Smart Intakes: Using AI Assistants Without Violating Privacy

Want to automate patient intake without risking a HIPAA violation?

Here’s a privacy-first way to use AI for intake before PHI is introduced:

✅ Use a Pre-Intake Chat Assistant:

• Ask general questions like: “What are your top 3 goals for therapy?”

• Don’t collect names, emails, dates, or insurance info yet.

✅ Gate the PHI:

• After the assistant filters leads, direct them to a HIPAA-compliant EHR or form for onboarding.

✅ Language Matters:

Prompt the assistant to say:

“This form is for general guidance. Please avoid sharing personal health details until you complete our secure intake form.”

📌 This gives your AI a job without giving it legal liability.