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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.
Importing into ClinicalPracsoft
Import the patient's data into ClinicalPracsoft such as address book, demographics and clinical data.
Importing Demographic Data
Import the required format file of patients 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.
        Importing Address Book Data
        Import address book data in the required file format.
        Importing Clinical Data
        Import an XML-formatted file of clinical data.
        Importing Demographic Data
        Import the required format file of patients demographic data.
        Exporting from Clinical/Pracsoft
      - 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

Importing Demographic Data

Import the required format file of patients demographic data.

About this task

Import patients' demographic data into ClinicalPracsoft in the

MedicalDirector Maintenance window.

Procedure

To import data:

Locate and double-click MedicalDirector Maintenance on your desktop.
In the MedicalDirector Maintenance, select the Database Tasks > Common menu item.
Double-click Import/Export. (Optional) If this is the first time you have tried to access Import/Export during this session of working in MedicalDirector Maintenance, select Configuration and enter your Username and Password. For more information, refer to Configuration.
The Import/Export Wizard displays. In the Import/Export Wizard, click Next to continue.
In the Import/Export window, select Import > Next.
In the Data Type window, select Demographic > Next.
In the Format window, select a file format that corresponds to the file you want to import. If required:
- To add a new file format before importing the associated file, click Add.
- To edit an existing file format, select it from the list and click Modify. Some file formats cannot be modified.
When adding or modifying the file format, the Format window is displayed. Enter the following details:
1. In the Name field, enter a name for the file format.
2. In the Format field, select a format style, such as Comma Separated or Tab Delimited.
3. In the File Name field, enter a name for the file. You must include a three-character file extension.
4. From the Fields > Available list, select which information you want to import and click Add >>.
  Tip:
  To add all available fields to the Selected section, click Add All >>.
5. Use Up arrow or Down arrow to control the file format as appropriate.
6. Click OK > Next.
In the Import File window, to import a file:
1. In the Filename field, click the Browse icon.
2. From your local drive, select the file you want to import.
3. Click Next to continue. The import data processing begins. You will be notified when it completes.
Click Finish. If you are linked or planning to link to a billing package:
1. To clear the contents of the file you have imported, click Yes.
2. Click Finish.

Results

The patient demographic data is imported into Clinical or Pracsoft. The status of the imported patients is Active.

17 August 2026