Atlas Intake Apps - Atlas Chiropractic System
Contents
1. Atlas Intake Apps 1 Sign Up for Feature a visit http atlaschirosys com orders to sign up for the Apps Feature 2 Verify and or Update Atlas a Atlas version 3 95 or higher is needed to run the Apps feature b To Update 1 close all Atlas programs except your Main Computer 2 under Utilities gt Update Atlas and follow the onscreen prompts 3 Login to your Apps a visit http atlaschirosys com apps on your mobile device or computer b login using your office credentials if this is your first time logging in you should configure the system for use see the details in the next section 4 Configure your Apps If this is your first visit to your Apps you should verify correct configuration and make some changes if needed Your Atlas Apps are ready to use right away but understanding the basic setup and usage can help you get more out of the feature To configure your Apps from the Main Screen click the Settings Icon gear in the upper right corner it a X Tools Set or Change your Clinic Logo by clicking Change Logo and finding your desired logo file NOTE The logo and address appear at the top of your custom intake forms on mobile devices and computers Adult Forms There are three tabs under the Adult Forms setup General displays an HTML code snippet you can put on your website to direct patients to your online adult intake form You may need to contact your website developer to comp2. atient ID number from Atlas Click Capture to capture the picture from your device When you are ready click Save to sync the picture with Atlas The image will be imported to Atlas the next time you run the Sync function This is explained in detail near the end of this document 6 Usage Setup and Tips There are many ways to use the intake form feature Offices can choose to use IPad or tablets in their office or they can opt to let Patients fill in the forms from their own home on their choice of device If you are using Atlas Intake Apps in your office disable Form Auto Complete options in your device to ensure sensitive patient data is not improperly shared to other patients Chrome Settings gt Show Advanced gt Passwords and Forms uncheck option to Enable Autofill to fill out web forms in a single click Internet Explorer Tools gt Internet Options gt Content gt Autocomplete uncheck Forms and Usernames and Passwords on forms Firefox Options gt Privacy gt Firefox Will Use Custom Settings for History and in the next screen Disable the option Remember Search and Form History Android Menu gt Settings gt Language and Keyboard gt Touch Input gt Text Input Go to Settings gt General gt Keyboard and turn off Auto Corrections From IPad or Tablet open the browser on your IPad or Tablet and navigate to http atlaschirosys com apps Enter your login details and proceed with using the f
3. e Apps menu button New Adult choose this option to load a blank Adult Patient Intake Form Use this when your New Patient needs to complete their intake form Load Adult choose this option to load an incomplete Adult Patient Intake Form For example your new patient forgot to include some information on their form and need to now complete the information Select Load Adult and choose the Patient to load the list of incomplete forms will display in the Details section on the Main Screen NOTE the Patient will have to Agree to the Consent section and resign the form before submitting the changes Email Adult presents the option to email a link to a blank Adult Patient Intake Form to your patient Enter the Patient Name and Email Address and click Send Email The link can be used on an IPad tablet computer or mobile device NOTE the New Child Load Child Email Child options perform similar functions to the Adult counterparts with the exception that they create load or email the Pediatric Form which include details specific to child and adolescent chiropractic care Exam Apps The Exam App is currently in development Neuro App The NeuroSimulator App is currently in development Patient Picture Option If you have a webcam connected to your computer or a tablet mobile device with a camera you can capture a Patient Picture and sync instantly with Atlas Click the Camera Icon upper right corner Enter the P
4. eature After your Patient completes the form they will be directed to hand the device back to you to complete the sync From In Office Computer or Laptop open your choice of browser and navigate to http atlaschirosys com apps Enter your login details and proceed using the feature This computer does not need to run Atlas and does not need to be hard wired into your network Direct Patient to your Website if you have setup a link on your website using the HTML code snippet you can send patients to your site to complete and submit their intake form You may need to contact your website administrator to configure this option Email Link to Patient from Apps you can log into your online Apps and email a link for your form directly to the Patient On Main Page Intake Apps gt Email Adult enter the Patient name and email to send a link to the Adult Form On Main Page Intake Apps gt Email Child enter the Patient name and email to send a link to the Child Form Email Link to New Patient from Atlas Scenario Patient Joe calls to create a new patient appointment Your CA creates a New Patient profile in Atlas refer to the User Manual for details and books the NP appointment Joe would like to fill in the intake form ahead of time and from the comfort of his home You can email him a welcome email from within Atlas that will include a link to the intake form your contact information and any other important information for your new patie
