Written AI use policy
What's allowed, what isn't, and who decides, written for your staff to actually read.
Approved tool list
Which AI tools are approved and how each one is configured.
Data rules
Clear limits on what never goes into an AI tool: client files, patient data, financials.
Staff training
Short, practical sessions on using AI well and spotting when it's wrong.
Use-case shortlist
The specific tasks in your office worth handing to AI, ranked by time saved.
Quarterly review
The policy and tool list kept current as the tools and the rules change.