Appointments Backup Settings

Automatic Appointments backups are set in the Appointments Backup app.

On start up, Appointments Backupdisplays a confidentiality acknowledgement advising 'Appointment backup files contain private patient identifiable information and must be treated in line with Data Protection Legislations for maintaining confidentiality.'.

To set your backup options:

  1. Tick Acknowledge confidentiality requirement to confirm that you understand the requirement.

  2. From the Current Backup Settings section, select Edit Settings.

    Important - A message displays advising 'This will pause any scheduled backups temporarily'.
  3. Complete the backup details as appropriate.

    • Folder name - Set the backup folder location as advised by your Health Board, select Choose Folder to locate the folder or Clear to clear the current location.

      Important - We recommend that backups to local drives are set up by full time staff, for example, Practice Managers or IT Managers.

      If a drive is no longer available a message displays 'Selected backup location (file_location) is not available or cannot be written to. Please select a new backup folder. If you select to continue without backup then you may be prompted again when next opening Appointments.':

      Select either:

      • Try Again - Select to try again.

      • Change backup folder - Select to open the Browse for Folder screen to select a different folder, your backup preferences update with the folder selected.

      • Continue without backup - Select to continue without a backup. Until a backup is set, the prompt displays each time you log into Appointments Backup.

    • Backup file type - Choose whether to output the backup as a PDF (printable) or a CSV (spreadsheet) file.

    • Take a backup every - Select the backup schedule in minutes from the available list:

      We recommend you set up at least two users to run the backup in the following configuration:

      • User 1 - Backup every 5 minutes.

      • User 2 - Backup every 16 minutes.

    • Include appointments for the next - Choose to back up either 7 or 14 days of future appointments data including the current date.

    • Show Comments - Tick to show any appointment comments in the output (recommended).

  4. Select Update Settings to save your settings.

    The current back up settings display.

Each successful backup overwrites the previous file.
Remember - The contents of the export file depend on the sharing agreements for each individual user.
Training Tip - Once this has been set up, we recommend that you stop running the backup from Vision 3 Appointments. See Configuring the Backup from Appointments in the Vision 3 Appointments Help Centre for details.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.