RULESAuto-assignment offManual approval required
Matching rule editor
Review rule weights, thresholds, manual approval boundaries, and clinical gates before publishing any matching behavior.
Rule weights
Explainable matching factors
Credential and scope
30%Must match the service tier before distance or preference matters.
Availability window
22%Avoid assigning someone who cannot arrive inside the reviewed window.
Distance and ETA
16%Travel stays important, but not ahead of credential fit.
Client preferences
14%Gender, language, continuity, and home-access notes influence ranking.
Quality history
10%Ratings, completion reliability, and note quality adjust confidence.
Payroll risk
8%Overtime and wage exceptions are visible before approval.
Thresholds
Manual gates before assignment
Auto-assignment
OffEvery v1 assignment still requires admin approval.
Show suggested match
70%+Below this, operators see a needs-review state.
Clinical review
RequiredRN/RPN scope concerns route to a clinical reviewer first.
Override note
RequiredAdmin must explain why the top recommendation changed.