Updated Articles

  1. FAQ: Reminders

    Frequently Asked Questions for Updox Reminders Appointment Confirmations & Cancellations Patients are getting reminders even after they’ve confirmed their appointment. How do I change this? There’s a checkbox right under the reminders sch...
  2. Chat FAQ - Quick Answers and Resolutions

    Live Chat FAQs With Chat, will Updox agents be able to solve my issues more quickly? With Chat, agents will be able to respond to your inquiry much quicker and either work to resolve the issue with you via Chat or escalate as needed. Our go...
  3. January 2022

    January 2022 -- What's New? Reminders: Added a '72 Hour' Option A “72 hour” option has been added to time selection dropdown for Reminders, allowing practices to schedule reminders to go out three days before an appointment. Previously, “48 hou...
  4. August 2022

    Public API Changes Moved Appointment Related APIs to AppointmentActions Overview: Documentation Update To improve organization we moved the following APIs from IntegrationActions to the AppointmentActions endpoint: AppointmentStatusesGetByDat...
  5. July 2022

    Public API Changes Update Patient Record for PortalAccountSave Language and Location Overview: API Maintenance It was found that 'language' and 'location' for a patient did not save when PortalAccountSave was called the first time, however if t...
  6. May 2022

    Public API Changes Added a New 'Reminder History' Status API Overview: New API We have created a new AppointmentActions API called RetrieveReminderHistoryStatus that allows Partners to retrieve reminder status details for an account.  Retrieve...
  7. April 2022

    Public API Changes PracticeCreate Now Accepts IP Address Without a Port Specified Overview: API Maintenance We now accept an IP with or without a port . A bug was fixed which was causing "5000 internal server error" in the response JSON when c...
  8. February 2022

    Public API Changes Added Details for 'Location' to PortalAccountSave, PortalAccountUpdate, & PortalAccountCreate Overview: Documentation Update We have added additional details to the PortalAccountSave, PortalAccountUpdate, and PortalAccountCre...
  9. Fax Routing Details

    Overview Once you have created a few Advanced Fax Routing rules, you may realize that it’s possible to have an incoming fax match more than one rule. For example, imagine you have the following rules: Tag any fax from (212) xxx-xxxx with the “...
  10. Video Chat Invite Folder Items Now Show Sender

    Users can now see who sent Video Chat Invites to patients and participants. This will help practices identify who sends specific Video Chat invitations. Step 1:  Navigate to the Sent folder in your Inbox Step 2: Open a recent Video Chat invitati...