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Healthcare Automation: Guide with Examples

LJ Acallar

Clinical Writer•6 October 2026•12 min read•
•

Fact checked by Shine Colcol

Table of Contents

What is Automation in Healthcare?

The Growing Need for Automation in the Healthcare Industry

Where Automation is Used in Healthcare

Real-World Examples of Healthcare Automation

Heidi: AI Care Partner that Keeps Healthcare Human

Frequently Asked Questions about Healthcare Automation

References

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What is Automation in Healthcare?

Automation in healthcare is the process of letting software take on administrative that clinicians usually handle manually, which allows them to prioritize patient care better.

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Sometimes referred to as intelligent automation (IA), it was developed to reduce documentation, billing and other desk work that cause mental burden for clinicians when left unattended.

Ultimately, the goal of automation is to connect healthcare systems and cut preventable administrative errors. The desired outcome is improved quality of patient care, beginning with each individual encounter.

In this article, we’ll explore Heidi II and other data-driven automation healthcare solutions that ensure accuracy and quality while completing administrative work.

Healthcare automation across three care settings

The Growing Need for Automation in the Healthcare Industry

There are several critical factors that pushed the healthcare industry to pivot towards software scribes, including the shortage of medical professionals, the escalating demands of patient care and the need to find ways to efficiently complete administrative work.

Recent studies reveal that care teams do adopt AI solutions in healthcare extensively to reduce the burden on clinicians and improve job satisfaction rates. This primary goal is followed by objectives of maintaining patient safety and enhancing workflow efficiency.

These goals, shared by care organizations, align with the Heidi II vision to support healthcare as an innovative and intuitive AI care partner that handles the work around each patient visit.

As care cases become more complex, disconnect among specialty teams leads to delays and gaps in care. When patients visit, they seek immediate attention, and they already bear the stress and worry of being treated.

Heidi II’s automation in healthcare aims to improve the clinician experience by using pre-approved workflows that do the charting, create referrals and schedule follow-ups. In turn, they shift their attention on patients, which brings that human connection back to care.

This is how centralized systems in hospitals and clinics save care providers time and resources, which also benefits operations and creates positive impressions towards AI in the medical community.

Top Healthcare Automation Companies

Heidi II

Heidi II is the best option for AI automation in healthcare because it acts on the administrative work around every visit, from the note to the referral. Scribe handles clinical documentation, Evidence brings peer-reviewed research to supplement care and Dictate turns your voice into text for updating notes and carrying out correspondence.

Heidi’s agents then take on the tasks that follow such as referrals, chart prep and follow-up arrangements. Only when the clinician gives approval for the workflow, of course.

Heidi powers over 3 million consultations per week and supports over 110 languages, compliant with regional regulatory guidelines. It’s best used for provider-facing workflows, making it easier for clinicians to make decisions and get on with more critical tasks.

Epic

One of the largest global EHR platforms, Epic is known for its deep data integration and for scaling clinical workflows. It mainly provides systemic, administrative support used by major hospital networks and medical centers.

Epic’s built-in documentation tools, such as templates, depend on the work team to build and customize them. This is in contrast to Heidi, which listens during the visit and drafts the note from the conversation, with no prior build work.

Athenahealth

Athenahealth is a cloud-based EHR widely used in ambulatory and mid-size practices that focuses on revenue cycle management. It streamlines workflows in billing and uses rules-based automation to structure workflows, which can be rigid and unable to handle unexpected output.

Adaptive to context, Heidi enhances the clinician experience by feeding collected data back into Athena’s system for a more personalized workflow connection that works with the user.

Heidi can augment both Epic and Athenahealth while keeping clinicians in charge of decision-making. Heidi automates the human-system interface that both EHRs manage at the infrastructure level.

Clinicians are the heart of care. Healthcare organizations continue to invest in Heidi as it continues to innovate and change the way AI healthcare capabilities can look like.

Where Automation is Used in Healthcare

The most common applications of automation in healthcare take place within administrative tasks, though their impact standardizes quality more broadly in the clinical setting. Supporting a wider range of functions, automation can handle everything from scheduling appointments and initiating patient calls to completing documentation by filling out forms. The goal is simple for automating clinical processes: to relieve clinicians from the ceaseless administrative burden of completing tasks in EHRs.

As patient volume and care demands rise, clinicians face mounting administrative pressure that often leads to burnout. Automation helps offset these challenges and improve operational efficiency without compromising care quality.

A Closer Look at Automation in Different Healthcare Sectors

Doctors spend an average of 8.7 hours a week, or 16.6% of their working hours, on administrative work. Heidi II brings that work into one place with automated workflows. In turn, clinicians have a better capacity to act promptly on patient needs.

Here are several settings where Heidi’s automation capabilities are needed and applied:

  • Primary care and general practice: An automated workflow pulls the day's schedule, opens a session per patient, sweeps the charts, and produces a context brief and huddle digest. You can schedule it overnight.
  • Hospitals and specialized clinics: Heidi's custom templates automate note structure for each specialty. An emergency physician, surgeon or oncologist creates a note formatted to their workflow, and built-in medical terminology recognition removes the need to correct jargon by hand.
  • Mental health and allied health: Conversations during patient visits can be converted into a draft session note and document, replacing the manual follow-up after every appointment. Heidi’s multilingual support for over 110 languages extends that automation to patients who speak a different language.

