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Administration

Information for Admins

21 articles
Administrative roles and changes in my Updox account?Adding administrative permissions and account holder role changes.
Templates User GuideTemplates help you save time, standardize responses, and improve efficiency when sending texts, faxes, and more.
How to Set Up a HIPAA-Safe Practice Name for Secure Text, Broadcast, and Updox PaymentsHow to set a HIPAA-safe practice name that identifies your office in Secure Text, Broadcast, and Updox Payments messages without naming your type of medical practice.
Updox Technical GuideYour Technical Guide to Updox This guide will help troubleshoot compatibility issues you may experience.
Creating and Managing UsersHow to add a new user to your Updox account, which fields are required, how to set admin access and permissions, and how to edit an existing user.
Getting Started with Fax: What Every Admin Needs to KnowA setup checklist for Updox admins: what to do with your existing fax lines, creating users, organizing the Inbox with queues and tags, and other setup items like signatures, cover…
How to Set Up Provider Calendars for RemindersHow to create or edit a provider calendar, set its available days and times, show it for patient portal scheduling, turn off reminders for it, and include the calendar name…
How to Create and Download EHI ExportsHow to export patient data from Updox using EHI Export: the difference between individual patient and practice exports, how to create each one, and how long exports stay available to…
Navigating Updox: Product Menu and Inbox LayoutHow to use the Updox product menu on the left side of the screen, reorder or collapse it, log out, and find the Inbox folders, Admin and Tools tabs, and…
How to View the Advanced Fax Routing Audit TrailHow to see who changed an Advanced Fax Routing rule, when they changed it, and what they changed, using the Audit Trail on the Advanced Fax Routing page.
How to Update Your Updox Billing Payment MethodHow to update the credit card your practice uses to pay for Updox, by requesting a secure, encrypted update link from the Updox Account Support team.
How to Check Which Version of the Updox Printer You HaveHow to find the version number of the Updox Printer on your Windows computer, and how to install an update when one is available.
EHI Export: How to Export Practice or Patient DataUse EHI Export to export your practice’s or a patient’s data from Updox, as required by the 21st Century Cures Act. Admin access is required.
How to Create a QueueCreate a queue in Admin, choose which users can access it, set how documents are converted, and link it to your practice locations.
How to Add, Edit, and Use TagsCreate color-coded tags in Admin, put them in order, make them active or inactive, delete them, and use them to label and filter Inbox items.
How to Check Message Retention and Find Older MessagesSee how long your practice keeps messages in Sent, Archive, and Trash, and what to try if you can’t find an older message.
Show or Hide Inactive Patients and Contacts When SearchingUse the “Show inactive patients/contacts when searching” setting to choose whether inactive patients and contacts appear when you search in the compose window or the Address Book.
How to Use MessengerHow to use Updox Messenger, the HIPAA-compliant messaging tool for your team: sending direct and group messages, creating and managing channels, @mentions, attachments, and using Messenger on your phone.
How To: Set Up a QueueHow to create a new queue in Updox, make it active, give users access (including yourself), and make the new queue show up in your Inbox.
Email - Setting your Updox E-mail AddressGuide to your Updox E-mail address - Practice & User
Which EHRs does Updox integrate with?The EHR and pharmacy systems Updox integrates with directly, and what to do if yours isn’t listed.