XBert Rules
Jhanav Lakhiani avatar
Written by Jhanav Lakhiani
Updated over a week ago

Why use XBert Rules

XBert rules can be built to control the Quality data automation how you want it to work. For example, payroll alerts should go to a certain person if you need to escalate to a different role if an XBert exceeds a certain value amount. You can even auto-complete for clients you do not need to work on.

You can access XBert rules by clicking on Automation, then selecting the XBert Automation, and selecting the XBert you want to configure.
Rules allow you to perform conditional actions after the XBert is created. For example, this can allow you to assign an XBert to a manager if it has a higher risk, or if the XBert is particularly unusual.

XBert Rules Explanation

Rules (with Conditions and Actions)

Rules can be created to modify your XBerts, based on their fields, across your practice or per client.

Some steps are performed on each generated XBert, each step can be a group of Conditions or an Action that you can customise.


Conditions are decisions you can set on an XBert to continue down the steps or decide whether an action should be run.


Actions are what you would like to happen to the XBert when your conditions are true. This will happen to all XBerts that belong to the clients you have selected this to run for.

For more information on Conditions and Actions, click here.

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