Backup Guide - Backup Scheme

MacPractice recommends creating a daily backup of MacPractice to the local hard drive and to an external device. We also recommend an off-location backup, such as to a secure cloud location or an external device kept out of office should the worst happen.

It is very important to always have a good backup to revert to if there is an emergency.

Consider the following when creating a Backup Scheme:

Always store external backups in a secure location, such as a fireproof safe. Select a location that can be accessed if a backup is needed.

Rotate the backup media for each day of the week your practice is open to reduce the impact of a potential device malfunction.


Should your server computer or external drives be compromised or lost, encrypting your backups will ensure that any PHI (Protected health Information) is inaccessible without the encryption password. The backup file can never be restored without the encryption password and not even MacPractice Support can bypass encryption security. Always securely store this password in case it is forgotten.

Retain the backups on an external device. Retain at least one backup from the following time periods:

  • The last 2 business weeks or 10 business days
  • The end of every month
  • The end of every quarter
  • The end of the fiscal year
Your Backup Scheme should include a destruction process where older backups are archived, destroyed, or removed. Backups that are deleted, either manually or with the Max Backups feature are not retrievable. Archive any backups that need to be maintained to comply with your Backup Retention Policy (see Retention).
Your internal and external drives on the MacPractice Server are limited in backup capacity by the size of the drives and the backups. Regularly removing older backups that do not need to be retained will help maintain space on the MacPractice Server drives and may be necessary in the event of a Low Disk Space or Full Disk error.
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