Posted by: Atlas MD

February 22, 2024

What’s New in AI Referrals and Chart Summaries.

Our recent AI updates have been focused on individual features such as AI Summaries and Diagnosis Suggestions. Today, we’re excited to roll out two new chart-wide, time-saving AI features: AI Referral Generation and Chart Summaries.

AI Referrals puts together a specialist referral with just a few clicks – you just need to enter the specialist concerned and the primary concern of the referral. will analyze your patient’s chart and generate a referral that includes the patient’s basic information, medical history, lab results, medications, reason for referral, and more. Once you’re happy with the referral (you can edit it before you send it off), you can fax it directly to a specialist or send it via another method.

Chart Summaries does exactly what it says on the tin – summarizes a patient’s entire chart into a note that you can either send off or add directly to your patient’s chart for later review.

You can find both of these features by clicking the new AI button on your patient’s chart next to the familiar gear icon.

For a more in-depth look at how both features can save you huge amounts of time, check out our support articles on AI Referrals and Chart Summaries.

If you have any questions about AI Referrals or Chart Summaries, please don’t hesitate to drop us a line at

Posted by: Atlas MD

January 23, 2024

What’s New in Diagnosis Suggestions.

It’s sometimes tough to deal with the January blues – the holiday season’s over, there’s still a few more months of winter ahead, and everyone’s back to work. To make things a little better and work a little easier, we’re happy to announce a new feature – AI Diagnosis Suggestions.

Hot on the heels of other AI releases (AI Summaries and SOAP Notes, and AI Macros), this feature recommends possible diagnoses based on the information available in your patient’s chart.

By analyzing recent notes and looking for relevant keywords and ICD-10 codes, this feature identifies and suggests a list of the most likely diagnoses for your patient.

Now, instead of having to trawl through your notes after a patient consultation to determine a diagnosis, saves you time by doing the heavy lifting for you.

When adding a new diagnosis, you’ll notice a new heading called Suggestions. Select one of the possible diagnoses from the list and it’ll get added to your patient’s chart.

One click. Huge amounts of time saved. It’s that easy!

If you have any questions about AI Diagnosis Suggestions, please don’t hesitate to get in touch at

Posted by: Atlas MD

January 11, 2024

What’s New in Subscription Prorating, Editable Fixed-Rate Billing Plans, Improved Date Picker, and More.

We’re always looking for ways to not only connect you with patients but also maximize your income streams. Today we’ve got a whole list of updates that do both!

To start, Subscription Prorating lets you charge a patient for the remaining days of the month in which their subscription starts. So if a patient signs up mid-way through January, you can charge them for the remainder of that month, rather than waiting until February.

Next, let’s talk about prescription management.’s auto-completer is really helpful when suggesting and remembering your usage instructions and reasons for prescribing medication. But sometimes it can remember a little bit too much. Now, if you don’t want those suggestions on the auto-completer list when dispensing medication, you can simply delete them by clicking the small X next to each item.

On the report management side, we’ve updated our date picker so that selecting date ranges from months or years ago can be done quickly and easily. So if you need to pull a custom report from 2015, you can do so in one or two clicks by selecting the month and year dropdown menus.

Finally, remember fixed-rate billing plans? Well, now instead of having to create entirely new plans when you want to change something, you can edit existing ones. It’s important to note that when you do this, it’ll affect all existing subscriptions under that plan.

Saving time and increasing your bottom line? That’s what is for.

If you have any questions about any of the features outlined above, please don’t hesitate to drop us a line at

Posted by: Atlas MD

November 21, 2023

What’s New in AI Macros.

We’ve always placed a big emphasis on using macros to simplify workflows and create better, more comprehensive notes. With AI Macros, we’re enhancing that experience using artificial intelligence.

AI Macros work with and analyze the content of the note you’re writing to perform specific tasks and save loads of time.

Currently, this feature works with two macros:

  • Find Possible ICD-10 Codes searches the content of the note for any possible ICD-10 codes and compiles a list of results in the same note. Once you save the note, any added ICD-10 codes become links that allow you to search across your whole account database for other patients with the same codes.
  • Suggest Differential Diagnoses analyzes the content of the note you’re writing to suggest possible conditions or diagnoses.

To use an AI Macro, simply type “#ai” when working on a note, and’s macro-autocompleter will bring up a list to choose from.

AI Macros not only save valuable time but also help you navigate and analyze medical information more effectively. And while there are currently only two AI Macros available, we’ll be adding more in the future to enhance your workflow even further.

For more information about AI Macros, check out our support article.
And if you have any questions or suggestions about AI Macros, please don’t hesitate to drop us a line at

Posted by: Atlas MD

October 11, 2023

What’s New in Fixed-Rate Billing Plans.

Alongside normal subscriptions, has always given users flexibility in how they charge patients with age-based pricing sets and service fees. Today, we’re extending that flexibility and rolling out a new way of selling subscription add-ons with Fixed-Rate Billing Plans.

Now, next to using age-based tiers or customized subscriptions, you can set billing plans with standardized, fixed rates. These can then be added to patients’ billing plans as subscriptions.

So if you’d like to create a standardized family plan that includes two adults and two children, for example, you can easily set it up and charge it to patients as a subscription.

On top of that, we also improved the patient billing organization and brought everything together on one page. Now you can find all Billing Plans, including age-based pricing sets, fixed-rate pricing sets, and service fees, under Account > Patient Pricing Settings.

These updates will not only help you find everything related to patient billing more easily but will also provide you with even more ways of providing services and increasing your revenue.

