Everything available in the Clinician · Researcher tier — daily intake, ZOE voice assessments, MTM audit documentation, PEACS longitudinal tracking, Sentinel follow-up flags, and all export formats. Applies to all $49/mo clinical roles: Nurse Practitioner (NP), Physician Assistant (PA), Registered Nurse (RN), Physician/MD (MD), Pharmacist (PHRM), and Care Coordinator (CC), as well as independent researchers (RES). Use the quick-ref card for daily use; come back here when you need to understand a feature in depth.
New to ATLAS? This is the complete daily workflow from sign-in to closing your last patient. Use this page end-to-end on your first day, then switch to the Quick-Reference Card for everyday use.
Open atlas.adherence.cc, click Tracks A+B · Researcher / Clinician, and enter your workspace key. The key prefix matches your role — NP-, PA-, RN-, MD-, PHRM-, CC-, or RES- for independent researchers. A 6-digit code is emailed to your registered address — enter it to open your workspace. You stay signed in for the session; you do not need to re-enter the key between patients. Full sign-in walkthrough →
Two paths are available. Use the Daily Intake Panel (collapsed at the top of your dashboard) for a rapid 3-item screen when a patient is picking up a refill and you have 60 seconds. Use Start New Patient Session for a full MMAS-8 or MMAS-8 + PEACS session when you have 5–10 minutes and need validated, publishable data. Daily Intake detail →
Click Start New Patient Session. The session modal opens — select the instrument: MMAS-8 Only, PEACS Only, or MMAS-8 + PEACS. Click Continue to Informed Consent →. ATLAS automatically generates a Patient ID (e.g. PT-B2C9) for this session — note it in your patient record before handing the device over. The patient sees the consent screen first, then the selected instrument(s).
Once the MMAS-8 screen loads, activate ZOE from the instrument panel. ZOE guides the patient through all 8 questions verbally, interprets their spoken responses, and generates a SOAP note automatically when complete. ZOE requires Chrome or Edge and microphone permission. ZOE walkthrough →
After the patient's session closes, the SOAP note appears in the result panel — copy it into your dispensing system or patient record. Check the Sentinel feed on the right of your dashboard for any red or amber alerts from today's patients. Sentinel detail →
The MTM Session Timer (⏱ tab) tracks your service, documentation, and travel time per encounter and auto-suggests CPT codes. At end of shift, export the MTM Audit PDF for your billing department. MTM Timer detail →
ATLAS uses a two-step sign-in process for all pharmacist and researcher workspace keys: your workspace key plus a one-time email verification code (OTP). This ensures that even if your key is accidentally shared, your cohort data remains protected.
Click the card labelled Tracks A+B · Researcher. A workspace key entry box appears at the bottom of the panel.
Type or paste your key (e.g. RES-HOSP-ABCD-2026). The system validates it against AWS SSM. This takes 2–3 seconds.
A blue Identity Verification panel appears on screen. ATLAS simultaneously sends a 6-digit OTP to the email address registered to your workspace key. The code is valid for 10 minutes. Check your inbox (and spam folder) for a message from info@adherence.cc.
Type the 6 digits into the verification panel and press Verify →. Your workspace opens immediately. The MTM Session Timer at the top of the dashboard resets to 00:00 at each new session.
The Daily Intake Panel is designed for high-volume pharmacy practice — logging multiple patients per session without running a full MMAS-8 assessment on every one. It sits at the top of your dashboard and is collapsed by default. Click the header bar to expand it.
| Situation | Use |
|---|---|
| Quick check-in — patient picking up refill, 60 seconds available | Daily Intake Panel (rapid 3-item screen) |
| New patient, first adherence assessment, 5–10 minutes available | Start New Patient Session → MMAS-8 Only → full MMAS-8 |
| Patient flagged low in rapid screen, needs full assessment today | Daily Intake → tick "Flag for full ZOE" → Start New Patient Session |
| Research study, need complete validated MMAS-8 data for publication | Start New Patient Session → MMAS-8 Only → full MMAS-8 always |
| Full clinical picture needed — adherence and predictive emergence | Start New Patient Session → MMAS-8 + PEACS (SDoH captured once for both) |
The three questions in the Daily Intake Panel are drawn from the full MMAS-8:
Maximum rapid score is 3. A score below 2 automatically triggers a Sentinel alert and is flagged in the MTM audit log for follow-up. This is not a validated standalone instrument — use it for triage only. The full MMAS-8 is required for any published research.
