To create a new rule, you will need to navigate to Draft Rules and select New Rule in the top right hand corner. From here the new rule wizard will open
SCREEN 1 - DETAILS
| Rule Name | The title of the rule which will show on the Sweetfish pop up |
| Rule Description | Additional information that shows on the Sweetfish pop up that adds additional context for the clinician |
| Cost | The value associated with the rule. This is used to calculate potential revenue only |
| Compliance Target | This is used to track what the rule should achieve. When set to 100% it triggers enforcement |
| Rule Group | This is used for grouping rules for sorting and classification |
| Maximum items suggestion | This relates to how many suggestions are shown on the pop up itself |
SCREEN 2 - DEPARTMENTS
On this screen you can choose which department a rule is active for. Please note that the pop up is enabled for a site within Provet, this specifically at a rule level.
SCREEN 3 - TRIGGERS & SUGGESTIONS
This is where you build the detail of the rule.
Triggers are the items on the invoice that cause Sweetfish pop up to show offering the clinician a suggestion from the list. The items are searched for and show at master code level within the search list. The software ensure the department level item is selected.
On this screen you can also set a pinned suggestion. This item will always show on the pop up and is not linked to frequency pairing. It is perfect to drive behaviour or when a new product has been added.
This screen also allows you to analyse historical invoices to view compliance and projected revenue as you generate the rule.
SCREEN 4 - REVIEW & PUBLISH
On the final screen you can review the rule and either save and come back to it later or publish the rule. Once published the rule is live in the specified departments