User Guide

Templates User Guide

  • 22 July 2020
  • 3 replies

Attached is the quick start guide for using Updox templates.  Templates are a great way to streamline common responses for text and fax, and to make responses more efficient.  


Double click on the attachment to review, print or save for future use.  

3 replies

Userlevel 2
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Is anyone using templates for faxes and can you share your experience ?

I am trying to create forms in Updox for my office.  

Presently, I am using FormDr, and have to duplicate enter patient demographic data.  

Here is an example of a form packet that gets sent to my patients prior to their initial consultation.

Can someone help me with integrating, implementing, streamlining my office forms with Updox?

Hi Dr. Karl,

Your request is one we get frequently!  Updox is currently in development for an updated forms builder that will improve the experience for both your practice and the patient.  This release is scheduled to be available in the next few months, and information will be added to here (to the Community).  

How do you currently send the forms for patient completion?  (text, email, portal, your website).