Updated Articles

  1. How to: Updox Payments Dashboard

    1. Access Patient Payments  2. Navigate to the Updox Payments Dashboard by clicking “Dashboard” on the navigation bar at the top of the screen 3. The Updox Payments Dashboard is an overview of all payment requests (and their statuses) pa...
  2. Updox Payments - Patient Experience

    1. Your patient will receive a text message alerting them to the payment request, with a link to the payment interface. 2. Clicking the link will take the patient to an identity confirmation screen, which will require the patient to enter fi...
  3. Newsletter: January 2024

  4. Newsletter: March 2024

  5. Newsletter: April 2024

  6. Newsletter: May 2024

  7. How To: Setting Up IP Safelisting

    IP Safelisting allows Account Holders to configure a safelist of allowed IP addresses that your users can access Updox from.  Setting Up IP Safelisting 1. Sign in to your Updox account. Under Menu , select Admin and click Practice Security...
  8. How To: Setting Up Multi-factor Authentication (MFA)

    Multi-Factor Authentication (MFA) adds an additional layer of security to your account beyond just a username and password for login.  For Updox accounts with MFA enabled, this guide will provide the how-to steps for individual user MFA setup as w...
  9. Reminders Overview

    The video below will take you through a quick tutorial for using Reminders! For additional information and assistance please head to our Reminders tab. ...
  10. Partner Implementation Details for SMS

    All Partners   Account Creation & Management Updates   Change: New fields have been added to the account creation/update pages in Partner Portal and the Updox Public APIs ( /PracticeCreate/1.1   ,   /PracticeSave/1.1 , and  ...