Articles in this category 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 “Guar... Clinic Information This is where you will record your clinic’s general information. This would be information for the main office or the location that you want to use on your clinic’s public profile page. Here is what... Clinic Billing Account and Billing This is where you set your clinic’s billing information. Be sure to enter in up to date mailing and email addresses. Clinic Groups Clinic Groups This is where you will decide how to help filter the users within your company. In order to conceptualize imagine that you want a certain group of your employees to get an announcement.... Clinic Permissions Permissions Permissions is your customizable system that allows you to decide exactly who can and cannot do what. Think of this as a way to tell the app how you want it to work and it will automatica... Certifications Certifications Certifications covers any type of training or certificate that you want to attach to a user. This allows you to track which users have what and receive notifications on whether it is e... Responsibilities Responsibilities In this area you will define certain users who will be responsible for some of the most important areas of Guardian Clinic Manager. Think of this as a way to tell GCM who to contact ... Users Users These are each of the individual users that will be using Guardian Clinic Manager. While creating this list you should have the following items handy: General Help & Inquiries General Help & Inquiries This is a list of other areas to get in touch with us, find help, or whatever else you may need Help Desk: Getting Started After your company has signed up for Guardian Clinic Manager you will receive an email allowing you to set your password. You will also receive an email sending you links to our help page where you w... Admin User Admin User The original user who signed up with GCMis your company’s main Admin User. They will have access to the app in its entirety. They are considered the “Account Holder” and will be responsib... Clinic Profile and Settings 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 ful... Documents Documents Documents refers to the cloud storage of your companies’ documents. This allows you to store your companies’ documents in the cloud, filter who can see them, and then give them expiry dat...