Your Files Inbox collects documents from outside Atlas.md so you can review them and file them where they belong. Connect a file-sharing service such as Google Drive or Dropbox, or email an attachment directly to your account. This is useful for contracts, external lab results, old patient files, and other documents created outside Atlas.md.
You can assign anything in your Files Inbox to a company or a patient’s chart, keeping outside documentation connected to the right record. It works much like your message inbox.
Reviewing Incoming PDFs
Atlas.md adds helpful context to incoming PDFs so you can understand what they contain before opening them.
Each PDF displays:
- The patient it likely belongs to
- A document category, such as Lab Results or Referral
- A short, plain-language summary of what the document contains
These details make it easier to scan and triage incoming documents without opening every file individually.
Searching for a File
The Files Inbox search field helps you find documents even when their original filenames are unclear or machine-generated.
Search can match:
- The original filename
- The patient’s name
- The document category
- Words included in the summary
This means you can search by who a document belongs to or what it contains rather than relying on the filename alone.
Connecting Google Drive
Connecting Google Drive allows files from a selected folder to appear automatically in your Files Inbox.
- Open your Files Inbox. You’ll find it in your profile sidebar or profile drop-down, depending on where you are in Atlas.md.
- Click the gear icon in the upper-right corner.
- Choose Connect to Google Drive.
- Sign in to Google to make the connection. If you haven’t already, create an Atlas.md folder in Google Drive so you have one place to link to.
- Select your folder and click Connect to Google Drive.
The files in that folder will now appear in your Files Inbox.
Connecting Dropbox
Connecting Dropbox works much like connecting Google Drive, but you should link a specific folder rather than your entire account.
- Open your Files Inbox and click the gear icon in the upper-right corner.
- Choose Dropbox Settings and follow the prompts to give Atlas.md permission to connect.
- Select a specific folder to link to rather than your entire Dropbox account.
- Click Connect to Dropbox.
The files in that folder will now appear in your Files Inbox.
Disconnecting a Service
You can disconnect Google Drive or Dropbox at any time from the Files Inbox settings.
- Click the gear icon in the upper-right corner of your Files Inbox.
- Choose the service you want to disconnect.
- Click Disconnect.
Files will no longer be added to the Files Inbox from that service.
Emailing Files In
You can email attachments directly to your Atlas.md account, which is especially useful for scanners and fax systems that support email.
- Click the gear icon and choose Email In Support to find your clinic’s @atlas.md email address.
- Send your file to that address.
The attachment will appear in your Files Inbox, where you can review it and assign it to a company or patient.
Using an Internet-Connected Scanner
An internet-connected scanner can send scanned documents directly into Atlas.md without requiring a separate upload.
This works with any scanner that supports Dropbox, Google Drive, or scan-to-email. Check your scanner’s setup guide for instructions on adding a new destination, then connect it using one of the options above.
Assigning a File to a Patient
Once you have reviewed a file, you can add it and an accompanying note to the appropriate patient’s chart.
- Hover over the file and click Assign to Patient.
- Use the Patient field to search for and select the correct patient.
- Add any relevant information to the Note field.
- Open the Assign as menu and choose how the file should appear on the patient’s chart. Attachment Note is selected by default.
- Click Assign to patient.
The file and its accompanying note will then be added to the selected patient’s chart.
Assigning Files as Custom Labs
External lab results can be added to a patient’s chart as custom labs directly from the Files Inbox.
Lab results often arrive through a fax connected to your Atlas.md account.
When assigning the file, choose Custom lab result as the file type before completing the assignment.
