Navigating GEMA

Getting StartedLast updated: 2026-10-08

The narrow icon bar on the left side of every page is your main way to move between areas of GEMA. Each button is a circle icon with a tooltip showing its name. The sections available to you depend on your role and permissions.

Icon	Section	What it is
Bar chart	Dashboard	Activity overview and reporting widgets
Clipboard	Tasks	Your PA task queue
Person	Patients	Patient list and chart lookup
Envelope	Communication	Inbox and Outbox for inbound/outbound letters and faxes
Receipt	EDI Claims	Claim adjudication viewer
Calendar with X	PA Expirations	Patients with prior authorizations coming up for renewal
Calendar	Scheduled Reviews	Prior authorization reviews you scheduled for a future date, plus spreadsheet uploads

If you are a global administrator operating in the global tenant, you instead see:

Tenant Management — view and enter individual client tenants
Dashboard — Customer Portfolio (de-identified rollups across all customers) and Global Admin Ops. See Dashboards — Global tenant reporting. Use Tenant Management to enter a tenant for the three clinical presets and identified detail.
EDI Management — configure EDI mappings and integrations (global admins only)
Unmatched Faxes — review inbound faxes that could not be matched to a tenant; admins can import them into the correct tenant or archive (dismiss) ones they do not want to import (global admins only)

The Header Bar

The header runs across the top of every page.

Left Side

GEMA gem icon — the blue gradient GEMA brand mark; clicking it takes you to your home page.
Tenant name — displays the name of the tenant you are currently working in.

Center

Search patients… — type a patient name or identifier and press Enter to jump directly to the Patients list with your search pre-filled. This field is not shown in the global tenant.

Right Side (from left to right)

Element	What it does
Yellow badge with number	Pending approval badge — tasks waiting for manual PharmPix approval. Clicking it opens the Tasks list pre-filtered to those tasks. Only visible when there are pending approvals.
Bell icon (red)	Error queue-count badge — live count of tasks with errors requiring attention. Clicking it opens the Tasks list filtered to error tasks. This is not an email inbox; email digests are configured separately under account Settings.
Shield bell (red)	EDI host key mismatch count — client servers whose key did not match the fingerprint on their EDI mapping. Clicking it opens the list of mismatches. Only visible to administrators who manage EDI.
Settings gear	Opens the Settings menu (see below).
Person icon + your name	Opens the User menu.

Select the settings gear icon in the header to open the Settings menu. Items appear based on your role and permissions. When several sections are visible, dividers group related entries.

Guideline and configuration

Guideline Manager — manage clinical guideline rules and documents
Guideline Evaluations — run and review batch guideline evaluations (users who can edit guidelines but are not global or tenant administrators)
Ontology Manager — manage LOINC codes and clinical value sets
Formulary Manager — configure drug formularies

Tenant administration

Manage Tenant or Tenant Management — tenant configuration for tenant and global administrators. Guideline evaluations, communication letters, and data sources for administrators live on tabs here rather than as separate gear entries.

Tools and integrations

Medications — manage drug overrides and custom drug records
Pharmacy Networks — configure pharmacy network settings for the tenant
Data Sources — manage dashboard reports (non-administrators with reporting access, or global administrators while signed into the platform context for Report Library work). Tenant and global administrators open Data Sources on the tenant detail page instead.
Prescriber Management — look up prescribers and manage phone, fax, and Direct address overrides
Communication Letters — configure letter templates and delivery (non-administrators who can configure the tenant). Tenant and global administrators use the Communication Letters tab on Manage Tenant instead.
Script Runner — run administrative scripts (global administrators in the platform context only)
Feedback — submit platform feedback (global administrators only)

Navigation

Back to Global Tenant — return to the platform context after entering a client tenant (global administrators only)
Knowledge Base — open this help site

Select the person icon and your name button in the top-right corner to open the User menu:

Settings — opens your account settings. There you can change your password, manage multi-factor authentication, and (for tenant users) configure Email Notification Preferences for a daily digest of aging open queue items such as approvals, denials, appeals, and data requests with problems. Global administrators do not receive customer queue digests, even while viewing a tenant; any future global-administrator operational notifications will be configured separately.
Sign Out — ends your session and returns you to the sign-in page.

Change Password

Use Settings to update your password while you are signed in.

Select the person icon and your name button in the top-right corner.
Select Settings from the menu. The Settings page opens with your account sections.
Find the Change Password section (below User Information).
Enter your Current Password, New Password, and Confirm New Password. Your new password must be at least 12 characters long, include uppercase and lowercase letters, a number, and a symbol, and be different from your current password.
Select Change Password.

When the update succeeds, a green confirmation message appears at the top of the Change Password section — Password updated successfully — and the password fields clear. If the current password is wrong or the new password does not meet requirements, an error message appears in the same section so you can correct the form and try again.

Signing Out

Select the person icon + your name button in the top-right corner.
Select Sign Out from the menu.

GEMA ends your session and returns you to the sign-in page.