This article is intended to provide a basic guide of the Faxing ability as it relates to MacPractice. We will cover how to set up Faxing, and how to use the basic features of Faxing.
Updox Faxing requires MacPractice Build 14.5 to run natively inside of the MP software.
Note: Faxing is a feature that is provided by Updox, a third party vendor. Please contact the MacPractice Sales Department or your Sales Representative if you are interested in purchasing Faxing.
MacPractice can only provide minimal support for Updox features. In this guide we will try to note issues that would require Updox's assistance.
You can reach Updox Support via e-mail at support@updox.com. You can also call their Support line at (614) 798-8170. You can also refer to Updox's own documentation here.
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The Updox Printer is a printer device that you can set up that will allow you to "Print" any item to be sent directly to the Faxing Ability's inbox. This can be especially useful to fax items that you have not scanned in, as you can simply "print" the item to the Updox Printer, and then forward the printed item from the Faxing Ability to the intended recipient.
Updox Support can assist you with setting up the Updox Printer. Please refer to Updox Support's documentation on Creating an Updox Printer.
Menu Options
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When you click on the Menu button, you are presented with a sidebar menu with three tabs, Home, Tools, and Admin. The Admin tab is only visible if you are currently logged into a Updox user with admin privileges. We'll give a brief overview of everything in here. For more detail, please refer to Updox's Support and Documentation.
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Inbox: Displays the Inbox, which is thoroughly discussed in the Navigating in Faxing section. This is the default view when you first enter the Faxing ability.
Appointment Calendar: This brings up an appointment planner view, which allows you to do some rudimentary scheduling. The MacPractice schedule has many more practice-focused features, but this can grant you some additional flexibility should you need an additional planner.
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Queues: This option allows you to add and configure Work Queues. By configuring Queues appropriately, you can set it up so that a virtual printer directs to a specific queue. For more information on this feature, please refer to Updox Support and Documentation.
Practice Information: Contains demographic information for the Practice, such as Name, Address, City/State/Zip, Practice E-mail, and phone numbers. This section will also list the Updox Integration Key, as well as list all vetted users.
Practice Settings: Contains more configuration options for your practice, such as the timezone, setting up forwarding options for any incoming faxes to also be deposited in an e-mail address, and more. This option also includes an idle time customization option if you are frustrated with the automatic logout time being too short.
Tags: Allows you to add, remove, and rename the colored tags to a message to better organize them.
Fax Settings: Allows you to configure options for the current Fax Number. If you have multiple fax numbers purchased through Updox, you can configure each number to deposit to a specific queue or automatically be tagged with a specific tag. For more information on these features, please contact Updox Support.
Fax Coversheets: Allows you to customize the appearance of the cover sheet of all your faxes.
Templates: Allows you to create and edit Templates that can be used to quickly compose a message.
Printer User Mapping: This option allows you to tie a printer user to an Updox User for the sake of routing faxed or printed messages to go into that user's queue.
Billing: Contains Updox billing information.
The Blocklist: Allows you to block certain numbers so you don't receive any faxes from that number.
System Folder Management: Allows you to configure what messages display in the System folder in the Inbox.
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When you first log into Faxing, you will be presented with the Inbox, which will list all the faxes that you have received. The inbox will also display failed faxes typically in messages although they can be displayed as in the above screenshot.
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