Workshop overview
Our team's AI ground rules
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Use AI for
- Drafting and revising letters, emails, and notices
- Summarizing a long document into key points
- Rewriting dense text into plain language
- Getting the gist of a note in another language
- Turning messy notes into a checklist
- Brainstorming intake questions or a phone script
Always verify
- Any specific fact, number, phone number, address, or date
- Any rule, deadline, or eligibility criterion
- Any legal or medical detail, against an official source or a colleague
- Any translated message, with a qualified bilingual person before it goes out
- Any step an AI agent proposes on real records, before it runs
Never use AI for
- Client names, A-numbers, case numbers, immigration status, addresses, or anything identifying
- Consent, legal, or medical wording
- Crisis situations or clinical advice
- Storing client information in a personal account or a public repository
The interpreter right. A free, qualified interpreter is the client's right under Section 1557 of the Affordable Care Act. It is more reliable than any AI translation for anything that carries legal or medical weight. Offer it first.