Updated Articles

  1. FAQ & Troubleshooting

  2. FAQ: Forms

    We often get these questions about forms. We wanted to put together a FAQ guide to help you find answers to your questions easily.   Form Management I have 5 forms that I would like to combine into a single form. Is there any way to copy, pas...
  3. FAQ: Forms

    We often get these questions about forms. We wanted to put together a FAQ guide to help you find answers to your questions easily.   Form Management I have 5 forms that I would like to combine into a single form. Is there any way to copy, pas...
  4. FAQ: Broadcast

    Breakdown of our most frequently asked questions regarding Broadcast.
  5. FAQ: 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 to adh...
  6. Text Templates with Forms

    Text Templates with Forms Using templates with text saves time for office staff when communicating with patients and meets patients where they are, on their mobile devices. In anticipation of our updated forms product, here is a list of templa...
  7. 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 panel to start a n...
  8. Tips and Tricks: Using Tags with Forms

    Tags allow you to filter and organize the items in your Inbox.  You can customize tags to fit the needs and workflows of your practice.  Once created, tags can be applied to the items in your Inbox.  Did you know that you can add a tag to a form...
  9. Reminders: Webhooks

    Reminders Inbound Notification Reply Event  inbound_notification_reply  Payload 1{ 2 "accountId": "", 3 "internalId": "", 4 "reply": "" 5} Description Push notification event to partn...
  10. Patient Portal: Webhooks

    Patient Portal Import Message Event  import_message  Payload 1{ 2 "accountId": "", 3 "userId": "", 4 "messageId": , 5 "patientId": "" 6} Description  Push notification event to par...