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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 .
Maintenance Utilities
General Database Tasks
Importing and Exporting
Use the Maintenance suite to transfer data in and out of MedicalDirector Clinical.
Exporting from Clinical/Pracsoft
Customised File Formats
Create customised file formats or modify existing formats for exporting Address Book or demographic data.

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.
  - 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
    - General Database Tasks
      - Communication Services
      - Data Integrity Check
      - Database Properties
        You can access information about the Clinical Server computer and the databases that reside on it.
      - HealthLink
        Theoretically, HealthLink functionality in Clinical requires no configuration - simply installing HealthLink's HMS Client software from HealthLink should be sufficient.
      - Importing and Exporting
        Use the Maintenance suite to transfer data in and out of MedicalDirector Clinical.
        Importing into ClinicalPracsoft
        Import the patient's data into ClinicalPracsoft such as address book, demographics and clinical data.
        Exporting from Clinical/Pracsoft
        Customised File Formats
        Create customised file formats or modify existing formats for exporting Address Book or demographic data.
        Exporting Address Book Data
        Export selected data from the Address Book into a file.
        Exporting MedicalDirector Data
        Export clinical data of selected patients into a file.
        Exporting Demographic Data
        Export demographic data of selected patients into a file.
      - Licence Details
        After installing Clinical or if you renew your Service-Level Agreement (SLA) with MedicalDirector, you will be required to enter your licence details.
      - Merged Patients
        The Merged Patients window displays patients that you have merged manually.
      - MyMedicare PRODA
        Enter your MyMedicare security certificate and register an authentication device to prepare for access to MyMedicare web services.
      - Patient Reviver
        Restore patient records that were marked as deceased or deleted.
      - Patients Manager
      - Settings Manager
        The Settings Manager allows you to copy a variety of settings for Pracsoft between Users and/or Computers.
    - Clinical Database Tasks
    - Maintenance Tasks
  - 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

Customised File Formats

Create customised file formats or modify existing formats for exporting Address Book or demographic data.

About this task

You can create and modify formats from the Format screen of the Import/Export Wizard.

Procedure

While exporting data, in the Format window, either:
- Click Add to create a format.
- Select an existing format and click Modify to change the format.
- Click Delete to delete the format.
Name

The name for the file format.

Format

The format for data in the file, for example, Comma Separated.

File Name

The name for the file, including a three-character file extension.

Fields

The fields you want to include in the export.

Up arrow and Down arrow

Click to change the order of fields.

Length of Fields

Click to manually configure the length of each field to be exported. Click and drag the blue field divider lines to change each field width.

Ellipsis

Click to select a file that you already have access to and use it as a template for the format you are creating.
Click OK.
Click OK on the Format window to save the format.
Continue exporting the data.

Results

The new or modified format is used for the current export and is available for selection in future exports.

17 August 2026