for user efficiency. After logging into your Updox account, choose Menu  > Admin  > Templates . Click New  at the bottom of the...