Knowledge Base
Find step-by-step guides and explanations for every area of GEMA. Select a category or article below to get started.
Getting Started
Sign in, navigation, and the basics.
- Welcome to GEMA An introduction to GEMA and how to navigate the application.
- Signing In to GEMA How to sign in with email and password, use SSO, reset your password, and what happens after you log in.
- Multi-Factor Authentication How to verify your identity with MFA when signing in and how to enroll a new MFA method.
- Navigating GEMA A tour of the left navigation, the header bar, business unit switching, and signing out.
Patients
Managing patient records, charts, and clinical data.
- Finding Patients How to access the Patients list, search by name or identifier, filter by business unit, and open a patient record.
- The Patient Chart A guide to the patient chart layout — the header, sidebar navigation, and each section of clinical data.
- Adding and Editing Patients How to add a new patient record, edit demographics, and manage notes and alerts.
- Merging Duplicate Patients How to identify and merge two duplicate patient records into a single survivor record.
Tasks & Prior Authorization
Working the task queue and the PA workflow.
- Working the Task Queue Learn how to access, filter, and navigate the task queue to manage prior authorization and other clinical tasks.
- The PA Workflow Understand the PA Workflow Timeline, read the current workflow state, and perform manual transitions such as approve, deny, or abandon.
- PharmPix Approval Understand the PharmPix submission status on a task, and learn how to review and retry failed submissions.
- Appeals Learn how to find appeal tasks, review the appeal submission, and approve or deny an appeal.
Communications
Inbox document handling and outbound determination letters.
Guidelines & Evaluations
Configuring clinical guidelines and running batch evaluations.
- Configuring Guidelines Learn how to add, edit, clone, and manage clinical guidelines in Guideline Configuration.
- Testing Guidelines with the Rule Test Rig Use the Rule Test Rig to simulate patient scenarios and verify your guideline rules before they go live.
- Running Guideline Evaluations Trigger guideline evaluations, choose Active or Report mode, monitor progress, and review patient results.
PA Expirations
Monitoring expiring authorizations and initiating continuations.
Documents & Inbox
Uploading, reviewing, and assigning incoming documents.
- Uploading Documents to the Inbox Navigate to the Inbox, upload clinical documents, and understand how the system processes and tracks them.
- Reviewing and Assigning Documents Open a document in the Inbox, review AI-extracted data, and assign it to the correct patient.
- Handling Unmatched Documents Find and resolve unmatched-document tasks in the task queue by reviewing AI extractions and assigning documents to patients.
Reporting & Dashboards
Analytics dashboards and data source configuration.
EDI Claims
Monitoring electronic medication claims.
Configuration
Formularies, ontology, NPI overrides, and letter templates.
- Formularies View and manage drug formularies, including their linked guidelines and business units.
- Ontology Manager Manage reusable clinical rule snippets, custom LOINC codes, and adopt rules from the Ethicos ontology library.
- NPI Provider Data Search for providers by NPI or name, and set tenant-level phone and fax overrides.
- Communication Letters Configure approval and denial letter templates, the letter signer, delivery method, and trigger a batch send.
Administration
Tenant management, users, roles, and integrations.
- Tenant Management Create and manage tenants, and navigate tenant details as a global or tenant administrator.
- Users and Roles Invite users to your tenant, assign roles and abilities, and manage existing accounts.
- Business Units Understand and manage the business unit hierarchy that controls data access within your tenant.
- Integrations Connect your tenant to external fax providers and PharmPix for pharmacy claims data.
External Users
Prescriber data collection forms and appeal submissions.
Platform Operations
Global admin tools — EDI management, jobs, script runner.
- EDI Management Manage EDI mappings and monitor incoming and accepted EDI files. Requires global administrator access.
- Job Management Monitor background jobs and manage the callback queue. Requires global administrator access.
- Script Runner Run and monitor administrative scripts with live log streaming. Requires global administrator access.