Automation of the Planning and Management Instruments of the Unified Health System (SUS)

This paper aimed to develop a solution using digital technological resources to overcome operational obstacles and improve efficiency in the process of developing and monitoring the Planning and Management Instruments of the Unified Health System (IGSUS). The IGSUS instruments include: the Municipal Health Plan (PMS), the Annual Health Programming (PAS), the Detailed Report of the Previous Quarter (RDQA), and the Annual Management Report (RAG). These instruments result from the collaboration of multiple stakeholders and are essential for organizing actions that address the health needs of the population. Reports from the team itself, corroborated by an initial mapping of the process, indicated that there was significant repetition of operational tasks and rework in the creation of data collection files, sending emails to technical areas, reviewing the information entered by respondents, consolidating spreadsheet files, and preparing the consolidated text file. The mapping and automation of the processes for developing and monitoring the IGSUS followed methodologies for project management, process management, and agile methods, focusing on a collaborative, governed approach inclined toward innovation and improvement in the delivery of public services. This work led to the establishment of standardized data collection forms, Python scripts that automated these tasks, and a platform for sharing spreadsheets, reducing the hours spent on these tasks and enabling better support for the planning process with the technical areas of the Municipal Health Department of São Paulo.