Category Archives: What’s New

Staying in sync with your team is important, especially when patient updates come quickly throughout the day. But when you’re moving between visits, working outside the clinic, or juggling messages from multiple directions, keeping track of what needs your attention can take a lot of time and attention.

That’s why we’re bringing @Mentions to Atlas.md Mobile, so your team’s most essential nudges, requests, and clarifications follow you. Instead of waiting until you’re back at a computer, you can stay aware and respond with confidence whenever and wherever you need to.

With @Mentions available at a glance, you can immediately see who needs you, what it’s about, and which patient it involves, without digging or context-switching. This means it becomes way easier to keep conversations moving, avoid bottlenecks, and stay on top of updates.

And because everything remains fully synced with your web account, your workflow stays clean and consistent whether you’re reviewing updates on your phone, tablet, or computer.

For more information on how this feature works, check out our support article. And if you have any questions, please don’t hesitate to drop us a line at support@atlas.md.

Running a clinic means wearing a lot of hats, and managing money is one of the trickiest. Whether it’s tracking incoming payments, reimbursing staff, or handling everyday expenses, the financial side of your practice can feel like a separate job. 

Most financial tools weren’t designed for clinics. They’re clunky, disconnected, and supported by teams that don’t understand how your practice actually works.

That’s why today we’re happy to announce Atlas Balance. 

Atlas Balance brings modern financial tools into the Atlas.md ecosystem, powered by Stripe. With Atlas Balance, you can:

Whether you’re onboarding a new staff member or paying for supplies, everything works together—funds, payments, and spending—in the system you already know.

Need to give your MA a card for continuing education, or let a nurse order supplies? With a few clicks, you can issue a Visa-backed spending card and set custom controls like daily limits. Every transaction is logged in real time, so nothing slips through the cracks.

Atlas Balance is now available to all Atlas.md users. It’s everything you need to run the financial side of your practice and keep your clinic running smoothly.

For more information, check out this page or our support articles on the subject. And if you have any questions, you can reach us anytime at balance@atlas.md.

*Atlas CRM, LLC partners with Stripe Payments Company for money transmission services and account services with funds held at Fifth Third Bank N.A., Member FDIC. Atlas Balance Visa® Commercial cards are powered by Stripe and issued by Celtic Bank.

When appointments stack up too tightly, even the best-planned day can start to feel rushed. You finish one visit, another patient walks in, and suddenly there’s no time left to chart, breathe, or prepare for what’s next.

Our newest feature gives you back that margin. With Self-Scheduling Buffer Periods, you can now add automatic gaps between appointments, so patients can’t book back-to-back slots that leave no room to reset.

Instead of stretching appointment lengths or juggling placeholder events, Atlas.md now handles that spacing for you behind the scenes. Patients still see accurate appointment times, and your schedule naturally includes the buffer you need to stay on track.

Say you set a 10-minute buffer after each visit: a 2:00–2:30 appointment means the next available slot starts at 2:40. That simple gap gives you time to finish notes, grab a coffee, or handle a quick message before your next patient arrives, and your patient sees a clean, accurate schedule.

The result is a calmer, more predictable day. You’ll have time to wrap up notes, collect your thoughts, or simply take a moment before your next visit. All without sacrificing availability or adding extra work.

For more information on how this feature works, check out our support article. And if you have any questions, please don’t hesitate to drop us a line at support@atlas.md.

When lab results arrive, every minute matters. Picture this: a critical result for a patient with diabetes comes in just after you’ve stepped out of the office.  With our latest update, you don’t have to wait until you’re back at your desk or dig through emails; those results are now right at your fingertips in Atlas.md Mobile.

Checking labs on the go is quick and straightforward. You can see the most recent results at a glance, mark the ones you’ve already looked at, and tap into the full report whenever you need more detail—all directly from the mobile app.

And because everything stays synced with the web version of Atlas.md, you’ll always be up to date whether you’re in the clinic, between visits, or out in the community. That means faster decisions, fewer missed updates, and peace of mind for both you and your patients.

For more information on how this feature works, check out our support article. And if you have any questions, please don’t hesitate to get in touch at support@atlas.md.

Lab costs can quickly add up for your patients, especially when dealing with Quest’s regional pricing variations. That’s why we’re excited to announce Quest National Pricing—a way, as some of you already know, for all Atlas.md clinics to access better lab rates.

Quest typically offers national pricing to large organizations to help standardize costs across the board. While each Atlas.md clinic is independent, we were able to leverage the collective size of our community to negotiate the same kind of deal. It’s a powerful example of what we can accomplish together, without giving up the autonomy that makes DPC work.

What does this mean for your clinic?

• Your labs still process through your regional Quest facility
• But pricing comes from our negotiated national rate structure
• Your existing Quest workflow stays the same
• Most patients will see immediate savings on their lab invoices

This pricing is available to all current Quest users on Atlas.md, and the switch is simple. We’ll guide you through the enrollment process so your patients can start saving right away.

