Updated Articles

  1.  How to: Fax Back

    A quick, video tutorial on using the Fax Back feature!
  2. How to: Forward your Fax Line to Updox

    Forwarding with Updox can be completed in three simple steps! Step 1: Find your Updox fax line within Updox by clicking on  Menu - Admin - Fax Settings . Updox automatically assigns each practice a fax line upon registration. Step 2: Cont...
  3. Porting vs. Forwarding Your Fax Line

    Learn the differences between forwarding your fax line and porting. Forwarding your fax line to Updox Forwarding your fax line allows you to keep your existing fax line with your current carrier/provider.  Reasons for forwarding: Routing exi...
  4. FAQ: Faxing

    Frequently Asked Questions for Updox Faxing Troubleshooting Incoming Faxes SOS! I cannot see my faxes ! Take a look at the filters on the top center of your screen. Do you see any purple squares? If so, make sure you have your filters set...
  5. Inbox Buttons

    The “Inbox Buttons” feature grants users the ability to choose which action buttons are present next to an item and the order in which they are listed. This enhancement allows for optimization specific to each account’s workflow.
  6. How to: Setting Up Queues

    Below you will find a quick guide for Setting Up Queues for your account. Step 1: In the upper left hand corner of Updox, click Menu - Admin - Queues . Step 2: Click on New , then enter in the name of your queue.  2a . Be sure to m...
  7.  How to Add Patients to the Address Book

    Video tutorial on Adding Patients to your Address Book!
  8.  Routing & Filing Faxes/Documents

    The video below will take you through an in-depth tutorial for Routing & Filing Faxes/Documents!
  9. Filtering your Updox Inbox

    Many of our customers find that filtering their Updox Inbox makes triaging fax, forms, text and video chat summaries more efficient.   @mcostianes shares some tips on filtering your Inbox to meet your workflow in this week’s Tip Tuesday! ...
  10. Inbox Notifications

    Our new layout at the top of the Updox Inbox makes it easier to review system statuses without filling your Inbox with pop-ups on the right. What are Notifications? Notifications are system-generated messages that appear in Updox to indicate th...