Managing your Monitoring Rules

What is Rules Management?

Monitoring rules determine which patients are flagged for review in Abtrace. Rules Management, found within our User Management Portal, lets Administrators control which rules are active at your practice, giving you the flexibility to reflect your clinical priorities.

Administrators can:

• View all available monitoring rules including QOF, CQC and more

• Explore rules by defined categories such as condition, medication and vaccination

• Easily switch rules on or off for your entire practice

Key Benefits

Rules Management gives your team full control over monitoring at your practice:

• Greater visibility: Instantly view which rules are active at your practice.

• More control: Activate or deactivate rules based on your needs.

• Faster changes: Enabling a rule takes just one click.

• Trial-friendly: Try out new rules, monitor the impact, and switch them off if needed.

What You Need to Know

• Abtrace default rules will still be available and active by default.

• Rules apply at the practice-wide level and not per individual patient.

• When you enable or disable a rule, the change takes effect the next time we receive data from your clinical system (SystmOne or EMIS), typically within 24-48 hours 

See It in Action

Explore our monitoring rules by category:

• Medications Monitoring

• Long-term Conditions

• Vaccinations & Immunisations

• Prevention and Screening

• Procedures

• Registers

Need Help?

If your practice requires a rule that isn't currently available, you can submit a request by contacting Abtrace Support or email support@abtrace.co.