Updox

What Updox does

Updox is a private U.S. healthcare-communications SaaS company that provides a 100% cloud-based, HIPAA-compliant unified inbox and patient engagement platform for healthcare practices across all 50 states. Its product portfolio centers on a Universal Inbox that consolidates eFax (HIPAA-secure digital fax with point-to-point encryption and EHR integration), Direct Secure Messaging, secure SMS, telehealth video visits, a self-service patient portal, appointment reminders, electronic forms with e-signature, broadcast messaging, and embedded PCI-compliant payment processing. The platform integrates with more than 100 EHR and practice management systems via API and HL7 and is delivered entirely through the browser with no installation required. A complementary product, Charge Capture (powered by the MDTech acquisition), delivers a mobile-first point-of-care billing-code capture solution with CPT/ICD integration and 24/7 support, priced on a per-user subscription of approximately $110–$120 per month.

Updox serves more than 50,000 clinics ranging from single-provider practices to hospital/health systems with 100+ providers, addressing administrative burden, revenue leakage (the company cites a 3–5% average missed-charge rate and an industry $125B annual billing-loss figure), no-shows, and HIPAA-compliant communication. The business model combines tiered monthly subscriptions (Standard and Enterprise, with usage-bundled fax pages, telehealth sessions, reminders, texts, and broadcasts), per-user Charge Capture subscriptions, and transactional payment-processing fees (2.90% + $0.30 per transaction). Go-to-market combines direct enterprise sales, inside sales for mid-market/SMB, self-serve cloud-delivered evaluation with ROI calculators, and a three-tier channel program (Referral, Reseller, Developer) plus EHR marketplace listings; named referral partner eMDs alone reaches 59,000+ providers.

The company is a wholly-owned subsidiary of EverHealth, the healthcare vertical of EverCommerce. Its API/Developer Partner Program, EHNAC accreditation, Direct Trust Privacy & Security certification, and 99.9% uptime SLA collectively anchor trust with healthcare procurement. Disclosed AI capabilities include AI-assisted document extraction and AI-driven workflow routing marketed under the 'Updox AI' brand, though there is no evidence of proprietary model development. Cumulative disclosed venture funding through 2017 totals approximately $16.7M across four rounds, with no subsequent funding round publicly disclosed, and the company is privately held with revenue figures not publicly disclosed.

Name

Updox

Legal name

Updox LLC

Website

https://updox.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

51–100 employees

Short description

Updox is a private U.S. healthcare-communications SaaS company that provides a HIPAA-compliant unified inbox, eFax, telehealth, patient engagement, and mobile charge capture (via MDTech) for more than 50,000 clinics, integrating with 100+ EHRs and operating as a subsidiary of EverHealth/EverCommerce.

Ownership category

akta.pro rank

Product category

Healthcare Communications and Patient Engagement Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ)

akta.pro secondary industry

Care Navigation, Referral & Digital Front Door Platforms (HLALABAH)

Keywords

• Healthcare communications platform
• HIPAA-compliant patient engagement
• Telehealth virtual visits
• Electronic fax services
• Medical charge capture

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription-based Platform Licenses: Updox charges subscription fees based on tiered plans (Standard and Enterprise) that include bundled product volumes (fax pages, telehealth sessions, reminders, texts, broadcast messages). Pricing scales by practice size and usage volume. Additional bundles can be added for extra volume at discounted rates vs. overage charges.
2. Charge Capture Per-User Subscription: Charge Capture charges a per-user subscription fee (approximately $110–$120 per user per month), paid monthly or annually. This covers mobile rounding lists, facesheet and facility notes, EHR/PM integrations, secure messaging, and 24/7 support.
3. Per-User Charge Capture: Practices miss 3–5% of charges on average; Charge Capture software helps avoid these losses and improve bottom line through improved revenue integrity.
4. Payment Processing (Updox Payments): Integrated credit card processing with transaction fees. Exclusive pricing for Updox customers with credit card processing rates as low as 2.90% + $0.30 per transaction.

