Welcome to the club. I do not personally use UpDox. I have always used Brother machines for the fax and imports. We have the pt fill out forms and just import them into the chart. I like the idea of the portal but as of the last time I checked it was very limited due to using Updox. If you want to look at using Brother Machines for the imports and faxes there are other posts in the forum that discuss this process. The best description for using a Brother machine was several years ago by Leslie. I hooked up the machine using her posts and never looked back. Good luck and hope others can give you perspective regarding UpDox.