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Administration
Set up Clinical, manage configuration, user records, updates, back ups and other maintenance.
Managing Practitioner and User Records
Each user must be defined in MedicalDirector Clinical's user database.
User Database
The User Database is where practitioners and users can be added, edited and deleted, and access levels and restrictions can be defined as appropriate.
Adding, Editing, and Deleting Users
In Clinical, a user is defined as any non-clinical user.
Adding Users
Add non-clinical users to 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.
- 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.
  - User Database
    The User Database is where practitioners and users can be added, edited and deleted, and access levels and restrictions can be defined as appropriate.
    - Adding, Editing, and Deleting Practitioners and Nurse Practitioners
      Practitioner records and nurse practitioners records have more details than non-clinical user records.
    - Adding, Editing, and Deleting Users
      In Clinical, a user is defined as any non-clinical user.
      - Adding Users
        Add non-clinical users to Clinical.
      - Editing Users
        Edit non-clinical members in Clinical.
      - Inactivating Users
        Inactivate non-clinical users instead of deleting them.
      - Deleting Users
        Non-clinical user records can't be deleted.
  - Passwords, Permissions and Security
  - Printing User Details
  - OneNil
  - Moving Sensitive Data
    You must take steps to protect sensitive patient data from misuse, interference, loss or unauthorised access or disclosure.
- 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

Adding Users

Add non-clinical users to Clinical.

Procedure

Open the User Database.
Click Add User.
In the Add User window, enter the user's name.
Indicate the user's practice location.
Select one of the options from the Category list. Common categories are listed, and you can manage user-defined categories via the Ellipsis button.
Users in the practice manager category can:
- Add and remove practitioners and users and setup passwords.
- Modify practitioners and user demographics and access levels, and change passwords.
- Change licence codes to increase or reduce the number of licensed practitioners.
Tip:
If you select Medical Student, you can also indicate their supervising practitioners.
Select one of the Access Level options:
- If Access Level is set to Full, the user can:
  - Record the user's provider number for Medicare Australia Immunisations.
  - Record the user's HPI-I number.
  - Indicate that you want to participate in My Health Record, and then record your details as you want them to appear in the My Health Record system.
- Indicate whether this user should have Data Export privileges.
- Options Editing gives the user access to the Clinical Options and Print Options menus.
- Auto-Capitalise Name automatically capitalises the first letter of each word the user types. Many windows throughout Clinical that offer this functionality, including the Options tabs. Auto-Capitalise Name determines the default setting for all others.
- PKI Encryption enables the encrypting of e-mail correspondence sent from Letter Writer using HESA PKI Certificate encryption technology.
- Participate in Deidentified OneNil Patient Data Set Collectionopts-in the user to OneNil data collection.
Options:
Click OK.
Enter and confirm a new password.
Multiple users can share the same user name. For further information about passwords, see Setting and Changing Your Password.
Click Save.

Results

The user record is added to the user database.

What to do next

Consider configuring the user's permissions.

17 August 2026