FAQ
Vetting
What is "vetting" and how does it work?
Does a newly created Test user automatically get marked as Vetted?
Yes.
At what level (practice/account or user) is the Vetted flag set?
At the user level
Will all users be marked as Vetted once one user is?
Yes
Where does "phone on file" come from?
The NPI database maintained at [[1]].
What if the "phone on file" number is outdated?
The user can change the number on the form.
What happens during the vetting process if the call doesn't get to the user?
Regardless of the reason (straight to voicemail, answering service, out of service, wrong number), the vetting process fails if the user is not contacted directly. This is why the "phone on file" number can be altered/updated.
Direct
What happens if we don't provide a direct address when setting up a practice?
If no direct address is provided, direct.updoxqa.com is the default direct address for the practice.
What happens if we don't provide a direct address when setting up a user?
If no direct address is provided, the user will be unable to send direct messages - there is no default value.
Must Direct addresses be unique within the domain?
Yes. There is no way to distinguish different users with identical direct addresses, even if they belong to different accounts or vendors.
How do I...
How do I remove a user or account?
Calling the respective update method for updating the user or account and setting the active to false will accomplish this.
Troubleshooting
I'm getting a 4011 or 4012 response - why?
These error messages are returned when either the supplied practice/accountid is not active or the supplied user is not active.
Testing
How can we set up test accounts?
What is the URL to access the Webapp outside the API?
https://updoxqa.com/app/html/login.html
Miscellaneous
What HTTP Methods are supported?
All API calls should be done using the POST HTTP method.
Can one practice have multiple accountIds?
AccountId is unique for a practice. If the same practice wants multiple accounts, you must create unique accounts with unique accountIds and duplicate all of the users and settings across both accounts.
