What is Refer & Share?
Refer & Share lets you invite colleagues and business partners at other organizations to use Updox secure messaging for free. Once they accept, you can send each other documents securely instead of faxing or mailing.
What are the benefits of Refer & Share?
Benefit | What it means |
Secure | HIPAA-compliant secure messaging |
Web-based | Use it anywhere with an internet connection |
Free | No charge to send or receive documents |
High quality | Documents are clearer than faxes |
Auditable | See when a document was viewed, and label, organize, and search past documents |
Edit and sign | Mark up and sign documents without printing |
Two-way | Drag and drop your own documents into Updox to send to any Updox user in the network |
Unlimited | Unlimited users, messages, uploads, and referrals |
How does Refer & Share work?
You send an invitation to someone at another organization. You only need their name and email address or fax number. Updox adds your information and an invitation code automatically.
They accept by entering the invitation code. If they don't have Updox yet, they can create a free account.
Your organizations are connected. You can now share records and secure messages, and exchange CCR/CCDs.
Add specific members of their organization to your Address Book to message them directly.
Note: Each organization keeps its own separate Updox account. The other organization can only see what you explicitly send to them.
How do I send a Refer & Share invitation?
In the left-hand menu, click Inbox.
Click Tools in the top right, then click Refer & Share.
Click Send Invitation.
Enter the name of the person you're inviting.
Enter their email address or fax number.
Click Send Invitation.
Note: You can send an unlimited number of invitations.
How do I accept a Refer & Share invitation?
Open the invitation:
Email invitation: Click the link in the email.
Fax invitation: Find the web address on the fax and type it into your web browser.
Choose one of these options on the page that opens:
Option | What it's for |
Create a FREE Updox account (I have an NPI) | Updox pre-fills most of your information from your NPI. Click Sign Up with an NPI. |
Create a FREE Updox account (I don't have an NPI) | Updox asks for everything it needs. Click Sign Up without an NPI. |
Start a full account | Includes inbound and outbound faxing, your own patient portal, and optional scheduling and online payments. A valid credit card is required. Click Start full account. |
I already have an account | Log in and accept the invitation. See "How do I accept with an existing account?" below. |
Learn more first | Visit updox.com. |
How do I create a free account from an invitation?
On the registration page, enter:
First name
Last name
User ID (your email address)
Invitation code (from the email or fax)
Organization name
Address
State
Zip code
Fax number (optional)
Phone
EHR (enter n/a if you don't use an EHR)
Click Finish.
Check your email for login instructions. Log in with your user ID and the temporary password from the email.
Change your temporary password: click Tools > Change Password.
How do I accept with an existing Updox account?
Log in to Updox at myupdox.com/updox-ui.
Click Inbox, then Tools > Refer & Share.
Click Accept Invitation.
Enter the invitation code.
Click Accept.
After you accept:
The inviting organization is added to your Address Book.
Your organization is added to their Address Book.
How do I message a specific person or queue at the other organization?
The other organization is in your Address Book, but to message a specific member or queue, add them first:
Open the Address Book.
Search for the organization.
Select the organization.
Click the Practice Members tab.
Click Add to the Address Book next to each user or queue you want to add.
Click the X in the upper right to close the Address Book.
How do I send a secure message to a connected organization?
Click Compose, or click Send Item on an Inbox item.
Search for the organization or member.
Select them from the results.
Choose secure message and click OK.
Enter a subject.
Optionally, enter a message.
To add documents, click + under Attachments and choose your files.
Click Send.
How do I reply to a secure message?
Click Reply on the secure message in your Inbox.
Optionally, enter a message.
To add documents, click + under Attachments and choose your files.
Click Send.