We have been using UpDox for 2 years. We would be lost without it and use it constantly, but we have not plumbed all of its depths, so do not feel stupid.
I would begin with just importing faxes into the chart. We scan old records into files other than AC, but lots of other things we want to go into the chart we just fax to ourselves and import via UpDox. There are more efficient ways we will explore as we go, but this is one everyone is familiar with, and we still opt for familiar.
We did the patient portal next, so we could eliminate phone calls about labs and test results. At first, there was a fair amount of confusion with our patients, and a staff member spent considerable time doing tech support for patients who were not very computer literate. Gradually, everyone got the hang of it, and it saves a huge amount of time not getting into long winded discussions about tests over the phone. We basically say "here is your test result, it means such and such, it is normal, and if you have further questions please make an appointment."
We mostly use our old fax machine for outgoing faxes, as it seems simpler.
Tobin and his crew were very supportive of us in getting started, so you might give them a call. As I have stated previously, I really wish they had some more YouTube videos to get folks started. Here is one link:
http://www.youtube.com/watch?v=OMCiwkePVY0
