The Settings page is where you set up account-wide details like your timezone, locations, logos, enrollment form, and security. You’ll find it under the Account drop-down in your main navigation.
Setting up branch locations
If your practice has more than one location, this section lets you turn on the multiple locations feature, add a new branch, and enter contact details for each one.
For step-by-step instructions, see how to add a new practice location.
Adjusting localization settings
Localization settings control your practice’s timezone and whether you use the metric system.
Click Update Localization Settings to make your changes.
Uploading logos and images
Here you can upload the logos used across Atlas.md and on printed materials you give to patients.
Click Update Files to add or replace your main logo, a horizontal version, and the logo that appears on patient invoices.
Managing the Patient Hub
The Patient Hub gives patients their own account to message your clinic, self-schedule, pay, and manage billing.
To invite an existing patient, click Patient Hub Login Link and follow the prompts.
Learn more about registering patients with the Patient Hub.
Setting up the patient enrollment form
This section controls how patients sign up online. From here you can:
- Enable patient enrollment
- Find your patient enrollment link
- Upload your clinic’s enrollment agreement
- Offer short enrollment options
- Choose whether to require a credit card at enrollment
- Add an enrollment welcome email
- Change subscription options
- Set subscription auto-charge days
You can adjust these on the Settings page directly, or click View and Update Settings.
Setting security options
This section controls your account’s security settings.
Click Update Settings to turn on two-step authentication, which we strongly recommend, and to choose whether your account logs out automatically after 30 minutes of inactivity.
Connecting third-party integrations
Any third-party services connected to your account, such as RubiconMD or DrFirst, appear here.
Use the buttons on the far right to interact with each one. Learn more about DrFirst.
Sharing the referral program
You can invite others to join direct primary care through the Atlas.md referral program.
Click Learn More, copy your referral link, and send it to a colleague. When someone signs up using your link, we credit your account $300.
