Internal: Setting Up Acronis for Customer Accounts

Acronis backs up the account's locked clinical notes, uploaded documents, and signed consent forms. Acronis is added to the account through inclusion in the contract or a contract addendum.

Once the feature is enabled for the account, it can be activated in two ways:

  • Through the Doctor Settings: Check the box and update the doctor info. This will enable Acronis for just this provider.
NOTE: Turning off this feature will delete the the Acronis account.

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  • Through the Practice Group Settings: Select On for All and update the info. This will activate Acronis for the whole group.
NOTE: Selecting OFF for ALL will delete the Acronis account for the practice group.

PG_Settings_Acronis.png