Install Updox Central for Amazing Charts
Location: Updox Central
The Updox Central is a required application for the integration between Amazing Charts and Updox. The application enables you to:
•Automatically upload documents or faxes from a centralized folder at your practice into Updox
•Use a virtual printer to upload documents into Updox
You need to have access to the Admin menu in Updox to obtain your integration key.
Updox Central is normally installed on only one computer at your practice.
To install Updox Central:
1.Choose one computer to host Updox Central.
2.Go to that computer, open the web browser, then click here to access the install file (or copy this link into the browser http://myupdox.com/central/setup.exe then click enter).
3.Depending on your web browser you’ll either be prompted to Run the file or Download the file then run it.
4.When the Install Wizard opens follow the instructions to complete the installation. This process will place the Updox Central icon on your computer desktop.
•Updox Central requires Microsoft .Net4 framework, if you’re prompted to install it, do so.
5.If the Updox Central user interface doesn’t open after the installation is complete, double click the desktop icon.
6.Go to the Updox web application to find the integration key for your practice:
•Click Practice Information.
•Copy the value in the Your integration key is field.
7.Go back to Updox Central:
•Paste (or enter) the integration key.
•Check the box for Run Updox Central as a Service.
•To enable using a virtual printer to upload documents into Updox:
oCheck the box for Enable Printer.
oFor details on the printer installation, refer to the Install a Virtual Printer article.
•To automatically load files from a Non-Fax Server location:
oClick the Files tab.
oCheck the box for Enable File Auto-Upload Folder
oSelect the location of an existing folder for Updox Central to monitor.
oIf you want to limit which file types can be uploaded, enter the file extension(s) in File types to upload field (e.g. pdf, docx, etc.). Leaving the field blank enables all file types.
•To automatically load files from a Fax Server:
oClick the Files tab.
oCheck the box for Enable Fax Auto-Upload Folder
oSelect the location of an existing folder for Updox Central to monitor. (Note: must be a different folder than the one chosen for the Enable File Auto-Upload Folder.)
oIf you want to limit which file types can be uploaded, enter the file extension(s) in File types to upload field. Leaving the field blank enables all file types.
8.To exit Updox Central, click Close.
9.Next, install the Amazing Charts Plugin.