How to connect your Windows device to the Hosting Service:

Here’s the method we suggest for downloading the software you need to connect your Windows device to the Hosting Service. You only have to follow these steps once for each device. From that point on you'll just click an icon on your computer’s desktop to access ClinicTracker.

If at any point you run into problems, contact us via the web here Support Portal or call us at this number 315-633-4240 Ext 2.

1. Go to: http://gw.clinictracker.com/RDWeb/Pages/
2. You should see this screen:
   
   
3. Log in with your username (it’s in the form ClinicTracker\doe) and your password. These are credentials you should have received in an email. If you don’t have that information, you can only get it from your administrator. Our ClinicTracker support team does not have access to those credentials.
4. If you entered the credentials accurately, you will now see this screen:
   
   
5. Click on “CT Remote Desktop” to the far right of the listing.
6. You’ll now see the computer asking you to download a file named, “cpub-ClinicTrackerDes-ClinicTrackerDes-CmsRdsh”.
   
   
7. Save the file to your desktop folder. You should see an icon like this:
   
   
   
   
   

   You'll double click this RDP file anytime you want to connect to ClinicTracker in the future.
8. Double click the RDP icon. When you see this prompt, click "Connect":
   
   
   
   
   

   You could click the "Don't ask me again for remote connections from this publisher" checkbox before clicking "Connect" to not show this prompt the next time you try connecting.
9. Enter the same credentials you entered before (the ones you got in an e-mail from your administrator). Click "OK":
   
   
   
   
10. You've successfully configured your Hosting Service connection. The next time you want to connect, just double click the RDP icon on your desktop and enter your credentials:
    
    

Most users prefer to connect to the Hosting Service with the Remote Desktop method we just showed you.

For what it’s worth, there are two other methods you can also use interchangeably – one involves logging in using a web browser and the other using what’s called RemoteApp (it makes ClinicTracker look like it’s just another application on your computer, even though our servers are actually hosting the program).

Do you want to learn about the other two methods?

You chose accessing ClinicTracker via the web. Here’s what you should do each time you want to connect:

1. Open a web browser.
2. Go to https://hosting.clinictracker.com
3. Log in with your username (it’s in the form ClinicTracker\doe) and your password. These are credentials you should have received in an email. If you don’t have that information, you can only get it from your administrator. Our ClinicTracker support team does not have access to those credentials.
4. You will then see this screen:
   
   
5. Click on the ClinicTracker icon to download the ClinicTracker RDP file.
   
   
6. Click on download file to start ClinicTracker RemoteApp connection. When prompted to enter credentials.
   
   
7. Log in with your username (it’s in the form ClinicTracker\doe) and your password. These are credentials you should have received in an email.
   
   

• You are good to go.

You chose to connect with RemoteApp. This approach, for Windows 7 and above, makes your computer think that ClinicTracker is just another application, even though the software actually sits on a remote server.

1. Click on the Start menu. In the search box, type "RemoteApp" and choose "RemoteApp and Desktop Connections" from the search results.
   
   

   You can navigate directly by going to: Control Panel -> All Control Panel Items -> RemoteApp and Desktop Connections in Windows Explorer
2. On the left side, click "Set up a new connection with RemoteApp and Desktop Connections" (Windows 7) or "Access RemoteApp and desktops" (Windows 8 and above).
   
   
3. You’ll be prompted for an email address or connection URL on a screen that looks like this:
   
   
   
   Type or paste this into the field: @ClinicTracker.com. If that doesn’t work, paste this full path: https://hosting.clinictracker.com/RDWeb/Feed/webfeed.aspx
4. After pressing “Next” enter your username (it’s in the form ClinicTracker\jdoe) and your password. These are credentials you should have received in an email. If you don’t have that information, you’ll can only get it from your administrator. Our ClinicTracker support team does not have access to those credentials.
5. You should receive the prompt: “You have successfully set up the following connection”.
6. Press Finish. You will now be able to locate the ClinicTracker application on your computer as you would any other program. You can also create desktop shortcuts.

How to connect your macOS device to the Hosting Service:

Here’s the method we suggest for downloading the software you need to connect your macOS device to the Hosting Service. You only have to follow these steps once for each device. From that point on you just need to open the Microsoft Remote Desktop App and click the computer you added to access ClinicTracker.

If at any point you run into problems, contact us via the web here Support Portal or call us at this number 315-633-4240 Ext 2.

Go to Apple's App Store and type "Microsoft Remote Desktop" in the search bar. You’ll want to download the program with this icon:

Follow whatever prompts necessary to fully install the applicatoin on your Mac.

This method will create an entirely new Window while working with ClinicTracker. It's the best option if you are working exclusively with ClinicTracker and don’t mind it consuming your entire screen (or if you have multiple monitors so you can put the ClinicTracker desktop on one screen and your local desktop on the other).

1. Click on the Remote Desktop icon and then on the plus sign (the red arrow is pointing to it).
   
   

   

2. Click on “Add PC” to bring up this form:
   
   

   

   Type/paste this address into the PC name field: hostingrdp.clinictracker.com

3. In the “User account” drop down, choose “Add User Account.”
   
   

   

   Now enter your username (it's in the form: ClinicTracker\ClinicCode_UserName) and your password. These are credentials you should have received in an email. If you don’t have that information, you can only get it from your administrator. Our ClinicTracker support team does not have access to those credentials.

