Allowed work
Patient access, referral intake, scheduling, summaries, reminders, payer follow-up, routing, and handoff.
The system is designed around healthcare operations support, not autonomous diagnosis, therapy, or treatment. Sensitive patient-facing, behavioral health, payer, and documentation workflows need disclosure, escalation, review, logs, and named ownership.
Safety layer
Compliance needs to be visible in the product experience.
Allowed work, blocked work, escalation paths, logs, retention, and review owners.
Governance model
Healthcare buyers do not just ask what the AI can do. They ask who approved it, what patient information it touches, what it is allowed to say, when it escalates, what gets logged, and how sensitive conversations are reviewed.
0
autonomous clinical decisions
100%
reviewable activity
Named
workflow owner
Commercial value
Each build is tied to a measurable healthcare product need: patient portal, clinic dashboard, device data, integration, AI tool, internal system, or reporting view.
Patient access, referral intake, scheduling, summaries, reminders, payer follow-up, routing, and handoff.
No therapy, diagnosis, treatment advice, or autonomous clinical decisions.
Human handoff for crisis language, symptoms, complaints, payer disputes, or sensitive judgment.
In practice
Compliance copy should connect to product behavior: approved actions, escalation points, and what a person reviews.
Clear language when AI is involved, with opt-out or human handoff where the workflow requires it.
Activity, handoffs, notes, approvals, and sensitive events are reviewable by the right people.
Clinical judgment, diagnosis, therapy, and treatment decisions stay with qualified humans.
What is included
Clinical judgment, diagnosis, therapy, treatment advice, and sensitive decisions stay with qualified humans.
Important activity can be logged, reviewed, retained, and tied back to who approved the workflow.
Behavioral health, insurance, eligibility, patient-facing advice, and state-regulated AI use cases require extra review before launch.
Controls
AI disclosure
Audit logs
Transcript review
Human escalation
PHI retention rules
Compliance and safety
Before launch, every sensitive workflow should have allowed actions, blocked actions, escalation rules, and review owners.
Define allowed work
Patient access, referral intake, scheduling, summaries, reminders, payer follow-up, and handoff.
Block sensitive work
No therapy, diagnosis, treatment decisions, or clinical judgment.
Escalate early
Route crisis language, symptoms, complaints, frustration, payer disputes, or requests for humans.
Review transcripts
Use real interactions to tune boundaries, language, and routing.
A healthcare product becomes useful when it is scoped around a real patient, staff, device, data, or reporting need, with clear ownership and a review path staff can trust.
Book project review