Skip to main content

Inbox and Address Book

Everything you need to know about the inbox and address book

9 articles
How to Add a Patient to the Address BookHow to add a patient to your Updox Address Book by hand, which fields are needed for Secure Text, Video Chat, and Broadcast, and when patients are added automatically from…
How to Customize Inbox ButtonsHow admins choose which action buttons are always visible on Inbox items and set their order, and where to find the buttons that aren't shown.
How to Add a Contact to the Address BookHow to add a contact, such as another practice, pharmacy, or lab, to your Updox Address Book so you can quickly find them when sending faxes and texts.
Inbox NotificationsWhat Updox system notifications are, the four types (success, error, warning, and info), and how to review, clear, or turn off notifications with the bell icon.
How to Filter and Sort Your InboxHow to filter your Updox Inbox by item type, tag, space, queue, or location, how to sort it, and what to check when items seem to be missing.
How to Change Your Inbox Color ThemeHow to switch your Updox Inbox between the Soft and Bold color themes.
How to Allow or Restrict Address Book EditingControl whether a user can add or edit contacts in the Address Book.
The New Updox Inbox: What’s Changed and Known IssuesWhere things are in the new Updox Inbox, current known issues and workarounds, and how to switch back to the previous Inbox. Updated October 2026.
Patient Portal: Manage a Patient's Portal Account from the Address BookPrint a login card, change a username, reset a password, or opt a patient out of the Patient Portal.