complianceadvanced 1–2 weeks

HIPAA-safe AI reception for medical & dental

Deploy an AI receptionist without ever exposing PHI in transcripts or vendor logs.

Practice managers + compliance officers.

Progress

0 / 5

Prerequisites

Step-by-step

Step 1Compliance review
Legal + practice manager review of AI vendor stack + BAAs.
Step 2PII/PHI redaction
Turn on redaction in WTC. Verify with 20 sample transcripts.
Step 3Restricted-topic guardrails
Force route on symptoms / diagnosis / prescription topics.
Step 4Audit trail
Ensure every AI action is logged with actor + timestamp + PII flag.
Step 5Publish + monitor
Bi-weekly transcript audit for the first 90 days.

Templates

Restricted-topic policy

policy

The AI never provides clinical advice. Any clinical topic routes to a hygienist / nurse within 15 minutes.

Success metrics

Recommended tools

Related playbooks

Common mistakes

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