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Support Center · Data & Records

Back up saved records safely

Protect your work before updates, reinstalls, or computer changes.

Steps to try

  1. Locate the product’s save or backup optionCheck the program’s available File, Save, Open, or backup features; storage locations differ by product.
  2. Make an independent backupKeep a copy on an appropriate encrypted or access-controlled device, following your organization’s data security requirements.
  3. Verify with safe dataConfirm that you can open a test or non-sensitive record from the backup before removing the original installation.
  4. Keep private records off support formsDo not upload patient records, medical files, or production backups to the support request form. Support can help describe a safe troubleshooting process.
Need more information? Read the related product guide or send a support request with the product and software version.
Privacy: Use only fictional or redacted data when taking screenshots. Do not send patient records, full claim files, payment-card details, complete passcodes, or other sensitive data.