Posted by: Atlas MD

May 22, 2024

What’s New in Improved AI Referrals and Chart Summaries.

In February we rolled out two time-saving, chart-wide AI features: AI Referrals and Chart Summaries. Today we’re launching enhanced versions of both features that will deliver even more valuable results.

Our AI Chart Summaries feature is now more efficient and detailed. We’ve improved it to give you a quick overview paragraph at the top of each summary, highlighting the most important information. Below this, you’ll find more detailed sections about your patient’s history.

This update is great for pre-appointment recaps, showing you the key points before providing more in-depth details. The feature also now reads twice as much information from the patient’s chart, going further back in time for a better, more detailed summary.

We also made improvements to AI Referrals. Now, it can read twice as much information from a patient’s chart to provide a more detailed referral. It can also analyze information that might be buried deep in a patient’s chart so that nothing important gets overlooked.

On top of this, it also takes into account the specific specialty you’ve selected to ensure that the referral is highly relevant to the specialist’s field.

For a more detailed look at how these improved features work, check out our support articles on AI Referrals and AI Chart Summaries.

And as always, if you have any questions, please don’t hesitate to drop us a line at

Posted by: Atlas MD

May 8, 2024

What’s New in Mobile.

Have you ever wanted to text a patient on the go? Or check your day’s schedule with your morning coffee? Or just take a look at your to-do list without having to open your browser? Well, now you can in a dedicated mobile app. Mobile is your companion. It’s an app for your mobile device that contains the features you use most – messaging patients, appointment tracking, and task management.

With Mobile, you can now conveniently help patients and take care of business even when you’re not in front of your computer.

The app is currently only available to iPhone users, but we’ll be releasing an Android version soon.

Learn more about Mobile

Download Mobile for iPhone

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

Posted by: Atlas MD

April 16, 2024

What’s New in Streamlined Enrollment Billing.

Streamlined Enrollment Billing improves the enrollment process by letting you bill all new enrollees simultaneously when accepting them as patients.

It gives you the option to charge subscriptions (either the full amount or a prorated amount for part of the month) and collect payments immediately – this also includes any outstanding enrollment fees.

While you can currently do this manually, it requires going through many different pages and dozens of clicks for each new patient. The improved enrollment process lets you bill all newly enrolled patients simultaneously with just a couple of clicks.

This feature also gives you the ability to prorate subscription billing amounts for new clinics migrating to This gives you much more flexibility if you want to batch-prorate subscriptions, especially if you’re switching to mid-month, for example.

For more details, check out our help article. And if you have any questions, please don’t hesitate to drop us a line at

Posted by: Atlas MD

March 28, 2024

What’s New in Letterheads.

Patient correspondence, sick leave letters, appointment cancellations – being a doctor involves creating a lot of formal documentation.

Letterheads takes the pain out of this process by letting you generate documents with just a few clicks.

Simply choose the title and content for the body of the Letterhead and will generate a PDF that can be printed, emailed, or sent with whatever method you prefer.

The PDF includes a letterhead with your clinic’s and patient’s information, your clinic’s logo, and the date the document was created.

This feature also works seamlessly with the macro-autocompleter. This means you can create templates of documents ahead of time and use a macro to generate, let’s say, a sick leave letter for a patient.

Check out our support article for more details.

And if you have any questions about Letterheads, please don’t hesitate to get in touch at

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