In Order for Medical Director to integrate successfully with the PEN Topbar and LinkedEHR, there is a need to ensure some configuration is set within Medical Director. This configuration includes:


  • Entering the Practice Name and HPIO into Best practice
  • Installing the HI Site Certificate to access the Health Identifier Service
  • Installing the NASH Certificate in order to access My Health Record
  • Adding users HPI-I's to their profiles within Best Practice



Please note Important Note the following before you begin this process:


  • Ensure you are logged into the server as the Administrator
  • Start Medical Director by right clicking on the Medical Director icon and selecting 'Run as Administrator'. Please note The Medical Director icon may be named 'Medical Director Clinical'
  • If you are prompted for the Administrator password, please speak to your IT technician
  • Make sure you have obtained the HPI-O number for your practice and the HPI-I numbers for each provider you will allow to use eHealth Services
  • You have the HI Site Certificate and NASH Certificate ready along with their corresponding PIC Codes / passwords



Entering the Practice Name and HPIO Within Medical Director


  1. Have a user with Administration rights login to Medical Director. This is usually the Practice Manager or a Doctor
  2. Click on the menu item and select Tool > Options. The Options screen will appear
  3. Select the Practice tab





  1. Check that the correct practice name is displayed in the 'Practice Name' field. If not, correct the Practice Name.
  2. Enter the HPI-O into field named HPI-O No and click Save.




Installing HI Site Certificate Within Medical Director


  1. Have a user with Administration rights login to Medical Director. This is usually the Practice Manager or a Doctor
  2. Click on the menu item and select Tool > Options. The Options dialogue box will appear
  3. Select the PKI tab





  1. Click on Import Certificate. The Import Certificate dialogue box will appear
  2. Select the option from the drop down menu named HI Signing
  3. Click on the button with 3 dotted lines





  1. Find and select the Medicare PKI HI Site Certificate named FAC_Sign.p12
  2. Enter the password known as the PIC code provided to the practice by Medicare
  3. Click on Import
  4. Click on Import Certificate again. The Import Certificate dialogue box will appear
  5. Select the option from the drop down menu named Hi Encryption
  6. Click on the button with 3 dotted lines
  7. Find and select the Medicare PKI HI Site Certificate named FAC_Encrypt.p12
  8. Enter the password known as the PIC code provided to the practice by Medicare
  9. Click on Import
  10. Click on Save at the bottom of the Options dialogue box




Installing NASH Certificate Within Medical Director


  1. Have a user with Administration rights login to Medical Director. This is usually the Practice Manager or a Doctor
  2. Click on the menu item and select Tool > Options. The Options dialogue box will appear
  3. Select the PKI tab





  1. Click on Import Certificate. The Import Certificate dialogue box will appear
  2. Select the option from the drop down menu named PCEHR
  3. Click on the button with 3 dotted lines




  1. Find and select the Medicare PKI NASH Certificate named FAC_Sign.p12
  2. Enter the password known as the PIC code provided to the practice by Medicare
  3. Click on Import
  4. Click on Save at the bottom of the Options dialogue box


If the practice is a new user of Pracsoft, the HI Signing Certificate and Hi Encryption Certificate will need to be installed in Pracsoft.

Adding The Users HPI-I Within Medical Director


  1. Have a user with rights to edit users' login to Medical Director. This is usually the Practice Manager or Doctor
  2. Click on Setup from the menu then select Setup > Users
  3. A list of users will be shown
  4. Double click on the user the HPI-I will be added to. The users profile will open
  5. Go to the field named 'HPI-I NO' and enter the users 16 digit HPI-I
  6. Click OK at the bottom right of the screen
  7. Repeat these step for all users created in Medical Director





Note: If the practice is using, the user profile must also be updated Within Pracsoft.To do this, follow the instructions below.


  1. Have a user with rights to edit users' login to Pracsoft. This is usually the Practice Manager or Doctor
  2. Select Setup > Global Settings
  3. Select the tab named IHI Search





  1. Click on Import Signing Certificate. The import Signing Certificate dialogue box appears





  1. Click on the button with 3 dotted lines
  2. Find and select the Medicare HI Site Certificate named FAC_Sign.p12
  3. Enter the password known as the PIC code provided to the practice by Medicare
  4. Click on OK. The Global Settings Window will now appear
  5. Click on Import Encryption Certificate. The import Encryption Certificate dialogue box appears




  1. Click on the button with 3 dotted lines
  2. Find and select the Medicare HI Site Certificate named FAC_Encrypt.p12
  3. Enter the password known as the PIC code provided to the practice by Medicare
  4. Click on OK. The Global Settings Window will now appear
  5. Click on Save





Adding The Users HPI-I Within Pracsoft


  1. Have a user with rights to edit users' login to Pracsoft. This is usually the Practice Manager or Doctor
  2. Select Admin > Practitioners. The Registered Practitioners window appears




  1. Double click on the user the HPI-I will be added to. The users profile will open





  1. Enter the 16 digit Healthcare Provider Identifier- Individual (HPI-I) number into the HPI-I No field provided.
  2. Click Save at the bottom right of the screen