AI governance
for the practice
you already run.

Health and wellness practitioners using AI tools in client-facing work. Board-certified health coaches, integrative practitioners, NBHWC-certified coaches, and holistic clinicians who need a defensible governance practice that survives a regulatory audit.

A framework for sorting AI use in practice by risk exposure. Green Zone, Cleared for Use: AI use that does not touch clinical content or protected health information. Yellow Zone, Proceed With Guardrails: AI use that touches client-facing content without generating clinical recommendations. Red Zone, Pause and Redesign: AI use that intersects with PHI, clinical decisions, or content reaching clients without human review. The Red/Yellow/Green Zone Model is a CLEARED framework, first published by Strategic Health Group in March 2026.

The principle that no AI output reaches a client without a credentialed human review checkpoint. The Filter is not a tool. It is the practice you build around your AI use to keep the practitioner accountable for what reaches the client.

The practice of recording what came from the AI tool, what came from your training, and what synthesis happened in between. It is the documentation standard that holds up under review, because it shows the human reasoning behind every output.

Increasingly, yes. The question is no longer whether disclosure is good practice. It is whether your current documentation satisfies the legal standard where your clients are located. Several states now require it, including Texas, Utah, Illinois, Maine and Louisiana. Who is covered differs by state: some rules reach any licensed profession, others only mental health care or AI that records a session. The CLEARED Intelligence Brief tracks state-by-state changes weekly.

With the five steps on Start Where You Are: understand what an AI model card is, take stock of your tools with the Beginner’s Checklist, take the CLEARED Self-Audit, sort your tools by risk with the Zone Model, and stay current with the weekly Brief.

No. HIPAA training covers protected health information at the technical and operational level. CLEARED covers practitioner-level AI governance. How you decide whether an AI tool belongs in a workflow, how you document its use, and how you maintain the human authority filter. The two are complementary, not interchangeable.

Vendor compliance covers the vendor. Practitioner responsibility for what the AI produces and how it reaches the client stays with the practitioner. A Business Associate Agreement with your transcription tool does not substitute for a documented governance practice on your side.

If you do not use AI at all, the disclosure requirements do not apply to you. The record-keeping duties that come with your license or certification still do. And the practitioners around you are using AI, which shapes the standard your clients increasingly expect.

The Brief publishes weekly on Mondays. Read every issue at cleared.getshgllc.com/brief/, or follow it as a LinkedIn Newsletter.