Give your team an operating manual that answers back.
The right procedure is buried in documents and chat.
Est. deploy 2–4 weeksSee the walkthrough
Knowledge & Internal Tools · Healthcare
Find the current policy with its source.
Staff rely on outdated policy attachments.
For: Clinical operations leads and the team responsible for knowledge & internal tools in healthcare.
01 · The outcome
What good looks like.
The team has a source-linked answer that does not provide clinical advice, with source evidence and an explicit approval before any external action. Track questions resolved with current cited policies against a baseline; do not assume automation improves it.
A connected workflow that uses approved policy library, version dates, and staff access permissions to retrieve authorized passages with citations and abstain when policies conflict. It produces a source-linked answer that does not provide clinical advice.
Where AI helps, and where a person decides.
AI can retrieve authorized passages with citations and abstain when policies conflict. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The clinical operations lead verifies the source facts and approves the final action.
Clinical operations lead is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Clinical operations lead: Capture the source and scope
- Clinical operations lead: Review the proposed outcome
- Clinical operations lead: Release only the approved version
- Clinical operations lead: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A staff member asks an operational policy question. Connect only approved policy library, version dates, and staff access permissions. The clinical operations lead confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to retrieve authorized passages with citations and abstain when policies conflict. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a source-linked answer that does not provide clinical advice against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Clinical operations lead has recorded approval or a reason to hold the item.
After explicit approval, save a source-linked answer that does not provide clinical advice in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review questions resolved with current cited policies each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=healthcare-policy-answers
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- HEALTHCARE-POLICY-ANSWER-DEMO-001
- Trigger
- A staff member asks an operational policy question.
- Owner
- Clinical operations lead
- Prepared output
- a source-linked answer that does not provide clinical advice
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Questions resolved with current cited policies
Start with your tools.
Connect EHR, Secure messaging, Scheduling system through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For healthcare uses, validate HIPAA applicability, execute required BAAs, restrict PHI to the minimum necessary, and use approved secure systems. Clinicians handle symptoms, urgent care and clinical decisions.
Try this week / no DAVID required
A useful first step.
This week, have your clinical operations lead time five examples of this work. Use redacted copies of approved policy library, version dates, and staff access permissions to make a source-linked answer that does not provide clinical advice manually, then list which fields required judgment.
What to measure.
- Questions resolved with current cited policies
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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