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.

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

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.