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Updox Knowledge Base

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  • Glossary
  • Introduction to Updox
    • Onboarding Checklist
      • Onboarding Checklist: Fax
      • Onboarding Checklist: Forms with Text
      • Onboarding Checklist: Video Chat
    • Using the Knowledge Base
      • Welcome to the Updox Knowledge Base!
      • How To: Schedule a Check-In Call with your Customer Experience Manager
      • How To: Update Your Payment Method
    • Technical Requirements
      • Updox Technical Guide
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  • Explore Updox Products
    • Inbox
      • Overview
        • Product Navigation Bar & Updated Inbox Interface
      • Address Book
        • Best Practices
          • Inbox Buttons
          • Removing Spam Faxes from your Inbox
          • Inbox Notifications
          • Filtering your Updox Inbox
          • Inbox Color Themes
        • How To's
          • Tags
            • How To: Using Tags
            •  Tagging: Tips and Tricks
            • Realtime Tagging
          • Videos
            •  Routing & Filing Faxes/Documents
            •  How to Add Patients to the Address Book
          • Webinars
          • Faxing
            • Overview
              • User Guide: Faxing
              • FAQ: Faxing
              • Faxing from Queues
            • How To's
              • Porting vs. Forwarding Your Fax Line
              • How to: Port Your Fax Line to Updox
              • How to: Forward your Fax Line to Updox
            • Videos
              •  How to: Fax Back
              •  Configure Your Fax Settings
            • Webinars
              •  Faxing: Overview
            • Advanced Fax Routing
              • Advanced Fax Routing Overview
              • Getting Started and Managing Rules
              • Viewing Audit Trail
              • Fax Routing Details
            • FAQ For Faxing
              • FAQ: Faxing
              • Why are my inbound faxes unreadable?
            • Outbound Faxes
              • Outbound Faxes Overview
              • Cancelling a Pending Fax
            • Blocklist
              • Fax Blocklist Overview
            • Coversheets
              • Fax Coversheets
          • Video Chat
            • Overview
              • Video Chat User Guide
            • Videos
              •  Video Chat Overview
              •  Sending Invites: Overview and Tutorial
              •  Waiting Room: Overview and Tutorial
              •  Sharescreen and Gallery Mode
              •  Adding Participants on the Fly!
              •  Participant Workflow
            • Webinars
              •  Overview: What is Video Chat?
            • How To
              • Video Chat Waiting Room: Tips and Tricks
              • Video Chat Layout Preference Settings
              • Video Chat Invite Folder Items Now Show Sender
              • Video Chat Participant Guide
              • How to Disable Emoji Reactions for Telehealth Visits
            • Interpreter Services
              • How To: Using Interpreter Services
              • Adding Interpreter Services to Your Account
          • Secure Text & SMS
            • Overview
              • Secure Text User Guide
            • How To's
              • How To: Use Secure Text with Queues
            • Videos
              •  Secure Text Basics / Enhancement With Email
              •  SMS Text Messaging Overview
            • Webinars
              •  Using Secure Text & SMS
            • FAQ for Secure Text & SMS
              • FAQ: Secure Text & SMS
          • Broadcast
            • FCC Compliance
              • Overview
                • Broadcast Overview
              • How To's
                • How To: Send a Broadcast Message
                • How To: Create a Broadcast Template
                • How To: Use Broadcast Reporting
                • Unsubscribing from Broadcast Emails
                • How to: Creating Broadcast Patient Lists
                • Tips and Tricks: Using Broadcast with Forms
              • Videos
                •  Broadcast Overview
                •  Adding a Broadcast Template
                •  Adding a Broadcast List
                •  Sending a Broadcast Message
              • Webinars
                • FAQ For Broadcast
                  • FAQ: Broadcast
              • Reminders
                • Overview
                  • Reminders Dashboard
                  • Reminders User Guides
                  • Reminders Overview
                • How To's
                  • How to: Configure Rules for Reminders
                  • How to: Create Reminders Script Templates
                  • How To: Bundling Appointment Reminders
                • Customizing
                  • Scheduling Customization: Reminders by Provider Calendar
                  • Scheduling Customization: Reminders by Appointment Type
                  • Adding a Waiting Room Link to Your Reminders
                • Videos
                  • Reminders Overview
                  • Configuring Reminders Settings
                  • Creating Reminders Scripts
                • FAQ For Reminders
                  • FAQ: Reminders
              • Updox Forms
                • Form Dashboard
                  • Form Dashboard Overview
                  • Sending Forms in the Forms Dashboard
                  • Creating and Sending Form Packets
                  • Form Dashboard Patient Experience
                  • Creating Forms with the Forms Dashboard
                  • Adding a Logo to your Forms
                  • Removing a Form Assignment
                  • Automatically Removing Assignments from the Forms Dashboard Setting
                  • Form Assignments: Submitting Forms Indvidually
                • Form Dashboard Videos
                  •  Sending Forms
                  •  Creating and Sending Form Packets
                  •  Creating New Forms
