It is critical that you make frequent backups of your Medisoft data.  It's recommended to do it daily, or weekly at the very least.  How long would it take you to re-create a weeks worth of data entry, or would it even be possible at all?

Here's how to make a Medisoft backup:

  • If using a Network Professional version, make sure everyone is logged out of Medisoft and Office Hours.
  • Login to Medisoft
  • Click File, then Backup
  • Browse to the location you wish to backup to
  • Enter a filename
  • Click OK

 

I recommend keeping at least a few weeks of backups handy in case you need to go back in time to find some Medisoft information.

 

This is a reminder to make sure everyone (except you) have signed out of Medisoft and Office Hours before attempting a backup: (for Network Professional users)

medisoft-backup-warning.png

Browse to the location you wish to save your Medisoft backup to, enter a filename.  I usually name the file with the date to help find the correct backup later.

And we recommend you save it to a different location other than the computer the data is on itself, such as an external hard drive or another computer.

MediSoft_Backup.jpg

Enter a Password if you'd like to secure the backup file, then click "Start Backup" to begin the process.  Depending on the size of your Medisoft data, it could take anywhere from a few seconds to several minutes to complete.

medisoft-backup-in-progress.png