Backup Procedure

Insert Backup procedures for Server-based Patient Management Systems such as Front Desk (Web Based systems such as Cliniko and Nookal automatically back up data)

Application: Backing up our Front Desk software is the MOST IMPORTANT daily task Date: Responsibility: Receptionist

Please keep the USB sticks secure.

• 1. Select today’s USB stick (eg, if today is Tuesday, use the “Tuesday” stick)

  2. Place the USB stick into the computer’s front USB port

  3. Open the “FD Backups” folder on the desktop

  4. Click on the “Date Modified” column heading to organise the backup files by date

  5. Select the most recent backup file > right click > “copy”

     1. The files are named according to the date of the backup)

  6. Open the USB folder on the computer (or navigate to the folder if it has automatically opened)

• • 1. When you open the USB stick folder there should be 4 recent files

• 7. Right click > “Paste” the most recent backup file onto the USB stick (it will copy the file to the USB)

• • 1. After you have copied the most recent file to the stick, delete the fifth (oldest) file

• 8. Remove the stick when complete and securely place in the reception desk locked drawer

  9. Sign your initials on the daily backup calendar page (Attached to Sites Page) next to today’s date to confirm you have completed this task

(Attach Daily initials calendar for backup procedure below)