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Tutorial

Setting Up Custom Rules for Your Clinic

How to add your own safety checks and approval requirements.

5:00How-To GuideWritten for: Practice managers and owners

What you will learn

  • •Know what kinds of rules you can create
  • •Understand the process for requesting a new rule

What kinds of rules can you create?

Almost anything that involves a "check before you proceed" step. Examples: require two signatures for controlled substance waste, block scheduling outside business hours, require bloodwork confirmation before anesthesia.

Think about the rules your clinic already follows on paper or in your heads. VetOS can enforce them automatically so nothing gets missed.

How to get a rule set up

Describe the rule to your VetOS support team in plain language. They will configure it, test it with sample data, and turn it on when you are ready. You can always adjust or turn off a rule later.

Checklist

  • • Describe the rule in plain English
  • • VetOS team configures and tests it
  • • Review and approve
  • • Rule goes live