Emmai's Guide
Here's all the help and training you need to use Emmai for your clinic.
Knowledge Base Topics
Browse detailed articles organized by clinic module and operational domain.
Welcome & Quick Start
Launch your clinic workspace, configure multi-branch timezones, and master the admin task tracker.
Invite Practitioners & Staff
Onboard clinicians via '+ Add Practitioner', branch & service allocations, email invitations, and permission overrides.
Scheduling & Calendar
Use 'Create Schedule' for single visits, 'Scheduled Booking' for series, and manage shift overrides.
Messaging & Team Chat
Direct clinic-to-patient conversations and internal team collaboration between practitioners, staff, and admins with PDF/photo attachments.
Billing & Card on File
Learn card-on-file policies, grant CC Bypass exemptions, and generate itemized receipts.
Insurance & Funding
Add third-party funding sources from Client Profile > Billing > Payment Method, and track claims.
Telehealth & Video
Conduct secure 1-on-1 virtual sessions with integrated Jitsi and live transcription.
Charting & Notes
Document clinical treatment notes, structured SOAP assessments, and confidential administrative records with role-based access control.
Forms & Document Vault
Build custom intake forms with the drag-and-drop builder and manage the secure patient vault.
Clinic Settings & Staff
Configure branches, practitioner shifts, custom breaks, and automated Jane App data migration.
What's New in Emmai?
Explore the latest feature additions: Day-Level Shift Overrides with caseload impact warnings, Stripe zero-dollar Card-on-File setup, and automated Jane App migration adapter.
Training Courses
Curated, multi-lesson paths designed to onboard front-desk receptionists and clinical practitioners quickly.
Front-Desk Training Course
A step-by-step curriculum for receptionists and front-desk coordinators. Learn how to use the 'Create Schedule' and 'Scheduled Booking' tools, manage funding under Payment Method, grant CC Bypass exemptions, and clear daily task items.
Practitioner Onboarding Track
From clinical team invitations and email account activation to recurring branch shifts, day-level shift overrides, telehealth sessions, SOAP notes, and patient records.
Clinic Administrator Mastery Course
A complete guide for clinic owners and practice directors. Learn how to configure your Settings Hub, invite admins and practitioners, customize granular permission overrides, establish multi-location branches, and migrate from Jane App.
