AI Policy Template for Healthcare & Medical Practices
Healthcare practices face the strictest AI constraints of any industry: HIPAA applies to every AI tool that touches patient information, and the popular consumer chatbots don't offer Business Associate Agreements on free plans. Meanwhile AI scribes, billing assistants, and patient-message drafting are becoming standard. The gap between what staff are already doing and what's legally permitted is exactly what a written AI policy closes.
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AI risks specific to healthcare practices
- Pasting patient details into a chatbot without a BAA is a HIPAA violation, even if names are removed carelessly
- AI scribes and transcription tools record PHI and need vendor agreements before use
- Clinical decisions influenced by AI output require documented clinician review
- Patients may need to be informed when AI tools participate in their care or communications
Compliance requirements your policy must address
HIPAA
Protected health information (PHI) as defined by HIPAA must never be entered into any AI tool unless the Company has a signed Business Associate Agreement (BAA) with the tool vendor and the tool has been explicitly approved for PHI by management. Employees must treat any patient or health-related information as PHI unless told otherwise.
What a complete healthcare & medical practices AI policy includes
- Purpose, scope, and who the policy covers (employees, contractors, volunteers)
- Approved AI tools and the process for approving new ones
- Acceptable uses — and the prohibited list, including data that must never enter prompts
- Privacy-law clauses for your jurisdictions (GDPR, EU AI Act, CCPA, PIPEDA) plus HIPAA requirements
- Human review and accountability rules for AI output
- Incident reporting, enforcement, and annual review
Frequently asked questions
- Can we use ChatGPT with patient information?
- Only if you have a BAA with the vendor and the specific service is covered by it — which is not the case for consumer ChatGPT plans. Your policy should name the approved tools and prohibit PHI everywhere else.
- Do AI scribes need to be in the policy?
- Absolutely. Ambient scribes record entire patient encounters. The policy should require a BAA, patient notice where required by state law, and clinician review of every AI-generated note.
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Start the generatorDraftAIPolicy is not a law firm; documents are self-help templates, not legal advice.