ZOE (an AI voice agent powered by Claude) guides patients through the full MMAS-8 verbally. The patient hears each question spoken aloud and responds in natural language. ZOE interprets the response, confirms it back, and moves to the next question. The entire 8-question assessment takes 4–6 minutes.
In a dispensing environment, the best setup is a tablet on a small stand at the counseling window. Hand the patient the tablet with ZOE already open. They tap "Speak" when ready. You can attend to other tasks — you will see the completed assessment in your dashboard when they finish. ZOE handles the entire interaction including the result screen.
If ZOE cannot interpret a patient's response with confidence, it says "Let me make sure I understood you — could you say yes or no for that one?" and waits for clarification before recording the answer. This prevents misscored responses from unclear speech.
If a patient cannot answer a specific question (for example, Q5 about whether they took their medication yesterday, when they started treatment that day), the Skip button records a neutral answer for that question. The final score is calculated on all 8 questions including the skipped one, which is assigned the non-penalising default.
When a patient cannot attend in person, use the Remote Assessment panel in the follow-up card. Enter the patient's mobile number (or leave blank to copy a link instead) and click Send SMS or Copy Link. The patient receives a URL that opens a self-guided ZOE assessment on their phone — no app download required. They answer the same questions at their own pace, and results are automatically submitted to your workspace linked to their patient ID.
Use case: post-discharge follow-up, rural/remote patients, between-visit check-ins without requiring a clinic visit.
After completing all 8 questions, ZOE automatically generates a clinical SOAP note using the patient's verbatim voice responses and the computed adherence data. The note is ready within 2–3 seconds of the last question.
The SOAP note appears in the result modal after submission. Copy it directly into your pharmacy management system or patient record. Many pharmacists paste it into their dispensing software's notes field. You can also email it to the prescribing physician using the "Send to Researcher" button if your workspace has email notification enabled.
The SOAP note generated by ZOE is now displayed in an editable text area, not a read-only panel. You can directly edit any section of the note before copying or saving. Click the Copy SOAP Note button to copy the full text to clipboard for paste into your EHR.
After every ZOE assessment, ATLAS automatically calculates a recommended follow-up date based on the score and pattern:
| Score / Pattern | Interval | Urgency |
|---|---|---|
| INA pattern, clinical flags, or score < 4 | 7 days | Urgent |
| Medium adherence (score 4–6) | 14 days | Moderate |
| High adherence (score > 6) | 30 days | Routine |
A card appears below the ZOE panel after assessment showing the recommended date, the reason for that interval, the patient ID, and the score. The card has two buttons: "Copy reminder link" and "Dismiss."
Clicking "Copy reminder link" generates a URL that pre-fills the ATLAS assessment with your workspace key and the patient ID. Share this with the patient by SMS, email, or WhatsApp. When they open the link and complete a new assessment, their result is automatically added to your cohort under the same Patient ID — enabling longitudinal tracking over time.
When you copy a follow-up reminder link, the clipboard now automatically includes a second line with the patient's portal URL: https://atlas.adherence.cc?portal=<patient_id>. Share this with the patient directly. When they open it, they see their own score history, PE domain profile, personalised adherence tips, and your care team contact card. No login required — the link is pre-authenticated for that patient only.
The Sentinel system monitors your cohort for adherence events that warrant clinical attention. Alerts appear in the right sidebar of your dashboard.
Click "Mark Reviewed" on any alert card to clear it from the active feed. Reviewed alerts are faded but not deleted — they remain visible in the feed for audit purposes. The "Export Sentinel Log" button at the bottom of the feed exports all alerts (reviewed and active) to CSV.
Sentinel alerts now use a 3-stage structured escalation rather than a single "Mark Reviewed" button:
Stage 1 — Assign: Enter the care team member's name responsible for follow-up and click Assign.
