Home
Administration
Set up Clinical, manage configuration, user records, updates, back ups and other maintenance.
Maintenance
Use update, backup and restore and other maintenance utilities to manage MedicalDirector Clinical .
Backup and Restore
Use the MedicalDirector Backup and Restore utilities to back up and restore Clinical and Pracsoft.

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 .
  - MedicalDirector Automatic Updates
    Automatically download incremental updates for ClinicalPracsoft .
  - Backup and Restore
    Use the MedicalDirector Backup and Restore utilities to back up and restore Clinical and Pracsoft.
    - Backup and Restore with the Backup and Restore Utilities
      Use Clinical's Backup utility to backup your practice's data.
    - Backup and Restore with SQL Server Management Studio
    - MDExchange Certificate Backup and Restore
      MDExchange-generated PKI certificates are no longer supported.
  - Maintenance and Recovery Planning For Your System
    Your practice is responsible for protecting its own data files. If this process fails, your financial and clinical records can be lost.
  - Maintenance Utilities
  - Reference Information
- 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

Backup and Restore

Use the MedicalDirector Backup and Restore utilities to back up and restore Clinical and Pracsoft.

These modules provide options for backing up your data to any device which can be referenced by a logical drive letter, such as C:\, including hard drives, ZIP, JAZ, USB drives.

All Backups must be performed on the Server computer.

MedicalDirector applications can also be backed up and restored with SQL Server Management Studio.

Note:

If you wish to use a backup program supplied by another provider, the restoration and subsequent correct functioning of your data is solely your responsibility.

17 August 2026