Key points
- Start with the smallest safe scope (single template, single clinician, opt-in).
- Make review-and-edit part of the muscle memory from day one.
- Prove safety and benefit with sampling and audit — not anecdotes.
Phase 1 — Define the scope (2 weeks)
Phase 2 — Pilot with opt-in + tight controls (2–4 weeks)
Phase 3 — Audit and iterate (ongoing)
Phase 4 — Scale gradually
Phase 5 — Establish ‘stop’ triggers
A simple patient-facing line that works
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Pick one output (e.g., consultation note only). Define what is ‘in scope’ and what is ‘out of scope’ (e.g., safeguarding, third-party information).
Return to this sectionOpt-in capture, clear patient script, pause/stop protocol, and mandatory review. Start with one clinician and a small number of appointments/day.
Return to this sectionSample notes weekly. Track: corrections per note, missing key fields, confidentiality slips, and staff satisfaction. Fix process before scaling.
Return to this sectionIncrease clinician count only when error rate is stable and governance artefacts are in place. Treat every expansion as a mini go-live.
Return to this sectionAgree conditions that pause use: repeated omissions, a data-flow concern, audit logging failure, or a serious incident.
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