Welcome to GuardianMD

Modified on Tue, 9 Jan at 10:22 AM

View the full support article here: https://support.guardian-md.com/support/solutions/articles/151000060297-welcome-to-guardianmd

Ready, Set, Go!

Your Onboarding Experience starts here with GuardianMD v2

The Onboarding process sets up your Guardian MD account. It's simple and straightforward, here are the steps:

Step 1:

Create a Guardian MD Account through our Registration Portal.

Step 2:

Verify account by entering your the two-factor authentication code sent to your email address.

Step 3:

Login into your account and fill out necessary clinic information.
Determine the types of users, specify the number of standard, advanced and administrative users.
Complete payment of service plans and get started with your account.

Creating a Guardian MD Account: Best Practices for Secure and Easy Onboarding

Creating an account with Guardian MD is a simple process that allows you to access our healthcare management platform. In this guide, we will walk you through the steps of creating a GMD account.

Step 1: Go to the Sign Up Portal

To begin the account creation process, navigate to our Sign Up Portal by entering this URL in your web browser: https://secure.guardian-md.com/#/Register

Step 2: Fill in Personal Details

Once you are in the Sign Up Portal webpage, you will be prompted to fill in personal details.

This includes your:

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First Name
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Last Name
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Username 
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Email Address 
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Mobile Number
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State of Residence
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State of Licensure
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Strong Password
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VERY IMPORTANT: Ensure to select the correct State of Licensure and State of Residence.

Step 3: Verify Information

After verifying the information click Register button to register for a GuardianMD account.

Step 4: Congratulations!

If your registration is successful, you will see a Congratulations window indicating that your account has been created.

Step 5: Login to Guardian MD Platform

To access the Guardian MD platform, click the Login button on the Congratulations window and enter your username and password.

Verify your account login with two-factor authentication:

Two-factor authentication is a security feature that helps to protect your account from unauthorized access by requiring an additional layer of verification in addition to your username and password.

This guide will take you through the steps required to verify your account with two-factor authentication that is sent to your email address.

Step 1: Log into your Account

Step 2: Enter the two-factor authentication code sent to your email

Once you've signed in, a two-factor authentication window should pop up prompting you to Verify your account. Enter the 6-digit verification code then click Verify Account button.

Getting Started - Clinic Side:

Step 1: Select Account Type

Select I want to be a clinic button to start the clinic registration process.

Step 2: Verify Basic Info

Look over and verify your personal information including; First Name, Last Name, Username, Mobile Phone, Email, State of Residence. Then click Save & Next button to continue.

Step 3: Enter Business Info

Fill in the necessary business info fields appropriate for your clinic business;

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Business Name
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Business Phone
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Select Services
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Entity Type
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State of Business Operations
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Total Advanced Users
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Total Standard Users
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State of Business Operations: Only one State of Business Operation is allowed per account. To operate in multiple states create multiple accounts.

Note: It is critical to select all services you plan to immediately offer your clients as it will effect the subscription plan that we are able to offer you.

In addition, please ensure that all advanced users and standard users that will be performing those services are added as users in the platform.

You will have an opportunity to add users to your GuardianMD subscription once enrolled in the platform as well.

It is a requirement of participation in our platform that all practitioners of services we cover for you are registered users in the platform.

Once complete click Save & Next button to continue.

For more information about the definition of Advanced Users vs Standard Users click here.

Step 4: Enter Agreements

Complete each agreement by giving consent, digitally signing and dating the agreements.

Step 5: Plan Summary - Verify Services

Ensure you have the right services selected for your Clinic business as that will determine the plan. After confirming click Next.

Step 6: Plan Summary - Select Plan

Select either the Yearly or Monthly and click on the plan, then click Next.

Step 7: Plan Summary - Review and Payment

Verify the dollar amounts for the selected services. Feel free to add more additional Advanced and Standard Users. To learn more about the different users types click here.

If you have a coupon, type in your coupon, then click Apply Coupon.

Check the box "I understand the Plan Summary and agree to the charges specified."

Step 8: Plan Summary - Finish

Type in your Card Number details.

Verify the dollar amount in Order Summary:

This will also be set as the default payment method for your subscription.

Please be aware that all plans will auto-renew, you MUST CANCEL your subscription to avoid auto renewal.

Click in Pay.

It will take some time for the webpage to load. You should see a blue box stating that physician will be assigned soon. You will need to log back in.