Which version of Updox are you on? I have the ability to select the provider I want to send it to; it asks the user to select the recipient. Your office staff should know who sees whom; unless you have a larger multi-physician practice, but they should be looking up the patient in AC prior to uploading documents so they'll know which provider to select in Updox.
All of our Updox folders carry over to AC so they match. We have different labels for different item types; we have a Hospital folder for miscellaneous hospital items that aren't fully categorized, EMG/ECG for electrical studies and cardiology reports, Radiology for all rad studies, etc.
I know when I get hospital labs in a batch, I title it "Inpatient Labs xx/xx/xx - xx/xx/xx", send it to the Laboratory folder and the recipient is always the physician; I have a dummy account there, test test, or something to that effect from an Updox troubleshooting incident, but Updox automatically defaults to the provider, so I don't have to change it.
You can create a folder in the admin account of AC for "Non-Medical Information" (or title it whatever your needs are) that doesn't require sign-off. For scanned items, for instance, we use Non-Medical Information for their insurance cards/IDs/POA documents, etc. Having too many folders that don't require sign-offs creates more opportunity for mistakes by the staff and missed information for you that could be important, so the aforementioned items are the ONLY things that go in that file, at least in our office.
Hope this helps!
