Read before use
How to use this playbook
Start with the problem that costs your team the most attention. Read what the workflow does, inspect the guardrail, then use the starter in your preferred AI tool with fictional information. Keep the human review point visible as you adapt it.
The Safe AI Practice
- What it does
- Map a recurring practice problem into a bounded workflow with clear inputs, outputs, and ownership.
- The guardrail
- Choose tools and a deployment model only after review by your organization, compliance team, or qualified counsel.
- Start here
- Using fictional information only, map one recurring practice task into its inputs, steps, output, and named human reviewer.
The Operative Note That Refuses to Invent
- What it does
- Turn fictional dictation into a structured operative-note draft that identifies what was never said.
- The guardrail
- Flag unsupported facts instead of filling gaps, and preserve a qualified human review point.
- Start here
- Using fictional dictation only, draft an operative note from this template and mark every missing or unsupported fact as not provided.
The Letter Queue That Eats Your Evening
- What it does
- Turn messy source material into a concise, review-ready correspondence draft.
- The guardrail
- Use only supplied source material, identify conflicts, and keep a person responsible for the final message.
- Start here
- Using fictional source material only, draft a concise letter and list any missing or conflicting details before the draft.
The Prior-Authorization Packet
- What it does
- Organize a fictional request into a clear packet with requirements, supporting material, and unresolved gaps.
- The guardrail
- Do not infer criteria, history, or supporting facts that are absent from the supplied material.
- Start here
- Using fictional information only, organize this request into requirements, available support, missing items, and a review-ready cover draft.
The Denial Appeal and Peer-to-Peer Brief
- What it does
- Turn a fictional denial and its source record into a focused appeal outline and conversation brief.
- The guardrail
- Separate quoted policy language, supplied facts, and open questions so a reviewer can verify each one.
- Start here
- Using fictional information only, create an appeal outline and peer-to-peer brief that cites the supplied denial language and flags every unsupported point.
Know the Chart Before You Enter the Room
- What it does
- Condense a fictional chart into a focused pre-visit brief with unanswered questions made visible.
- The guardrail
- Treat the output as a draft for review, not a substitute for the source chart or clinical judgment.
- Start here
- Using a fictional chart only, create a pre-visit brief with relevant history, open questions, conflicts, and source references.
Give Your Staff a Practice Brain
- What it does
- Make approved practice knowledge searchable so staff can find an answer or receive an explicit not-found response.
- The guardrail
- Answer only from approved source material and say when the answer is not present.
- Start here
- Using fictional practice policies only, answer the question from the supplied sources or respond that the answer was not found.
Build Your Practice's 90-Day AI Plan
- What it does
- Sequence a small set of practice workflows into a practical 90-day build and review plan.
- The guardrail
- Start with bounded, reversible work and assign a human owner and review point to every workflow.
- Start here
- Using fictional practice details only, rank these workflow problems and turn the top three into a 90-day plan with owners, guardrails, and review dates.
Choose your next step
Bring one practice problem with you.
See a workflow built live, or join the free community for practical foundations, resources, and future invitations.