It is important to apply upgrades to Practice Management (PM) and Electronic Health Record (EHR) systems as they are released by your vendor. Taking upgrades as they are released ensures that you have the latest content available. As we all know, upgrades take much preparation and planning and one item I always address is the backup and safekeeping of custom .rpt reports when preparing for an Allscripts PM or EHR upgrade. Items such as PM encounter forms, EHR prescriptions and EHR order/lab order requisitions can be customized for your practice and I have customized many over the years. I learned the hard way, long ago, the importance of keeping regular backups of my customized reports. During upgrades to Allscripts PM and EHR the .rpt reports are overwritten by standard versions, thus, wiping out all custom changes. To prevent the loss of custom reports I began creating backups every two weeks and started placing a copy in a safe location off of the Allscripts servers. Then, post-upgrade, I simply replace the standard copies with my custom versions and I am back in business. Of course, if the new version of the .rpt has additional functionality that I want to use, most of the time I can simply paste my .rpt format into the new shell and I have both my custom changes and any new functionality (simplified procedure description, but you get the point). I have saved myself a lot of re-work in implementing this routine. Again, vendor updates are important and should be applied regularly, absolutely. However, I suggest that the best way to approach upgrades as they relate to custom reports is to be pro-active, back them up, and save yourself a lot of re-work!