Create a Rule
Open Health Maintenance by clicking Tools > Health Maintenance Rules and sets and Click on the Create Rule button (Green +)
Choose either a Basic or Vaccine Rule type. Vaccine Types, by default, allow for documenting the Drug Name, Dose, Site, Manufacturer, Lot # and Expiration Date.
Select Name and Description
Type the Rule Names and Descriptions in their respective fields, and set the Alert interval, Frequency (at weeks, months, years, or at a particular age, etc. Click Create.
Alert: How far in advance of the due date does the user want to be alerted that an item is due.
Frequency: How often does the user want this issue to be addressed (at regular intervals or at a specific age.
N/A List: This will be the exception list for the rule; i.e., why something is performed or not performed
Editing a Rule
To edit a Rule, Click the Rule to be edited, and then Click the Edit Rule button. This action will bring up the Edit Rule dialog. Make the edits, and Click Save.