Logging in for the First Time

When you log in for the first time, you must select the database you want to use and provide details for at least one practitioner.

Before you begin

You must complete the initial start up, eHealth requirements and review the policy for Clinical. For more information, refer to Before You Begin Using Clinical.
Note:
If you are using Clinical with Pracsoft, add a user to Pracsoft first. They will then be available to Clinical when next opening it. Then, when first logging into Clinical, you will be prompted if additional information is required.

About this task

Configure the MedicalDirector Clinical application when you log in to Clinical for the first time on your desktop.

Procedure

To log in to Clinical for the first time:
  1. Double-click the Medical Director iconClinical icon on your desktop.
    MD clinical log on screen
  2. In the Log On to MedicalDirector Clinical window, to register Clinical, select MD Live Data from the Configuration list.
  3. When the Licence Details panel is displayed, in the Licence Details window, enter the Practice Details and License Key exactly as supplied to you by MedicalDirector.
    Use your own (live) patient database. As this is the first time you have attempted to run and log in to MedicalDirector Clinical.
    License details panel
  4. Click Validate. If your licence key is valid, a green text message is displayed and the licence details are displayed at the bottom.
  5. To save the License Details, click Save.
  6. To add a new practitioner, in the Add new practitioner window, click OK.
    Add New Practitioner window
  7. In the Add Doctor window, record the user details.
    The fields marked with a red *Asterisk must be completed; the recording of a doctor's or nurse's Name, Address, Prescriber No., Provider No. and Qualifications (legal requirement), as these details display on prescriptions. The Provider No. is used on Pathology or Radiology forms and added to referral letters:
  8. In the Status field, to indicate the status of the practitioner or nurse, set either Prescriber or Locum . For more information, refer to Multi-User Licensing.
    Tip:
    Only two locums are accepted at each clinic. The Locum option is disabled if there are already two locums in the database. To add a new one, you must remove one of the other locums.
  9. If you want to participate in My Health Record, in the MyHealthRecord Details section, set Participate in MyHealthRecord and enter your details as you want them to display within the My Health Record system.
  10. In the ePrescribing via eRx Script Exchange section:
    • Electronic Prescribing is enabled by default and registration is required for participation. Regardless of your choice, you will be prompted to register for ePrescribing. You can also elect whether or not to receive a notification electronically when the medications have been dispensed. For more information about configuring ePrescribing, see Practitioner Configuration for ePrescribing.
    • To automatically capitalises the first letter of each word that you type, set Auto-Capitalise Name.
    • Set PKI Encryption to enable the encrypting of e-mail correspondence sent from Clinical Letter Writer using HESA PKI Certificate encryption technology.
  11. To save the user details, click OK.
  12. Create a password of 6 to 10 characters that does not include any part of the practitioner's name.
  13. Click Save.
    Tip:
    You can add more practitioners and nurses. For more information about managing practitioners, refer to Managing Practitioner and User Records.
  14. Practitioner who have a valid licence and to use MDExchange service, register MDExchange. For more information on the service and manage correspondence, refer to Registering MDExchange.

Results

Clinical is now open and the Select Patient from List window is displayed.

What to do next

Before you can begin attending to your patients, close the Select Patient from List window and you need to configure important settings in the Clinical application as below:
  • To configure your printer on your computer on which you run Clinical, select Tools > Print Options > Printer Setup tab. For more information, refer to Printer Setup.
  • In the Tools > Options > Practice tab, enter the practice's details, including your HPI-O number. For more information, refer to Practice's details.
  • Link Clinical to third-party billing packages. For more information, refer to Links Options.

    If you run Pracsoft in conjunction with Clinical it is not necessary to configure linking, as both applications share the same patient database. However if you run a third-party billing package, you can synchronise patient data (added/edited via the billing package) with Clinical.

  • Practice Incentives Program (PIP) eHealth Incentive:
    • Requirement 1: Integrating Healthcare Identifiers into Electronic Practice Records
    • Requirement 2: Secure Messaging Capability (SMD)
    • Requirement 3: Data Records and Clinical Coding
    • Requirement 4: Electronic Transfer of Prescriptions
    • Requirement 5: Personally Controlled Electronic Health (eHealth) Record System PCEHR, and Creating and Managing CDA Documents for PCEHR
    The above guides are available in the MedicalDirector Clinical.
  • Configure Clinical for email correspondence. For more information, refer to Email and Configuring Email.