Separate no-PHI pilots from PHI workflows
Many useful pilots can start with synthetic data, de-identified examples, public policies, or non-sensitive operational documents. This can shorten the first learning cycle and reduce compliance friction.
If PHI is required, confirm the client's agreements, vendor review process, data retention expectations, and system boundaries before building.
Design for review and auditability
The pilot should make it clear who reviewed an AI output, what sources were used, what changed, and when an output was escalated. This matters for patient intake, chart summarization, care navigation, and revenue-cycle workflows.
A reviewer should be able to see source context, edit the output, and reject uncertain suggestions without fighting the interface.
Keep the rollout narrow
Start with one site, one team, one document type, or one queue. A narrow rollout makes it easier to catch failure modes before they become operational risk.
The expansion plan should include training, feedback capture, support ownership, and a clear path for disabling the workflow if quality drops.