AI & automation · Planning worksheet

Reminder suppression: respect changed records

Illustrative situation

A cancelled appointment still generates a reminder because the cancellation did not reach the messaging tool.

The decision

Define which events stop or change reminders and verify that those events are handled reliably. Keep a visible exception route for information that has not synchronised.

Rehearse this before accepting the change

Cancel a fictional appointment after reminder preparation but before dispatch.

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

Measure reminders sent after a qualifying suppression event.

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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