This page is for practices that use Updox on its own, without a connection to an EHR. Work through it in order. Skip any product your practice doesn’t have.
Signing in
Sign in at ui.myupdox.com after your admin creates your user account.
Admins: create users under Menu > Admin > Users.
Virtual printer: sign in with your Updox username and password or your practice’s Integration Key (Menu > Admin > Practice Information).
Add your patients and contacts (admins)
Because Updox isn’t connected to an EHR, patients and contacts don’t sync automatically. Add them in one of these ways:
Import a patient list.
Upload a contact list.
Add contacts one at a time in the Address Book.
What’s different without an EHR
Sending to an EHR isn’t available.
Broadcast: you can only broadcast to patients you’ve added to your patient list or Address Book.
Reminders: to include a Video Chat waiting room link in reminders, you need both Premium Reminders and Video Chat.
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.