Stage 2 — Contact Outcome: Record what happened when contact was attempted: Reached · No Answer · Declined · Referred.
Stage 3 — Resolve: Once the clinical situation is addressed, click Resolve. A full audit trail (assigned to, contact outcome, resolution timestamp) is logged.
Escalation state persists across page refreshes. Alerts leave the active queue only when explicitly Resolved.
The MTM Session Timer is a live stopwatch built into the pharmacist dashboard for documenting consultation time for CMS billing purposes. It runs three independent clocks simultaneously — one for each billable time component — and auto-suggests a CPT code based on total elapsed time.
| Clock | What to time | CMS category |
|---|---|---|
| ⏱ Service | Time spent face-to-face or in direct consultation with the patient — reviewing medications, discussing adherence barriers, providing counselling | Direct patient care time |
| ⏱ Documentation | Time spent writing the SOAP note, completing the MTM record, entering data into ATLAS — any documentation activity for this encounter | Indirect patient care time |
| ⏱ Travel/Review | Time spent reviewing the patient's medication history before the encounter, or travelling to a patient's location (home visit, ward round) | Pre-encounter review time |
Each clock has a Start / Pause button and a Reset (↺) button. Clocks run independently — you can pause Service time while writing the SOAP note and run Documentation time instead. The total combined time drives the CPT badge.
A CPT badge in the upper-right of the timer panel updates in real time based on total elapsed Service time:
| Elapsed service time | CPT suggestion | Description |
|---|---|---|
| 0 – 14:59 | 99605 / 99606 | Initial (99605) or follow-up (99606) MTM — first 15 minutes |
| 15:00 – 22:59 | 99605/99606 + 99607 | Base code plus one add-on unit |
| 23:00+ | + additional 99607 | One additional 99607 per 8–22 minute increment beyond 15 min |
99605 is for the initial MTM service — a patient new to your MTM programme, or one you have not seen within the past 12 months. 99606 is for follow-up MTM — a patient you have previously billed 99605 for within the last year. The ATLAS MTM Audit Log auto-assigns one or the other based on whether the patient has prior records in your cohort — but you can override this in your billing documentation.
The MTM Audit Log is a formatted record of every patient encounter in your cohort, with CPT codes auto-suggested based on encounter type and adherence pattern. It sits in the MTM Services tab of your dashboard (below the Session Timer) and updates automatically whenever a new assessment is logged.
These are suggestions based on encounter data. Always verify against your specific payer's requirements and your own clinical documentation before billing.
PDF export produces a formatted audit document suitable for CMS auditors, with your workspace name, date range, total encounters, and a formatted table including patient ID, date, CPT code, score, adherence level, pattern, condition, and intervention documented. The document includes the MAP license reference and ATLAS platform attribution.
CSV export produces a spreadsheet for import into electronic billing systems. Each row is one encounter with all fields as separate columns.
For UK pharmacists: the MUR and NMS consultations document a review of medication usage and adherence. The ATLAS MTM export serves as the structured assessment component of this documentation. For Australian HMR: ATLAS data constitutes the adherence screening component of the clinical assessment. Always check current DVA and PBS requirements.
PEACS (Predictive Emergence Assessment for Clinical Services) measures three behavioural dimensions that together predict whether a patient will sustain adherence over time. The composite PE score is calculated as: PE = (BASE × MVMT × STRATA)^(1/3).
Measures how consistently a patient follows their medication regimen under normal, everyday conditions. A patient with high BASE takes their medication reliably when nothing disrupts their routine. A patient with low BASE struggles even in stable circumstances — often indicating habit not yet formed or significant avoidance.
Clinical implication: Low BASE suggests the patient needs structured habit-formation support — linking medication to an existing daily anchor (meals, brushing teeth, bedtime).
Measures whether a patient maintains adherence when life changes — travel, illness, shift work, family disruptions, schedule changes. A patient can have high BASE (great at home routine) but low MVMT (falls apart when travelling). This is the most predictive dimension for medication holiday risk.
Clinical implication: Low MVMT patients benefit from a travel kit protocol, pre-loaded pill organisers for trips, and a simple rule for what to do when a dose is missed due to disruption.
