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Administration
Set up Clinical, manage configuration, user records, updates, back ups and other maintenance.
Upgrading MedicalDirector Clinical
Upgrade Process Checklist
Use this checklist to help you prepare your system for updating MedicalDirector Clinical.

Administration
Set up Clinical, manage configuration, user records, updates, back ups and other maintenance.
- Installing or Modifying Clinical
  Install Clinical and its related components using the MedicalDirector Installation Wizard.
- Installing Clinical, Pracsoft, and MDref Updates Automatically
- Adding your Licence Details
  After installing Clinical, or if you renew your Service-Level Agreement (SLA) with MedicalDirector, you will be required to enter your licence details.
- Maintenance
  Use update, backup and restore and other maintenance utilities to manage MedicalDirector Clinical.
- Managing Practitioner and User Records
  Each user must be defined in MedicalDirector Clinical's user database.
- Custom 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
- Medicare Healthcare Identifier Service
  The Healthcare Identifier Service (HI Service) uniquely identifies healthcare providers and individuals who seek healthcare.
- HESA PKI Certificates
- Technical Reference
- Clinical System Requirements
  This information applies to MedicalDirector Clinical 4.3.
- Moving Data to a New Server
  Move your MedicalDirector Clinical data to a new server and configure the workstations.
- Auditing User Access with MDTrace Log
- Modifying Current Installations
- Merge Duplicate Doctor Records
- Patient Database Clean-up Tips
  If your practice has just migrated to MedicalDirector Clinical or you have merged patient databases you should clean up your patient database.
- Upgrading MedicalDirector Clinical
  - Upgrade Process Checklist
    Use this checklist to help you prepare your system for updating MedicalDirector Clinical.
  - Upgrading SQL Server
    Both Clinical and Pracsoft use Microsoft SQL databases. Clinical and Pracsoft require two SQL Server Instances.
  - Upgrade Process
- Business Transition Guide
  Relocating your Practice or making significant changes to your Business practices can be challenging enough without adding complications from the software your business uses.
- FTP and MedicalDirector
- IP and Host Name Resolution Requirements for MedicalDirector Communication Services
- Setting Folder Permissions

Upgrade Process Checklist

Use this checklist to help you prepare your system for updating MedicalDirector Clinical.


	Review the System Requirements.
	If you have an IT technician who performs your updates, please contact them before proceeding.
	Allow enough time to perform the update. MedicalDirector recommends you conduct the update outside of business hours, or on weekends.
	Perform a full MedicalDirector backup.
	If you use MedicalDirector Mobility, upload all patient data before updating.
	Ensure that all MedicalDirector software is closed on all computers.
	Disable the antivirus and firewall software. Enable it again when the install is complete.