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      ATM (Assistant Template Manager)

      Replicate process and workflow using ATM.

       
       

      Our next innovation is here.

      We've built the Assistant Template Manager (ATM), to help you manage and share dictation templates with your teams.

      Log into the ATM from any web browser to access and perform these tasks:

      • Manage your Assistant Template Library 

      • Customize New Templates

      • Easily reorder the sequence of Template questions

      • Share templates! Yes, you read that right. An Admin can be assigned to your team account to customize templates that can then be shared with everyone on your advisor team