Pricing tiers

Go-to-market motion3 records

Distribution channels7 records

Marketing channels10 records

Core offering

Updox is a cloud-based, HIPAA-compliant healthcare communications and patient engagement platform that consolidates eFax, secure messaging, telehealth, patient portal, electronic forms, appointment reminders, broadcast messaging, secure SMS, and integrated payments into a single unified inbox. It also offers a mobile charge capture solution (powered by MDTech) for capturing CPT/ICD codes at the point of care. The platform integrates with more than 100 EHR and practice management systems via API and HL7 connectivity, and serves over 50,000 healthcare practices across the United States.

Product overview

Updox is a unified communications platform for healthcare practices offering a comprehensive suite of integrated products. The platform consists of the core Updox Platform for unified communications and the Charge Capture Platform powered by MDTech. Core products include eFax (HIPAA-compliant electronic fax), Direct Secure Messaging, Telehealth (virtual visits), Patient Portal, Appointment Reminders, Forms, Broadcast Messaging, and Secure Text. The platform unifies all communications through a single inbox and integrates with most EHR/practice management systems. Additional offerings include Payments for integrated billing and Charge Capture for revenue optimization. All products are designed to work together as a unified ecosystem or can be purchased individually.

Differentiator

Problem solved

Functional benefit

Brands

• Charge Capture powered by MDTech: A mobile charge capture platform that enables healthcare providers to record billing codes at the point of care, manage patient notes, and streamline the revenue cycle.

Products and services

• Updox Platform Cloud-based unified communications platform that consolidates fax, email, secure messages, and other communications into a single organized, HIPAA-compliant inbox with document management tools and integrated payments. Designed for healthcare practices of all sizes.
• eFax HIPAA-compliant electronic fax service enabling secure digital document transmission and storage with digital signatures, document editing, audit trails, secure cover pages, print-to-fax functionality, and integration with EHR systems. For healthcare practices.
• Direct Secure Messaging HIPAA-compliant secure messaging platform enabling healthcare providers to exchange patient health records, care plans, and referrals through a HIPAA-compliant inbox. Bridges communication gaps between clinicians.
• Telehealth HIPAA-compliant virtual visit platform providing secure video and audio calls with up to 20 participants, virtual waiting room, interpreter services, and seamless EHR integration. No app installation required. For remote patient care delivery.
• Patient Portal Self-service portal empowering patients to view medical records, schedule appointments, pay bills, and communicate with providers through secure online access. Mobile-friendly with EHR integration.
• Appointment Reminders Automated reminder system delivering text, email, and phone call reminders on a custom schedule to reduce no-shows and late cancellations. Integrates with practice scheduling.
• Forms (eForms) HIPAA-compliant online forms enabling secure paperless patient intake with mobile-friendly design, form packet grouping, logo customization, electronic signatures, and direct EHR integration.
• Broadcast Messaging Mass communication tool enabling secure messaging to all patients at once or to segmented groups based on demographics or diagnosis via text, email, and phone, with built-in templates.
• Secure Text (SMS) HIPAA-compliant two-way texting solution with templates, file attachments (forms, photos, videos), and EHR auto-filing of conversations. Enables convenient patient communication without compromising PHI.
• Charge Capture (powered by MDTech) Mobile charge capture platform enabling providers to record CPT and ICD codes at the point of care. Includes facesheet integration with hospitals, favorites lists for codes, real-time reporting dashboard, HL7 and API connectivity, secure messaging, mobile rounding list, facility notes, and 24/7 support. EHR independent.
• Updox Payments Embedded PCI-compliant credit card payment processing integrated within the Updox inbox workflow. Exclusive pricing for Updox customers with rates as low as 2.90% + $0.30 per transaction. Improves revenue flow and patient financial experience.

