Questions? Meet Answers!
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Getting Started
Yes. Atlas is built for real-world clinic workflows, not programmers. We provide in-app walkthroughs, live support, and hands-on onboarding.
Just a Windows PC and a wired internet connection. For RFID check-ins, you’ll need compatible readers and cards or fobs.
You’ll be paired with an onboarding specialist and receive guided setup sessions, video tutorials, and full access to our help library.
Scheduling & Calendar Management
Yes. Atlas allows independent schedules, time blocks, appointment types, and hours for each provider.
Absolutely. You can assign color bands for breaks, workshops, report times, or any purpose.
Appointments can be moved individually or in batches by date, time, provider, or category.
Yes. You can instantly cancel or reschedule all affected appointments, and optionally notify patients.
Yes. Missed appointments are recorded and can trigger follow-up messages or be added to the recall list.
Atlas validates room, provider, and time availability before confirming appointments.
Online Booking
Atlas allows you to embed branded booking widgets directly on your website. Patients can select services, providers, and times, and complete required forms all in one flow.
Yes. You can choose to show or hide any appointment type, require contact before booking, or link specific forms to specific appointment types.
Yes. Once a patient books online, they automatically receive a confirmation email and SMS (if enabled), followed by reminders at intervals you control.
Yes. If enabled, patients can manage their bookings through the confirmation link or branded patient app.
Atlas syncs with each provider’s schedule in real time, so patients can only book in open, valid time slots.
Patient Check-In & Flow
Atlas supports multiple check-in options: manual arrival by front desk staff, self-check-in via touchscreen kiosk, and fast-track RFID card or key fob swipes. RFID sign-ins are efficient for returning patients and high-volume clinics.
Yes. Using the Calling Module, Atlas can announce and display room/table assignments as patients sign in. Assignments are based on availability, provider, and room configuration, and can include personalized voice recordings for a branded experience.
The dashboard provides a live overview of where every patient is – which room they’re in, whether a provider is currently with them, and their arrival or treatment status. It enables front-desk and provider-side staff to monitor flow without guesswork.
Yes. Atlas supports family/group sign-in. Each family member can sign in individually or together, and the system will collect subjective questions for each person during the process, helping clinics maintain individual care records within families.
Atlas lets you present subjective questions like a pain scale or feedback at sign-in. These answers go directly to the provider screen and become part of the care documentation.
Yes. Atlas does not display full names publicly and supports anonymized check-in, first-name-only display, and patient nickname usage to protect identity in shared spaces.
SOAP Notes & Charting
Yes. You can use QuickText macros, create multi-level SOAP menus, and even insert tokens or prompts for common conditions.
Yes. Notes and Flex Menus are user-specific, and each provider can use their own set of tools.
Yes. You can mark areas on an interactive spine or body diagram to document treatment zones.
Yes. The Default Note feature lets you re-use and customize previous entries for continuity.
Each note can reflect care plan status, including visits remaining, weekly goals, and overuse indicators shown in a visual bar.
Billing, Insurance & Payments
Yes. You can bill directly to insurers using clearinghouse integrations and submit TELUS eClaims in Canada.
Yes. Category-based pricing lets you charge different rates by patient type.
Yes. We support credit/debit, recurring billing, post-dated payments, and ACH where supported by gateway.
Each patient has a transaction ledger showing service charges, credits, payments, adjustments, and running balances.
Yes. Financial Care Plans can include prepaid blocks, multi-visit discounts, and recurring charges.
Yes. You can track inventory like supplements and pillows separately, including taxes, suppliers, and reorder levels.
Forms & Documentation
New client intake, re-exams, pain scales, functional assessments, waivers, consent forms, post-visit surveys, and more.
Yes. Forms can be linked to appointment types and automatically sent by SMS or email.
Yes. All forms are responsive and mobile-friendly. Patients can fill them out from any device.
Yes. Form Memory allows partial completion at home and final completion at the clinic – no need to start over.
Yes. Choose from our prebuilt library, modify shared community forms, or build your own.
