G4E
Healthcare AI field guide

AI and automation describe different parts of the same system.

Healthcare workflows often combine fixed rules, discriminative models, generated content, interfaces, software bots, agents, and human judgment. This guide shows how the pieces relate and how to evaluate each one.

Foundational / AI Aware Healthcare workforce and IT 12–15 minute reference
Two propertiesOne workflow
AI
Inference and content

How is the result produced?

AI systems infer from inputs how to produce predictions, content, recommendations, or decisions.1

Process execution

How does the work move?

Automation uses technology to carry out steps in a process and can reduce human intervention through predetermined logic embodied in software or machines.2

A component can have either property or both. The full solution is frequently hybrid.
Label the component first.

A product name rarely reveals the method used in every step.

Describe the complete workflow second.

Rules-based, AI-assisted, agentic, and hybrid can all describe different system designs.

Working definitions

Simple first. Source-based when you need more detail.

Use the simple line for first exposure. The detailed line closely follows the authoritative definition linked in its footnote.

Shortest usable explanation

Automation carries out steps in a process. AI infers outputs from inputs. Discriminative AI predicts or classifies, and generative AI creates content. An AI agent acts toward a goal. Agentic AI coordinates one or more agents across tasks and tools.

Each footnote opens the primary source used for the detailed definition.
TermSimple definitionDetailed, source-based definition
AI systemAn AI system infers from inputs how to produce outputs such as predictions, content, recommendations, or decisions.An AI system is a machine-based system that, for explicit or implicit objectives, infers, from the input it receives, how to generate outputs such as predictions, content, recommendations, or decisions that can influence physical or virtual environments. Different AI systems vary in their levels of autonomy and adaptiveness after deployment.1
AutomationAutomation uses technology to carry out steps in a process.NHS England describes automation as a wide range of technologies that reduce human intervention in processes. Human intervention is reduced by predetermining decision criteria, subprocess relationships, and related actions and embodying those predeterminations in software or machines.2
Discriminative AIDiscriminative AI uses relationships in data to make predictions or assign information to predefined categories.In a WHO technical brief, discriminative models analyze relationships between variables to make predictions. Classification models learn patterns and assign data to predefined categories.3
Generative AIGenerative AI creates new content, such as text, images, or video.“Generative AI is a category of AI techniques in which algorithms are trained on data sets that can be used to generate new content, such as text, images or video.”4
AI agentAn AI agent perceives and acts on its environment to achieve a goal.AI agents are systems that can perceive and act on their environment, often autonomously, to achieve specific goals and adapt their behaviour in response to changing inputs or contexts.6
Agentic AIAgentic AI uses one or more coordinated AI agents to pursue goals across multiple steps.Agentic AI refers to systems composed of one or multiple coordinated AI agents that can break down tasks, collaborate, use external tools and pursue goals over extended periods with limited human supervision.6
Conceptual map

Two axes explain more than one AI label

The horizontal axis describes how a result is produced. The vertical axis describes how the next action is selected. These dimensions separate a fixed multistep workflow from an agentic system.

Conceptual teaching map. Positions show relative tendencies; individual systems vary by design and configuration.
Application-level categories

Discriminative, generative, and agentic describe different system properties

Discriminative and generative describe the output a system produces. Agentic describes how a system works toward a goal across steps.

Output category

Discriminative AI

Uses relationships in data to make predictions or assign information to predefined categories.3

Typical output
Risk score, category, ranking, recommendation
Healthcare examples
Deterioration risk, no-show risk, imaging classification, claims-denial ranking
Main questions
Performance, thresholds, calibration, subgroup effects, workflow use
Output category

Generative AI

Creates new content, such as text, images, or video.4

Typical output
Draft, summary, image, response, synthetic content
Healthcare examples
Visit-note draft, portal reply, record summary, patient instructions
Main questions
Source grounding, accuracy, completeness, bias, reviewer authority
Operating pattern

Agentic AI

Uses one or more coordinated agents to break down tasks, use tools, and pursue goals across steps.6

Typical output
A sequence of decisions, tool calls, and actions
Healthcare examples
Prior-authorization packet preparation, referral coordination, task resolution
Main questions
Tool access, permissions, stop rules, logs, security, recovery paths
PropertyFixed-rule automationDiscriminative AIGenerative AIAgentic AI
Core behaviorApplies a specified rule, formula, mapping, or sequenceEstimates, classifies, ranks, recommends, evaluates, or analyzesCreates new contentSelects and adapts actions toward a goal
Created throughProcess mapping, logic design, configuration, and testingTask definition, data preparation, model training, validation, and threshold selectionPretrained model, instructions, approved sources, evaluations, and review controlsGoals, models, tools, state, permissions, approval gates, and stop conditions
Common failureOutdated rule, missed exception, broken routePerformance drift, poor calibration, subgroup disparity, workflow misuseFalse, incomplete, biased, or unsupported contentExcessive authority, unsafe tool call, compounding error, weak recovery
Main monitoringRule ownership, exception logs, policy and code-table updatesCurrent performance, data shift, thresholds, outcomes, subgroupsDraft quality, source use, recurring errors, model or prompt changesEnd-to-end behavior, permissions, tool use, approvals, logs, recovery
Human roleDesigns rules and handles exceptionsDefines use, reviews performance, interprets or acts on outputVerifies content against evidence and professional judgmentSets authority, monitors behavior, approves consequential actions
Technology stack

ML, NLP, and LLMs live at different levels

A healthcare application combines methods, models, capabilities, workflow technology, and human decision points. These terms form a stack of distinct layers.

