--- title: Managing your Monitoring Rules description: Tailor your monitoring reqirements with Self-Serve Rules Management --- [Skip to content](https://help.abtrace.co/clinical-rules-management#main-content) [![abtrace-logo-colour@2x-3.png\]](https://help.abtrace.co/hs-fs/hubfs/abtrace-logo-colour@2x-3.png?width=124&height=60&name=abtrace-logo-colour@2x-3.png)](https://help.abtrace.co/?hsLang=en) Open main navigation Close main navigation - [Go to abtrace.com](https://www.abtrace.com/) [Go to abtrace.com](https://www.abtrace.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Abtrace Support Portal](https://help.abtrace.co/?hsLang=en) 2. [User Management Portal](https://help.abtrace.co/user-management-portal?hsLang=en) 3. [Rules Management](https://help.abtrace.co/user-management-portal?hsLang=en#rules-management) # Managing your Monitoring Rules ## Tailor your monitoring requirements with Rules Management #### **What is Rules Management?** Monitoring rules determine which patients are flagged for review in Abtrace. **Rules Management**, found within our [User Management Portal](http://portal.abtrace.com/), 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](https://help.abtrace.co/clinical-rules-management#Categories) such as condition, medication and vaccination** - **Easily switch rules on or off for your entire practice** **Note:** Only Administrators can make changes to rules. Find out how to manage user permissions [here](https://help.abtrace.co/how-do-i-manage-each-users-accesses?hsLang=en).  #### **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**. ℹ️ **Enabling a rule doesn't contact patients automatically**. It simply identifies which patients meet a set of criteria. For example, those due an asthma review. You would then need to set up an automated recall, which lets you manage how and when to contact this group of patients. Head to our [Automated Recalls Setup guide](https://help.abtrace.co/automated-recall?hsLang=en) to find out more. #### **See It in Action**   ###### Explore our monitoring rules by category: - [Medications Monitoring](https://abtrace.atlassian.net/wiki/external/MjVhODJlY2VmNzE3NDhhMGFlOTkzNGY2N2QxY2I3NTk) - [Long-term Conditions](https://abtrace.atlassian.net/wiki/external/NzVkMjkzMzNlMjI2NGMwNDlhZGY1OGEwNDgwNDgxNmU) - [Vaccinations & Immunisations](https://abtrace.atlassian.net/wiki/external/NmY2MGM1MmM5ZDkwNDM5NDgwNzgxOWE5MmFkMThjYWY) - [Prevention and Screening](https://abtrace.atlassian.net/wiki/external/OWI1ZTVmMjUwNmQ3NDViMWE5OGI2NGY5YWVlOTVhZGU) - [Procedures](https://abtrace.atlassian.net/wiki/external/NTk1NTUxZGYwOWIxNDI2Mjg1NTg0YWE2NDVhYzRmZDQ) - [Registers](https://abtrace.atlassian.net/wiki/external/NDRkNjczYWQwZDY2NDYwY2IzNTA4YWUzOTIxNGQwYzg) #### Need Help? If your practice requires a rule that isn't currently available, you can submit a request by contacting [Abtrace Support](https://share-eu1.hsforms.com/1LsIJtoCxSz2dh5R0lHAm-Ac32gx?utm_source=web_home&practice_code=) or email **support@abtrace.co**. - [Getting started](https://help.abtrace.co/getting-started?hsLang=en#main-content) - [Account & Installation](https://help.abtrace.co/getting-started?hsLang=en#account-installation) - [EMIS Setup](https://help.abtrace.co/getting-started?hsLang=en#emis-setup) - [SystmOne Setup](https://help.abtrace.co/getting-started?hsLang=en#systmone-setup) - [Compliance](https://help.abtrace.co/getting-started?hsLang=en#compliance) - [User Management Portal](https://help.abtrace.co/user-management-portal?hsLang=en#main-content) - [Users & Practice Configuration](https://help.abtrace.co/user-management-portal?hsLang=en#users-practice-configuration) - [Practice-level emails & reports](https://help.abtrace.co/user-management-portal?hsLang=en#practice-level-emails-reports) - [Rules Management](https://help.abtrace.co/user-management-portal?hsLang=en#rules-management) - [Analytics](https://help.abtrace.co/user-management-portal?hsLang=en#analytics) - [Proactive Monitoring Tool](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#main-content) - [Patient View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#patient-view) - [Population View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#population-view) - [Optimisation View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#optimisation-view) - [Analytics View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#analytics-view) - [FAQs](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#faqs) - [Automated Recalls](https://help.abtrace.co/automated-recalls?hsLang=en#main-content) - [Recall Guides](https://help.abtrace.co/automated-recalls?hsLang=en#recall-guides) - [Clinical Programmes](https://help.abtrace.co/automated-recalls?hsLang=en#clinical-programmes) - [FAQs](https://help.abtrace.co/automated-recalls?hsLang=en#faqs) - [Patient Engagement](https://help.abtrace.co/patient-engagement?hsLang=en#main-content) - [Patient Portal](https://help.abtrace.co/patient-engagement?hsLang=en#patient-portal) - [Messaging](https://help.abtrace.co/patient-engagement?hsLang=en#messaging) - [Questionnaires](https://help.abtrace.co/patient-engagement?hsLang=en#questionnaires) - [Troubleshooting](https://help.abtrace.co/troubleshooting?hsLang=en#main-content) - [Account & log in](https://help.abtrace.co/troubleshooting?hsLang=en#account-log-in) - [Common Errors](https://help.abtrace.co/troubleshooting?hsLang=en#common-errors) - [SystmOne](https://help.abtrace.co/troubleshooting?hsLang=en#systmone) - [EMIS](https://help.abtrace.co/troubleshooting?hsLang=en#emis) - [Network & connectivity](https://help.abtrace.co/troubleshooting?hsLang=en#network-connectivity) - [Contact us](https://help.abtrace.co/contact-us?hsLang=en) [![abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM](https://help.abtrace.co/hs-fs/hubfs/abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM.png?width=130&height=63&name=abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM.png "abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM")](http://abtrace.co)