If you have any questions about Billing Plans, please don’t hesitate to drop us a line at

Posted by: Atlas MD

September 28, 2023

What’s New in AI Summaries and SOAP Notes.

Picture this – after recording a consultation with a patient, you upload the audio file to and transcribe the conversation to the patient’s chart. You stare at the wall of text, the ums, the ahs, the you knows, and think tiredly, “If only there was a way to instantly summarize this information.”

Well, now there is. Thanks to’s integration with generative AI, you can now summarize transcriptions and generate SOAP notes.

After you’ve uploaded an audio file and transcribed it into your patient’s chart, you’ll notice a new AI button that allows you to do two things:

  • Summarize the transcribed conversation
  • Generate a SOAP note for documenting and communicating patient information 

Whatever action you take will appear on your patient’s chart, in the same thread as the audio file and the transcription.

These magic buttons are a huge time-saver, and we’re so excited to see how users use them and transform their workflows! This is also just the first of many AI features we’ve planned to make running your EMR faster, easier, and more intuitive.

Until then, if you have any questions about how AI summaries or SOAP notes work, please don’t hesitate to drop us a line at

Posted by: Atlas MD

August 17, 2023

What’s New in Audio Transcripts.

We recently released the Audio Playback Support feature to send audio files directly into from your device or computer. Today we’re happy to announce another audio-related feature that should make charting and content organization much easier: Audio Transcripts!

Transcribing anything used to mean starting and pausing audio files and jotting down the content as you went along.

Now, you can turn audio files into searchable text-based content with a single click, simplifying the process of finding and editing notes, understanding problems, archiving patient conversations, and much more!

Imagine seeing patients, recording visits, and having those notes automatically added to your patient’s chart with two easy clicks. It’s another way that lets you spend more time with patients and less time on paperwork.

The whole process is really straightforward. When you upload an audio file, will automatically start transcribing it.

While it works, we recommend checking out other patients’ charts, managing your billing, or getting a coffee refill.

The point is, you don’t have to wait for the transcription to finish – we’ll notify you once it’s ready and attach it to the original note so you can view the audio file and the transcript in the same place.

If you have any questions about Audio Transcripts, please don’t hesitate to drop us a line at

Posted by: Atlas MD

July 25, 2023

What’s New in Appointment Statuses.

There are many reasons why a patient might not be able to make an appointment. Maybe they overslept. Maybe they were unlucky and got a flat tire on the way to your clinic. Or maybe they had to pick their kids up from school.

Regardless, missed appointments happen, and keeping track of them always requires an extra bit of admin!

Today we’re rolling out a smarter way of tracking appointments with Appointment Statuses.

Now, you can assign an appointment a status depending on the stage it’s currently in.

Appointments have five possible statuses:

  • Scheduled (which is the default for new entries)
  • Checked In
  • Checked Out
  • Canceled
  • No Show

You can change the status of an appointment directly from your calendar by simply clicking on it, then selecting Change Status.

Once you’ve changed the status, the appointment in your calendar is updated with an icon that indicates its current stage. If an appointment is marked as canceled or a no-show, you’ll have to provide a reason. And once an appointment is marked as canceled, no more reminders will be sent to patients about that appointment.

This feature is completely optional. If you find that this doesn’t suit your workflow and you choose not to use it, nothing in your appointment-making process will change.

But if you do decide to use it, we’re confident that this feature will give you much more control and insights into appointments and allow you to better streamline your schedule.

For more detailed information on how Appointment Statuses work, check out our help article.

And if you have any questions about Appointment Statuses, please don’t hesitate to drop us a line at

Posted by: Atlas MD

June 29, 2023

What’s New in Audio Playback Support.

As a doctor, taking notes is incredibly important during your day-to-day. Jotting down thoughts about a diagnosis, writing prescriptions, documenting a patient’s medical history – the list goes on.

While our Notes feature is already pretty comprehensive, today we’re providing another avenue for taking notes and collecting information with Audio Playback Support.

Now, with any synced device, you can send audio files directly into from the Voice Memo app on your phone, from chat apps like WhatsApp and iMessage, or your computer. The feature supports standard audio formats like MP3 and MP4.

You can upload audio files directly to your patient’s chart by heading to the chart, clicking the plus sign in the upper right corner, Add Attachments, then Attach Files. Any uploaded audio files will be playable right from that patient’s chart.

You can also send audio files to through your Files Inbox. Simply send them via the email address, Google Drive, or Dropbox connected to your Files Inbox and they’ll show up in your EMR. You can then assign them to a patient’s chart to better organize and categorize them.

So if an idea occurs to you that you’d like to quickly record, or there’s a longer diagnosis you’d like to dictate and attach to a patient’s chart, you can now do both easily straight from your mobile device.

This is just the first of a few great features we have planned for audio files in If you have any questions about Audio Playback Support, please don’t hesitate to get in touch at

Posted by: Atlas MD

June 7, 2023

What’s New in Labs Follow-Up Reminder.

When requesting labs, it’s pretty common to have to repeat a test a few weeks or months down the line. While diary and calendar entries can do the trick, we thought we’d do one better with the Labs Follow-Up Reminder feature.

Now, when ordering labs for your patients, you can easily set up a follow-up reminder to notify you or your staff in a couple of weeks (or however long you need), to perform another test. will automatically set up a reminder for you or another member of staff to order a follow-up lab test in the future. The follow-up task reminder includes default details about the labs being ordered. You can, however, change them or add your own additional notes to help out your future self.

You can also use your macros to streamline common follow-up scenarios, such as referencing a previously requested lab.

If you have any questions about Labs Follow-Up Reminders, please don’t hesitate to drop us a line at