7 posts tagged with "Clinical"

✨ New​

Intake forms now fill in client profiles automatically — When a client fills out an intake form with details like date of birth, phone, address, or insurance info, those answers now land on their profile automatically — no more retyping by staff.

Home Location on client profiles — You can now set and edit a client's home location directly from their profile.

A redesigned Program tab — The client Program tab now leads with a clear stat strip (active protocols, this week's progress, adherence, next session), a cleaner program band, and a right rail highlighting missed items and logging streaks.

Billing Performance scorecard & expected payment estimates — The Claims tab now shows a performance scorecard (first-pass acceptance, denial rate, days to pay, collected vs. expected) and in-flight claims display an expected payment estimate based on real payer history.

Richer lead timeline — Leads now show AI Call Center summaries with key talking points, full transcripts, and structured booking details (service, time, location, staff) — plus a new aging filter to spot leads that haven't been contacted recently.

⚡ Improved​

More accurate claims and billing views — Claims that previously vanished from the pipeline (acknowledged, forwarded to secondary, processed) now show up correctly, normally-paid claims no longer get flagged as needing attention, Paid totals label their time range, and settled transactions now show a full itemized breakdown instead of a bare "Payment" line.

Client-facing emails match your branding, everywhere — Appointment notices, receipts, sign-in codes, and forms now consistently send from your clinic's verified branded email address.

Required forms now stick — When you mark forms as required for a service, that setting saves reliably and shows correctly every time you reopen the editor.

Confirming appointments is back, with clearer status — You can confirm an appointment right from the appointment view, and any booking that still needs confirmation is clearly flagged with a "Confirm your spot" or "Needs confirmation" chip in your Up Next card and appointment lists.

Habit schedules now match everywhere — When assigning a protocol, pick specific days for a habit instead of a generic weekly frequency. The schedule now looks identical in the client app and the staff portal.

✨ New​

Insurance billing settings on each service — Mark a service as cash-only or insurance-billable, and set default CPT codes, modifiers, units, and a place-of-service override — all from the service editor.

More control over claims — Toggle assignment-of-benefits on a client's insurance, see an at-a-glance in/out-of-network badge on their insurance card, and choose a specific rendering provider when filing a manual claim.

Edit Knowledge Base items anytime — Atlas Knowledge Base entries can now be edited after they're created, including changing who they're visible to — Staff, Clients, or Both — without deleting and starting over.

✨ New​

Rescheduling now feels just like booking — When you reschedule an appointment, you'll see the same clean scheduling screen used for new bookings. You can also pick your appointment's date or any date after it, not just the exact original day.

A full branding and onboarding editor for your client app — From Settings › Client Apps, clinics can now customize brand colors, fonts, and logo, plus the app's welcome screen, with a live preview before saving.

⚡ Improved​

Trends line up with real calendar periods — Weekly, monthly, and yearly views now match actual weeks (Mon–Sun), months, and years instead of a rolling window, and you can swipe or use arrows to move between periods.

Clearer dates on lab and trend charts — Charts now show clean date labels (oldest, middle, newest) instead of crowded, overlapping text, with the exact date still available when you tap a point.

Meals and measurements now count toward your progress — Marking a meal as eaten, scanning a meal, or logging a measurement now updates your real protocol adherence and trends, instead of just showing a confirmation.

Protocol pages now show real results — See your adherence percentage, a per-activity breakdown, and before-and-after biomarker changes right on your protocol's Results card.

✨ New​

Look up a client right from Slack — Front desk staff can now type a quick Slack command to pull a client's recent labs, upcoming schedule, or latest vitals, or ask Atlas a question directly in the channel.

⚡ Improved​

Signed agreements now include the full text — Onboarding documents your clients sign now include the complete agreement text alongside their answers, so the record matches exactly what they agreed to.

One reminder, not ten — Morning plan notifications no longer pile up into duplicate alerts. Clients now get a single, clear reminder.

Substitute-covered classes are bookable again — Group classes with a covering clinician now correctly show as available to book, instead of looking full when the usual coach is out.

Lab dates reflect when the sample was taken — Lab results now show the actual collection date instead of defaulting to the day they were uploaded.

Oura users see heart rate and HRV trends — Resting heart rate and HRV now populate correctly for clients syncing data from Oura, closing a gap where these trends showed empty.

✨ New​

Quick access to your content libraries — A new Databases dropdown lets you jump straight to your Exercises, Supplements, and Meal Templates while building protocols.

⚡ Improved​

More accurate circadian phases — Circadian phases are now calculated from a client's actual sleep data over the last 30 days, so timing reflects real patterns instead of estimates.

Clearer protocol summaries — The protocol summary step now shows all configured exercises, supplements, and meals in one place, so you can review a plan at a glance.

Correct protocol dates — Protocol start and end dates now display accurately based on their scheduled timing.

Cleaner activity labels — Activity types now show cleaner names, with the "Habit" prefix removed.

✨ New​

See your protocol at a glance — Clients can now open a protocol card to view a calendar of scheduled activities, weekly progress, and notes, all in one place.

Credits, trials, and packages, right where you need them — Booking and account pages now show available credits, trial status, and package usage, so clients always know where they stand.

Book per person from the waitlist — The waitlist popup now supports booking for individual people, with slots filtered to match the client's waitlisted location and clear counts of how many times are available.

⚡ Improved​

Quicker slot loading — Appointment times load faster thanks to smarter caching and batching, especially when browsing a full week.

✨ New​

Waitlist and easier date browsing for booking — Clients can now join a waitlist when a time slot is full, and can move through days more easily using new date navigation arrows.

Clients can manage their own profile — From the account page, clients can update their name, phone, and address, change their password, and upload a profile photo — no staff help needed.

Photo uploads for client records — Staff can now upload client photos directly, making it easier to keep records complete.

⚡ Improved​

More accurate booking windows and locations — Booking now reflects each membership's actual rules, showing the right number of days ahead and only the locations a client can book at, with the primary location clearly marked.

Cleaner staff calendar filtering — Staff calendars now support multi-select filters and holiday blocks, making it easier to see exactly the schedule you need.

More reliable document previews — Document previews now open consistently, so you can view files without extra clicks or errors.