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Managing your Collected Documents Once you have one or more Collected Documents attached to a request, you may find that you want to modify the list of documents. The documents can be renamed, reordered, or deleted prior to compiling the request....
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Release of Information Request Statuses STANDARD WORKFLOW There are 6 statuses you’ll see as you interact with the Release of Information application. Here is the typical lifecycle of a request: Every new Release of Information request be...
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Uploading contacts into your Updox account can give you easy access to contacts in your existing Address Book! Step 1: Access the File Upload area in Updox by clicking on Menu, then Tools, then File Upload (.csv) Step 2: In the first ...
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Uploading patients into your Updox Address Book can give you easy access to tools such as Reminders, Video Chat, and Text! NOTE: If you are using Updox with a connected EHR in which patient data is integrated, please do not upload a patient list ...
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Uploading a patient Broadcast list is an easy way for you to create a group of patients to use in your Broadcast communications. 1. Access the File Upload area in Updox by clicking on Menu , then Tools , then F ile Upload (.csv) . 2. In th...
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New Telehealth URL We have added the ability to add the link for a Public Waiting Room to reminders to simplify your Video Chat text and email reminder workflow. Once the link is set up, select it from the new Public Wating Room dropdown. Ne...
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New Telehealth URL We have added the ability to add the link for a Public Waiting Room to reminders to simplify your Video Chat text and email reminder workflow. Once the link is set up, select it from the new Public Wating Room dropdown. Ne...
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Realtime Tagging is a helpful feature that shows tag changes on folder items in real-time without needing to refresh the page. Realtime Tagging is especially helpful when you have multiple users working in your inbox. It simplifies workflows and imp...
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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 new...