Caregroup

How we deployed sovereign Claude across 15 healthcare practices for Caregroup

A network of medical and emergency practices across East Auckland, 180,000 patients between them, needed frontier AI in front of clinical staff without a byte of patient data leaving the region. We pinned inference to Australia, put Claude on every seat from reception to the board, and started building the workflows on top.

Caregroup sovereign Claude deployment case study

180K+

Patients across the network

15

Practices and emergency centres

100%

Inference kept in Australia

James Oldham·8 June 2026·7 min read·Auckland healthcare
ClaudeAWSMicrosoft 365SharePointWordExcelPowerPointTeamsOutlook

TL;DR

Caregroup runs 15 medical and emergency practices in East Auckland. Healthcare has a sovereignty requirement that most AI deployments quietly fail: patient-adjacent data cannot leave the country. So Claude Desktop on every seat points at Caregroup's own gateway on AWS, which sends every inference to Amazon Bedrock in Australia. On top of that we rolled Claude out to the administrators, the clinical staff, the leadership group and the board, built a skills library for the programme, and started the custom development that the clinical workflows need: a GUI automation layer built by recording clinicians at work, and a voice receptionist for the whole network. Every step surfaces governance questions, and those go to the board with the evidence attached.

What they were paying for

A network this size runs on Microsoft 365, SharePoint, the Indici patient management system and a lot of people stitching the three together by hand. The practices had Copilot and Claude licences. What they did not have was a way to use a frontier model on patient-adjacent work that a privacy officer would sign off, so the licences sat with the people who could avoid patient data and nobody else.

The first thirty days of usage data after the rollout showed 24 people active, from reception to the board, and nine of them going looking for a skills library on their own. The demand was there. What was missing was the sovereign path and the harness.

Pinning inference to Australia

A hyperscaler lets you choose where a model runs; a model vendor's own cloud does not. Caregroup's Claude Desktop seats route through a gateway they own on AWS, and that gateway sends every request to Amazon Bedrock in Sydney and Melbourne. The same frontier models, inside an Australian boundary the practice already controls, with the same identity and audit trail as the rest of their AWS estate.

That one decision is what made the rest possible. It is the difference between AI a medical network has to keep staff away from and AI a clinician can use on a Tuesday afternoon, and it is why we offer sovereign and private LLM infrastructure as a service in its own right. The wiki, the register and the eval pages follow the same rule: hosted in region, holding no patient identifiers.

What we installed

Claude Desktop on the practice's own organisation, for four groups who each need something different from it. Then the harness over the top: the skills for the programme's real jobs, a wiki of how the network runs that the assistant reads before it guesses, and the standing rule that a person approves anything that changes a record.

PieceAt Caregroup
Skills libraryin build13 skills written for the programme team, clinical leads and administrators. Rolling out to seats now.
Brainin buildThe programme's own wiki: where things live, who owns what, and the process library captured from clinicians. Hosted in Australia, holds no patient data.
Roles and accessliveFour groups, four different tools: an administrator, a clinician, a leader and a board member each open Claude set up for their job.
Approval gateliveThe standing rule across the whole programme: AI drafts, a human approves. Nothing writes to a patient record on its own.

The skills

24

Staff active on Claude

4

Groups, admin to board

13

Skills built, rolling out

9,600+

Calls in 30 days

The library is written for the programme that is building the clinical workflows, and for the administrators and clinicians who feed it. A healthcare programme produces documents in a house format, needs a privacy impact assessment for every new workflow, and has to capture how a clinician actually does a job before anything can be automated. The skills do those three things.

process-capture

Clinical · the workflows

A clinician or receptionist records themselves doing the job once, screen and voice. The skill turns the recording into a written process: every click, every field, every decision. That process library is what the GUI automation is built from.

IndiciWordWordSharePointSharePoint

privacy-impact-assessment

Compliance · every new workflow

Every AI workflow in a healthcare setting needs a privacy impact assessment before it touches a patient. This skill writes it in the house format, from the process capture, so the compliance work keeps pace with the build instead of trailing it.

WordWordSharePointSharePoint

where-things-live

Everyone · the library map

The biggest failure in the first month of telemetry was people asking Claude to read files it could not find. Four in ten reads failed. This skill is the map of the programme library, so the assistant looks in the right place first.

SharePointSharePointTeamsTeams

The rest cover the programme office: meeting minutes, project requirements, the cost model, the risk register, slide packs, and a getting-started skill for a new seat. Each one reads from the systems it needs, and nothing else.

