Atlas.md
All-in-one EMR and practice management built for direct care. Here is every workflow Tabflows automates in Atlas.md for direct primary care clinics.
Automations
- Log overnight HelpCare calls in Atlas with callback tasks
Log overnight HelpCare calls in Atlas with callback tasks
Every after-hours call is charted and returned before clinic opens.
Patient Messaging & Inbox - Turn missed Weave calls into Atlas callback tasks
Turn missed Weave calls into Atlas callback tasks
Every missed call gets a fast, informed callback.
Patient Messaging & Inbox - Catch Atlas.md visits booked on provider days off
Catch Atlas.md visits booked on provider days off
No patient shows up to an absent provider.
Scheduling & Patient Outreach - Stage DoseSpot refills from Atlas.md patient messages
Stage DoseSpot refills from Atlas.md patient messages
Refill requests close in one pass.
Prescriptions & Refills - Track Vista compounded orders and tell patients when they ship
Track Vista compounded orders and tell patients when they ship
Patients stop calling to ask where their compound is.
Prescriptions & Refills - Hand off therapy referrals from Atlas to SimplePractice
Hand off therapy referrals from Atlas to SimplePractice
Behavioral health referrals get booked, not forgotten.
Referrals & Prior Authorization - Draft Atlas.md notes from ChartNote dictations
Draft Atlas.md notes from ChartNote dictations
Dictations become notes without retyping.
Visit Prep & Clinical Documentation - Flag Freed plan items not yet ordered in Atlas.md
Flag Freed plan items not yet ordered in Atlas.md
What was promised in the room actually happens.
Visit Prep & Clinical Documentation - File Heidi draft notes into the right Atlas encounter for sign-off
File Heidi draft notes into the right Atlas encounter for sign-off
Notes are charted the same day without copy and paste.
Visit Prep & Clinical Documentation - Reconcile memberships between Amplify DPC and Atlas.md
Reconcile memberships between Amplify DPC and Atlas.md
Members are billed for the plan they actually have.
Billing & Revenue - Move CharmEHR recurring charges to Atlas.md membership billing
Move CharmEHR recurring charges to Atlas.md membership billing
No member is double-charged or missed.
Billing & Revenue - Reconcile Atlas member status against Hint billing every month
Reconcile Atlas member status against Hint billing every month
No one gets seen for free or billed after they cancel.
Billing & Revenue - Book monthly Atlas membership revenue into QuickBooks
Book monthly Atlas membership revenue into QuickBooks
The books close each month without a spreadsheet marathon.
Billing & Revenue - Turn Calendly meet-and-greets into Atlas.md enrollment tasks
Turn Calendly meet-and-greets into Atlas.md enrollment tasks
Meet-and-greets turn into members.
Membership & Onboarding - Turn Jotform intake answers into a pre-filled Atlas chart
Turn Jotform intake answers into a pre-filled Atlas chart
New members arrive with a complete chart and no retyping.
Membership & Onboarding - Catch failed Stripe payments before Atlas memberships lapse
Catch failed Stripe payments before Atlas memberships lapse
Fewer members drop off because of an expired card.
Membership & Onboarding - Carry Cerbo lab history into Atlas.md charts during a switch
Carry Cerbo lab history into Atlas.md charts during a switch
Lab trends survive the EMR switch.
Labs & Results - Summarize new Labcorp results and queue patient messages in Atlas
Summarize new Labcorp results and queue patient messages in Atlas
Results get reviewed and explained to patients the same day.
Labs & Results - Chase Quest orders from Atlas with no results after 10 days
Chase Quest orders from Atlas with no results after 10 days
Ordered labs actually get drawn and resulted.
Labs & Results - File Rupa specialty lab results in Atlas with a review visit task
File Rupa specialty lab results in Atlas with a review visit task
Specialty results land in the chart and get a visit on the books.
Labs & Results - Side-by-side member roster check between Atlas.md and Akute
Side-by-side member roster check between Atlas.md and Akute
Both systems agree on who your members are.
Analytics - Hybrid clinic report: athena insurance visits vs Atlas.md members
Hybrid clinic report: athena insurance visits vs Atlas.md members
Owners see how the hybrid model is really performing.
Analytics - Find Atlas.md members missing in Elation after a switch
Find Atlas.md members missing in Elation after a switch
Nobody gets lost in the switch.
Records & Care Coordination - Pull outside records from Guava into new Atlas members' charts
Pull outside records from Guava into new Atlas members' charts
The first visit starts with the full history already in the chart.
Records & Care Coordination - Move patient charts from Healee into Atlas during a switch
Move patient charts from Healee into Atlas during a switch
The switch happens without lost charts or orphaned appointments.
Records & Care Coordination - Side-by-side chart check when moving from Hint Clinical to Atlas
Side-by-side chart check when moving from Hint Clinical to Atlas
Migrated charts are checked before the patient walks in.
Records & Care Coordination - Pull discharge summaries into Atlas and set the follow-up call
Pull discharge summaries into Atlas and set the follow-up call
No hospital discharge goes unnoticed or without a follow-up call.
Records & Care Coordination - Share health coaching updates from Practice Better with Atlas
Share health coaching updates from Practice Better with Atlas
The physician sees coaching progress without logging into a second system.
Records & Care Coordination - Move members from SigmaMD to Atlas without losing open threads
Move members from SigmaMD to Atlas without losing open threads
No patient question gets lost in the move.
Records & Care Coordination - Stage Fullscript reorders for Atlas.md members on monthly protocols
Stage Fullscript reorders for Atlas.md members on monthly protocols
Members don't run out of supplements.
Dispensing & Supplements - Reorder low-stock meds from Northwind based on Atlas dispensing
Reorder low-stock meds from Northwind based on Atlas dispensing
The shelf never runs out of the meds members rely on.
Dispensing & Supplements - Match ProficientRx dispenses to Atlas charts and member charges
Match ProficientRx dispenses to Atlas charts and member charges
Every dispensed med is charted and charged.
Dispensing & Supplements - Add cited evidence to complex Atlas visits the day before
Add cited evidence to complex Atlas visits the day before
The physician walks in with current, cited evidence in hand.
Clinical Reference - Attach UpToDate patient handouts to Atlas visit follow-ups
Attach UpToDate patient handouts to Atlas visit follow-ups
Patients leave with trusted reading on their new diagnosis.
Clinical Reference - Flag rising-risk Atlas.md members for Fold Health care management
Flag rising-risk Atlas.md members for Fold Health care management
High-risk members get help early.
Care Gaps & Prevention - Flag out-of-range home BP readings from HealthBook+ in Atlas
Flag out-of-range home BP readings from HealthBook+ in Atlas
Rising blood pressure gets caught between visits, not at the next one.
Care Gaps & Prevention - Text members whose Atlas annual physical is overdue
Text members whose Atlas annual physical is overdue
More members get their yearly physical without staff chasing lists.
Care Gaps & Prevention - Mark Go High Level leads won when they join Atlas.md
Mark Go High Level leads won when they join Atlas.md
Marketing knows which campaigns create members.
Growth & Outreach - Turn emailed employer census files into Atlas.md roster updates
Turn emailed employer census files into Atlas.md roster updates
Employer rosters stay accurate every month.
Employer Groups & Sponsors - Monthly employer group utilization report from Atlas.md
Monthly employer group utilization report from Atlas.md
Renewal talks start with real numbers.
Employer Groups & Sponsors
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