Compare a clinic tool's terms with the privacy limits
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Quote the vendor's clauses on what information is collected, who can see it, and whether the vendor trains on it. Do not approve the tool.
- What the lawyer must review
- You decide whether the tool may be used. Section 164.502 provides that a covered entity or business associate may not use or disclose protected health information except as that subpart, or subpart C of part 160, permits or requires. The opened permitted uses include disclosure to the individual and, as § 164.506 allows, treatment, payment, or health care operations. Section 164.506 was not opened, so do not list its conditions. Formal Opinion 512 requires informed consent before information relating to a representation goes into a self-learning tool. No professional-board advertising or device rule was opened.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.