Export and back up your data
Exports support portability. Backups support recovery. A clinic operating its own installation needs both.
1. Create routine exports
Use Settings → Data → Export Data to export clients, patients, appointments, and invoices as CSV. Export Database Backup creates a JSON copy of structured records and attachment manifests; it does not include uploaded document or image bytes.
2. Back up the database and file storage
For self-hosted installations, protect the PostgreSQL database and S3-compatible file objects together. Store encrypted copies outside the production host according to clinic policy.
3. Test restoration
Run a repeatable restore drill in an isolated environment. Verify records, attachments, counts, and application access rather than treating a successful backup command as proof of recovery.