Templates, protocols, and translations you can actually use.

Free Resource

37 requirements. One checklist. Audit-ready documentation.

The checklist operationalizes BAAI/S-1 item by item — the same criteria an auditor would apply to your AI-assisted notes. Preview the first 8 items; enter your email to receive the full checklist.

1. 1.Every AI tool that touches client data has an executed BAA on file — not HIPAA-ready marketing (S5.4.1–5.4.2)
2. 2.No staff member uses free or consumer chatbots with PHI — verified by policy and asked directly in supervision (S5.4.1)
3. 3.Vendor's use of your data for model training is documented and disabled or excluded for PHI (S5.4.3)
4. 4.AI tools sit inside normal access-control and device policies (S5.4.5)
5. 5.A written policy names the approved tools, permitted document types, and permitted roles (S5.5.1)
6. 6.Personal use of unapproved AI on client records is explicitly prohibited (S5.5.1)
7. 7.Intake and consent language tells clients and caregivers, in plain words, that AI assists documentation (S5.5.2)
8. 8.Payer or state disclosure requirements for AI-generated documentation are known and met, with evidence kept (S5.5.3)

…29 more items in the full checklist.