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Administration
Set up Clinical, manage configuration, user records, updates, back ups and other maintenance.
Maintenance
Use update, backup and restore and other maintenance utilities to manage MedicalDirector Clinical.
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.
- 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.
  - MedicalDirector Automatic Updates
    Automatically download incremental updates for Clinical, Pracsoft, and Bluechip.
  - 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
        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.
        Options (Backup) for Clinical/Pracsoft
      - Preparing a Command Line Backup
      - Creating a Batch File to Run a Backup
      - Delete Existing Configurations
      - Scheduling Backups
        To schedule backups with the Backup utility, you must have an understanding of the Backups utility and how to perform a standard backup.
      - Restore with the Restore Utilities
    - Backup and Restore with SQL Server Management Studio
    - Backup and Restore MDExchange PKI Certificates
  - 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.
  - Maintenance Utilities
  - Reference Information
- 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
- 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

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 MedicalDirector Maintenance icon on your desktop. The MedicalDirector Maintenance window appears.
In the Common (Maintenance Tasks) section of MedicalDirector Maintenance, double-click Backup.
When the Backup utility is opened for the first time, it detects your installed MedicalDirector products and automatically configures the settings to back up 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.
If necessary, load a saved backup configuration file.
To have the utility attempt to automatically determine and configure many of the settings available, click Detect. 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, set Run Now and click OK.
- Later, deselect Run Now and schedule 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.

Results

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.