                  •  Adding a Logo to Your Forms
                • Forms Legacy Version
                  • Overview
                    • Electronic Forms Quick Guide
                  • How To's
                    • How To: Create Forms
                    • How To: Access Forms
                    • How To: Access Forms Library for Sample Forms
                    • Managing Completed Forms
                    • Tips and Tricks: Using Tags with Forms
                  • Videos
                    • Forms FAQ
                      • FAQ: Forms
                • Updox Payments
                  • Overview
                    • Updox Payments - Patient Experience
                  • How To's
                    • How to: Updox Payments Dashboard
                    • How to: Request a Payment Using Updox Payments
                  • Videos
                    •  How To: Using Updox Payments
                  • Webinars
                    • Updox Payments Webinar
                • Updox Messenger
                  • Overview
                    • Updox Messenger Overview
                  • How To's
                    • How To: Using Messenger
                    • How to: Save Messenger Chats and Attachments to the Inbox
                  • Videos
                    •  Communicating on the Go with Updox Messenger
                • Release of Information
                  • Overview
                    • Release of Information Overview
                    • Release of Information - ChartSwap Integration
                  • Articles
                    • Navigating the Dashboard
                    • Creating a New Request
                    • Understanding the Statuses
                    • Adding Documents to a Request
                    • Managing and Delivering Collected Documents
                    • Viewing the Audit Log
              • Installations
                • How to check what version of the Updox Printer you’re running
                • Updox Print to Inbox
                  •  Installing Updox Print to Inbox
                  • Installing the Updox Printer for Mac
                • Updox Print to Fax
                  • How To: Installing Updox Print to Fax
                  •  How to Install and Use Print to Fax
                • Updox Central
                  • How To: Installing Updox Central
                  • How To: Installing Updox Central Printer
              • FAQ & Troubleshooting
                • FAQ: SMS Compliance
                • FAQ: Faxing
                • FAQ: Reminders
                • FAQ: Broadcast
                • FAQ: Video Chat
                • FAQ: Forms
                • FAQ: Secure Text & SMS
                • FAQ: Updox Payments
                • FAQ: Refer and Share
              • Tools & Account Administration
                • Overview
                  • Getting Started with Fax: What Every Admin Needs to Know
                • Account Set-up
                  • Updox Compliance Information
                  • Creating and Managing Users
                  • Setting Up Queues for Fax Lines
                • File Uploads
                  • How to: Upload a Patient List
                  • How to: Upload a Contact List
                  • How to: Upload a User List
                  • How To: Upload a Broadcast Patient List
                • How To's
                  • How To: Change to a HIPAA-safe Practice Name for Secure Text, Broadcast, and Updox Payments
                  • How To: Setting Up IP Safelisting
                  • How To: Setting Up Multi-factor Authentication (MFA)
                  • How to: Setting Up Queues
                  • How to: Upload Signature for Document Editor
                  • Queues: Tips and Tricks
                • EHI Export
                  • EHI Export: Overview
                  • Creating a New Request
                  • Navigating the Dashboard
                • Certification and Accreditation
                  • Real World Testing
                    • 2025 Real World Testing Plan
                    • 2024 Real World Testing Results
                    • 2024 Real World Testing Plan
                    • 2023 Real World Testing Results
                    • 2023 Real World Testing Plan
                    • 2022 Real World Testing Plan Results
                    • 2022 Real World Testing Plan
                  • EHI Export Version
                    • Updox EHI Export Version 1 November 2023
                    • Updox EHI Export Version 1.1 June 2024
                  • Certificate Practice Statement
                    • Updox Direct Certificate & Registration Practice Statement
                  • HPS Practice Statement
                    • Updox HISP Practices Statement
                  • Updox Privacy and Security Accreditation Announcement
                    • Updox Privacy and Security Accreditation Announcement
                  • DirectTrust Assessment with Accreditation Summary Report for Third Parties
                    • DirectTrust Assessment with Accreditation Summary Report for Third Parties
              • Partner Resources
                • Porting Information
                  • How to: Port your Fax Line to Updox
                  • Porting LOA Canadian Numbers
                • Installations
                  • Partner Portal
                    • Overview
                      •  Overview: Partner Portal
                    • How To
                      • How To: Add a User to a Strategy in Partner Portal
                      • How To: Make a New Updox Account in Partner Portal
                  • Public API
                    • Public API Link
                      • API Usage
                        • Webhooks
                          • Overview: Webhooks
                          • Account Management: Webhooks
                          • Direct Messaging: Webhooks
                          • Document Management: Webhooks
