Inbox Setup Checklist

Location: Admin

Setup steps for the Inbox:

□Define Practice Information

□Define Practice Settings

□Rename Tags

What are Tags

□Add Users  (be sure to set the time zone)

□DirectTrust Activation

What is DirectTrust

□Add Queues (optional)

What are Queues

□Add Templates (optional)

□Install Updox Central (optional for most EHR software)

□Add a Virtual Printer or Updox Central Virtual Printer