Captures the structural barriers and enablers around adherence: housing stability, transport access to pharmacy and clinic, support network quality, health literacy, and beliefs about treatment necessity. Low STRATA almost always co-occurs with Poor PE zone scores.
Clinical implication: Patients with low STRATA need systemic support — pharmacy delivery, social prescribing referral, simplified regimen negotiated with prescriber, or connection to community support services. Clinical counseling alone will not be sufficient.
| Zone | PE Score | Predicted behaviour | Recommended action |
|---|---|---|---|
| Optimal | ≥ 0.85 | High behavioural stability — likely to sustain adherence long-term | Routine monitoring. Positive reinforcement. |
| Good | 0.70–0.84 | Generally stable with occasional instability risk | Periodic check-ins. Address any single low dimension. |
| Moderate | 0.55–0.69 | Instability risk present — may sustain short-term but likely to relapse | Identify which dimension (BASE/MVMT/STRATA) is lowest and target it specifically. |
| Poor | < 0.55 | High risk of sustained non-adherence | Priority intervention. Check STRATA first — often the root cause. Consider social prescribing referral. |
The PE Domain Analysis applies the Theory of Predictive Emergence (TPE) to every MAP (Multidimensional Adherence Parameters) response in your cohort. Rather than stopping at a total score, it asks: why is this patient non-adherent, and which specific domain of behaviour is the primary constraint? This is available on the Researcher tier and above — it is computed automatically from the Q1–Q8 responses already stored on every assessment, including historical records.
PE = (A × E × C)1/3
This is a non-compensatory multiplicative model. A high score in one domain cannot offset a collapse in another — if any single domain approaches zero, the PE collapses regardless of the other two. This mirrors clinical reality: even a patient with perfect beliefs and manageable burden will fail if their execution reliability is near zero.
Derived from the mean of Q2, Q3, and Q6. These questions capture whether the patient forgets due to inattention (Q2), sometimes decides to skip a dose (Q3), and stopped taking medication without telling their doctor in the past two weeks (Q6). Together they represent the cognitive and motivational architecture around taking medication.
Low A means: The patient has belief-level or motivation-level barriers — side effects they haven't reported, doubts about necessity, cost-related avoidance, or a deliberate pattern of skipping. Counseling focus: motivational interviewing, addressing beliefs about the medication, shared decision-making with prescriber.
Derived from the mean of Q1, Q4, Q5, and Q8. These questions capture everyday forgetfulness (Q1), stopping without telling the doctor (Q4), missed doses yesterday (Q5), and frequency of difficulty remembering (Q8). Together they measure whether the patient's daily behaviour reliably translates intention into action.
Low E means: The patient wants to take their medication but their behaviour is unreliable — habits are not formed, routines are broken by schedule changes, or reminders are not in place. Counseling focus: habit stacking (linking medication to a daily anchor), pill organiser, phone alarm, blister packs, pharmacy-delivered packaging.
Derived directly from Q7 — "Do you ever feel hassled about sticking to your medication regimen?" This single question captures the patient's experienced friction with their regimen: complexity, cost, administration burden (injections, timing constraints, side effects), and social stigma. Context is the amplifier — a patient with moderate A and E can sustain adherence if Context is low-friction, but even a motivated patient with good habits will degrade over time if the regimen feels unmanageable.
Low C means: The regimen itself is the barrier. Counseling focus: regimen simplification discussion with prescriber (once-daily formulation, combination pill), medication delivery services, cost support programmes, addressing stigma or administration anxiety.
