⚠️ Note: The Charting Canvas must be enabled to use rules.
How to Create Rules:
Navigate to the your Profile & Preferences in the top right corner
Click Rules and'+ Create Rule'.
Give the rule a name and describe what the AI should do when generating notes, chatting with Amelia, analyzing billing codes, generating problem lists, or creating orders.
Click '+ Create Rule'
Set the rule to Active
Rules can be Scoped Two Ways:
Personal rules that apply only to you
Organization-wide rules that apply to everyone in your practice or select users (available to admins)
Note: You can view the rules your admins have set but can not edit or delete them.
What You can do with Rulesets
You can create rules for formatting, content preferences, and workflow behaviors. A few examples:
Always format the HPI as a bulleted list
Automatically include supporting medical literature when submitting a referral letter
Apply specific formatting, coding, or structure to particular encounter types
Creating Rules with Amelia
Need help creating a rule? Describe the desired output to Amelia and she will draft the rule for you.
When you create a new rule through Amelia, it checks your existing rules first. If the new rule conflicts with something you already have set up, Amelia will flag it and ask whether you'd like to update the existing rule as well. This keeps your personalizations consistent rather than producing different behavior in different places.
Need more help? Reach out to us in the 🎧 Support chat or [email protected]