> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Clinic instructions for Ozni

> The clinic owner can tell Ozni how the clinic likes to work: the words it uses, what to offer first. Instructions never give Ozni more access or skip a confirmation.

Available in

Plan
All plans

Who
Owner changes them; managers can read them

**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".

## 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.

> [!WARNING]
>
> Do not include anything about a patient or client. Instructions that contain patient details are refused when you save.

## 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.

## Credits

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

## 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.

Saving or clearing clinic instructions is written to your workspace's audit log with your name, the
record touched and the time — a HIPAA requirement, and one you can review
yourself under **Audit Log**. See
[Audit log](https://help.clinikehr.com/platform/security/audit-log.md).

**Still stuck with clinic instructions?**
Check [Troubleshooting](https://help.clinikehr.com/platform/help/troubleshooting.md) first —
it covers the failures we see most often. If that does not resolve it,
[contact support](https://help.clinikehr.com/platform/help/contact-support.md) and include
your workspace name and the time the problem happened, so we can find the
matching entry in your audit log.


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