Encounter AI agents can be configured to run automatically or manually, depending on your clinic's needs.
📌 Note: Configuring agents requires the CHR AI-Powered Tool Management permission. Only clinic administrators with this permission can modify agent settings.
Steps
Navigate to Settings > AI-Powered Features > AI features.
In the Patient chart section, review the list of available agents. By default, all agents are set to manual mode. The agent runs only when a provider clicks the Run agents button.
📌 Note: Agents outside your clinic's plan are not listed and cannot be configured.
3. Under Automate, set the toggle to On for a specific agent.
4. Once active, the agent generates suggestions automatically after a provider enters a note in the History, Examination, or Assessment and Plan sections and moves to a different section of the encounter.
💡 Tip: Common clinic run configurations can include:
Billing codes is set to automatic to help improve claim accuracy.
Family History & Social History are typically set to manual in order to reduce token usage and AI processing costs.
Referral Letter is typically set to manual to give providers greater control over the generated content.
The configuration for Tasks varies based on the specific clinic workflow.
Updated November 2, 2026