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How to Set Up a HIPAA-Safe Practice Name for Secure Text, Broadcast, and Updox Payments

How to set a HIPAA-safe practice name that identifies your office in Secure Text, Broadcast, and Updox Payments messages without naming your type of medical practice.

What is a HIPAA-safe practice name?

A HIPAA-safe practice name is the "from" name patients see in these messages:

  • Secure Text

  • Broadcast text messages

  • Updox Payments

It lets you greet patients and tell them who you are without naming your type of medical practice.

Who can set the HIPAA-safe practice name?

Any Updox Admin can set it.

Is there a character limit?

Yes. The practice name can be up to 99 characters.

How do I set up a HIPAA-safe practice name?

  1. In the left-hand menu, click Inbox.

  2. Click Admin in the top right, then click Practice Settings.

  3. Check the box for Enable HIPAA-Compliant Practice Name.

  4. Type the name you want patients to see.

  5. Click Save.

Your Secure Text messages will now show the name you entered.

How do I see what patients will see?

  1. In the left-hand menu, click Inbox.

  2. Click Dashboard in the top right, then click Text Message.

  1. Enter a recipient in the Send To box.

A preview of your greeting with the HIPAA-safe practice name appears.

What does a Secure Text look like with and without the HIPAA-safe practice name?

Does Broadcast use the HIPAA-safe practice name?

Yes. Broadcast text messages use the HIPAA-safe practice name.

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