What is the new Inbox?
Updox released a new version of the Inbox with an updated look and layout. Most tools work the same way, but some buttons have moved, and a few features have known issues we’re working on.
If something isn’t working, you can switch back to the previous Inbox while we fix it.
How do I switch back to the previous Inbox?
Select Switch Back in the top left of the Inbox.
The previous Inbox opens.
Note: Switch Back lasts for your current session only. The next time you sign in, the new Inbox opens again.
How do I get back to the new Inbox?
Sign out and sign back in. If you still see the previous Inbox, clear your browser’s cache and cookies with the time range set to All time, then sign in again.
Where are things in the new Inbox?
Looking for | Where it is now |
Admin | Top right of the Inbox (admins only) |
Switch Back | Top left |
Inbox filters | The filter bar across the top: Locations, Types, Tags, Spaces, Queues |
Support PIN | Lower left. Select your initials, then the eye icon. |
Account number | Lower left of the Inbox |
Patient appointments | The Appointments button in the left menu |
Products you don’t have yet | Listed under Additional Products in the left menu |
Tip: If you don’t see a product like Broadcast or Fax in your menu, check Additional Products. It may not be part of your plan.
What are the known issues right now?
What’s happening | What to do for now |
Appointment requests: selecting View/Change, Approve, or Deny does nothing | Use Switch Back to manage appointment requests. |
Patient appointment history doesn’t show on the Portal tab in the Address Book | Use Switch Back to see it, or use the Appointments button in the left menu. |
Fax confirmation: the blue Print button at the top is greyed out | Select Print from the left menu instead. |
Fax markup and signature tools are missing | Clear your browser’s cache and cookies, then sign in again. |
Send to EHR shows “At least 1 action is required” | Use Switch Back to send to the EHR. |
Message formatting: bold text, line breaks, or blank lines (including from templates) may not appear as expected when the message is sent | Check your message before sending, or use Switch Back to send messages that need specific formatting. |
New-item sound may not play while you’re working in the Inbox or when the Inbox tab is in the background | Watch the unread count, which still updates for every new item, or use Switch Back. |
Faxing pages: only some pages are sent | In the new Inbox, only the pages you check are sent. Check every page you want to fax. Shift-click doesn’t select a range yet. |
After archiving, the item stays selected, and your next download includes it | Turn on Refresh page after archiving/deleting an item in your user settings. |
Faxing to an outside number: there’s no Quick send to this fax # option | Use Switch Back to send to a number that isn’t in your Address Book. |
Default document category doesn’t appear | Use Switch Back to use your default category. |
What about “An error occurred processing this item”?
This can happen when you take two actions on the same item at once, for example:
Faxing and sending to the EHR
Send and File
Sending to the EHR and the Patient Portal
What to do: Do each action separately. For example, send to the EHR first, then fax.
I don’t see something that used to be there. What should I do?
Check the table under Where are things in the new Inbox?
Clear any filters in the filter bar.
Try Switch Back to see if the feature works in the previous Inbox.
Still stuck? Chat with us and tell us:
What you were trying to do
Whether it works after Switch Back
Your browser (for example, Chrome or Edge)