Preferences - Backup

Automatic backups are set in Appointments. The backup file contains one week of appointment data including the current date.

Note - A backup can be performed on multiple computers, however, they only run when a computer is turned on and Appointments is open. Backup options are user specific regardless of role.

To set your backup options:

  1. From Appointments, select the arrow next to your name and select Preferences:

  2. Select Backup and the Confidentiality disclaimer screen displays:

  3. Tick Acknowledge confidentiality requirement, now select Agree to confirm that you understand the requirement:

  4. The Backup Appointments screen displays, complete as required:

    • Folder name - Set the backup folder location (either local or mapped/shared drive), 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 an error 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 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 Appointments backup in the following configuration:

      • User 1 - Backup every 5 minutes.

      • User 2 - Backup every 15 minutes.

    • Show Comments - Tick to show any appointment comments in the output (recommended).
  5. Select Save to save any changes made, then select the back arrow to close the Appointments Preferences screen.

    6. Note - If you try to exit without saving, you are prompted to save any unsaved changes. Alternatively, to quickly reverse any unsaved changes made, select Reset .

Each backup overrides the previous file.

Note - 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.