Understanding RPA
What RPA is
Automation is used to refer to a cluster of technologies including Robotic Process Automation (RPA).
About ‘automation’
The term ‘automation’ describes 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.
Defining automation in the context of operational and business process improvement
In the context of business process improvement, automation capabilities have progressed along a continual spectrum as a variety of technologies have evolved and matured over recent decades. These technologies can be clustered into three distinct groups based on actions they enable, and the level of sophistication and degree of complexity of technical solutions used. These clusters are Robotic Process Automation (RPA), Intelligent Automation (IA) and Artificial Intelligence (AI).
Definition of automation clusters
Robotic Process Automation
RPA is a technology that enables the build, deployment, and management of software (robots) that can be programmed to emulate human actions and interact with digital systems in order to automate basic manual and repetitive tasks.
Intelligent Automation
IA refers to the integration of robotic and intelligent systems from various emerging technologies, thereby increasing the scope of automation beyond simple rule-based tasks.
Artificial Intelligence
AI is the simulation of human intelligence or cognitive processes such as problem solving, visual perception, speech recognition and decision making by the computer systems.
Increasing technology and process complexity
Automation can support and enable staff to digitise and or enhance clinical and business processes across all levels of the organisation.
RPA
Robotic Process Automation imitates activities carried out by humans. It can automate high volume, rule-based, repeatable tasks, delivered just like its human counterparts. However, RPA can only handle structured and digitised data.
Example use cases:
- front office: patient administration, appointment scheduling
- middle office: operational and service management, report generation and distribution
- back office: corporate functions like HR and Finance, claims administration
IA
Intelligent Automation uses more sophisticated technologies than RPA for structured decision making. It can simulate rule-based decisions to automate more complicated tasks. It mainly handles structured data, but some IA technologies can digitise unstructured data to further enable RPA.
Example use cases:
- front office: FAQs customer assistant - Med Sec, OP Call centre
- middle office: patient enrolment and eligibility, theatre scheduling
- back office: physician credentialing
Example technologies:
- Intelligent Content Recognition / Extraction
- Natural Language Processing
AI
Artificial Intelligence refers to computer software with the ability to think. It allows examining of large, unstructured, varied data sets to uncover hidden patterns, trends, customer preferences and other useful data that can help inform better decisions.
Example use cases:
- front office: patient data analysis and triage to assist referrals – eConsult, eTriage
- middle office: fraud detection and risk management
- back office: medical imaging analysis support – clinical admin of diagnostic support services
Example technologies:
- Natural Language Generation
- Machine Learning
Unpacking RPA
RPA deep dive
RPA should always be considered as part of a wider, people-focused, transformation that will enable efficient work delivery in the NHS.
- Changing expectations – connected staff and patients
- Increased connectivity – added value
- Availability of data – better insights
RPA is the simplest of technologies from the automation clusters
RPA is the automation of processes run today by humans. This automation is undertaken by ‘robots’ or software that mimics human actions. These are not physical robots, rather, they are simply programmes that do what they are told to do.
RPA is a digital worker
It accesses systems and applications the same way a human does (with its own set of unique login credentials). The robots carry out processing in exactly the way they have been coded to do, defined by business rules and schedule established by process experts.
This means that robots can create reports, enter or move data on systems, update dashboards, send emails, or indeed perform entire processes in the background (such as joiners, movers, leavers, invoicing, patient bookings). The primary purpose of robots is to support humans in the workplace by taking away mundane and repetitive tasks.
The four back-office steps of robots. Step one: the coordination software tells the robot when to act. Step two: the robots log onto systems. Step three: robots undertake processes in business systems and applications. Step four: robots produce process outputs, whatever those might be.
The scope of RPA application is expanding beyond back-office operations
The traditional scope of RPA was expected to be within mainly back-office functions like human resources, finance and accounting, though this image is now shifting. RPA is increasingly being used in other creative ways alongside other technologies such as computer vision, machine learning, and even to augment existing system capabilities where integration between applications is not possible. For example, in clinical settings robots could flag only the tests that are out of range for the GPs and consultants so that they can avoid reviewing the entirety of tests reports.
RPA in the context of screen scraping, for example, smart card controlled systems without Application Programming Interfaces (APIs)
Screen scraping is one of the capabilities RPA bots can deliver where there might not be any APIs available or are costly to implement. Traditional screen scraping tends to be fragile, needs constant changes and can sometimes require bypassing built into the security controls. NHS approved guidance is that screen scraping should be seen as a temporary solution which should be replaced by properly secured APIs once available. It must also be reviewed and approved to ensure it meets internal security standards.
Benefits of RPA
RPA excels in taking away repetitive, manual work from employees, such as scheduling activities, copying and pasting data, and booking timesheets. In addition to operational and cost efficiencies, RPA unlocks the capability of organisations by augmenting their staff.
Within the context of the NHS, this will mean freeing up valuable staff time – both clinical and non-clinical, so they can focus on value adding activities that improve patient care and outcomes.
Strengths and limitations
RPA is typically best suited for areas where process or business objectives could be outlined with simple rules.
RPA is a relatively straightforward solution which is best at highly structured actions. RPA robots can work effectively alongside humans automating manual, rules-based tasks, freeing up time for their human counterparts to do more transformational and creative work.
- Creative and innovative
- Verbal conversation
- Subjective thought
- Unstructured information
- Emotion and compassion
- Structured work
- Repetitive tasks
- Accuracy and consistency
- Logical processing
- All-hours operation
Typical challenges
There are multiple practical challenges and limitations that may be faced when delivering your RPA programme.
Challenges and mitigations
Identifying opportunities
RPA can be used in conjunction with or independent of other technologies; leveraging additional technologies allows organisations to automate more complicated processes.
- Log into any application
- Move files and folders
- Scrape data from the web
- Connect to system APIs
- Extract content from documents, PDFs, emails and forms
- Open emails and attachments
- Make calculations
- Read handwritten or scanned paper documents
- Understand, interpret or make decisions without machine learning and AI
- Process unstructured data such as emails, images, video, audio and text
- Work on systems, applications or websites that continually change user interface
Specific characteristics of use cases
Processes that make good candidates for RPA have some or all the following attributes outlined below. That is not to say that processes that do not possess some or all these attributes or features cannot be automated – but in those instances, project or delivery teams should proceed with caution.
Prioritising opportunities
Typically, teams will identify multiple RPA opportunities that will require prioritisation. An example framework is described to align opportunities with organisational priorities.
Current use cases
Applications of RPA in the NHS today within front, middle and back office are summarised below.
Mythbusters
Breaking down the most commonly held misconceptions about RPA:
Last edited: 27 May 2026 7:45 am