Executive Summary
Appointment coordination, recurring patient questions and administrative routines put disproportionate pressure on the small team.
The team needed to structure workflow value, risk, owner fit and delivery so the next automation step became reliable.
Workflow audit, prioritization of a practice use case, data and privacy review and a small service-related pilot path.
A tangible first automation path for daily practice work with clear boundaries, concrete value and strong team acceptance.
KPI impact
30 days to pilot decisionnoticeably fewer standard requests for the team1 prioritized expansion path for practice processes
Transferability
- Practice-suitable use case defined with realistic privacy and role model
- Relief potential in appointment preparation and patient service made visible
- Clear expansion picture documented for further administrative processes
