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

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.
- 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.
  - Update Process Checklist
    Use this checklist to help you prepare your system for updating Clinical.
  - Upgrade Process
    Upgrade your existing Clinical software to the latest release.
- 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

Update Process Checklist

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


	Review the system requirements for Clinical and/or Pracsoft.
	If your practice has integrations with third-party systems, such as pathology providers, pharmacy connections, Medicare/DVA claiming services, or specialist referral platforms, confirm with those providers that their services are compatible with the Clinical and/or Pracsoft update you intend to install.
	Scanners used with Clinical must be TWAIN-compliant. If your practice uses scanning, confirm that the scanner meets this requirement and the drivers are current.
	If you are adding users, ensure you have the registration key. If not, contact your Customer Success manager for a new registration key.
	If you use MedicalDirector Mobility, upload all patient data.
`	Perform a full MedicalDirector Backup with the Backup Utilities.
	Allow enough time to complete the update while users are not using Clinical and/or Pracsoft. Tip: Do the update outside of business hours or on a weekend.
	Ensure that all MedicalDirector software is closed on all computers.
	Disable the antivirus, firewall, and opportunistic locking software. Enable them again when the update is complete.

17 August 2026