AI & automation · Planning worksheet

Reminder delivery: distinguish sent from received

Illustrative situation

A team assumes every reminder reached its recipient because the automation reported a successful request.

The decision

Separate message creation, provider acceptance and any available delivery state. Decide what staff should do with failed or uncertain delivery without promising that every message was read.

Rehearse this before accepting the change

Use a fictional unreachable destination in the provider's test setup.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Track delivery exceptions and time to resolve contact issues.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare workflow automation linking incoming messages, document processing and task review.
Keep the normal route and the exception route visible.
Healthcare AI review with a draft document, source folder, inspection lens and approval checks.
Verify suggested output against appropriate sources.
Healthcare automation pilot illustrated by a timer, task checks and an exception card.
Measure a bounded pilot before extending it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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