Download Risk Stratification Tool Installation Guide for MedicalDirector Clinical

Getting Started

Before you get started, please ensure:

• Your practice meets the requirements for running the Precedence Connector. See Technical Requirements at https://phc.zendesk.com/hc/en-us/articles/360021090412
• You have an unrestricted Windows account that allows you to install and configure the Precedence Connector on both the server and user workstations

Installation Checklist

A Bit of Background

The Precedence Connector integrates with MedicalDirector Clinical and requires user interaction. It must be installed on all required user computers. 

Where more than one user requires the Precedence Connector, we recommend using Client-Server mode.

In Client-Server mode the Connector is first installed on the database server and adopts the role of the Precedence Server. All database and user settings are stored on the Precedence Server.

Any remaining user workstations or terminal profiles can then be installed and configured to Client mode.

Where only one user requires the Precedence Connector software, Standalone mode is recommended as the operation mode. Here, database and user settings will be stored locally.

The import path is configuration separately, via MedicalDirector, at any stage. This step can be configured just once, where a global path is selected.

Extensions must be configured per user computer, as this information is stored locally.

SERVER Installation

Download and Install Precedence Connector

1. Download Connector application athttps://inca.health/connector/download.html
2. Run installation wizard
3. Select Operation mode when prompted. Test and click Next 

Configure Database Settings  

1. Click the Precedence Connector icon in the taskbar and select Settings
2. Navigate to the Clinical Software tab
3. Enter database server name or IP address
4. Test and Apply

Configure User Settings

1. Click the Precedence Connector icon in the taskbar and select Settings
2. Navigate to the Inca tab
3. Select relevant user from the list of MD users and click Edit
4. Enter the supplied Precedence username and password
5. Save and Apply

Configure Import path

1. Created a shared network folder titled Inca documents. Ensure Everyone has full permission to read and write to this folder from any workstation

2. Login to Medical Director Clinical
3. Navigate to Manage Communications via the Tools menu
4. In the General tab, set the Import Database to MD Live Data and the Import Interval to 2 minutes

5. In the Setup Data Transfer tab, click Add
6. Enter Inca Documents into Description and Category fields
7. Click ‘…’next to Import Folder and Export Folder and search for Inca documents folder
8. Ensure top two and bottom tick boxes are ticked
9. Select Close & Save

CLIENT Installation  

Download and Install Precedence Connector

1. Download Connector application athttps://inca.health/connector/download.html
2. Run installation wizard
3. Select Operation mode when prompted. Enter the SERVER name, Test then click Next 

STANDALONE Installation  

Please refer to SERVER installation instructions. Standalone is the default Operation mode so no Operation mode configuration is required here.

Extensions

1. Click the Precedence Connector icon in the taskbar and select Extensions
2. Select Configure next to Health Care Homes Risk Stratification (Australian Government)
3. Enter the supplied Precedence username and password. These must already be saved in the Inca tab (refer to Configure User Settings) and must belong to a user with access to ALL practice software records
4. Save