Updated Articles

  1. Sending Forms in the Forms Dashboard

    Through the Forms Dashboard, you can send forms directly to patients. You can also track their progress on forms and send a reminder to complete their forms before their appointment.  To get to the dashboard go to Menu and select Forms .  Se...
  2. Form Dashboard Patient Experience

    After you have sent your forms or packets to patients, they will receive a link to access and complete them.  Upon accessing the link, the patient will comes to a landing page with their assigned forms. Clicking Begin takes the patient...
  3. How to: Port your Fax Line to Updox

    How to: Port a fax line to Updox What is Porting? To “port” a phone number simply means to transfer the existing service from one provider to another. In this case it would move the number to Updox. Please review the Key Points ...
  4. 2025 Real World Testing Plan

  5. Updox's API Acceptable Use Policy

  6. September 2024

    Variables Are Now Optional in Reminders Scripts Previously, when configuring scripts for Reminders, there were certain fields we required customers to include in scripts, like [firstname] or [date]. However, we have heard from some customers tha...
  7. Newsletter: September 2024

  8. Newsletter: August 2024

  9. Newsletter: July 2024

  10. Release of Information - ChartSwap Integration

    Release of Information This article specifically covers our Release of Information app and how we integrate with ChartSwap. If you don't know what our Release of Information app is, you can learn more in our Release of Information Overview ...