Workshop Objectives

A practical workshop on high-quality administrative documentation and proportionate AI governance in primary care, covering safe record-keeping, information risk, human oversight and local assurance controls.

Delivery approach

Trainer-led presentations, facilitated discussion, peer learning, practical exercises and personal action planning.

Workshop Price

We can deliver our workshops virtually or face-to-face and provide supporting course materials.

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Learning Outcomes    

  • Produce clear, neutral and defensible records.
  • Recognise common documentation and information-governance risks.
  • Use AI-enabled tools more safely and appropriately in workflow tasks.
  • Apply practical assurance controls including SOPs, oversight and escalation.

Agenda

Start

  • Welcome, context and learning contract
    • Purpose, scope and relevance of documentation quality and AI governance 
  • What good documentation looks like
    • Clear, neutral, complete and defensible records; common documentation errors
  • Documentation risk in practice
    • Ambiguity, omission, bias, copied text and continuity risk
  • AI in primary care: where it fits 
    • GenAI, ambient tools, workflow AI and higher-risk use cases 

Break

  • Governance, legality and assurance 
    • DPIA, confidentiality, DTAC, DCB0129/DCB0160, SOPs and human oversight
  • AI risk scenarios and boundary setting
    • Hallucination, bias, data leakage, automation bias and over-reliance
  • Building a safe local approach
    • AI register, roles, escalation, monitoring and audit
  • Applied documentation and AI exercise 
    • Record rewriting and safe-use decision-making
  • Reflection and action planning
  • Questions and Close

End