The Back-ups page allows you to perform local backups of your Therabill data. Members need to initiate these backups as Therabill does not automatically do so.
Note: All backups are in a ZIP file format and can only be run once a day.
It is also recommended that you run any desired reports and client statements in PDF or CSV versions.
Available Categories
Information that is available for a backup includes:
- CMS-1500s
- Clients/Patients (Standalone)
- Documentation
- Only works if you use the Documentation tab on the Session. Does not work for WebPT EMR notes or scanned/uploaded notes.
- Schedule (Standalone)
- Payments
Create a Backup
- Navigate to Admin > Back-ups.
- Locate the category you want to create a backup for.
- Select Backup. Note: Backups are stored in the system for 30 days.
- When you return to this screen, click View Backups under the desired category.
Note: Each backup will include all information in that category. If you have a large number of claims or several years worth of payments, this may take up to 24 hours to process.
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