IndiciIntelliMedAWSAWSMicrosoft 365Microsoft 365SharePointSharePointWordWordExcelExcelPowerPointPowerPointTeamsTeamsOutlookOutlook

Five groups, one library

Each group got the skills for its own jobs and the connections those jobs need. The clinical leads reach the patient management system; the programme office does not.

Programme officeMeeting minutes, project requirements, the cost model, slide packs
WordWordPowerPointPowerPointExcelExcelSharePointSharePoint
Clinical leadsProcess capture, the process library, desk research
IndiciWordWordSharePointSharePoint
Practice administrationHouse documents, where things live, getting started
SharePointSharePointTeamsTeamsOutlookOutlook
Privacy and compliancePrivacy impact assessments, the risk register
WordWordSharePointSharePoint
Leadership and boardThe governance questions, the benefits framework, the steering pack
PowerPointPowerPointTeamsTeams

The governance questions

Building this properly surfaces questions a practice cannot answer alone, and should not answer by default. Who is the privacy officer for an AI workflow. What happens to a clinician's screen recording once the process has been captured from it. Which data may cross the region boundary, and which never may. When the benefits framework is allowed to call a saving measured rather than observed.

We do not settle those quietly. Each one is written up with the evidence and put to the board, so the record of who decided what exists before the first patient-facing workflow goes live. That record is also what an ISO 42001 auditor asks for first, and it is the same discipline behind our AI governance work.

What the loop found

The usage data from a sovereign estate arrives de-identified, so the eval sees what was done and never who did it. Two findings from the first month.

Nine of the twenty-four active people called the skills tool on their own, looking for a library, and found only the built-ins. That is the clearest demand signal an eval can produce, and it set the order of the build.

Reads of the programme library failed four times in ten, because nobody had told the assistant where things live. That became the first skill everyone gets.

What Caregroup owns

The gateway, the skills library, the process library captured from their own clinicians, the wiki and the governance record, all in their name and inside their AWS boundary. Models will change and staff will move on. The record of how the network actually works stays, and it keeps compounding.

The result

A medical network with frontier AI in front of clinical staff, every inference inside Australia, four groups from reception to the board on Claude, a skills library built for the programme, and the governance questions on the board's table before the first patient-facing workflow goes live.

The custom development underneath

Clinical workflows need more than a skill file before AI can help with them, so alongside the library we are doing the custom development necessary to enable them. Two pieces carry most of it. A GUI interface over the patient management system, built by recording clinicians and receptionists doing the real work and understanding every click and decision in it, so the AI prepares the screen and a person confirms it. And an AI voice receptionist for the whole series of healthcare and emergency practices in East Auckland, 180,000 patients and counting, handling bookings, repeat prescriptions and general enquiries, escalating to a person or to 111 when it should. The patient forms that feed both are already live on their own URL, in English and Chinese.

Could this be your practice?

If you are holding AI licences your clinical staff are not allowed to use, or your front desk is buried under routine calls, this is the problem we solve. We start with a free AI Opportunity Audit: enter your company, connect the tools you already pay for, and see your three biggest opportunities mapped before you spend a dollar.

Frequently asked questions

How does patient data stay in region?

Claude Desktop on every seat points at Caregroup's own gateway on AWS, and that gateway sends every inference to Amazon Bedrock in Australia. Nothing goes to a vendor's own cloud. The wiki, the register and the eval pages are hosted in the same region and hold no patient identifiers.

Why AWS rather than the model vendor directly?

Because a hyperscaler lets you choose the region and the model vendor does not. Bedrock runs the same frontier models inside an Australian boundary the practice already controls, under the same IAM and audit trail as the rest of their estate.

Can the AI write to a patient record?

No. The standing rule across the programme is that AI drafts and a human approves. The GUI automation prepares the screen; a person presses the button. That rule is enforced in the design, not in a policy document.

What are the governance questions?

The ones that come out of building this properly and that a practice cannot answer alone: who is the privacy officer, what happens to a clinician's recording, which data may cross the region boundary, what the benefits framework counts as measured. We surface them with the evidence and put them to the board.

Was the team trained, or was something built for them?

Built. Claude Desktop went to the administrators, the clinical staff, the leadership group and the board on the practice's own organisation, and the skills, wiki and role design went over the top. Training alone does not survive contact with a busy clinic.

What does the voice receptionist handle?

Appointment bookings, repeat prescriptions, general enquiries and first-line triage, across every practice, connected to the Indici patient management system. It hands to a person when it should, and to 111 in an emergency.

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