This page is for practices that use Updox with Practice Fusion. Work through it in order. Skip any product your practice doesn’t have.
Signing in
Updox uses single sign-on with Practice Fusion.
Sign in on the Updox with Practice Fusion sign-in page with your Practice Fusion username and password.
Your Updox admin access matches your admin status in Practice Fusion.
You manage users in Practice Fusion, not Updox. See Practice Fusion: Managing Users in Updox.
Virtual printer
Practice Fusion users don’t have Updox passwords, and your Practice Fusion password won’t work with the printer. Use one of these instead:
Your practice’s Integration Key (Menu > Admin > Practice Information)
Printer credentials you create (Menu > Profile > Printer Credentials)
Patients and contacts
Patients sync automatically from Practice Fusion.
Contacts don’t sync. Add them in the Address Book or upload a contact list.
Sending documents to Practice Fusion
Categories come from your Practice Fusion Document Types.
Files can be up to 25 MB.
Import with Sign files the item as Signed on the patient’s timeline. This requires Level 3 or 4 access in Practice Fusion.
Import without Sign files the item as Pending and sends the provider a task.
Reminders tips (admins)
Updox pulls facilities, appointment types, and one calendar per provider from Practice Fusion.
New and changed appointments sync quickly.
Recurring appointments don’t sync, and neither do appointments made before Reminders was added.
Patients need consent recorded on their Profile tab in Practice Fusion.
Patients can confirm an appointment from a reminder but can’t cancel.
Calendar names come from Practice Fusion. Updox Support can change this.
Broadcast tips (admins)
Only patients with a PRN and Practice Fusion consent can receive broadcasts. You can’t broadcast to contacts who aren’t patients.
You can upload a patient list from Practice Fusion as a CSV.
Updox can’t mask the phone number that reminder or broadcast calls come from.
Set up your Inbox
Set up your products
Reminders: Reminders - Overview
Video Chat: Onboarding Checklist: Video Chat
Good to know
Virtual printing works only on Windows and Mac.
Users don’t appear in Queues until they sign in to Updox for the first time.
Fax files can be up to 128 MB. A 400-page fax is usually about 40 MB.
Secure Text attachments can be up to 50 MB.
New SMS text numbers need carrier approval, which can take up to a week. You can use Secure Text in the meantime.
SMS templates must be under 140 characters.
Updox Email isn’t a HIPAA-compliant way to communicate.