Presentation
DH12 - Identifying Existing Technologies Used in Primary Care Settings: Assessing the Levels of Automation Used to Enhance Physician and Patient Journeys
SessionPoster Session 1
DescriptionThe integration of digital technologies in primary care settings has significantly transformed healthcare delivery, offering various levels of automation that impact both physicians and patients. This paper investigates the existing digital technologies employed in primary care to provide automation, evaluates their levels of automation, and examines their effects on physicians and patients. By analyzing a range of technologies—including electronic health records (EHRs), telemedicine platforms, decision support systems (DSS), and mobile health applications—the study aims to provide a comprehensive overview of how these tools are utilized and their implications for healthcare outcomes.
1.0 Introduction
The introduction of digital technologies in healthcare has created many innovative solutions that have transformed the landscape of primary care. Physician burnout is a major challenge in today's healthcare, and it’s led to diagnostic errors and inefficiencies that affect patient care [7]. These issues stem from excessive administrative tasks, documentation overload, and time constraints and digital automation tools offer a solution by potentially reducing errors, improving diagnoses, and expanding healthcare reach. These technologies range from EHS, decision support systems, mobile health applications and are being integrated at varying levels of automation.
This research paper delves into the integration of digital automation tools in primary care settings and evaluates their impact on both physicians and patients. It aims to classify the different levels of automation present in existing tools, analyzing their efficacy in optimizing clinical workflows and improving healthcare outcomes. By exploring a diverse range of technologies, including AI-driven decision support systems, automated administrative tools, and remote patient monitoring systems, this study provides a comprehensive overview of the automation landscape in primary care.
As healthcare systems worldwide continue to evolve, there is a critical need to understand how these digital technologies influence care delivery at every level. Automation has the potential to not only streamline processes but also to ensure that healthcare becomes more responsive, efficient, and patient-centered.
2.0 Methodology
2.1 Overview
This methodology outlines the systematic approach employed to review and evaluate automation tools in primary care, specifically focusing on their impact on physicians and patients. The objective is to assess and classify these tools into five distinct automation levels, providing a comprehensive understanding of their functionality, efficacy, and potential benefits.
2.2 Search Criteria
To investigate the existing digital technologies that provide automation in primary care settings, a comprehensive search strategy was employed utilizing PubMd, JMIR, Google Scholar in addition to Google search, iOS and App Store which are well-regarded for their extensive coverage. For a thorough examination of user experiences with automation technologies, product reviews were also consulted on the App Store, focusing specifically on apps that achieved ratings over 4.5 stars and demonstrated a high user base.
The search strategy was structured around the PICO model to ensure a systematic approach to identifying relevant studies.
3.0 Results
3.1 Levels of automation
The integration of digital technologies in primary care has led to the development of various tools that automate different aspects of healthcare delivery. These tools can be classified according to their levels of automation, which determine the extent to which they assist or replace human decision-making in clinical settings. The framework for understanding these levels of automation is crucial for evaluating the impact of digital tools on both healthcare providers and patients.
3.1.1 Levels of Automation Framework
The levels of automation framework, adapted from the NIH paper The Automation of Doctors and Machines: A Classification for AI in Medicine [6], classifies digital healthcare tools into five distinct levels based on their functionality, safety standards, the necessity for human involvement, and the degree of independence from clinician oversight.
The classification of digital tools according to these levels of automation provides a structured approach to evaluating their impact on primary care settings. Understanding the level at which a tool operates is essential for assessing its role in clinical workflows and its potential to improve healthcare outcomes.
3.2 Parallel Journeys of Physicians and Patients in Primary Care Settings
In our study, we chose to map the journeys of both patients and physicians within primary care to gain a comprehensive understanding of the interactions, challenges, and opportunities that arise throughout the care process. By systematically identifying and highlighting key touchpoints in these journeys, we aim to uncover critical moments where technology could effectively intervene to enhance the quality of care, improve patient outcomes, and streamline the physician’s workflow. Mapping these journeys allows us to visualize the complexities of the primary care experience from both perspectives, ensuring that any technological solutions we evaluate are aligned with the real-world needs and pain points encountered during patient visits. This approach not only contextualizes the product review but also ensures that our evaluation is grounded in a thorough understanding of the primary care landscape, enabling us to assess the potential of technology to address specific touchpoints meaningfully and effectively.
