Setting Up Your Workspace
Learn how to configure your USystems workspace so your team can start managing patient and billing data right away.
Your workspace is the home base for everything you do in USystems Atlas. Before your team starts entering patient records or processing invoices, take a few minutes to get the basics right.
- Sign in with the credentials sent to your admin email.
- Open Settings > Workspace and confirm your facility name, timezone, and default currency.
- Upload your organization logo so it appears on printed forms and invoices.
- Choose which modules your plan includes (Patient Records, Billing, or both) under Settings > Modules.
- Invite your first colleague from Settings > Users so you're not the only one testing things out.
Once these steps are done, your workspace is ready for daily use. You can always revisit these settings later as your organization grows.
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