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Administration
Set up Clinical, manage configuration, user records, updates, back ups and other maintenance.
Installing, Modifying, or Uninstalling Clinical/
Install Clinical/ and its related components with the Installation Wizard.
New Installation Checklist
This checklist can help you prepare your system for the installation of Clinical and/or Pracsoft.

Administration
Set up Clinical, manage configuration, user records, updates, back ups and other maintenance.
- Installing, Modifying, or Uninstalling Clinical/
  Install Clinical/ and its related components with the Installation Wizard.
  - New Installation Checklist
    This checklist can help you prepare your system for the installation of Clinical and/or Pracsoft.
  - Installing Clinical/Pracsoft with the Installation Wizard
    The Installation Wizard guides you through the installation of Clinical/Pracsoft.
  - Determining the Installed Location
    Determine the locations where SQL, MedicalDirector Clinical, MedicalDirector Pracsoft , and ManageEzy were installed.
  - Uninstall Clinical/Pracsoft
    Uninstall Clinical/Pracsoft.
  - Change a Computer's Role
    Convert a computer to a different role.
- Installing Clinical, Pracsoft, and MDref Updates Automatically
  Update Clinical, Pracsoft, or MDref without monitoring the Installation Wizard or intervening directly.
- Upgrading Clinical
  Upgrade the server and workstations that run Clinical.
- Installing or Upgrading SQL Server
  Install SQL Server or upgrade your existing SQL Server installation.
- Adding your Licence Details
  After installing Clinical, or if you renew your Service-Level Agreement (SLA) with MedicalDirector, 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
  Update the MyMedicare status of your Clinical and Pracsoft patients.
- Telehealth Widget
  Use the Telehealth widget for Telehealth consults with patients.
- Adding New Widgets
  Add new widgets from the widget store.
- eHealth
  Summarises Clinical's support for eHealth.
- Healthcare Identifier Service
  The Healthcare Identifier Service (HI Service) issues unique IDs to healthcare providers and individuals who seek healthcare.
- Technical Reference
  Technical reference information for Clinical.
- Clinical System Requirements
  Minimum requirements for computers on which Clinical is installed.
- 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
  Log information about the way people at your practice use Clinical.
- 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 SQL Server
  Both Clinical and Pracsoft use Microsoft SQL databases. Clinical and Pracsoft require two SQL Server instances.
- 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
  Set up an FTP client application for downloading data.
- IP and Host Name Resolution Requirements for MedicalDirector Communication Services
  Set up MedicalDirector Communication Services so multiple users can record progress notes simultaneously.
- Setting Folder Permissions

New Installation Checklist

This checklist can help you prepare your system for the installation of Clinical and/or Pracsoft.


	Review the system requirements for Clinical and/or Pracsoft.
	Confirm that you have the registration key. If not, contact your Customer Success manager for a new registration key.
	Confirm that you have adequate Windows administrator privileges to perform backups and installations on your system.
	Identify a suitable location on your computer for the installation. The hard drive must have enough free space for your data plus the necessary free space.
	Determine the filepath where you intend to install Clinical and/or Pracsoft. Tip: Install to the default location unless you understand the implications of non-standard installations. Installing in the default location can save valuable time if you need to contact MedicalDirector Customer Support. The default location is C:\Program Files\Health Communication Network
	If you have a full SQL licence and want to use it rather than the supplied 2019 SP3 Express Edition, contact MedicalDirector Customer Support for information about creating the required database instances. Configure SQL as described in Configuring a Full Microsoft SQL Server.
	If you have existing Pracsoft 1.x, 2.x, or 3.x data and want to upgrade to the latest release, contact MedicalDirector Customer Support before you install the software.
	Disable the antivirus, firewall, and opportunistic locking software. Enable them again when the installation is complete.

17 August 2026