Business Rules
Set up rules to automate creation of procedures and services
Business rules are used to link procedures or to set automated reminders, e.g., a vaccination program. All Procedures will need to be added via Settings/Service and Products. Once this is done, the business rules can be set under Settings > Business Rules.
There are three types of Business rules
- Linked procedures
- Procedure reminders
- Linking products to procedures
The business rules are set up under the two tabs at the top of the list
- Service automation - link procedure to a main procedure or set reminders within a set period
- Service template - link products to a procedure for inventory requirements and invoicing purposes