Suggestions for Record Retention after Retiring or Transfer of Practice

The following recommendations include billing and appointment data, but not clinical data from SOS Case Manager.

Get a copy of the SOS database on your last day. The ideal would be an encrypted zip of the files in the DATA folder. If all that is available is a backup created by some kind of backup […]

Storage and Performance Impact of Attachments in SOS

Attachments are all compressed using the standard zip compression algorithm before being imported into the database, so anything that is not already in a compressed format will be significantly reduced in size when stored in the database. (FYI: Documents in pdf format, and graphics in jpg format, for example, are already compressed, so they will […]