Create a Rule

Create

Create

Open Health Maintenance by clicking Tools > Health Maintenance Rules and sets and click on the Create Rule button (Green +)

Choose Type

Choose Type

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

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 do you want to be alerted that an item is due.

Frequency: How often do you 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

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.

 

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