• Contents
  • Search
  • Introduction
    • General
      • Supported Browsers, Devices, OS
      • Sign Out
      • Log In
  • Inbox
    • Accessing the App
      • Log In
      • Forgot Password
      • Sign Out
      • Keyboard Shortcuts
    • Inbox Configuration
      • Inbox Setup Checklist
      • Practice Management
        • Define Practice Information
        • Define Practice Settings
        • Exclude Inactives When Searching
        • Prevent Metadata Page in PDFs
      • User Management
        • Manage Users
      • Direct Messaging Management
        • What is Direct Messaging?
        • What is DirectTrust?
        • DirectTrust Activation
          • Address Method
            • Address Method-Overview
            • Address Method-Activation Process
            • Address Method-User Agreement
          • Organization Method
            • Organization Method-Overview
            • Organization Method-Greenway Registration
            • Organization Method-Activation Process
            • Organization Method-User Agreement
            • Organization Method-View/Change Practice Rep
          • Experian User Agreement
      • Tag Management
        • What are Tags?
        • Manage Tags
      • Template Management
        • Manage Templates
      • Printer Management
        • Add a Virtual Printer
        • Printer User Mapping
        • Print to Queues
      • Queue Management
        • What are Queues?
        • Manage Queues
      • Updox Central Management
        • Find the Integration Key
        • Install Updox Central
        • Install Save to Disk Plugin
        • Add an Updox Central Printer
        • Integrate a Scanner with Updox Central
      • Category Management
        • What are Categories?
        • Manage Categories
      • System Folder Management
        • Manage System Folder
      • Form Management
        • Manage Forms
    • Using the Inbox
      • Home Page
        • Home Page
        • Tool Bar
        • Item Types
        • Filters
        • Folders
        • Multi-Select
        • Queues
        • Refresh
        • Search
        • Sort
        • Tags
      • About You
        • Change Number of Items on a Page
        • Profile
      • Address Book
        • Manage Contacts
        • Patient Messages
        • Patient Portal
          • Patient Portal Account
          • Patient Appointments
        • Direct Address Directory
          • User Agreement
          • Find in Directory
      • Compose Messages
        • Compose - Email Message
        • Compose - Patient Portal Message
        • Compose - Save to EHR
        • Compose - Save to Disk
        • Compose - Direct Message
        • Find a Recipient's Direct Address
        • Can I Send to Any Direct Address
        • Use Recent List to Select Patient
        • New Contact - Quick Edit
        • Add Attachments
        • Add Other Recipients
      • Item Management
        • Archive
        • Attachment-Save
        • Attachment- Change Orientation
        • Comment
        • Delete
        • Delete All
        • Download as PDF/TIFF
        • Edit an Attachment
        • Import to EHR
        • Item Actions
        • Mark as Read
        • Mark as Unread
        • Move to Inbox
        • Reply
        • Route Item
        • Save CCD
        • Send Pages
        • Send To
        • Send To EHR
        • Share Securely
        • Sign an Attachment
        • Spam
        • View
        • View Audit Trail
        • View Record
      • Text Message
        • SMS Text Message
      • Uploading Documents
        • Upload Documents to Updox
  • Appointment Calendar
    • Appointment Calendar Configuration
      • Setup Checklist
      • Define Scheduling Rules
      • Define Appointment Types
      • Define Calendars and Available Time
      • Define Appointment Locations
    • Using the Appointment Calendar
      • Select Calendar
      • Select Appointment Date/Time
      • Make an Appointment
      • Approve an Appointment
      • Change an Appointment
      • Cancel an Appointment
      • Refresh the Calendar
      • Display Canceled Appointments
      • Print Schedule
  • Blast
    • Blast Configuration
      • Blast Setup Checklist
      • Manage Lists
      • Manage Templates
      • Manage Scheduled Messages
    • Using Blast
      • Sending Blast Messages
      • Blast Reporting
  • Faxing
    • Faxing Configuration
      • Fax Setup Checklist
      • Fax Configuration Management
        • Define Fax Settings
        • Define Fax Coversheet
        • Fax Call Forwarding
        • Port Your Fax Number
        • Blocklist - Mark Fax # as Spam
        • Create Contact Groups
      • Fax Bundle Management
        • Manage Fax Bundles
    • Using Faxing
      • Send a Fax
      • ReSend Fax
      • Add Contact from Fax
      • Fax Confirmation Page
  • Internal Forms
    • Send Internal Forms
  • Messenger
    • Accessing Messenger
    • Creating and Sending Messages
    • Creating a Channel
  • Patient Payments
