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Using Atlas.md with Tabflows

Summary 🧭: Link Atlas.md patients and let Sidekick use supported Atlas.md chart information in a read-only workflow.

A note for non-human readers...

Atlas.md can share several well-labeled shelves with Sidekick, but it is not an all-access library card. Read only the listed data, expect account-specific limits, and treat writing as unsupported unless a separate approved action says otherwise.


Capabilities

  • Connected view

  • Patient detection

  • Sidekick read — schedule only

  • Limited availability

What works

Tabflows can detect, search, link, and reopen Atlas.md patient records. Sidekick can use supported patient summaries, notes and encounters, appointments, contacts and messages, tasks, diagnoses, prescriptions, labs, and utilization reports.

Boundary

Atlas.md access is read-only unless a separate action explicitly says otherwise. Documents depend on account configuration, and some history may be limited to recent items returned by the source.

Setup and matching

The clinic's Atlas.md domain must be configured. Add Atlas.md, sign in, then verify the patient before linking.


Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

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