Quantifiable outcome

• Practices miss 3–5% of charges on average; Charge Capture helps avoid these losses
• +4 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability3 records

Feature12 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Greenway Health PartnerscoreTechnology or IntegrationGreenway Health Partners integrate Updox with Greenway Health EHR solutions, increasing practice efficiency by reducing administrative tasks through streamlined workflows and simplified communication. This partnership enables clinicians to focus on quality of care and enhances overall patient and provider satisfaction. Updox and Greenway Health continue to innovate and grow together.
• DrChronocoreTechnology or IntegrationUpdox integrates with DrChrono EMR platform. When South Florida Integrative Medicine needed a new Telehealth option, they chose Updox as the best option integrated with DrChrono, noting that the two platforms seamlessly integrate.
• eMDscoreChannel Partner/ Reseller/ DistributoreMDs (with a client base of more than 59,000 providers) operates as a referral partner, recommending Updox to their provider base as a best-of-breed solution for patient engagement and communication streamlining. eMDs CEO Derek Pickell cited strong feedback from their client base as the driver for the partnership.
• Amazing ChartsminorChannel Partner/ Reseller/ DistributorAmazing Charts operates as a referral partner, recommending Updox to their client base. Amazing Charts noted that Updox has helped them maintain their recognition for being intuitive and easy to use.
• MDTechcoreTechnology or IntegrationMDTech powers the Updox Charge Capture platform. MDTech provides the charge capture mobile app with HL7 and API connectivity, CPT/ICD code database, and 24/7 support. The Charge Capture platform is branded as 'Charge Capture powered by MDTech.' MDTech login portal is at portal.mdtech.com.
• EverHealth / EverCommercecoreOthersUpdox is a subsidiary of EverHealth, an EverCommerce portfolio company. The company is branded as 'Updox by EverHealth' and 'Updox by EverCommerce.' EverHealth/ EverCommerce provides corporate backing, resources, and cross-selling opportunities across the portfolio.

Scale indicators8 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• TigerConnect: TigerConnect is a clinical communication and collaboration platform serving hospitals, health systems, and physician practices with secure messaging, alerting, and patient engagement. It directly competes with Updox's secure messaging, Direct Secure Messaging, and unified inbox offerings.
• Doxy.me: Doxy.me is a widely-used HIPAA-compliant telehealth and patient communication platform serving small-to-mid healthcare practices. It is a direct competitor to Updox's Telehealth and patient engagement modules, particularly in the SMB segment where Updox also focuses.
• Solutionreach: Solutionreach is a patient engagement platform for healthcare practices offering appointment reminders, recall, patient surveys, text messaging, and online scheduling. It is a direct competitor across Updox's appointment reminders, broadcast messaging, and patient portal capabilities.
• OhMD: OhMD provides HIPAA-compliant patient texting, team messaging, and telehealth for medical practices. It is a direct competitor in patient communication and engagement, particularly for small and mid-sized practices similar to Updox's core segment.
• Klara: Klara is a patient communication platform offering secure two-way messaging, automated outreach, and telehealth for medical practices. It competes directly with Updox's Patient Portal, Secure Text, Broadcast Messaging, and Telehealth products.
• Phreesia: Phreesia is a patient intake, engagement, and payment platform serving medical groups and health systems. It competes with Updox's Patient Portal, Forms, Appointment Reminders, and Payments modules, particularly in the mid-market and enterprise segments.

Broad incumbents

• eClinicalWorks: eClinicalWorks is a major EHR vendor offering an integrated suite including patient portal, telehealth, messaging, and reminders. It is a broad incumbent that bundles communication features natively, directly competing with Updox on best-of-breed positioning for practices already on eClinicalWorks.
• Zoom for Healthcare: Zoom for Healthcare offers HIPAA-compliant video, messaging, and phone solutions for healthcare organizations. It is a broad incumbent that competes with Updox's Telehealth and unified communications, with deeper enterprise brand recognition and broader platform capabilities.
• RingCentral (Healthcare/Patient Engagement): RingCentral provides cloud communications and contact center solutions, with a dedicated healthcare vertical offering HIPAA-compliant messaging, fax, and telehealth. It is a broad incumbent that competes with Updox's unified communications platform, though RingCentral operates across many verticals beyond healthcare.

Others

• DrChrono: DrChrono is an EHR/PM platform that is also part of the EverHealth/EverCommerce portfolio (a sister company to Updox). It is a strategic partner and distribution channel rather than a direct competitor, given tight EHR integration and shared parent ownership.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks1 record

Key highlights7 records

Customer concentration

• Xx.com/updox
• Facebookfacebook.com/updox
• LinkedInlinkedin.com/company/updox

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds4 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Updox