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Clinic instructions are your clinic’s house rules for Ozni, written once and followed by everyone at the clinic. They suit things like “We say client, not patient”, “Offer morning appointments first” or “Keep answers short”.

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Write them

1

Open the page

Go to and find Clinic instructions.
2

Write what you want Ozni to know

Use plain sentences, up to 4,000 characters. A counter shows how many characters you have used out of 4,000.
3

Select Save

Ozni follows them from its next message. Select Clear to remove them.
Do not include anything about a patient or client. Instructions that contain patient details are refused when you save.

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What they can and cannot do

Instructions are preferences about wording and ways of working. They rank below Ozni’s safety rules, so they cannot:
  • give Ozni access to anything you or your team cannot already open;
  • skip a confirmation, or make Ozni change anything without a card;
  • change what your plan includes or what anything costs in credits;
  • change how patient information is protected.
If an instruction asks for any of that, Ozni does not follow that line.

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Credits

The instructions are sent along with every message to Ozni, so longer instructions use more credits. Short and specific works best.

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Who can see or change them

Only the clinic owner can change them. Managers can read them. When Ozni has followed them in an answer, a small note under the answer reads Following your clinic’s instructions. Each time they are saved or cleared, the change is recorded in the audit log without the text.