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Cloud Backup Services: How to Transfer Clients Step by Step

3 min read

Summary

If you are changing or upgrading devices and want to move your PostureScreen client/patient data from the old device to the new device by uploading to our Cloud services formerly known as “SyncScreen“, here is how to accomplish this step by step.

This is the easiest way to transfer your records if you have changed your Apple ID or are planning to do so, or if you otherwise cannot move your data with Apple’s Quick Start (direct device-to-device transfer) or an encrypted computer backup of the old device restored to the new device. If you work in health and fitness only, an iCloud backup and restore is another option you may choose; HIPAA covered entities and business associates should use Cloud Services, Quick Start or an encrypted computer backup instead (see below).

Patient information and Apple iCloud: iCloud Backup, iCloud Photos and iCloud Drive are Apple services, not part of PostureCo’s services, and no agreement with PostureCo covers them.

  • If you are a HIPAA covered entity or business associate (most practices that bill health insurance electronically are), you should take these precautions, because Apple’s iCloud terms do not allow you to use iCloud for protected health information (PHI): on both your old and new devices, turn off iCloud Backup for PostureScreen and any other PostureCo app that holds PHI (Settings > [your name] > iCloud > iCloud Backup, or Storage > Backups, then choose this device and turn off PostureScreen); turn off “Save images to device Photos app” and “Save videos to device Photos app” in PostureScreen and keep patient photos out of the Photos app (with iCloud Photos on, they upload to iCloud; with it off, iCloud Backup can include them); and back up or move your records with PostureCo Cloud Services (Cloud Backup in the app), under a BAA we sign for U.S. healthcare practices on request, Quick Start (direct device-to-device transfer), or an encrypted computer backup you control.
  • If you work in health and fitness only and are not covered by HIPAA, these precautions are recommended but optional. Whether you take them is up to you, as long as you follow any other privacy law that applies to you.

U.S. healthcare companies can request a BAA through our contact form (do not include any patient information in your request); it must be fully executed before you set up Cloud Services on a device that holds PHI, because uploads can start automatically. See Section 7 of our Terms of Service.

For a Video tutorial on how to purchase and create your Cloud account, please see: How to Subscribe to our Cloud Service

Here is a video tutorial on uploading and downloading your clients from your Cloud Services: Cloud Backup Services – Uploading, Downloading Clients

Step 1. Signup for a Cloud Backup Services account on your old device.#

The smallest Cloud Backup tier supported by PostureScreen v11.x is 25GB. You will want to enroll in at least the 25GB Monthly or Annual Subscription. To subscribe

  • Open PostureScreen
  • Go to Cloud Backups
  • Tap the “Create Cloud Account” button
  • Choose one of the Cloud subscriptions
Cloud Backup Services: How to Transfer Clients Step by Step: screenshot 1

Read and Agree to the terms of service

Cloud Backup Services: How to Transfer Clients Step by Step: screenshot 2

Tap the Purchase Subscription button

Cloud Backup Services: How to Transfer Clients Step by Step: screenshot 3

The Apple App store will open and walk you through the purchase process using the payment method on file with the Apple App Store.

Cloud Backup Services: How to Transfer Clients Step by Step: screenshot 4

Step 2. Create your Cloud backup Account. Once you have completed the purchase process, you will be prompted to create your cloud account. Enter you email address
Re-enter your email address
Enter your first name
Enter your last name
Enter your password
Confirm your password
Enter your Clinic Name
Tap the “Create Cloud Account” button

Cloud Backup Services: How to Transfer Clients Step by Step: screenshot 5

Step 3. Upload your records from your old device.#

You will be logged into your new Cloud Backup Services Account and you should be prompted to upload your records.

  • Tap Upload
Cloud Backup Services: How to Transfer Clients Step by Step: screenshot 6

Have a question?

Talk to the people who build PostureScreen and PostureRay.

PostureScreen support is by email. Live PostureRay support runs Monday through Friday, 9 AM–5 PM Eastern (excluding U.S. holidays).