Category Archives: Feature Review

When you group members of a family together in Atlas, you’re treating them in the most effective way for you and them. You can enroll them together, bill them together, set a head of household who receives notifications and acts as the primary contact, and give them access to the iOS app so they can manage their billing information and even request appointments on their schedule. Need a refresher course on all that? No problem. Watch the video below, or check out the support article.

In a world where many of you are used to spending a large block of your time charting, and then amending those charts, the Notes Editing feature in Atlas is a breath of fresh air for many reasons.

With a way to edit any note, anytime, you’re not locked to the computer you originally logged the note from when you should be seeing patients instead. No need to dig to the end of a chart to find information that could be relevant at the beginning of the chart; the most accurate and best version of your note will always be front and center – right where you want it.

To tie it all together, documentation about what changed, why it changed, and by who is just as visible as the note itself.

Watch the video below, or hop over here to the support article for a refresher on how to edit your notes.

The ability to list multiple credit cards affects credit card management in three areas of Atlas.md: the main part of the EMR, the online bill pay pages (which are accessible directly by patients) and in the Patient Access iOS app. Patients can store an unlimited number of credit cards on file, which means you (and they) can choose which one is used when a manual payment is added. Refresh your knowledge of how it all works so you can make sure you’re offering your patients the best service possible.

For more information on how to manage multiple patient credit cards, check out the support document over here. Check out all our other Feature Review posts, too!

It’s such an integral part of so many clinics who use the Atlas.md EMR, but if you don’t know about it you could be chasing your tail trying to keep up with your practice. Enabling phone services through Atlas lets you control when and where patients can reach you – putting you squarely in the driver’s seat of your practice and essentially making you more available to your patients when they need you. If you haven’t already, here’s how to set up phone services within your account.

Thinking of adding another user to your Atlas account? That’s great! Doing so is quick and easy, and if you have multiple people sharing one login, it’s definitely a must to keep your charts clean and organized. Setting up individual users for the people in your practice gives everyone accountability – and helps you grow with grace. If you’ve never done it before or just want a refresher, this video walks you through it, step by step.

It happens. Patients don’t always stay with you forever. Sometimes they move far far away. So, what do you do with their patient file? Well, after you’ve helped them find another DPC doc in their new area, of course, you’ll want to keep your patient list completely up to date by archiving it. It’s quick and easy, and helps keep you organized. And if they ever come back, you can bring their file back to life just as quickly.

For more information on how to archive and unarchive a patient in Atlas.md, check out the full support article over here.