Initial Set-Up Checklist

This is intended as the most efficient order to set up and use Guardian Clinic Manager. This will minimize having to go back and edit categories with relevant information.

Initial Setup

Review “Guardian Clinic Manager User Guide”

Fill out “GCM Clinic Information Sheets”

Click on the link in your welcome email to set your password

First Time Logging In

Edit Personal Profile Information

Clinic Information

Edit Clinic Name

Edit Clinic Address

Edit Clinic Phone Number

Upload Clinic Logo (use white background, or PNG)

Verify Admin User & Email

Clinic Billing Information

Add Billing Contact Name

Add Billing Contact Mailing Address

Add Billing Contact Email Address

Add Billing Contact Phone Number

Select Invoice Delivery Method

Clinic Groups

Create Clinic Locations

Create Clinic Departments

Create Clinic Roles

Create Clinic Job Titles

Clinic Permissions

Review and Edit permissions

Certifications

Create Clinic Certifications

Define User Groups for Certifications

Users

Add Users

Define Users Location(s), Department(s), & Role(s)

Responsibilities

Review and edit your clinic’s responsibilities

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