The most complete way to backup your Medisoft data is to make a copy of the Medidata folder. To backup the entire Medidata folder:
1. Ensure all users are out of Medisoft and Office Hours. You can check the number of currently connected users by running the Advantage Configuration Utility file on your server. The left column labeled "Current" should read 0 in every row.
2. Navigate to the Medidata folder.
Note: Medidata is generally located on the root drive of the server (Local Disk C:)
3. Right-Click on the Medidata folder and select Copy
4. Navigate to the location you wish to store your backup.
Note: It is recommended that you store your backup on a separate drive such as a USB "Flash Drive" or other external backup hardware.
5. Right-Click in the empty space in the window and select Paste
6. When the copy is complete, your Medisoft data is backed up. If Windows is unable to copy any files from Medidata, repeat the Backup from step 1.
Medisoft also has a Built-in Backup Utility. Using this method will backup all practice data, but will not backup any other practices in Medisoft, your Medisoft registration, or any of your claim response reports. To use the Medisoft Practice Backup utility:
1. Ensure all other users are out of Medisoft and Office Hours. Note that the backup utility is run from inside the Medisoft program, so you will still need to be connected to Medisoft from the computer performing the backup.
2. Select File -> Backup -> Backup Data.
Note: "Backup Root Data" and "Hot backup" do not save complete practice data. Only use the Backup Data option.
3. Medisoft will check to ensure no other users are in the software and either warn you that users are still connected, or open the backup utility. If the Backup utility does not open, restart the backup process from step 1.
4. Click the Find button in the upper right-hand corner and browse to where you want to save the backup.
Note: (It is recommended that you store your backup on a separate drive such as a USB "Flash Drive" or other external backup hardware)
5. Click Start Backup.
6. When both progress bars reach 100%, Medisoft will deposit a single, compressed ".mbk" file in your selected backup destination. This file can be used to restore your practice at a later date.