Guardian Medical Direction EMR - Getting Started

This document provides an overview of the (EMR) system's dashboard and serves as a step-by-step guide for adding new patients. By following the instructions outlined here, you will gain a clear understanding of how to efficiently navigate the dashboard and manage patient information. 

Your Dashboard

• To switch between different clinic locations, use the navigation menu located in the upper right corner of the page. 
  • Please note that only administrators can add new locations, which can be done through the Settings tab. 
• From your dashboard, you have the ability to,
  • Add a new patient
  • Access an existing patient's record, or
  • Continue working on draft notes.
• For those testing interoperability, a "Last Visited" date on a patient's record confirms that the process has been successfully completed. 

Adding Patients

You can add patients from 2 locations: Your dashboard or the patients' tab.

• Each patient must have a unique email address

• To bulk add, use the "Add New Patient Roster on the Patients Tab. (Under development as of July 2024"
  • Must be CSV or Excel format
  • Must include: First Name, Middle Name, Last Name, Phone Number, Email, Date of Birth, Gender, Social Security Number, Street Address, Street Address 2, City, States, Zip Code

• When testing interoperability, it may take approx 5-10 mins to rertrieve and display the relevant information for this patient

• A patient that has completed this cycle will show a full AI summary, with diagnoses, vaccines, and medications, eg: 

If you have any questions or need further assistance, feel free to reach out to us anytime. We're here to help!