This feature allows you to set up special rules for certain patients or groups of patients. For example, you can send an annual reminder to patients with A1C lab results over 5.7% to make a diabetes evaluation appointment. Or to contact patients for follow-up care.

Setting up a new rule

Click Utilities.


Click Health Maintenance Rules within Other User Tools.


Click Add Rule



Enter parameters and click Add.

Maximum age is required if you enter a minimum age. If all patients over a certain age need to be included, use "200."



Viewing health maintenance rule details 

If you would like to generate a list of patients who qualify for created rules, click on the rule name and then click View.


Mark health maintenance as completed

Select the patient(s) name and click Mark Performed


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