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Administration
Set up Clinical, manage configuration, user records, updates, back ups and other maintenance.
Backup and Restore
The MedicalDirector Backup and Restore utilities backup and restore Clinical and Pracsoft.
Backup and Restore with the Backup and Restore Utilities
Use Clinical's Backup utility to backup your practice's data.
Backup with the Backup Utilities

Administration
Set up Clinical, manage configuration, user records, updates, back ups and other maintenance.
- MedicalDirector Automatic Updates
- System Configurations
  Manage database configurations.
- Managing Practitioner and User Records
- Merge Clinical Lists
- Options
  Clinical provides numerous user-definable options for tailoring the program to your requirements.
- MyMedicare Import Wizard
  Use the MyMedicare Import Wizard to update the MyMedicare status of all your Clinical and Pracsoft patients simultaneously.
- Telehealth Widget
- Adding New Widgets
  Add new widgets from the widget store.
- eHealth
- Managing Communications
  Use the Manage Communications utility to configure how Investigation Results are imported to Clinical.
- Medicare Healthcare Identifiers Service
- Medicare's Health Identifier Service and Clinical
- HESA PKI Certificates
- Backup and Restore
  The MedicalDirector Backup and Restore utilities backup and restore Clinical and Pracsoft.
  - Maintenance and Recovery Planning For Your System
    Your practice is responsible for protecting its own data files. If this process fails, your financial and clinical records can be lost.
  - Backup and Restore with the Backup and Restore Utilities
    Use Clinical's Backup utility to backup your practice's data.
    - Backup with the Backup Utilities
      - Database Tab (Backup) for Clinical/Pracsoft
        Override the default database login details.
      - MDPlus Tab (Backup) for Clinical/Pracsoft
        Select the plugins to backup.
      - Documents Tab (Backup) for Clinical/Pracsoft
        Select documents to back up.
      - Backup Location Tab (Backup) for Clinical/Pracsoft
        Use the Backup Location tab of MedicalDirector Backup to select the backup location and name the backup file.
      - Notification tab (Backup) for Clinical/Pracsoft
        Enable email notifications about the status of backups.
      - Schedule Tab (Backup) for Clinical/Pracsoft
        Set times for conducting automated backups.
      - Options (Backup) for Clinical/Pracsoft
    - Preparing a Command Line Backup
    - Creating a Batch File to Run a Backup
    - Delete Existing Configurations
    - Restore with the Restore Utilities
    - Scheduling Backups
  - Backup and Restore with SQL Server Management Studio
  - Backup and Restore MDExchange PKI Certificates
- MedicalDirector Mobility
  MedicalDirector Mobility is a utility for downloading patient records to a mobile computer, allowing you to work with them off-site.
- Technical Reference
- Language Codes Reference
  Instances of 'nec' found following refer to "Not Elsewhere Classified".
- Clinical System Requirements
  This information applies to MedicalDirector Clinical 4.3.

Backup with the Backup Utilities

Before you begin

Backup Requirements (Health Industry) Backup Requirements (Health Industry) Running Time: 25:27

SMTP (Simple Mail Transfer Protocol) must be installed before you start the Backup. The Backup utility uses it to notify you:

When the backup is complete.
Whether the backup succeeded or failed.

Procedure

Double-click the MedicalDirector Maintenance icon on your desktop. The MedicalDirector Maintenance window appears.
Double-click within the Common (Maintenance Tasks) section of MedicalDirector Maintenance. The MedicalDirector Backup window is displayed.
When the Backup Utility is opened for the first time, it detects your installed MedicalDirector products and automatically configures the settings to backup these appropriately.

When the Backup Utility is opened at other times, it displays backup configuration that was last used if:
- You have run the backup from this interface, and
- The backup was successful.
If you have only ever run a scheduled backup, this window will not display the configuration last used.
(Optional) If necessary, load a saved backup configuration file.
(optional) Click Detect to have the utility attempt to automatically determine and configure many of the settings available, for example, the server name and available databases.
Select or enter settings as necessary from the following tabs:
- Database
- MDPlus
- Documents
- Backup Location
- Notification
- Schedule
- Options
Set the backup to run:
- Immediately by ticking Run Now and clicking OK.
- Later by unticking Run Now and scheduling the backup to start later.
Optionally, you can password-protect the backup. Protected backups require a password to restore them.
- If you choose to use password protection, ensure that you can be contacted if a backup needs to be restored. Alternatively, you might consider sharing the password with another person of authority from your practice.
Click Yes to start the backup.
You will now be prompted to save the Configuration file.
If you already have a configuration file of the same name, it will be overwritten by this new file. Rename the new file if you want to keep the old file as well.
A messsage is displayed if the backup has been completed successfully.

What to do next

Check the backup log file to ensure the scheduled backup was successful.