How do I login to Updox?
Enter your username and password to log in to your Updox account.
Where do I find faxes I've received?
Received (inbound) faxes appear in your Inbox as a blue line item. Click the > arrow next to the fax to expand it and see all its pages.
How do I edit a fax, add a note, or add a signature?
Click a page of the fax to open the Document Editor.
Make your edits. Common tools include:
Text: Add notes to the page.
Signature stamp: Add a physician signature stamp with the date and time, for example when faxing back to the sender.
Highlight: Draw attention to important information.
Click Save to go back to the fax.
Updox Document Editor with the text, signature stamp, and highlight tools and the Save button.
How do I choose only certain pages of a fax?
Before you send a fax to the patient chart or fax it out, check the box on each page you need. Only the checked pages will be sent.
How do I send a fax to the patient chart?
You can do this only if Updox is connected to your EHR.
Click Send Item.
Type the patient's name, date of birth, or chart number to find the right patient.
Click Send to EHR, then OK.
Optionally, enter a subject, choose the chart category where the fax should appear, and add notes.
Click Send.
How do I send a fax?
Faxes are sent from the Inbox.
Select the pages you want to fax.
Click Send.
Enter the fax number, then click OK.
Optionally, add a subject, choose a custom cover sheet, and choose the From number.
Click Send.
How do I check if my fax went through?
Click the Sent folder to see the status of your fax.
How do I get a fax confirmation page?
Click the Sent folder.
Find the fax and click Retrieve to get the confirmation page for your records.
How do I resend a fax?
From the Sent folder, you can quickly resend a fax, for example if the recipient needs another copy.
What happens if a fax fails?
Failed faxes appear automatically in your Inbox, along with the reason the fax failed.
To try again, click Send Item. You can resend to the same number or enter a new fax number.
Where does the practice information on my cover sheets come from?
Your cover sheets use your practice name and details from Practice Information by default. To review it:
In the left-hand menu, click Inbox.
Click Admin in the top right.
Click Practice Information.