Accept a Refer & Share Invitation

Location: Email or Fax Machine

To accept a Refer & Share invitation:

1.In an email invitation, click the provided link.

2.In a fax invitation, enter the URL in your web browser.

3.A web page then displays with multiple options:

•To open a new Updox account choose one of the following options:

•Sign up with an NPI (this pre-fills some of the information for you)

•Sign up with an NPI

•Start a full-account trial 

•If an Updox account already exists, click Log on to Updox, then enter the user ID and password.

•For more information about Updox, click Visit Updox.com.

4.When opening a new account, complete the following information on the registration page that displays:

•First Name

•Last Name

•User ID (email)

•Invitation Code (from the email or fax)

•Organization Name

•Address

•City

•State

•Zip

•Fax # (optional)

•Phone

•Our EHR (enter n/a if you don't use an EHR)

5.Click Finish.

6.An email is sent to the address entered in the User ID field with the log in instructions.

7.Log into Updox using the User ID and temporary password from the email.

8.Change your temporary password by going to Admin > Users.