Pharmacist · Researcher · Deep Reference Guide

ATLAS Complete Feature Reference

Everything available in the Pharmacist · Researcher tier — daily intake, ZOE voice assessments, MTM audit documentation, PEACS longitudinal tracking, Sentinel follow-up flags, and all export formats. Use the quick-ref card for daily use; come back here when you need to understand a feature in depth.

Version 2026.04 · Pharmacist · Researcher tier (RES-) · Full reference

Contents

  1. Daily Intake Panel — Quick patient logging
  2. ZOE Voice Assessment — Full walkthrough
  3. SOAP Note generation and use
  4. Follow-up scheduling and reminder links
  5. Sentinel alerts — Understanding and responding
  6. MTM Audit Log — CMS billing documentation
  7. PEACS — BASE · MVMT · STRATA explained
  8. Your cohort — reading the dashboard
  9. Data export formats
  10. Your Letter of Permission and certificate

Daily Intake Panel

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.

When to use the Daily Intake Panel vs New Assessment

SituationUse
Quick check-in — patient picking up refill, 60 seconds availableDaily Intake Panel (rapid 3-item screen)
New patient, first adherence assessment, 5–10 minutes availableNew Assessment → full MMAS-8
Patient flagged low in rapid screen, needs full assessment todayDaily Intake → tick "Flag for full ZOE" → New Assessment
Research study, need complete validated MMAS-8 data for publicationNew Assessment → full MMAS-8 always

The rapid 3-item screen

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.

Daily counter The "Today:" counter in the Daily Intake header shows how many patients you have logged today. This resets at midnight. Useful for tracking your MTM consultation volume for billing purposes.

ZOE Voice Assessment

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.

Technical requirements

Offline queue — for non-ZOE assessments Standard MMAS-8 assessments work without an internet connection. Submissions are saved locally and a yellow ⚡ Queued Submissions — Tap to Sync badge appears when you reconnect. ZOE requires a live connection since it processes voice in real time through the cloud.

Best practice for pharmacy use

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.

What ZOE does when it is uncertain

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.

Skip button

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.

SOAP Note Generation

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.

SOAP note structure

How to use the SOAP note

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.

SOAP notes are AI-generated Review before adding to a patient record. ZOE generates the note from the voice transcript — it does not have access to the patient's medical history, other medications, or diagnosis. Clinical judgement always takes precedence.

Follow-Up Scheduling

After every ZOE assessment, ATLAS automatically calculates a recommended follow-up date based on the score and pattern:

Score / PatternIntervalUrgency
INA pattern, clinical flags, or score < 47 daysUrgent
Medium adherence (score 4–6)14 daysModerate
High adherence (score > 6)30 daysRoutine

The follow-up card

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."

The reminder link

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.

Sentinel Alerts

The Sentinel system monitors your cohort for adherence events that warrant clinical attention. Alerts appear in the right sidebar of your dashboard.

What triggers a Sentinel alert

Alert urgency levels

Marking alerts as reviewed

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.

MTM Audit Log

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 at the bottom of your dashboard and updates automatically whenever a new assessment is logged.

CPT code auto-assignment logic

These are suggestions based on encounter data. Always verify against your specific payer's requirements and your own clinical documentation before billing.

Exporting for reimbursement

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 MMAS-8R 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.

International billing reference

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

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).

The three dimensions

BASE — Behavioural Foundation (30-day window)

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).

MVMT — Behavioural Flexibility (7-day window)

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.

STRATA — Social Determinants (90-day window)

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.

PE Zones

ZonePE ScorePredicted behaviourRecommended action
Optimal≥ 0.85High behavioural stability — likely to sustain adherence long-termRoutine monitoring. Positive reinforcement.
Good0.70–0.84Generally stable with occasional instability riskPeriodic check-ins. Address any single low dimension.
Moderate0.55–0.69Instability risk present — may sustain short-term but likely to relapseIdentify which dimension (BASE/MVMT/STRATA) is lowest and target it specifically.
Poor< 0.55High risk of sustained non-adherencePriority intervention. Check STRATA first — often the root cause. Consider social prescribing referral.

Reading Your Dashboard

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:

ComponentWhat it showsHow to use it
Pulse bar (top)Live global totals — all ATLAS users worldwideContext only — not your cohort
Mini globe (MMAS)Map of your cohort's geographic distributionVisual check of data spread
INA / UNA / Mixed / High boxesPattern classification breakdownHover for clinical tooltip. Determine primary intervention approach for your cohort
Adherence Phenotyping Engine5-phenotype probabilistic model of your cohortPopulation-level intervention planning
Drug · Condition StratificationMean score by drug class and conditionIdentify which drug types have lowest adherence in your population
Longitudinal TrajectoriesScore over time for patients with 2+ assessmentsMonitor individual patient improvement or deterioration over repeat visits
Active Patients tableIndividual patient records with score, pattern, dateSearch by Patient ID. Review individual history.
MTM Audit LogCMS-formatted encounter log with CPT codesExport for billing reimbursement

Data Exports

ExportFormatContainsUse for
Export MMAS CSVCSVAll cohort MMAS-8 records with individual Q scores, pattern, demographics, timestampsStatistical analysis, research publication
Export PEACS CSVCSVPEACS records with BASE, MVMT, STRATA scores and PE compositeLongitudinal analysis, PEACS research
MTM Audit PDFPDF (print)Formatted audit table with CPT codes, patient IDs, scores, interventions, license referenceCMS reimbursement, audit documentation
MTM Audit CSVCSVSame data as MTM PDF in spreadsheet formatElectronic billing system import
Sentinel Log CSVCSVAll sentinel alerts with urgency, reason, patient ID, score, reviewed statusQuality audit, JC documentation
SOAP NoteText (copy/paste)Individual patient SOAP note from ZOE sessionPatient record, prescriber communication

Your Letter of Permission

Your workspace key comes with a Letter of Permission for the MMAS-8R, sent as an HTML attachment in your welcome email. This letter:

To 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.