    • Patient Payments Configuration
      • Patient Payments Setup Checklist
      • Define Patient Payments Settings
      • Define Patient Payments User Settings
      • Manage Patient Payments Products
    • Using Patient Payments
      • Patient Account Summary
      • Swipe & Pay
      • Make a Payment/Purchase
      • Add a New Card
      • Remove a Card
      • Create a Custom Payment Plan
      • View Existing Payment Plan
      • Cancel a Payment Plan
      • View Transaction History
      • Void/Refund a Payment
      • Payment Notifications
    • Patient Payment Reporting
      • Transaction Report
      • Products/Services Report
  • Patient Portal
    • For Practices
      • Patient Portal Configuration
        • Define Portal Settings
        • Form Management
          • Manage Forms
      • Patient Portal Invitations
        • Invite Patients
        • Re-invite Patients-Individually
        • Re-Invite Patients-Batch
      • Sending to the Patient Portal
        • Send Message to a Patient
        • Send Message to All Patients
        • Send CCD to Patient Portal (non-integrated EHR)
      • Meaningful Use Measures Reporting
        • Measure Summary
        • Patient Access Detail
        • View, Download, Transmit Detail
        • Secure Messaging Detail
        • Calculate Measures
      • Notifications
        • User Validation Failed
    • For Patients
      • Patient Instructions
      • Grant Family Access
      • Patient Payments in the Portal
        • Make a Payment and Set Up a Payment Plan
        • Add a Credit Card in My Profile
        • Remove an Existing Credit Card in My Profile
        • Make a Payment Without Signing In
        • Manage Payment Plans
        • Add a Credit Card During Payment
        • Make a Payment
      • Patient History Audit Log
  • Refer & Share
    • Send Invitation
    • Accept Invitation
    • Practice Members
  • Reminders
    • Reminders Configuration
      • Reminders Setup Checklist
      • Define Reminder Rules
      • Define Reminder Scripts
        • Default Scripts
        • Define Email Scripts
        • Define Computer Voice Templates
        • Define Human Voice Scripts
        • Define Text Messaging Scripts
    • Reminders Dashboard
      • Appointments/Reminders
      • Reminder Summary
    • Reminders Reporting
  • Secure Text
    • Secure Text Configuration
      • Define Secure Text Settings
    • Using Secure Text
      • Sending a Secure Text
  • Security
    • How is Information Kept Secure
  • Tools
    • Billing and Reporting
      • Usage Information
      • Analytics
      • Billing Information
      • Update Credit Card Information
      • Reactivate Accounts with Expired Credit Card
    • Change Password
    • File Upload
      • Upodx Standard Map CSV Files
        • Appointments
        • Blast Patient List
        • Contacts
        • Patients
        • Locations
      • Updox v2 CSV Files
        • Appointments v2
        • Patients v2
    • My Signature
    • User and Patient Audit History
    • View/Print BAA
  • Vendor Specific
    • Amazing Charts
      • Amazing Charts Setup
        • Amazing Charts Setup
        • Install Updox Central for Amazing Charts
        • Install Amazing Charts Plugin
        • Map Amazing Charts Users
        • Uninstall Updox Connector for Amazing Charts
      • Amazing Charts Using the Inbox
        • AC Import Demographics/Insurance Information from Patient Portal
    • Chiropad
      • Chiropad Install Plugin
      • Chiropad Add a Form
    • Greenway-Intergy
      • Intergy Send to EHR
    • Greenway-PrimeSuite
      • PrimeSuite Import
      • PrimeSuite User Signoff Setup
      • PrimeSuite DirectTrust Activation
      • PrimeSuite Single Signon Map Users Between Greenway and Updox
      • PrimeSuite Multiple Patient Document Print/Send
      • PrimeSuite Send to EHR
      • PrimeSuite Compose an Email Message
      • PrimeSuite Fax Setup Checklist
      • PrimeSuite Compose a Direct Message
    • Practice Fusion
      • Practice Fusion DirectTrust Activation
      • Patient Payment User Settings
    • Mohegan
      • Mohegan Setup
        • Configuration Checklist
        • Manage Departments
        • Assign Users to Departments
        • Assign Users to Patient Alphabet Letters
        • Manage Portal Users
      • Mohegan Using the Portal
        • Patient Portal - Send Message
        • Patient Portal - Forms
    • MicroMD
      • Manage Practice Locations
      • Manage Forms
      • Send Message to Patient Portal
      • MicroMD Patient Payment URL
      • Patient Portal Forms
      • Patient Portal Appointments
      • Patient Portal Payments
    • e-MDs Practice Partner
      • Send to EHR
    • Konica Minolta
      • Send to EHR
  • Appendix
    • Glossary
  • Release Notes
    • 2019 Release Notes
    • 2018 Release Notes
    • 2017 Release Notes
    • 2016 Release Notes
    • 2015 Release Notes
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