Know what is assessed, who is responsible, and where people remain in control.
Understand which data is used, where it goes, and who can access it.
Review data flows, storage, retention and access permissions for the selected provider and configuration.
Where protected health information is involved, assess the applicable privacy and security obligations, including HIPAA where relevant. Any Business Associate Agreement must match the actual arrangement—not a generic product badge.
Define when your team approves, intervenes, or takes over.
Agree on supported administrative tasks, permissions and designated human escalation for sensitive, complex or unsupported requests.
Diagnosis, independent treatment decisions and autonomous clinical triage are outside the administrative-agent scope.
Review the technology, integrations, evidence and responsibilities.
Assess the selected provider’s documentation, supported integrations, service responsibilities and contractual requirements before proposing deployment.
Availability and functionality depend on the actual solution. Security reports or certifications must be verified for the provider and deployment in question.
Test agreed workflows before considering real patient information.
Begin with synthetic scenarios. Document evaluation criteria, limitations, integration requirements and human handoffs.
Review the results with the responsible team before any decision on rollout. A successful demonstration is not a blanket assurance for every department or workflow.
Review requirements—not completed audits or universal certifications.
Opens your email app. No patient data, please.
