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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.
Passwords, Permissions and Security
Setting and Changing Your Password
Password Security Policy

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.
  - Passwords, Permissions and Security
    - Access Levels
      Because of the potentially sensitive nature of the data recorded in Clinical's patient database, security is implemented using a user database and access levels. Access levels determine what information a user can access.
    - Password Security Settings
    - User Permissions
      Configure permissions when creating a new user profile.
    - Setting and Changing Your Password
  - 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

Password Security Policy

To configure password requirements, see Password Security Settings.

Please also refer to the MedicalDirector Data Security page for more information.

18 June 2026