It’s important to note that while automation continues to advance, budget constraints still limit many care organizations’ ability to invest. This is why enterprise systems and clinicians alike adopt Heidi, as they not only invest in a future-proof solution but also in a tool that enables patient-centric care delivery.

This is especially true for Dr. Nick Lelos, an emergency medicine consultant who is challenged by time-consuming documentation and clunky technology. For him, healthcare automation is more about safety than it is about speed, which is why he trusts Heidi as an AI care partner.

“The limiting factor for me was actually not having enough time to write good, high-quality notes. This part takes the most time,” shares Dr. Nick, recalling how documentation slowed his ability to focus on patients who needed him most.

Thankfully, after implementing Heidi, he saw an immediate transformation. “Heidi has helped me a lot by being able to collect notes relatively quickly, and I can just check them on my phone or desktop.” Aside from faster documentation, he found that he could see more patients and leave shifts on time.

What started as a search for efficiency became a full embrace of healthcare automation that restored balance to his workflow and restored energy to his practice.

Real-World Examples of Healthcare Automation

Heidi completes the administrative workflows, so patients can notice the difference in rapport and clinicians feel the clinical practice gains. With full attention and a clear head during each patient visit, clinicians get their time back and keep delivering exceptional care.

The practical examples in this section illustrate how Heidi’s automation delivers documentation needs with accuracy.

Pre-Visit Intake and Triage

The intake process is a paper-heavy part of care which healthcare facilities often struggle with. Today, clinicians don’t fill out lengthy forms requiring them to recall their history and other details that might stress them further. Heidi can automatically carry this out, precisely by pre-charting and mapping them into structured templates that only require the physician’s expertise and oversight.

Heidi collects data from the generated documentation note so it can automatically fill out forms comprehensively. In Heidi’s workspace, clinicians can review notes and forms at the same time so they can help the patient focus on getting better. On a broader view, patients feel empathy and genuine concern during visits, which also improves connection with the health system between visits.

Appointment Preparation

The clinic day starts before the first patient arrives. Clinicians open the schedule, pull up each chart and piece together what they need for every visit, often outside clinic hours. That prep pulls time away from their patients and personal lives.

Heidi II prepares the clinic day before the clinician starts. Clinicians can set a Routine to run before each visit, and Heidi works through an appointment list from the connected EHR or calendar, pulls up each patient, and drafts a pre-chart for review. Routines run on the schedule set by the clinician and nothing is written to the EHR until approval.

Compliance with Privacy Regulations

Healthcare automation platforms embed audit trails and encryption policies to comply with APPs, GDPR, and HIPAA standards, to name a few. These global privacy regulations and other national equivalents govern devices used to extract patient info in clinics and hospitals. Fortunately, the use of AI tools limits data exposure by anonymizing PHI.

For instance, Heidi’s automation capabilities ensure alignment with compliance standards in the US, Australia, New Zealand, Canada and more. It is built to be compliant with updated regulations from relevant sources. This is essential not only for audits and payer disputes but also for reassuring patients that their health information is securely handled when AI is used for intake.

The impact of Heidi’s automation reflected a transformative effect on care organizations. In the KLAS study, 100% of Heidi users in the study reported immediate positive outcomes, including reduced documentation time, improved note accuracy and better clinician focus on patient care. Most clinicians reported a “dramatic reduction” in after-hours documentation, with one director noting that doctors began finishing on time within the first week of using Heidi.

Current trends in automation only reveal the expanded possibilities of AI capabilities and solutions in healthcare. With Heidi creating workflows that work with the clinician, what was once a vision is now a reality in daily practice.

Automation alone is not enough. Clinicians like you hold the key to ensuring care that is more humane and safe.

Heidi: AI Care Partner that Keeps Healthcare Human

That’s what Heidi is: an AI care partner to help you across the patient journey. Heidi can do more than medical scribing capabilities; it is the leading AI healthcare solution that can take your care capacity to new heights.

Heidi is powerful and when used to automate administrative workflows, you are guaranteed to deliver sustainable quality in care. Here’s how Heidi empowers you in practice:

  • Enhanced Accuracy: Leveraging the power of AI, Heidi can understand nuanced medical dialogue, ensuring that the transcribed notes are accurate and reflective of the patient-clinician interaction. This reduces the likelihood of errors that can occur with manual note-taking.
  • Improved Data Utilization: Heidi structures data as you go, making it easier to analyze and retrieve information. This can enhance the quality of patient care and provide valuable data for medical research and analysis.
  • Cost-Effectiveness: Although there's an upfront investment in AI scribe technology, the long-term cost savings make it worthwhile. By reducing the time clinicians spend on documentation, healthcare facilities can optimize their operations and minimize the need for additional staffing for note-taking purposes.

At Heidi, we're not just building tools; we're shaping the future of AI in healthcare, one consult at a time. All the while, Heidi’s AI scribe has been built with security and compliance at the forefront. Our adherence to standards like ISO 27001 certification and HIPAA is not just about meeting regulatory requirements; it's about earning the trust of clinicians and patients alike.

Check out our trust center, and you'll find a transparent display of our commitment to patient privacy and data integrity.

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Frequently Asked Questions about Healthcare Automation

The vision of a future ubiquitously augmented by AI automation in healthcare is swiftly approaching reality. Heidi heralds a future where automation enhances the human elements of medicine. It promises a return to the core of medical practice, where clinicians can concentrate fully on patient care, supported by AI that manages the rigorous demands of documentation with unmatched precision and intelligence.

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