| PE Score | Interpretation | Clinical action |
|---|---|---|
| ≥ 0.85 | High behavioural stability — all three domains strong | Routine follow-up. Positive reinforcement. 30-day cycle. |
| 0.70–0.84 | Generally stable, one domain showing mild weakness | Identify the weak domain from the bar chart and address it specifically. |
| 0.55–0.69 | Instability risk — likely to relapse without targeted support | Domain-targeted intervention. Follow-up in 14 days. |
| < 0.55 | High risk of sustained non-adherence | Priority intervention. Identify dominant constraint domain. Consider PEACS for deeper structural assessment. |
The result modal and the PE Domain Analysis panel both display a one-line constraint label based on which domain is lowest:
Below the standard MMAS-8 summary panel, click PE Domain Analysis ▾ to expand the cohort-level PE panel. This shows:
When you export your MMAS cohort data (Export MMAS CSV), four additional columns are included at the Researcher tier and above:
| Column | Contents |
|---|---|
mmas_pe | Composite PE score (0–1, 4 decimal places) |
mmas_a | Architecture domain score (mean of Q2, Q3, Q6) |
mmas_e | Execution domain score (mean of Q1, Q4, Q5, Q8) |
mmas_c | Context domain score (Q7 value) |
These columns are computed from the same Q1–Q8 values already present in your export, so you can verify the calculation independently. A null value in mmas_pe indicates that one or more required questions were missing from that record (uncommon — ATLAS requires all 8 questions for submission, so nulls typically appear only in bulk-uploaded records with incomplete source data).
Your dashboard has two main panels (Track A — MMAS-8, Track B — PEACS) plus several additional analytics sections below. Here is what each component shows:
Each cohort summary and individual score view now shows a benchmark strip comparing your result against two reference points: the published literature mean (Morisky et al., J Clin Hypertension, 2008: mean 5.93, 31.4% high adherence) and the ATLAS global dataset 2026 mean (6.21, 34.2% high adherence). Use this to frame patient counselling ("your score is above the global average…") and to contextualise cohort reports for case rounds or institutional reporting.
| Component | What it shows | How to use it |
|---|---|---|
| Pulse bar (top) | Live global totals — all ATLAS users worldwide | Context only — not your cohort |
| Mini globe (MMAS) | Map of your cohort's geographic distribution | Visual check of data spread |
| INA / UNA / Mixed / High boxes | Pattern classification breakdown | Hover for clinical tooltip. Determine primary intervention approach for your cohort |
| Adherence Phenotyping Engine | 5-phenotype probabilistic model of your cohort | Population-level intervention planning |
| Drug · Condition Stratification | Mean score by drug class and condition | Identify which drug types have lowest adherence in your population |
| Longitudinal Trajectories | Score over time for patients with 2+ assessments | Monitor individual patient improvement or deterioration over repeat visits |
| Active Patients table | Individual patient records with score, pattern, date | Search by Patient ID. Review individual history. |
| PE Domain Analysis panel | Cohort-level PE scores, constraint distribution, domain average bars, lowest-PE patient table | Expand with PE Domain Analysis ▾. Identify which domain (Architecture / Execution / Context) is the primary constraint across your population. Prioritise follow-up using the lowest-PE patient table. Full detail → |
| MTM Audit Log | CMS-formatted encounter log with CPT codes | Export for billing reimbursement |
| Export | Format | Contains | Use for |
|---|---|---|---|
| Export MMAS CSV | CSV | All cohort MMAS-8 records with individual Q scores, pattern, demographics, timestamps. Includes PE domain columns: mmas_pe, mmas_a, mmas_e, mmas_c | Statistical analysis, research publication, PE domain analysis |
| Export PEACS CSV | CSV | PEACS records with BASE, MVMT, STRATA scores and PE composite | Longitudinal analysis, PEACS research |
| MTM Audit PDF | PDF (print) | Formatted audit table with CPT codes, patient IDs, scores, interventions, license reference | CMS reimbursement, audit documentation |
| MTM Audit CSV | CSV | Same data as MTM PDF in spreadsheet format | Electronic billing system import |
| Sentinel Log CSV | CSV | All sentinel alerts with urgency, reason, patient ID, score, reviewed status | Quality audit, JC documentation |
| SOAP Note | Text (copy/paste) | Individual patient SOAP note from ZOE session | Patient record, prescriber communication |
Your workspace key comes with a Letter of Permission for the MAP, sent as an HTML attachment in your welcome email. This letter:
MAP-XXXXXXXX-XXXXXXXX-XXXXXXXXTo print your letter: open the attached HTML file in Chrome → File → Print → Save as PDF. Keep a copy in your patient records folder and submit it with any research ethics application.