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Atlas & AI

Atlas is your in‑app AI operator — it answers questions grounded in your organization's own data and these docs, and it can do the work, not just explain it.

How to access Atlas​

  • The Ask Atlas button is on every screen (bottom corner).
  • On any docs page, use "Ask Atlas about this" to open Atlas pre‑loaded with that topic.

What to ask Atlas​

Atlas spans four jobs — ask it anything in these areas:

  • Set things up — "set up my insurance billing", "create an intake form for new clients", "add a product to my shop." Atlas walks (or performs) the setup step with you.
  • Run the org (operator) — "what's my revenue this month?", "who hasn't rebooked?", "which claims are unpaid?"
  • Clinical assistant — summarize a client's labs, draft a protocol, surface out‑of‑range trends.
  • Answer how‑to — "how do memberships work?" — answered from these docs with deep links.

In this section​

  • AI Scribe — auto‑draft visit notes from your sessions.
  • Consumer Health Assistant — the client‑facing AI in your app.
  • Copilot — the staff assistant inside the platform.
AI does it → the docs show you

Wherever a setup step feels heavy, ask Atlas to do it. These docs are the reference for when you want the detail.