eBooks• June 25, 2026

eBook: Redesigning Primary Care with Agentic AI as the Foundation

Contributors
  • Danny Sands

    Danny SandsSr. Medical Director, AI & Digital Health Innovation

  • Doug Rogers

    Doug RogersVice President

  • Kate Walsh

    Kate WalshSr. Product Marketing Manager

How Health Systems Can Scale Capacity, Orchestrate Continuous Patient Engagement, and Lead the Next Era of Care

Developed by Lumeris clinical and strategy leaders working to enable healthcare systems and clinicians to transform how they deliver care while reducing burnout, this paper offers their insights into the successful adoption of Agentic AI.

Decades of investment in healthcare technology and electronic systems have largely succeeded in automating provider burnout rather than expanding clinical capacity. It is impossible to solve this workforce shortage by chasing clinicians who do not exist, or by forcing another passive dashboard onto already fractured workflows. To survive and prevent patient defection to retail disruptors, health systems must fundamentally redesign care delivery using Agentic AI. By acting as a proactive, digital care team member, Agentic AI orchestrates continuous patient engagement, reduces administrative bottlenecks, and allows clinicians to practice at the top of their license.

Key Takeaways

  • How to Transition from Passive Tech to Proactive Care: Discover the ability of Agentic AI that proactively operates in the background to anticipate patient needs and initiate engagement.
  • Strategies to Optimize Scarce Clinical Capacity: Learn how deploying a digital care team member reduces administrative bottlenecks, serving as a multiplier that allows providers to practice at the top of their license.
  • The Blueprint for Longitudinal Health Orchestration: Learn how proactive AI monitoring bridges the gap between scheduled visits and acts as a clinical safety net for chronic disease management while helping to close gaps in preventive care.
  • A Modernized Framework for AI ROI: Access the “Balanced Scorecard” for AI-augmented primary care, moving beyond legacy fee-for-service metrics to measure proactive panel management, care model optimization, and true clinical safety.
  • The Architecture of Trust and Clinical Governance: Understand why enterprise-ready AI needs to be built on evidence-based clinical guidelines, with non-negotiable safety guardrails and continuous human-in-the-loop oversight to ensure safe, reliable care delivery.

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Real stories. Real transformation.

Insights and lessons from the leaders reshaping primary care—what works, what’s next, and how change really happens.
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