While participation is completely optional, most clinics will see meaningful, often substantial, savings. A small number of clinics in already low-cost regions may see similar pricing to what they have now. But for the vast majority, national pricing is a win.

The result? More accessible care and happier patients.

If you’re already using Quest through Atlas.md, get in touch with support to make sure you’re on national pricing. If you’re not using Quest yet, then this is the perfect time to add Quest integration and unlock these savings for your patients.

For more information, check out our support article or reach out to support@atlas.md.

A while back, we introduced AI Chart Summaries and Referrals. Then we improved them to read twice as much information from patient charts. Well, we’re at it again — this time with an upgrade that makes these features more useful than ever.

Atlas.md’s AI now crunches 3x more data from patient charts and attached files. What does that mean in real terms? In most cases, it means that Atlas.md can now process entire patient charts, not just recent visits or partial information.

For AI Referrals, this translates to way deeper analysis. Now, when you’re sending a patient to a specialist, you get relevant details pulled from years of visits, lab results, and attached documents.

The result is referrals that give specialists everything they need up front.

AI Chart Summaries gets the same expanded context, but we’ve also added another game-changing capability: the ability to read and incorporate vitals data.

Summaries now include blood pressure, BMI, weight changes, temperature readings, and other vitals that paint a more complete picture of your patient’s health journey. Combined with the expanded context, you’re getting summaries that truly capture the full scope of your patient’s medical history.

These improvements mean less time wrestling with charts and more time doing what matters: spending time with patients.

For more information about using these features, check out our support articles on AI Referrals and Chart Summaries. And if you have any questions about these improvements, please don’t hesitate to reach out at support@atlas.md.

When you’re rounding, following up on a patient, or just trying to make a quick call, pulling up patient contact info shouldn’t slow you down. Until now, accessing patient details on your device outside of Atlas.md Mobile meant having to copy everything manually. Today, we’re changing that.

We’ve added a new option in Atlas.md Mobile that lets you store patient contact information directly to your device. 

With just a tap, phone numbers, email addresses, and more sync straight into your native contacts app—along with cloud backup, address book lookups, and full caller ID support.

Let’s say you’re waiting on a call from a specific patient. With their contact information saved locally, your phone will recognize the number before you even pick it up. No more mystery calls or missed connections. Just clear, immediate context right when you need it.

It also means you can reach out however you like: via call, text, or email using the tools you already rely on. And because it’s all stored locally, your patient contacts are still accessible even when you’re offline.

Check out our support article for more information. And if you have any questions, please don’t hesitate to reach out at support@atlas.md.

As a doctor, you deal with interruptions all day long. You start writing an email, get pulled into an urgent call, and suddenly, that message is lost—or worse, half-sent. 

Well, that’s a thing of the past because Atlas.md now supports drafts for email writing, just like it does for chart notes. That means you can start an email, pause when needed, and pick up right where you left off without worrying about losing your progress.

When composing an email, you’ll now see a familiar Save Draft button, giving you full control over when to save. If you forget to hit Save, don’t worry, autosave is working in the background and will make sure your draft is still there.

Whether you’re writing lab result emails, coordinating with specialists, or simply need to pause mid-message, drafts make email writing in Atlas.md more flexible than ever.

Check out our support article for more details. And, if you have any questions, please don’t hesitate to reach out at support@atlas.md.

Back in March, we released Share Extension for iOS, which lets you send files from your phone directly to your patient’s chart from your iPhone. Well, great news—it’s now available for Android as well.

Share Extension for Android works just the same as iOS. You can upload files—like voice memos, images, PDFs, and signed documents—directly to a patient’s chart from your phone. No need to switch apps, email yourself files, or save them manually. Just tap Share, select Atlas.md, and the file goes straight into the chart.

Voice memos are automatically transcribed, and those transcripts are ready for AI processing, including seamless integration into your SOAP notes.

Whether it’s a referral form, a consent document, a quick photo from a telehealth visit, or a recorded update from a colleague, Share Extension helps you quickly get critical information into the right place.

For more information, check out our support article. And if you have any questions, we’re always here at support@atlas.md.

Sending bulk emails to patients isn’t new; it’s a feature that’s been helping with mass communication for a while now. But what if you need more targeted outreach, specifically for an employer group?

Today, we’re rolling out a new update that makes that possible. Now, you send bulk emails to patients affiliated with a specific company, directly from the company’s profile.

Whether you’re announcing a benefits update or coordinating follow-up care for an internal health initiative, this makes targeted messaging simple and efficient. No extra steps. No extra tools.

The process works just like the bulk email flow you already know, so there’s nothing new to learn. And because it’s built into our existing system, you’ll still get complete reporting, now scoped to the company group you reached out to.

It’s all about making outreach more precise, saving time, and ensuring your communications hit the mark without hitting every inbox.

For more details about how this feature works, check out our support article. And if you have any questions, please don’t hesitate to reach out at support@atlas.md.