Enable auto-mode safely

Auto-mode lets a routing rule act without a person in the loop. It is deliberately hard to turn on: a rule has to earn it, an approver has to engage it, and two brakes can switch it back off. This guide turns it on for one rule.

Before a rule is eligible

Eligibility is computed live from the rule’s track record, never stored as a flag. A rule becomes eligible only when, over a trailing window of decisions, it has enough samples, a high enough agreement rate with the humans who reviewed it, and a clean recent streak. The thresholds are conservative by default and tunable by configuration.

This is why writing a good rule and letting it run in suggest-only mode for a while comes first: the human approvals and overrides are the evidence that earns trust.

Steps to engage

1. Be a member of the approver role. Engaging auto-mode is role-gated.
2. Open the rule and check its eligibility. If it is not eligible yet, the app shows why (too few samples, agreement too low, or a recent miss).
3. Engage it. The molly-guard requires you to type the rule’s name to confirm, refuses if the rule is not eligible right now, and records the engagement with its supporting evidence.

The two brakes

Once engaged, a fax is auto-routed only if it also clears a per-fax confidence floor. And if the rule starts drifting from what humans would have done, it auto-disengages. Machine actions never feed their own trust metric, so auto-mode cannot inflate its own track record.

The hard line

Auto-mode routes. It never files to a chart on its own. Filing always needs a human to confirm the patient. See Set up MEDITECH filing.

See also

• The auto-mode trust gate for the why
• Configuration reference for the threshold keys