Do I need to add patients by hand?
If Updox is connected to your EHR: No. Patients are added to your Address Book automatically.
If you don't use an EHR with Updox: Yes. Add patients by hand using the steps below, or upload many at once.
How do I add a patient?
In the left-hand menu, click Inbox.
Click Address Book in the top left corner.
Click New, then click Add a contact / patient.
Set Category to Patient.
Fill in the patient's information. See "Which fields do I need?" below.
Click Save.
Which fields do I need?
It depends on which Updox tools you'll use with the patient:
Field | Secure Text & Video Chat | Broadcast |
First Name | ✅ Required | ✅ Recommended |
Last Name | ✅ Required | ✅ Recommended |
Cell Phone | ✅ Required | Needed for text Broadcasts |
Date of Birth (DOB) | ✅ Required | Needed for age lists |
Optional | Needed for email Broadcasts | |
Sex | Optional | Needed for sex-based lists |
Important: Enter the patient's cell number in the Cell Phone field, not a home or work phone field. Secure Text, Video Chat, and text messages only use the Cell Phone field.
Why can't I send a Secure Text or Video Chat invite to a patient?
Check the patient's Address Book entry. They need all of these:
First name
Last name
Cell phone, entered in the Cell Phone field
Date of birth
How do I add a contact who isn't a patient?
Please see the article on how to add a contact who is NOT a patient to the address book here.