Onboarding Emma into your clinic.

Emma connects to the EMR/EHR you already use. Because every clinic's stack is different, our team works alongside yours — and your IT partners — to embed her safely into your workflow. This is not a one-click install. It is a guided partnership, because patient data and clinic operations deserve careful, hands-on setup.

Discover

We map your existing EMR/EHR, your front-desk workflows, and the parts of the patient journey you want Emma to support. We also agree on what she should never do on her own.

  • Workflow walkthrough with your front-desk and clinical staff
  • Inventory of your EMR/EHR, PMS, telephony and lab systems
  • Scope of autonomy, escalation rules and guardrails

Plan

Your account manager and a forward deployment engineer design the integration path together with your IT team — or the third-party vendor who manages your EHR.

  • Technical discovery with your IT team or EHR vendor
  • API, HL7/FHIR or interface engine access review
  • Security, privacy and data-handling sign-off
  • A dated deployment plan with named owners on both sides

Integrate

We build the custom EMR/EHR connection and embed Emma into your existing tech stack. Every clinic's stack is different, so this is engineering work, not a toggle.

  • Custom connector build and sandbox testing
  • Number porting, forwarding or new caller ID setup
  • Knowledge base loaded with your clinic's real answers
  • End-to-end rehearsals on non-production data

Launch

Emma goes live with your team trained, guardrails set, and a clear escalation path. A forward deployment engineer stays close through the first weeks.

  • Staff training on the Operations Center and human takeover
  • Phased go-live, starting with a narrow set of call types
  • Daily review of escalations and transcripts
  • Ongoing tuning as volumes and workflows change

Who you work with

Every deployment pairs an account manager, who keeps the plan and your team aligned, with a forward deployment engineer, who does the hands-on integration work with your IT team or EHR vendor.

Ready to talk through your stack?

Talk through your stack