AI-Assisted Documentation Disclosure for Prospect Consultation

What AI Assistance May Do

Some practices may use AI-assisted tools to help draft an internal summary, administrative note, or follow-up outline after a prospect consultation.

AI assistance is intended to reduce documentation burden for the practice. It is not a clinician, does not replace professional judgment, and should not be treated as medical advice.

Possible Uses

• Draft a concise summary of general goals, scheduling context, service-fit questions, or non-clinical next steps.
• Help organize discovery information for practice review.
• Support internal documentation about whether normal onboarding may be appropriate.
• Flag that provider or staff review is required before any content is relied on or sent.

Limits And Safeguards

• AI output may be incomplete, inaccurate, biased, or missing context.
• AI output is draft-only and should be reviewed by authorized practice staff before use.
• AI assistance must not produce a diagnosis, treatment plan, prescription, individualized medical instruction, or automatic patient-facing content from a discovery consultation.
• The practice should send only the minimum necessary discovery information to any enabled AI workflow.

Your Information

Because discovery is not a clinical appointment, you should avoid sharing detailed medical records or urgent clinical information unless the practice provides an approved secure workflow. Information shared during discovery may be included in documentation drafts or retained by the practice according to its policy.

If you later become a patient, the practice may decide whether appropriate discovery documentation belongs in your patient record.

References And Related Notices