Machine learning

A method family that develops models through exposure to training data. Neural networks and deep learning belong within machine learning.1

Natural language processing

A field concerned with machines capable of processing, analyzing, and generating human language.10

Foundation model

In the generative-AI context, a broadly trained model that can be adapted for varied downstream tasks.11

Large language model

A class of language models that uses deep-learning algorithms and very large textual data sets.10

Healthcare workflow cutaway

One portal message can use five different kinds of work

The workflow feels like one feature to the nurse and patient. Its internal components require different owners, evidence, and controls.

Patient message

New input enters the portal.

Routing rule

A configured rule sends the message to a clinical queue.

Discriminative model

A trained classifier estimates topic and urgency.

Generative model

An LLM drafts a reply for review.

Nurse review

A person checks the message, chart, and draft before sending.

Configured automationAI-produced outputHuman judgment
A fixed workflow sends the approved reply and records completion. An agentic version could select approved records and tools, adapt steps when information is missing, and stop at an approval gate.6
Technology around the AI

Conventional healthcare IT remains central to the workflow

Many products combine AI with infrastructure and automation that perform reliable, predefined work. Classify the underlying component and its function.

Creation and maintenance

Rules and learned models have different lifecycles

Both require disciplined design and ongoing ownership. Their maintenance burden appears in different places.

Designed behavior

Rules and workflow automation

  1. Map the process, roles, triggers, and intended outcome.
  2. Define rules, routes, permissions, deadlines, and exceptions.
  3. Configure system actions, mappings, and integrations.
  4. Test branches, failures, access, and recovery.
  5. Deploy with ownership and exception handling.
Ongoing: policy changes, code tables, routes, screens, fields, access, and exceptions.89
Data-driven behavior

Discriminative AI

  1. Define the task, intended users, decision, and consequence.
  2. Prepare data and choose measures that match the intended use.
  3. Evaluate performance for the intended users and settings.
  4. Select thresholds and connect output to a workflow.
  5. Deploy with review, monitoring, and change controls.
Ongoing: performance, data shift, thresholds, outcomes, affected groups, and workflow use.7
Pretrained-model application

Generative AI

  1. Select a model and define the approved use.
  2. Design instructions and connect approved sources.
  3. Create evaluation cases, including difficult and unsafe inputs.
  4. Add content checks, access controls, and reviewer gates.
  5. Deploy with logs and a process for recurring errors.
Ongoing: draft quality, source use, model changes, prompt changes, recurring errors, and reviewer behavior.5
Goal-directed system

Agentic AI

  1. Define goals, scope, tools, and permitted actions.
  2. Design state, planning, and intermediate-result checks.
  3. Set authorization, approval gates, and stop conditions.
  4. Test complete trajectories, failure paths, and recovery.
  5. Deploy with detailed logs, monitoring, and escalation.
Ongoing: permissions, tool calls, security, compounding errors, approvals, resource use, and recovery.6
Agentic systems

Capability and permission are separate design choices

An agent may be technically capable of using a tool while organizational policy limits its authority. Healthcare governance needs both views.

Plan the next step
Use an approved tool
Inspect the result
Adapt the plan
Goal + state + permissions
IdentityWhich agent or service is making the request?
AuthorizationWhich records, tools, and functions can it access?
Action limitWhich actions can it complete, draft, recommend, or queue?
Approval gateWhich consequences require a person to review and approve?
Stop conditionWhen should the agent pause, escalate, or end the task?
Audit trailCan reviewers reconstruct the tools, data, decisions, and actions?

Government of Canada guidance treats permissions, human checkpoints, logs, stop mechanisms, and recovery planning as controls for agentic systems.6

Evaluation guide

Match the control to the component and consequence

The same screen can contain several components. Inventory each one, identify its consequence, and apply the control that fits its behavior.

Question 1

How was the result produced?

Fixed rule, learned prediction, generated content, or human judgment.

Question 2

Who chooses the next action?

A person, a fixed workflow, or an AI agent.

Question 3

What can happen if it fails?

Delay, administrative rework, financial loss, privacy exposure, or patient harm.

ComponentEvidence to requestOperational controlOwner questions
Rule or workflowLogic, rule source, exception paths, test cases, change historyNamed owner, review date, exception queue, regression testing89Which policy or code table drives it? Who updates it?
RPA or interfaceProcess map, data mapping, access design, failure logsCredential controls, connection monitoring, failure alert, reconciliation81415Which screen, field, endpoint, or credential creates fragility?
Discriminative AIIntended use, data description, evaluation results, affected groups, thresholdsPerformance monitoring, change review, threshold governance, override7For which patients, settings, and decisions was it evaluated?
Generative AIApproved sources, evaluation set, known failure patterns, reviewer designSource review, content checks, human review, recurring-error analysis5What evidence should support the draft? Who can correct or reject it?
Agentic AIGoal, tools, identity, permissions, test trajectories, logs, recovery planLeast privilege, approval gates, stop rules, monitoring, recovery6Which actions are permitted? Where must the agent stop for approval?
Human reviewReviewer role, timing, information, workload, intervention authorityClear accountability, source access, override, and correction56Can the reviewer see the evidence and change the result before consequence?