Touchpoints are integral to every aspect of the journeys experienced by both patients and physicians in primary care, and they are a prominent topic in service research [1]. A touchpoint is defined as a moment of interaction between a service provider and a customer at specific stages within the customer journey [2]. These touchpoints vary based on the nature of the interaction between the patient and the healthcare professional. In this study, the focus is placed on two primary categories of touchpoints: those encountered during the physician’s clinical journey and those encountered by patients throughout their care journey.
The first category, referred to as physician encounters [3], encompasses the various touchpoints that occur before, during, and after a primary care visit. These touchpoints include activities such as retrieving and reviewing patient medical records, patient registration, and intake, documenting patient information, conducting examinations and assessments, making diagnoses, developing treatment plans, providing patient education and counseling, prescribing medication, scheduling follow-up appointments, and managing the billing process. These touchpoints typically require the patient to visit the primary care clinic or interact directly with a healthcare professional [4]. By examining these touchpoints, we can better understand the critical moments in the physician’s workflow and identify opportunities for technological interventions that could improve the efficiency and effectiveness of care delivery.
The second category of touchpoints is described as patient encounters, which can be divided into five distinct periods: pre-visit, at the facility, during the appointment, departing from the facility, and post-visit. These touchpoints encompass various activities, such as symptom onset and initial awareness, scheduling an appointment, preparing for the appointment, filling out paperwork, meeting with a care provider, undergoing a physical examination, receiving a diagnosis, discussing the treatment plan, handling payment and insurance matters, purchasing medication, taking the medication, and scheduling follow-up appointments. This category of touchpoints presents significant opportunities for digital integration, offering the potential to enhance patient experiences and improve the overall efficiency of care delivery[5].
In conclusion, mapping the journeys of both patients and physicians within primary care, and identifying the critical touchpoints in these experiences, provides a foundational framework for evaluating technological solutions. By understanding the specific interactions that occur before, during, and after a primary care visit, we are better equipped to assess where digital tools can be most impactful. This dual perspective ensures that any interventions we consider are not only responsive to the needs of patients but also supportive of physicians in their practice. Ultimately, this approach aims to foster a more integrated, efficient, and patient-centered care environment, where technology serves as a catalyst for positive change in the delivery of primary care services.
1.0 Introduction
The introduction of digital technologies in healthcare has created many innovative solutions that have transformed the landscape of primary care. Physician burnout is a major challenge in today's healthcare, and it’s led to diagnostic errors and inefficiencies that affect patient care [7]. These issues stem from excessive administrative tasks, documentation overload, and time constraints and digital automation tools offer a solution by potentially reducing errors, improving diagnoses, and expanding healthcare reach. These technologies range from EHS, decision support systems, mobile health applications and are being integrated at varying levels of automation.
This research paper delves into the integration of digital automation tools in primary care settings and evaluates their impact on both physicians and patients. It aims to classify the different levels of automation present in existing tools, analyzing their efficacy in optimizing clinical workflows and improving healthcare outcomes. By exploring a diverse range of technologies, including AI-driven decision support systems, automated administrative tools, and remote patient monitoring systems, this study provides a comprehensive overview of the automation landscape in primary care.
As healthcare systems worldwide continue to evolve, there is a critical need to understand how these digital technologies influence care delivery at every level. Automation has the potential to not only streamline processes but also to ensure that healthcare becomes more responsive, efficient, and patient-centered.
2.0 Methodology
2.1 Overview
This methodology outlines the systematic approach employed to review and evaluate automation tools in primary care, specifically focusing on their impact on physicians and patients. The objective is to assess and classify these tools into five distinct automation levels, providing a comprehensive understanding of their functionality, efficacy, and potential benefits.
2.2 Search Criteria
To investigate the existing digital technologies that provide automation in primary care settings, a comprehensive search strategy was employed utilizing PubMd, JMIR, Google Scholar in addition to Google search, iOS and App Store which are well-regarded for their extensive coverage. For a thorough examination of user experiences with automation technologies, product reviews were also consulted on the App Store, focusing specifically on apps that achieved ratings over 4.5 stars and demonstrated a high user base.
The search strategy was structured around the PICO model to ensure a systematic approach to identifying relevant studies.
