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Intelligent Automation of Administrative Workflows in Primary Care

Nina JHITA, Vincent SAI, Mina GUPTA, Tom RATCLIFFE and Ryan BELL

Administrative workload in primary care has grown substantially, with clinical and non-clinical teams spending large amounts of time on repetitive tasks such as prescription processing, results handling, document workflows and routine data entry. These pressures limited capacity for proactive patient care and contributed to delays, variation and staff fatigue. Practices sought an at-scale solution to reduce low-value work and improve the working day while supporting safe, timely operations.An innovative, structured programme of intelligent automation was introduced across multiple primary care sites serving approximately 500,000 patients. Systematic review of clinical and non-clinical administrative workflows across all practices identified processes that were: • High volume • Highly repetitive • Rule-based • Safety-sensitive, but amenable to automation with robust governance • Likely to free capacity More than thirty workflows were selected across prescriptions, pathology routing, document handling, registration workflows and administrative triage. Each process was mapped collaboratively with staff, ensuring the automation reflected real operational nuance. Transparent communication and early demonstrations of effective processing helped build trust. Safety checks were embedded at critical points and concerns about clinical safety addressed in DTAC, DPIA and DCB0129/0160-aligned safety assessment. Potential for unchecked errors was addressed through meticulous planning, strict governance, exception reporting and robust clinical monitoring. Strengths included rapid impact and the ability to scale once a workflow was proven safe.The programme differed from typical digital interventions by creating a cross-cutting automation layer that supported numerous workflows simultaneously. It was not a single-tool implementation but a systematic redesign of how administrative work flowed through the organisation.Starting with simple, stable workflows built confidence and generated early wins. Staff reported substantial relief as thousands of repetitive actions were absorbed by automation, allowing more time for patient-facing and complex tasks. Future work includes expanding automation into clinical correspondence and population-health processes.Selecting workflows based on volume, predictability and safety ensured automation enhanced—rather than disrupted—daily practice. Collaboration with frontline staff proved essential.The intelligent automation programme significantly reduced administrative burden releasing of 55,000 hours of staff time, equivalent to 30 WTE clinicians. This offers a transferable framework for modernising primary care operations.