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

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 MENU.

•Click Admin.

•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.

oClick OK.

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.)

oClick OK.

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.