3.0 Results
3.1 Levels of automation
The integration of digital technologies in primary care has led to the development of various tools that automate different aspects of healthcare delivery. These tools can be classified according to their levels of automation, which determine the extent to which they assist or replace human decision-making in clinical settings. The framework for understanding these levels of automation is crucial for evaluating the impact of digital tools on both healthcare providers and patients.
3.1.1 Levels of Automation Framework
The levels of automation framework, adapted from the NIH paper The Automation of Doctors and Machines: A Classification for AI in Medicine [6], classifies digital healthcare tools into five distinct levels based on their functionality, safety standards, the necessity for human involvement, and the degree of independence from clinician oversight.
The classification of digital tools according to these levels of automation provides a structured approach to evaluating their impact on primary care settings. Understanding the level at which a tool operates is essential for assessing its role in clinical workflows and its potential to improve healthcare outcomes.
3.2 Parallel Journeys of Physicians and Patients in Primary Care Settings
In our study, we chose to map the journeys of both patients and physicians within primary care to gain a comprehensive understanding of the interactions, challenges, and opportunities that arise throughout the care process. By systematically identifying and highlighting key touchpoints in these journeys, we aim to uncover critical moments where technology could effectively intervene to enhance the quality of care, improve patient outcomes, and streamline the physician’s workflow. Mapping these journeys allows us to visualize the complexities of the primary care experience from both perspectives, ensuring that any technological solutions we evaluate are aligned with the real-world needs and pain points encountered during patient visits. This approach not only contextualizes the product review but also ensures that our evaluation is grounded in a thorough understanding of the primary care landscape, enabling us to assess the potential of technology to address specific touchpoints meaningfully and effectively.
Touchpoints are integral to every aspect of the journeys experienced by both patients and physicians in primary care, and they are a prominent topic in service research [1]. A touchpoint is defined as a moment of interaction between a service provider and a customer at specific stages within the customer journey [2]. These touchpoints vary based on the nature of the interaction between the patient and the healthcare professional. In this study, the focus is placed on two primary categories of touchpoints: those encountered during the physician’s clinical journey and those encountered by patients throughout their care journey.
The first category, referred to as physician encounters [3], encompasses the various touchpoints that occur before, during, and after a primary care visit. These touchpoints include activities such as retrieving and reviewing patient medical records, patient registration, and intake, documenting patient information, conducting examinations and assessments, making diagnoses, developing treatment plans, providing patient education and counseling, prescribing medication, scheduling follow-up appointments, and managing the billing process. These touchpoints typically require the patient to visit the primary care clinic or interact directly with a healthcare professional [4]. By examining these touchpoints, we can better understand the critical moments in the physician’s workflow and identify opportunities for technological interventions that could improve the efficiency and effectiveness of care delivery.
The second category of touchpoints is described as patient encounters, which can be divided into five distinct periods: pre-visit, at the facility, during the appointment, departing from the facility, and post-visit. These touchpoints encompass various activities, such as symptom onset and initial awareness, scheduling an appointment, preparing for the appointment, filling out paperwork, meeting with a care provider, undergoing a physical examination, receiving a diagnosis, discussing the treatment plan, handling payment and insurance matters, purchasing medication, taking the medication, and scheduling follow-up appointments. This category of touchpoints presents significant opportunities for digital integration, offering the potential to enhance patient experiences and improve the overall efficiency of care delivery[5].
In conclusion, mapping the journeys of both patients and physicians within primary care, and identifying the critical touchpoints in these experiences, provides a foundational framework for evaluating technological solutions. By understanding the specific interactions that occur before, during, and after a primary care visit, we are better equipped to assess where digital tools can be most impactful. This dual perspective ensures that any interventions we consider are not only responsive to the needs of patients but also supportive of physicians in their practice. Ultimately, this approach aims to foster a more integrated, efficient, and patient-centered care environment, where technology serves as a catalyst for positive change in the delivery of primary care services.
Event Type
Poster Presentation
TimeMonday, March 314:45pm - 6:15pm EDT
LocationFrontenac Foyer
Digital Health (DH)
Simulation and Education (SE)
Hospital Environments (HE)
Medical and Drug Delivery Devices (MDD)
Patient Safety and Research Initiatives (PS)

