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Step 2 - Complete your onboarding form

Before our team can begin working on your EMMA implementation, we need some essential information from your practice. This information is collected through a short onboarding form that you’ll need to complete.

The details provided in this form are used directly to configure EMMA for your practice, so it’s important that all sections are completed fully and accurately. Missing or incorrect information can lead to delays or configuration issues later in the implementation.

We recommend setting aside some dedicated time to complete the form and ensuring you have the relevant practice details available before you start.

The information you provide allows us to:

  • Design your call flows and patient journeys
  • Configure system and telephony integrations
  • Set up opening hours, call handling times, and failover routes
  • Ensure the right contacts are in place for clinical, operational, and technical support

Without this information, we’re unable to progress with configuration or move toward go-live.

What the Form Covers

The form asks for practical details you should already have access to, including:

  • Practice details (ODS code, address, contact numbers)
  • Opening hours and phone handling preferences
  • Key contacts within your practice and PCN
  • Core clinical and administrative systems you use
  • Telephony setup and provider details
  • High-level staffing information

You are not expected to provide anything technical or create detailed workflows. The questions are structured to guide you clearly through what’s needed.

Time and Support

The form typically takes 20–30 minutes to complete.

We understand practices are busy. If you’re unsure about any questions or don’t have all the answers immediately, our team is here to support you and help clarify what’s required.

Please ensure every field is completed as accurately as possible, as incomplete information can delay setup.

Deadline

Please complete the onboarding form within 48 hours.

Completing this step on time allows us to begin configuring EMMA and keeps your onboarding and go-live timeline on track.

If you have any questions while completing the form, contact the QuantumLoop AI team and we’ll be happy to help.