The Safe Setup Checklist
What to change before you type a single word into an AI tool.
Inside the checklist:
- The privacy settings that actually matter — the exact training and data-sharing switches to check on each major AI tool, and why the defaults aren't set for a clinic.
- The PHI Line policy — a one-page practice policy you can adopt today that keeps patient-identifiable information out of general-purpose AI tools, solo practices included.
- The ten changes, roughly thirty minutes, once — accounts, settings, and the one habit that makes every AI workflow after this one safe by design.
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Then keep going: browse the guide library — starting with what AI actually is for a clinician, and the one privacy rule that comes first.