   

   The “Friendly name” box gives you a way to identify the name of this connection. For example, you could enter, “John’s Connection.”

   Click “Add” and you’ll be done with this step.

4. Now you should be back at this screen:
   
   

   

5. Click on the Gateway dropdown and select “Add Gateway” to see this form:
   
   

   

   Enter this Gateway name: gw.clinictracker.com
   For user account, use the drop-down to select the user account you entered before. Click on “Add” and you should be good to go.

   From now on, when you want to connect to ClinicTracker, simply click on the Remote Desktop icon:

   

   Choose your PC name, and you’ll find yourself on a desktop with the ClinicTracker icon:

   

Most users prefer to connect to the Hosting Service with the Full Desktop (PCs) method we just showed you. For what it’s worth, you could also connect using the RemoteApp (Workspace) method.

Do you want to learn about this other method?

You chose to connect via the RemoteApp (Workspaces).

It makes your computer think that ClinicTracker is just another application, even though the software actually sits on a remote server.

1. Click on the Remote Desktop icon and then on the plus sign (the red arrow is pointing to it) choose Add Workspace.
   
   
2. When you see this screen, type/enter: hosting.clinictracker.com
   
   
3. You should now see this screen:
   
   
   Click on the “User account” dropdown and select “Add user account”
4. 
   
   Enter your username (it’s in the form ClinicTracker\doe) and your password. These are credentials you should have received in an email. If you don’t have that information, you’ll can only get it from your administrator. Our ClinicTracker support team does not have access to those credentials.
   
   
5. Click “Add”. Now when you select Workspaces button at the right, you’ll see the ClinicTracker icon ready for clicking:
   
   
   The Remote Desktop App might display this message if you leave the computer idle for 20 minutes or longer, close the lid on a laptop, or lose your connection to the internet for whatever reason:
   
   
   This error likely has to do with your network connection to the Hosting Service, not with the Hosting Service or ClinicTracker itself. Anything you had on-screen when your connection dropped should still be there when you reconnect.

How to connect your iPad/Tablet/Smartphone to the Hosting Service:

Here’s the method we suggest for downloading the software you need to connect your mobile device to the Hosting Service. You only have to follow these steps once for each device. From that point on you’ll just click an icon on your computer’s desktop to access ClinicTracker.

If at any point you run into problems, contact us via the web here Support Portal or call us at this number 315-633-4240 Ext 2.

• The following instructions/screenshots are based on what iOS devices display. Although Android versions may look somewhat different, you still should be able to follow the same steps easily.
• If the download instructions present you with multiple options, choose the Remote Desktop application, not the Remote Desktop 8 application.

Go to Apple's App Store and type "Microsoft Remote Desktop" in the search bar. You’ll want to download the program with this icon:

Follow whatever prompts necessary to fully install the program on your device.

This method will create an entirely new window while working with ClinicTracker. This is often the best option if you are working exclusively with ClinicTracker.

1. Click the PCs option at the bottom of the screen and then click + button in the top right corner. Choose "Add PC".
   
   

   

2. In the PC Name field enter: hostingrdp.clinictracker.com 
   
   

   

3. In the User Account, choose Add User Account.

   Enter your username (it’s in the form ClinicTracker\doe) and your password. These are credentials you should have received in an email. If you don’t have that information, you’ll can only get it from your administrator. Our ClinicTracker support team does not have access to those credentials.

    
   

   

4. In the Gateway field, click on No Gateway Configured and then choose Add Gateway. Click on Gateway Name and enter: gw.clinictracker.com in the Gateway Name field.

   Next, click on the User Account field and select the User Account you set up in step 3. Now click the arrow at the top left of the screen to go back to the main Add PC screen.

    
   

   

5. On the main Add PC screen, you will now see the PC Name, User Account, and Gateway showing the entries you have just configured. Press Save at the top right of the screen to save the connection. You will then see a PC entry listed in the Microsoft Remote Desktop application.
   
   

   

Most users prefer to connect to the Hosting Service with the Full Desktop (PCs) method we just showed you. For what it’s worth, you could also connect using the RemoteApp (Workspace) method.

Do you want to learn about this other method?

RemoteApp (Workspaces)

This option will make ClinicTracker look like it’s just another application on your device, even though our servers are actually hosting the program. Choose this option if you feel more comfortable having ClinicTracker look like a locally-installed program. You might find this approach preferable if you want to swap back and forth between ClinicTracker and other applications

1. Click the Workspaces option at the bottom of the screen and then click the + button at the top right corner. Choose "Add Workspace".
   
   

   

2. On the Add Workspace screen, type: gw.clinictracker.com

   In the User Account field choose Add User Account. Input  your username (it’s in the form ClinicTracker\doe) and your password. These are credentials you should have received in an email. If you don’t have that information, you’ll can only get it from your administrator. Our ClinicTracker support team does not have access to those credentials.

    
   

   

   Click "Save".
3. Click "Next" and the application will populate entries for ClinicTracker, ClinicTracker Desktop, Remote Documents and Logoff. Use either the ClinicTracker or ClinicTracker Desktop icons to access to the Hosting Service.