Messaging & Campaigns
Yes. Atlas can send SMS and email reminders based on timing and appointment type.
Yes. Use dynamic tokens such as [First Name], [Appointment Time], [Clinic Name], and more.
Yes. Two-way texting is supported, and replies go to a centralized inbox.
Reactivations, missed visit recalls, review requests, birthday greetings, follow-ups after specific visit counts, and more.
Yes. Use Blast messaging for promotions, holiday closings, or announcements. Filter by provider, group, or visit status.
Reports & Analytics
Daily collections, service usage, provider productivity, missed appointments, billing totals, inventory movement, and more.
Yes. Reports can be exported to Excel or PDF for external review or accounting.
Yes. All reports can be filtered by provider, appointment type, patient category, date range, and other parameters.
Yes. Track weekly visits, care plan progress, and financial targets directly within Atlas.
Many reports allow advanced filtering and display options. For special needs, we can guide you through creative workarounds.
User Roles & Security
Yes. You can restrict access to menu items, reports, patient data, billing screens, and more.
Yes. Atlas maintains audit trails for compliance and accountability.
Deactivate their account to preserve access history but prevent login.
Yes. Roles can be configured for view-only permissions across any part of the system.
Yes. Accounts can be tied to specific machines, for example adjusting tables auto-login to provider VTC screens.
Support & Onboarding
Yes. You’ll have a setup specialist guiding you through your first few weeks.
Monday-Thursday 8am-7:30pm EST, Friday 8am-4:30pm EST. We accommodate multiple time zones.
Via email, phone, or through the in-app help center.
Yes. Our knowledge base includes articles, videos, and how-to guides for every feature.
Ongoing help via live support, tutorials, monthly webinars, and new feature updates.
Who Is Atlas For?
Atlas is designed for healthcare providers who manage repeat patient interactions and require robust documentation, billing, and scheduling. This includes chiropractors, massage therapists, physiotherapists, naturopaths, acupuncturists, occupational therapists, manual osteopaths, and integrative health professionals.
No. While many features were initially developed with chiropractors in mind, Atlas is now a multi-disciplinary solution used across wellness practices. You can assign appointment types, billing codes, and form templates per discipline.
Yes. With customizable SOAP notes, repeat scheduling tools, and private documentation flows, it’s a strong fit for both mental health and physical rehabilitation therapists.
Absolutely. Many functional and holistic clinics use Atlas to manage patient pathways, supplement sales, subjective questionnaires, and personalized education campaigns.
Yes. While built with healthcare compliance in mind, the system is flexible enough for use in coaching, nutrition, wellness consults, and similar one-on-one service businesses.
Clinic & Business Types That Use Atlas
Yes. Atlas is ideal for solo providers who want automated reminders, online booking, and integrated billing without hiring a large front desk team.
Yes. Whether you have one provider or twenty, you can add users, customize workflows, and assign specific roles and permissions. Unlimited room setups and locations are supported.
Definitely. Atlas supports enterprise-level scheduling, billing, room/table routing, location-based branding, and provider performance tracking – all in one interface.
Yes. Whether your office has private rooms, open treatment areas, rotating providers, or multiple disciplines, you can assign workflows and calling setups accordingly.
Yes. Providers who work at multiple locations, share space, or operate part-time can maintain control over their schedules and data with Atlas’s flexible access model.
We’re Atlas “born and raised in Northern Ontario, Canada 🇨🇦” and we’ve been expanding our presence nationwide and globally ever since. Our story started back in 2004, when a single chiropractic office couldn’t find software that met its needs. So we built one ourselves, weaving together scheduling, notes, check-ins, and patient education. Turns out, we weren’t the only ones looking for a better way - another office saw our innovative paperless system and asked to use it. That was all it took. The first employee was hired, Atlas Software was born, and the rest is history!
Today, we have thousands of users in more than 27 countries, and we’re still growing. Our success lies in our Canadian knack for genuine service and the good faith of our customers, who we love to support. Along the way, we’ve kept true to our core values!
