Backing Up and Restoring Patient Data
Menu Location: File > Backup Utilities
How do I backup my Patient data?
EZClaim will backup all patient and claim data including Code Libraries, Auto fill Libraries and any memorized claims you may have in your program.
To Backup Data:
1. Go to File on the menu bar, select ‘Backup Utilities’, then ‘Backup’.
2. Enter the file name that will contain the backup data or use the ‘Browse’ button to select the backup location. (By default, the Backup location will read A:\Backup.zip for backing up to a floppy disk.)
3. Write down and keep file name for use when restoring data.
4. Click on the ‘Backup Now’ button.
5. Note: Data can also be backed up to any type of disk drive. You may be asked to insert additional disks if all the data will not fit onto a single disk.
NOTE: You can not backup directly to a CD ROM drive. When selecting backup, you can change the A:\backup.zip to C:\backup.zip. You need third party software to burn that file to your CD rom. EZClaim does not supply the CD burning software. Your CD drive should have come with some type of software to burn files to a CD. Just burn the C:\backup.zip using this software. Another suggestion is to email the C:\backup.zip file to another PC with a floppy drive.
When using the Restore feature, the user can Restore their backed up data directly from the CD containing the Backup file. Use the Browse button to locate the Backup file and click Restore.
EZClaim Restore feature will restore all patient and claim data including Code Libraries, Auto fill Libraries and memorized claims.
Note: Unless you have moved or want to move your data files, you should restore the data to the folder C:\Program Files\EZClaim
To Restore Data:
1. Go to File on the menu bar, select Backup Utilities and then Restore.
2. Enter the file name that contains the backup data or use the ‘Browse’ button to select the location of the backup file then double click the file to select it.
3. Click on the ‘Restore Now’ button.
Moving Data Files to a Server