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Clinical Management
Use Clinical to record your consultations with a patient and their clinical details.
Investigations
Manage pathology, cytology, and medical imaging requests and results.
HL7 Investigations Results and Clinical
Scheduled Document Import (SDI)
Automatically import new results files into the Holding file.
Set Up Non-Standard Folders for SDI
Set up non-standard folders so SDI can automatically import results files into them instead of the Holding file.

Clinical Management
Use Clinical to record your consultations with a patient and their clinical details.
- Actions
  An action is a record of something that was done or is to be done for a patient.
- Progress Notes
  Record notes about a patient's visit in Progress Notes.
- Select Drug
  Contains all compounds currently available in the country of use (currently Australia), and includes all scheduled compounds, and the majority of 'over-the-counter' preparations.
- Prescribing
  Use Prescribing to prescribe medications to your patient, conforming with all requirements and regulations.
- Examinations
- Recalls
  A recall is a type of flag recorded against a patient's record to inform practitioners or practice staff of when a patient is due to return to the practice, usually so that some clinical procedure can be performed.
- Patient's Medical History
  History includes a patient's medical conditions, both active and inactive.
- Investigations
  Manage pathology, cytology, and medical imaging requests and results.
  - Managing Investigations Requests
  - HL7 Investigations Results and Clinical
    - Downloading Results to the Surgery
    - Running a Download Program
    - Scheduled Document Import (SDI)
      Automatically import new results files into the Holding file.
      - Activate SDI
        Activate SDI so results files can be imported automatically into the Holding file.
      - Set Up Non-Standard Folders for SDI
        Set up non-standard folders so SDI can automatically import results files into them instead of the Holding file.
      - Change the SDI Import Interval
        Change the time interval at which SDI checks for and imports results files into the Holding file.
    - Importing the Result Files into Clinical
    - HL7 Acknowledgments
    - Adding or Removing File Types
    - Setting the Investigations Search Path
    - Holding Files
    - Letters, Discharge Summaries and Results
    - Results with Numeric Data
    - HL7 Format Table
    - Clinical Cumulative Pathology Results
- Immunisations
  Manage a patient's immunisations.
- Preventive Health Prompting for Specific Patients
  Customise preventive health prompts for specific patients in the following areas, such as blood glucose, blood pressure, smoking and so.
- Assessments
- Cervical Screening
- Obstetrics Module
  Record and manage a patient's obstetric information on the Obstetrics tab.
- Diabetes Module
- Summaries
  Print summaries for patients.
- Measurements
  The Clinical measurements window displays the history of a patient's various clinical measurements.
- MedicalDirector Care
  Create Care Plans in MedicalDirector.
- Telehealth
  Consult with patients remotely.
- Honeysuckle Health Private Health Insurance Checker
- Tools
- Surgical Audit Tool
  Use the Surgical Audit Tool to record information about surgical procedures.
- Medication Charts
  Print a variety of Medication Charts from Clinical.

Set Up Non-Standard Folders for SDI

Set up non-standard folders so SDI can automatically import results files into them instead of the Holding file.

Procedure

To set up non-standard folders so SDI can automatically import results files into them:

Either:
- Click Tools > Options > Investigations > Setup Advanced Pathology > Setup Data Transfer.
- Click Tools > Manage Communications > Setup Data Transfer.
Click Add.
In the Description field, enter a description of the data transfer service, for example, HealthLink.
In the Category field, enter the category of the data transfer service, for example, Investigations.
In the Import Folder field, click Ellipsis . Browse to and select the location where new imported results files will be saved.
In the Export Folder field, click Ellipsis . Browse to and select the location where acknowledgement (ACK) files generated for results files will be saved.
Set Automatic Import Enabled (SDI) to enable SDI to import files from this folder automatically at the specified time interval.
Set Manual Import Enabled (Manual).

Note:
The manual option enables you to press F5 to import results files manually when required without waiting for the next automatic import.
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Optionally, if the pathology lab wants to receive acknowledgements for results files, set Generate Acknowledgement (ACK).
To allow the data transfer service to be used from workstations, set Available Network Wide (Global).

Note:
If this option is not set, the data transfer service is available only on the computer on which it was set up.
Click OK > Close > Save.

Results

SDI checks for results files at the specified time interval and automatically imports the results into the folder you specified.

17 August 2026