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BE SAFE BE SURE DO A BACKUP BEFORE
IMPORTING OR EXPORTING
to backup all files - simply copy
the whole crystalsolutions folder to a new folder giving it a
date and new name
using copy or duplicate command
from your PC or Mac desktop
ALWAYS
after importing, to ensure that new record
numbers are not going to clash with existing numbers, - choose
'new next record number' from the Rhubarb menu (at the top) or
the small pink asterisked button at the top right of patient no.
(to the right of 'Reset' below Exit) and all subsequent new records
will have a patient number incremented by 1 from the last record
number imported
BE SAFE BE SURE DO A BACKUP BEFORE
IMPORTING OR EXPORTING
work in the 'Patients' window
before importing for the first
time do a backup
choose 'export records' from 'file'
(top Menu - left), but only after having pressed the green 'find
all' button - unless u only want to save a selected 'found' group
of records.
u can export as 'filemaker' as above
or TAB-seperated or whatever- save to a new 'dated' folder.
Alternatively simply choose 'Save a
Copy' from File Menu.
ensure u have an accounts file
backup if required as well
repeat the above, but from the 'accounts'
window
****
to backup all files - simply copy
the whole crystalsolutions folder to a new folder giving it a
date and new name
using copy or duplicate command
from your PC or Mac desktop
****
To delete all records and accounts
click (in Reception
mode -Click 'Menu' then the orange 'Patients' button, then
choose 'New Database - Danger' from
the 'Rhubarb' menu (at the top)
**********
only do this if you're sure u have
no patient records u want to keep or accounts files dependant
on those patient numbers
(if u want to save some records
you've already created u must first isolate and save them...see
'creating your first database')
remember - Registered users will
need put in their Registration password again if they delete all
records, and are importing more than 50 records
Now Importing - if you have deleted
all your records and have no accounts- click the delete record
button (mid right of 'new record' button, to delete the one and
only record that is created after clicking 'New Database - Danger'
from the Rhubarb menu (at the top)
so if you are just restoring a backup
and have deleted both patient records and accounts, and the one
record as described immediately above,
just click import...
choose 'Import records' from File (top
Menu - left)
check that the names match (choose
matching names as in example pic above) then choose Import
As a practise u could do a backup, then
'delete all records' from Records' Menu at the top (make sure
u're not in 'Find' mode and ensure u have an accounts file backup
if required) and then import the file back in!
ALWAYS after
importing, to ensure that new record numbers are not going to
clash with existing numbers, - choose 'new next record number'
from the Rhubarb menu (at the top) or the small pink asterisked
button at the top right of patient no. (to the right of 'Reset'
below Exit) and all subsequent new records will have a patient
number incremented by 1 from the last record number imported
remember - Registered users will
need put in their Registration password again if they delete all
records, and are importing more than 50 records
BE SAFE BE SURE DO A BACKUP BEFORE
IMPORTING OR EXPORTING
to backup all files - simply copy
the whole crystalsolutions folder to a new folder giving it a
date and new name
using copy or duplicate command
from your PC or Mac desktop
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