The team
A team with named jobs, not a box of features
Atlas is one product, and you talk to Atlas. Underneath, the work is divided the way you would divide it among people: each agent owns a job, knows what good looks like, and stops for you on anything that leaves the practice.
Every agent below exists on both plans. The ones marked as needing practice data cannot do their job without the practice management connection, which is what Connect adds.
Knowledge
What your practice knows, written down and kept current.
Documents and Filing
Your admin and document organizer. Files what comes in, keeps the second brain tidy, and proposes where things belong instead of dumping them in a folder.
SOP and Training Authoring
Turns how your office actually runs into written protocols, phone scripts, checklists, and onboarding material, so the practice does not depend on one person remembering.
Meeting and Huddle Notes
Captures the morning huddle and team meetings, writes up what was decided and who owns it, and brings it back next week so the same problem is not solved twice.
Growth
Knowing the market around you.
Research and Competitor Briefs
What the practices around you are offering, charging, and saying, summarized when you need to make a call rather than when you get around to looking.
Operations
The recurring work of running the office.
Front Desk and Inbox
Every message sorted by what it is and what it needs, with a reply drafted and waiting. Insurance, labs, vendors, patients. On Core it drafts; it cannot book, because booking needs the schedule.
Supply Ordering
Watches what you use, flags what is running low, and prepares the order so somebody is not counting boxes on a Friday.
Financial Audit and Reporting
Production, collections, aging, and hygiene reappointment, assembled and summarized on a schedule. On Core it works from figures you supply, because it cannot read the ledger.
Practice
The work that touches patients and the practice management system. These agents need practice data, so they run on Connect.
Scheduling and Capacity
Books, moves, and confirms against your real schedule, and plans around open hygiene and consult time instead of guessing at it.
Needs practice dataUnscheduled Treatment Follow-up
Works the list of cases presented and not scheduled, on a real cadence, so diagnosed production gets booked.
Needs practice dataRecall and Reactivation
Due, overdue, and lapsed patients worked continuously, taking into account why they lapsed rather than sending one blast to everybody.
Needs practice dataInsurance Verification
Eligibility and benefits checked ahead of the visit, so the front desk is not on hold and the patient is not surprised.
Needs practice dataClaims and Remittance
Claims worked, payments posted, and remittance reconciled, with the exceptions surfaced rather than buried.
Needs practice dataOversight
Keeping the team honest.
Quality Review
Reviews other agents' work against the success criteria you set, scores it, and shows you the record. An agent that grades the agents.
Custom
The work that is specific to your office.
Agent Builder
Build your own agent by describing the job, what it must never do, and what a good result looks like. It joins the roster and works the same way as the rest.
Get started
Hand one job to the team
Core has a 14-day trial and includes every agent that can work without practice data.