                          • Faxing: Webhooks
                          • Patient Management: Webhooks
                          • Patient Portal: Webhooks
                          • Secure Conversation Management: Webhooks
                          • Reminders: Webhooks
                          • Video Chat: Webhooks
                          • Form: Webhooks
                        • API Acceptable Use Policy
                          • Updox's API Acceptable Use Policy
                        • /FaxOemPop
                        • VideoCallActions - SendInvite
                        • VideoCallActions - Retrieval APIs
                    • Partner Release Notes & Newsletter
                      • Partner Release Notes
                        • April 2024 Release Notes
                        • March 2024 Release Notes
                        • February 2024 Release Notes
                        • January 2024 Release Notes
                        • November 2023
                        • October 2023
                        • September 2023
                        • July 2023
                        • June 2023
                        • April 2023
                        • March 2023
                        • February 2023
                        • January 2023
                        • December 2022
                        • October/November 2022
                        • September 2022
                        • August 2022
                        • July 2022
                        • May 2022
                        • April 2022
                        • March 2022
                        • February 2022
                        • January 2022
                      • Partner Newsletter
                        • Partner Newsletter: August 2023
                        • Partner Newsletter: May 2023
                        • Partner Newsletter: April 2023
                        • Partner Newsletter: March 2023
                        • Partner Newsletter: February 2023
                        • Partner Newsletter: January 2023
                        • November 2023
                    • Contact Partner Support
                      • How to: Contact Partner Support
                    • FCC & SMS Compliance
                      • Partner: SMS Compliance
                      • Partner: SMS Phone Numbers
                      • Partner Implementation Details for SMS
                    • Partner Status Page
                      • Partner Status Page Information
                    • Product Guides
                      • Patient Engagement
                      • Practice Productivity
                      • Telehealth
                    • Video Resources
                      • Faxing
                      • Reminders
                      • Secure Texting
                      • Video Chat
                  • Release Notes & Newsletter
                    • Release Notes
                      • April 2025
                      • March 2025
                      • February 2025
                      • January 2025
                      • December 2024
                      • September 2024
                      • August 2024
                      • April 2024
                      • March 2024
                      • February 2024
                      • January 2024
                      • December 2023
                      • November 2023
                      • October 2023
                      • September 2023
                      • August 2023
                      • July 2023
                      • June 2023
                      • May 2023
                      • April 2023
                      • March 2023
                      • February 2023
                      • January 2023
                      • November/December 2022
                      • October 2022
                      • September 2022
                      • August 2022
                      • July 2022
                      • June 2022
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                      • April 2022
                      • March 2022
                      • February 2022
                      • January 2022
                    • Monthly Newsletter
                      • 2025
                        • Newsletter: April 2025
                        • Newsletter: March 2025
                        • Newsletter: February 2025
                        • Newsletter: January 2025
                      • 2024
                        • Newsletter: December 2024
                        • Newsletter: November 2024
                        • Newsletter: September 2024
                        • Newsletter: August 2024
                        • Newsletter: July 2024
                        • Newsletter: June 2024
                        • Newsletter: May 2024
                        • Newsletter: April 2024
                        • Newsletter: March 2024
                        • Newsletter: February 2024
                        • Newsletter: January 2024
                      • 2023
                        • Newsletter: December 2023
                        • Newsletter: November 2023
                        • Newsletter: October 2023
                        • Newsletter: September 2023
                        • Newsletter: August 2023
                        • Newsletter: July 2023
                        • Newsletter: June 2023
                        • Newsletter: May 2023
                        • Newsletter: April 2023
                        • Newsletter: March 2023
                        • Newsletter: February 2023
                        • Newsletter: January 2023
                      • 2022
                        • Newsletter: December 2022
                        • Newsletter: November 2022
                        • Newsletter: October 2022
                        • Newsletter: September 2022
                  • Support
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