Updated Articles

  1. How To: Create a Broadcast Template

    Creating a Broadcast Template Broadcast Templates provide preset text that can be used to speed up the process of creating common broadcast messages.  From Menu > Home , click Broadcast and then select the Templates tab. If you have existing...
  2. How To: Send a Broadcast Message

    The Updox Broadcast tool will allow you to send one-way messages to all or a select group of patients at once, using the following steps
  3. Broadcast Overview

    Updox's Broadcast solution is a one-way messaging application that allows practices to engage directly with their patients via text message, email, telephone, or secure portal messages. Practices can send their whole patient population broadcast m...
  4. Inbox Color Themes

    Inbox Color Themes You can choose from 2 color themes in your Inbox: Soft and Bold .  To select a color theme, navigate to Menu > Profile > Settings  and find the Inbox Theme section. Make your selection and click Save at the bott...
  5. Managing Completed Forms

    Quick guide for managing your completed forms
  6. 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...
  7. 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...
  8. 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...
  9. 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...
  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 panel to start a n...