Review a hospital agreement for records and advance directives

Key facts

Human involvement
YellowClose supervision
How AI is used
Extract the clauses on who may receive patient information, how records are requested, and what the agreement says about advance directives. Quote each clause. Do not rewrite the agreement.
What the lawyer must review
You decide whether the agreement meets the duties of the provider who will sign it. 42 CFR § 489.102(a) requires the listed hospitals and other providers to maintain written policies on advance directives and to give adult individuals written information about their rights under state law to make medical decisions, including accepting or refusing treatment and formulating advance directives. 45 CFR § 164.502 limits use and disclosure of protected health information. Formal Opinion 512 applies if the agreement is put into a tool. A missing clause is your point to raise. The tool does not supply replacement wording.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes extracting and organising information and preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
  2. Review the original source set for relevant material absent from the output, including contrary evidence, qualifications and remaining gaps.
  3. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  4. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
HIPAA business associate agreement checklistChecklistAI use YellowChecklist for the written terms in a HIPAA business associate contract under 45 CFR 164.504(e) and 164.502(e).
Business associate subcontractor assurance checklistChecklistAI use YellowChecklist for satisfactory assurances when a business associate uses a subcontractor, and for the other arrangements in 45 CFR 164.504(e)(3).

Signed-in accounts can read the full text of each one. All precedents.

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