Clinic Profile & Settings

Located underneath the company name on the top bar, you will be able to find all the settings available to your company.  A lot of these settings should be set before fully utilizing Clinic Manager.

Clinic Information

By clicking on “Clinic Information” you will find a page with all your clinic's basic information.  This information needs to be filled out early on to help keep your subscription going without interruption.

Profile

This is where you will fill out the basic clinic information.  Be sure that this information is up to date because this information will be used on your clinic's public profile.  Your logo should have a white background as it will be used on exporting forms and for printing.

Account and Billing

This area covers three main areas regarding billing:

1.       Your clinic's previous billing statements

2.       Your clinic’s billing information

a.       Billing Contact

b.       Address

c.       Invoice vs Credit Card (Please note that Invoice is only available for

3.       Credit Card Information

**We do not maintain your credit card on file whatsoever, this is to help keep your information safe

Clinic Settings

By clicking on “Clinic Settings” you will get to a menu of settings for the variety of features.  These are settings you should only need to set once and then it will help GCM work the way you intend it to.

Groups

These are unique categories that you can assign to users, assets, announcements, permissions, etc.  This helps you to filter content and permissions to the groups that you want effortlessly.  It also means that when you change a rule GCM will automatically change and adapt with you.

When deciding what groups to make you need to imagine how you would like to filter your information.  It is best to create the smallest number of groups that covers your filtering needs.  Things that can be filtered include:

-          Announcements

-          Documents

-          Certifications

-          Assets

-          Tasks

-          Permissions

This means that you will need to set up the specific groups in a way that allows you to filter that content in ways that work for your organization.  It is important to note that users, assets, etc. can have any number of groups assigned to them.  If you are having trouble conceptualizing groups filling out your company information sheets can help you see what groups may be necessary.

Locations

Locations are considered a geographical grouping for your clinic.  The best way to decide on how many locations to create is to imagine what locations you have work together.  If you have multiple offices/clinics/etc. that tend to work together, you should only have one location representing them

Roles

Roles are a way of filtering by a hierarchy within your clinic.  Think of this to filter by the levels within your company.  A general setup would include: Clinicians, Assistants, Receptionist, etc.  This way you can filter certain permissions based on the role that the users have.

Job Titles

Job Titles are just a description that can be added to a user.  This feature will be used more in the future with scheduling and timesheet features.

Responsibilities

This is how you can create default users that will be responsible for some of the major features within GCM.  You can create different responsibilities for each location within your company.  This way it is easy for each location to have its own unique users responsible for the main features.