Articles in this category Guardian EMR **FREE** Training Course Welcome to Guardian EMR. We are so happy to support your clinic so you can maximize your efficiency, security, and simplify your business practices. To access the video course you can go to this addre... How to complete my initial registration with Guardian EMR? When a health provider or clinic first signs up with Guardian EMR, there are a few steps to get fully onboarded. Common Issues Guardian EMR vets the providers that sign up for our service by checking ... How do I set up my profile? Your profile information is located in the top right-hand side of the screen in the drop-down menu under the admin area; where your name is and where the gear is located. - Click on your name to acces... How to access Health Records and add clients? Accessing Health Records Guardian EMR is a cumulative charting system. This means that the system is organized around the client's chart rather than your clinic information. Each client has only one c... How do I build a template Templates: How to work in a clients health record / chart? Let's go through the different sections in the Health Records area of the system. How to add a new chart note or record Working With Chart Notes or Health Records: There are two areas where you can see your chart notes in the system: inside of a client's Health Record on their Client's Chart tab and in the Chart Notes ... Do you have a training area? TRAINING AREA: Do you have a Community Forum? COMMUNITY FORUM: How do I load a Premade Template? Pre-Made Templates: How do I add a new booking to my calendar for a single clinician? Adding a New Booking for a Single Clinician: How do I manage tasks & share charts through the Task Management System? Chart Sharing Through the Task Management System: How do I do a custom task entry? Under the Task Management tab in the Send Task area you can find 3 options under the Type of task which are: Chart Sh How do I do a transcription request Under the Task Management tab in the Send Task area you can find 3 options under the Type of task which are: Chart Sh How do I access tasks assigned to me in the My Tasks area of the Task Management System Tab?? In the My Tasks area you can see the tasks assigned to you. How to change the date you’re viewing in the Calendar After choosing the calendar from the main menu, select the date range on the top left of the calendar to change the d How to set up my Calendar’s available hours There are two views when looking at Available Hours: Calendar View and Agenda View. Where do I access the administration area to set up my account? ADMINISTRATION AREA of Guardian EMR. How can I access My Messages You can access your ‘ How do I access my tasks? You can access ‘ How do I find or add clinicians? How to Find Specific Clinicians How to fill in a clients chart / health record? There are four tabs in a client's chart: Personal Information, I How do I find or add a clinic? T How to work in a client's Health Record Chart? Working in a Client's Health Record Chart: When you open a client's health record the record will have 4 tabs across the top: Personal Information, Involved Clinicians, Diagnoses and Client's Chart. How to add a diagnosis to a client's health record/chart? How to add a diagnosis to a client's health record: How do I add a new client chart to the client's health record? How to add a new client chart to the client’s health record: How do I add a clinician to a locked file? Adding a Trusted Clinician to a Locked File How do I add new bookings to the calendar for a clinic? Calendar Bookings for A clinic: How do I set up bookings for clinic routines/group meetings? A second type of booking form is for Clinic Routines or meetings that will be set up between multiple clinicians. How do I view all past appointments for a client? How to delete an appointment for a client? How to view all past appointments for a client How do I generate reports for different demographics? How to work with reports What are the different account types/interfaces in Guardian EMR? Different Views Depending on Which Account Type You are In: How to Integrate with Stripe and setup the Stripe Fees? Stripe Setup and Integration Only the Clinic Manager