How to register a new service provider?

November 3rd, 2023

  • Invite the service provider when logged into the Capital Guardians system by clicking on the “Viewer” menu option. Then  click on the “Providers” tab. Enter the service providers email address in the “Invite a provider to register for invoicing via the Capital Guardians” field. Then click the “Invite” button. An email will be generated, inviting the service provider to register via the online process.
  • Alternatively, instruct the service provider to visit the Capital Guardians website. The service provider will need to click on the “Register” blue button in the top right side.  After receiving an email with a link, enter the mandatory fields marked with a red asterisk *.
  • Important, under the “Community (Facility name)” type the facility name or suburb and select from the list.

After registering, all accounts will need to be linked to the service provider so they can invoice. The facility can link these, by selecting relevant residents or contact Capital Guardians, to link them all.

Alternatively, complete the Provider Registration Form either by the Adobe Acrobat DC app or by emailing a scanned copy to customer@capitalguardians.com

Ross McDonald

Ross is the CEO and founder of Capital Guardians. He has an extensive career in financial management and tech solutions development. Having first created Capital Guardians as a solution for aged care over a decade ago, so his expertise in payments and invoicing for people in protected settings is second to none.

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