24. AI tools in a small practice
Cash-pay founders Planned episode, the physician. Documentation, research and patient communication, with privacy in mind.
Listener title: AI tools in a small practice, with privacy first
Listener description: A member who uses AI tools daily describes what they use for documentation templates, research and general patient communication, what they won't use, and how they keep patient information out. The episode stays practical and names no products. For founders of small and cash-pay practices.
Run of show (about 40 minutes)
| Time | Segment | What happens |
|---|---|---|
| 0:00 to 2:00 | Opening | The host introduces the episode and its limits: practical use only, tools described by category rather than by product, and no patient information in any example. The host restates the ground rules. |
| 2:00 to 5:00 | Guest and disclosures | The guest describes their practice and discloses any industry relationships, including any with technology companies. |
| 5:00 to 15:00 | What the guest actually uses | The guest describes, by category, what they use in a typical week: drafting practice policies and general patient handouts, building note templates, searching and summarizing published literature, and administrative writing. For each, the guest explains how they check the output. The host asks how the guest verifies a citation a tool returns, against PubMed or the DOI. |
| 15:00 to 24:00 | What the guest won't use, and why | The guest describes uses they tried and dropped, or ruled out, and the reasons: accuracy, privacy, cost, and the time it takes to check the output. The host asks where the guest draws the line on clinical content. |
| 24:00 to 33:00 | Keeping patient information out | The guest explains the practice's rule for keeping patient information out of these tools, how staff learn and follow it, and how drafts are reviewed before anything goes out. The host asks what questions a founder should take to counsel or a compliance advisor about privacy obligations before adopting any tool. |
| 33:00 to 37:00 | Patient communication | The guest describes using these tools for general messages, such as office policies, visit preparation and education handouts, written without any patient detail, and how they keep the practice's voice and review each message before it is sent. |
| 37:00 to 40:00 | Closing | One practical takeaway: keep patient information out of these tools, and check every citation a tool returns against PubMed or the DOI before relying on it. Listeners can reach the network at hello@coloradocarenetwork.com, and physicians can use the interest form at coloradocarenetwork.com/join. |
Guest prep questions (sent to the guest a week ahead)
- Which categories of tools do you use in a typical week, and for which tasks? Please describe categories rather than name products, since the episode does not endorse any.
- Which uses have you tried and stopped, or decided against, and why?
- What is your rule for keeping patient information out of these tools, and how do you make sure everyone in the practice follows it?
- How do you check a tool's output before it reaches a patient or the chart, especially citations and anything clinical?
- What questions did you take to counsel or a compliance advisor before you started, and what would you ask now? Please also list any financial relationships with technology companies, which are disclosed at the start of the episode.
Show notes
A member who uses AI tools daily and the host talk about documentation templates, research and general patient communication in a small practice. The guest describes what they use by category, what they won't use and why, and how they check every output. Most of the episode is about keeping patient information out of these tools and the questions a founder should take to counsel before adopting one. No products are named or recommended.
- Sources: the guest supplies them before recording (PubMed, DOI, GeneReviews or guideline sources only).
- No patient information is discussed on this episode.
All planned episodes. To be the guest for this episode, email hello@coloradocarenetwork.com with the episode number.