FREE CHECKLIST
Identify red flags before patient data is exposed
Ask vendors the questions that actually matter
Reduce admin risk while protecting clinical judgement.
Why this checklist exists
Reduce implementation risk
Avoid surprises by checking safety, privacy, and governance upfront.
Protect patient trust
Make sure consent, transparency, and data handling are clinically appropriate.
Speed up vendor due diligence
Use a structured set of questions to compare tools and contracts faster.
What’s inside
Clinical Safety & Medical Appropriateness
Ensure the tool supports safe use, clear scope, and clinician oversight.
Data Privacy, Hosting & Security
Check where data lives, how it’s protected, and who can access it.
Core Functionality & Clinical Usability
Confirm it fits real workflows and improves—not disrupts—clinical documentation.
Patient Consent & Transparency
Assess consent processes, patient communication, and how AI use is disclosed.
Integration & Workflow Fit
Validate integrations, data flow, and how the tool fits your practice systems.
Commercial, Legal & Contractual Clarity
Reduce commercial risk with clear terms, support, pricing, and exit options.
Preview: sample questions you’ll use
Sample questions
Is all patient data stored in Australia, or does it leave the country?
Is data encrypted in transit and at rest?
Can the AI be paused, disabled, or restricted by role?
Are integrations bi-directional, or read-only?
Does it support clinician review and audit trails?
What notice period is required to exit the agreement?
Red flag
Always-on microphones with unclear consent processes.
Best practice
Triggered-only listening, clear consent, and Australian-hosted infrastructure.