Running the Upgrade of MedicalDirector Clinical / Pracsoft

Procedure

  1. Go to the MedicalDirector website and to the Updates page.
  2. Locate the Ready to Upgrade section.
  3. Select the link for your version.
  4. Download the ISO for the latest version of Clinical/Pracsoft.
  5. Browse to and double-click Setup.exe.
  6. For Terminal Server Users:
    • If the MedicalDirector Installer window is open, click Cancel to close it.
    • When installing on a terminal server, the software cannot be installed directly from the DVD, or it might not be available to all users.
    • Remove any active or disconnected sessions listed within the Session Manager before beginning the installation.
    • Advise all users not to log in to the Terminal Server until the installation is complete. We recommend temporarily blocking all user access. If any users log in during installation, the installation process might fail or they might not be able to use the software successfully.
    • The server must be in Install Mode during installation. To do this, launch the MedicalDirector Installer through Add / Remove Programs by clicking Add New Programs button, then browse to and double-click Setup.exe. During this procedure a Window should open instructing that it not be closed until the install has been completed.
    • Refer to your Operating System help or Microsoft for more information on installing software onto a Terminal Server.
  7. The Prerequisites window appears. Click Next.
  8. You will be presented with a list of important installation tasks. Click each link, read the information and perform the tasks as necessary.
  9. After you complete the necessary tasks, tick I have read and understood these recommendations and wish to continue > Next.

  10. Installation-Wizard-Important-Installation-Tasks
    Note:
    Issues with the following must be resolved before you start the installation. If the issues are not resolved, the installation might fail:
    Antivirus software
    Some virus scanners prevent installations because they mistake legitimate activities in software installation for the harmful activity of a virus. We recommend temporarily disabling any antivirus software during the installation. Re-enable the antivirus software when the installation is complete.
    Firewalls
    Firewalls are known to be a major source of installation issues, for example, by blocking the discovery of databases that need to be upgraded. We recommend temporarily disabling any firewalls during the installation. Re-enable the firewall when the installation is complete.
    Windows Opportunistic Locking
    Opportunistic Locking affects the performance of MedicalDirector Clinical. We recommend disabling it. If you disable Opportunistic Locking at this time, the computer will be restarted, then the Installation Wizard will continue.
  12. The Subscription Agreement is displayed. Read it and, if you agree to the terms, tick the associated checkbox, and then click Next.
  13. The Installation Wizard checks whether your system requires any additional third-party software to be installed. If so, it displays a message similar to this:
    Installation-Wizard-with list of required third-party software
    • If additional third-party software is needed, click Next. The listed software is installed. This can take some time, depending on the number of applications to be installed and their requirements. You might need to restart your computer, then the Clinical / Pracsoft Installation Wizard will continue.

      If the computer has restarted and the MedicalDirector Installer has restarted, click Cancel to close the MedicalDirector Installer. Launch the MedicalDirector Installer through Add / Remove Programs again, to ensure the terminal server is returned to install mode before continuing.

    • A message is displayed that that states whether the required third-party software was installed successfully. If any were unsuccessful, please consult your Systems Support for assistance.
  14. A message is displayed asking you to confirm that you have performed the following important pre-installation tasks:
    • Closed all Clinical, Pracsoft, and Appointment Book applications.
    • If you are using Mobility, uploaded all patient data to the server.
    • Performed a full backup.

    Tick the tickbox for each task you have completed.

  15. Click Next.
  16. An installation summary is displayed. Review it, then click Begin when you are ready to procede. So you can monitor the progress of the installation, secondary installation windows are displayed as individual components are installed. No action is required.
  17. When the installation is complete, click Finish.
  18. (Optional) If you also intend to install Bluechip with MedicalDirector Clinical, you will need to install the legacy ManageEzy Document Management System. This comes supplied with the Installation Wizard, and is accessed via Tools
  19. If the ManageEzy Document Management System is not installed, this message is displayed. Click Closeto install ManageEzy.
    Installation-Wizard-with ManageEzy installation message
  20. After ManageEzy has been installed, you can commence installing Bluechip.

What to do next

  1. Upgrade all workstation computers running Clinical and/or Pracsoft.
  2. On each upgraded computer where Clinical is installed, open MedicalDirector Clinical. Ensure you can view and save letters and documents.
  3. On each upgraded computer where Pracsoft is installed, open Pracsoft. Ensure you can perform an OPV and your daysheets reflect the last working day's billing.