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Which EMRs are live in production today, named, with a practice that will confirm it? Do not accept a roadmap list.
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Do you run the practice website, or only the phone line?
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What factors are required before any chart read? What happens on a surname alone?
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How are third-party, pharmacy, and other-office callers refused? Is that a tool-boundary rule or a prompt?
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Does anything patient-facing publish without a named human release bound to a content digest?
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Is escalating a low-confidence call your approval mechanism? If yes, that is exception routing, not a gate.
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Can the practice recompute the audit chain, or only download transcripts?
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Where does PHI reside, in which country, and is it used for model training?
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Will you sign a BAA? Who is the covered entity and who is the business associate?
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How does the assistant identify itself as automated on the first utterance of a call and of a chat?
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What is the crisis path, and is it opened before the reply is shown?
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In test mode, which charts are writable? How do you prove a stranger cannot reach a real chart?
A questionnaire you can send to any vendor.
Including us. Adjectives are not answers. If a reply claims a HIPAA certification — none exists — treat that as a finding.