Atlas includes a labeling feature that helps you organize, prioritize, and quickly identify important items across the platform. You can group labels into custom categories (such as "Risk Level" or "Follow-Up Needed") and apply them to members, trips, providers, notes, or documents. Colored labels stay visible across all views and detail pages, and you can use them to filter information so your team can surface high-priority items and manage operations more efficiently.
1. Configure Labels
Navigate to Settings > Configuration > Label Management.
Click Add Label.
Complete the three fields:
Type (required): Select the type of record the label applies to.
Members: Applied to a member's profile.
Transportation Providers: Applied to a provider's profile and shown during trip assignment.
Trips: Applied to a trip. You can filter by these labels in the All Trips table when the Trip Label column is enabled.
Notes: Applied to any note in a member's profile.
Documents: Applied to any document in a member's profile.
Universal: Can be applied to any of the types above.
Category (optional): Group the label under a category, such as "FWA" (fraud, waste, and abuse) or "Follow-Up Needed."
Label (required): Enter the label name.
Save the label.
2. Apply Labels
Once your labels are configured, you can apply them to the following records.
A. Members
Tag members who need special attention, have complex care needs, or often miss pickups or run late.
Flag members with language barriers or mobility challenges so drivers and schedulers are aware.
B. Trips
Label trips that are high priority, urgent, or recurring for chronic care.
Filter trips in the All Trips table using the Trip Label column for quick tracking.
C. Providers
Identify providers with exceptional performance, recurring issues, or specific certifications.
Highlight providers who need additional monitoring for compliance or quality.
D. Notes & Documents
Flag important care instructions, incident reports, or forms that need follow-up.
Make sure critical information isn't overlooked in day-to-day workflows.
Key Benefits
Quickly identify high-priority members, trips, providers, and documents.
Organize information visually with color-coded labels.
Filter records to find what you need in seconds.
Support proactive operations and better team coordination.