5. editing patient will need to resign documents with signatures with warning Al Deletes form with warning Refresh checks online server for new edited forms Logs presents options for date range and type of report failures success or all Print generates the log report Form Types currently there are 4 types Intake Form Pediatric intake Form Patient Picture Contact Form Lead Locate the patient intake form you want to sync to Atlas Clicking on the Patient Name will load the Patients details or images on the left side for review Find Patients opens the standard Find Patient window from meson Atlas Use this option to compare details from an existing APPS SYNC profile with the Form Details 3 IC Add New creates a new Patient record and attaches the form not available for Patient Picture NOTE contact form will create a new record with the status of LEAD in the system Pisses cick on a natia above tc begin importing Cancel Match returns to the Main Forms grid Choose to match the form with an existing Patient Profile or create a new iiia Patient Profile Labels will be bolded for any field not matching the original form Values will turn red for fields not matching with the Atlas patient IGHI Merge Patient overwrites the existing patient information with the information provided in the form as Attached forms will appear on the patient file under Documents and can be re uploaded for editi
6. lete this process Intro this area allows you to customize the introduction page of your online adult intake forms You may want to include details about your clinic policies etc Consent this area allows you to customize the Consent to Care page of your online adult intake forms Child Forms There are three tabs under the Child Forms setup General displays an HTML code snippet you can put on your website to direct patients to your online child intake form You may need to contact your website developer to complete this process Intro this area allows you to customize the introduction page of your online child intake forms You may want to include details about your clinic policies etc Consent this area allows you to customize the Consent to Care page of your online child intake forms Contact Form The Contact Form option displays an HTML code snippet that can be used to create a Lead Generator form on your website The code can be included in your site and will prompt potential patients visiting your site to enter their contact details Name Email Phone These details will be automatically synced with Atlas and these Leads can be easily tracked using the Safety Net feature within Atlas You may need to contact your website administrator to setup this form N The HOME icon upper left corner will navigate you back to the Apps Main Screen 5 Main Apps Screen Intake Apps There are six options under the Intak
7. ng if needed u E a 8 Setup Completed Form to Edit Users have the ability to send a completed form one already synced into Atlas back to the cloud for editing by the Patient The forms can be updated with a new address additional information can be added regarding health history or more NOTE Patients editing their completed forms will have to Agree to the Consent to Care section again and electronically sign the form again before resubmitting NOTE because of the nature of the form edit feature editing can only be done in office on a tablet or computer To Edit Open the Patient Profile in Atlas Go to the Patients Image tab under Documents Find the Intake Form document and right click for menu Select Flag for Edit On your mobile device or computer navigate to http atlaschirosys com apps Login with your credentials oo Oe IP Cee Oe oS a On the main page under the Intake Apps select to Load Adult or Load Child based on the Patient form you want to edit 8 Inthe Details section you will see a list of forms ready for edit select the Patient you want to edit and it will load their form on the screen NOTE After editing the form will automatically attach itself back to the original Patient without the user manually finding the patient The sync process will complete this step
8. nt This can be completed using a Template to save you and your staff time 1 Find your Forms link go to Settings in the Apps then under the Adult Forms option click the General Tab py Pes COOS 10 YOu Ste fi gt ew Patents Comedy fo Te riike Mm ot 5 sar vo 2 Copy the URL contained in the code snippet NOTE Your URL will be different than the example based on your ID number 3 Go into your Atlas software Setup gt Templates gt Email and Messaging to create a new template 4 Click ADD at the bottom to add a new Email Template Type a name for this template example Adult Intake Email Choose Email as Type Type in a Subject line for this email Add an Attachment if needed example clinic event calendar etc Type in the body of the email and include paste the link from step 1 Click Save at the bottom when complete 5 USE after entering the New Patient and creating their Appointment from the Personal Tab click Email and use the template you created 7 To Sync In Atlas The sync process is initiated from within the Atlas software APPS SYNC 1 Under the CASH button upper left corner click Form 2 AN Sync this will open the App Sync Window To see the icon labels click the question mark in the a upper right corner an Places cick n nanie shove ta bagin iniporing Click to preview the Patient form Click to upload the form to the online server for
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