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The AI-drafted patient content review kit

A policy template, a 7-point pre-release checklist and a review-log template for patient content that AI helped draft. All of it is on this page.

Last reviewed 2026-10-09

A review aid, not legal advice or an approved policy.

AI drafts need a named reviewer

Teams now use AI to draft discharge instructions, care plans, portal replies and app text. Some states set rules for it. In California, AI messages about a patient's care need a notice unless a licensed provider reviewed them. Texas requires review and a notice. Either way, someone should check each draft before a patient reads it, and the record should show who did.

Policy template

Fill in each line with your own rules. Your counsel and compliance team approve the final policy.

Who may draft patient content with AI: [roles].
Which content may not be drafted with AI: [types].
Who must review each AI draft before release: [role], licensed where state law requires it.
What the reviewer checks: the 7-point checklist below.
When patients are told AI was used, and the wording: [notice text].
What is kept on record: the draft, the reviewed version, the reviewer and the date, for [period].
Who owns this policy and when it is reviewed: [owner], every [period].

Review-log template

One row per AI-drafted item. The first row is an example.

Review log: one row per AI-drafted item
Item	AI tool	Reviewer	Date	Checklist passed	Changes made	Notice shown
Discharge instructions (example)	[tool]	[name, role]	[date]	Yes	Added when to call	Yes

Type in the table, then download it for Excel or Google Sheets. Your entries stay in this tab: nothing is sent or saved, so download before you leave the page.

The 7-point pre-release checklist

A reviewer checks every AI draft against these seven points before it reaches a patient.

Complete this checklist: about 5 minutes

Document you're checking (optional)

0 of 9 checked

Before release, the reviewer confirms

1. Meaning: it says what the clinician meant, with nothing added or dropped.
2. Safety warnings: when to call and when to seek urgent care are there and clear.
3. Doses and numbers: every dose, time, date and amount is right.
4. Readability: it reads at or below your target grade level.
5. Actionability: each step tells the patient what to do.
6. Language: it is in the patient's preferred language and was checked in that language.
7. Accessibility: it works in large print and with a screen reader.

On record

8. The AI notice is shown where your policy or state law calls for it.
Source: California AB 3030 (2024), Health and Safety Code §1339.75
9. The reviewer, the date and the changes are in the review log.
Source: Texas SB 1188 (89th Legislature, 2025)

Notes for the reviewer (optional)

Your answers stay in this tab: nothing is sent or saved. Download or print before you leave the page.

Sources

After the kit

Get a free assessment of one AI-drafted document

Compose an email

Send a blank template, not a copy with a patient's or member's details.

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Questions

Does a review record meet California's exemption?

It can support it. Whether a given review meets the law is a question for your counsel.

Do you certify AI output?

No. Your reviewers approve each draft, and your policy governs.