Note: Rule Sets are currently only accessible to organization admins. If you'd like to set up rules for yourself or your practice, please reach out to your admin.
How to Create Rulesets:
Navigate to the 'More' at the top of the screen and click 'Admin Panel'.
Click 📝Rules.
Click '+ Create Rule'.
Set your rule and select the appropriate users!
Rules can be Scoped Two Ways:
Personal rules that apply only to you
Organization-wide rules that apply to everyone in your practice
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
Built-in conflict detection
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.