Clinic System Care & Maintenance Guide

 

System Performance Recommendations

To ensure the best performance and compatibility:

• All clinic computers should run Windows 11

• Server systems should run Windows 11 or Server 2022/Newer

• Maintain Microsoft Defender security software on the server computer. 

• Ensure a stable internet strong enough for the clinic's needs/volume.

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Routine Maintenance Schedule

Weekly (Recommended – Wednesdays)

• Check for Windows Updates
  (Microsoft typically releases updates on Tuesdays)

• Restart computers after updates are installed

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Bi-Weekly (Optional but Recommended)

• Restart all computers to:

  • Clear temporary files

  • Improve overall performance

  • Prevent system slowdowns

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Monthly

• Reboot the modem and router
  (Helps prevent network interruptions and connectivity issues)

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If You Experience Slowness:

Before contacting support, perform a Full System Reboot (instructions below).
This resolves many common performance and connectivity issues.

Full System Reboot Instructions

Step 1: Check for Windows Updates (ALL PCs)

1. Click the Windows Search bar

2. Type: Check for Updates

3. Select Check for Updates

4. Click the "Check for Updates" button

5. If updates appear:

   • Allow them to fully download and install

   • Restart if prompted

Step 2: Prepare for Shutdown

• Ensure all users are logged out of the software/system

Step 3: Shutdown Order (VERY IMPORTANT)

1. Shut down all Client Computers (Non-Server PCs)

2. Shut down the Server

3. Unplug the Modem/Router

   • Wait 20 seconds

 

Step 4: Startup Order (VERY IMPORTANT)

1. Plug in and power on the Modem/Router

   • Wait until the internet is fully restored

2. Turn on the Server

   • Allow it to fully boot up

3. Turn on all Client Computers

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Additional Best Practices (Important)

Data Protection

• Ensure the server is not set to hibernate and remains on at all times to ensure backups are collected (Monitors can go to sleep)

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Security

• Do not ignore security alerts or failed updates

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General Performance Tips

• Avoid leaving computers running for long periods without rebooting

• Close unused programs to reduce strain on systems

• Ensure users are logging out of CoAction when finished on one PC before logging in on another pc to access CoAction

• Ensure CoAction users are logging out before leaving the clinic.

• Report recurring slowness or errors to support promptly