A CLEARED Self-Audit

The CLEARED
Self-Audit

Nine questions on how you use AI in your practice. About ten minutes. What you get back is a gap map with a first step for every gap.

Answer each one honestly: In place (written down or done), Partial (started, not solid) or Not yet. There is no score. A “not yet” is not a failure. It is the next thing on your list.

Start where you are1 Model Cards2 Checklist3 Self-Audit4 Lexicon5 The Brief
0 of 9 answered

Answer all nine to reveal your gap map.

Your Result

Your Gap Map

0
In place
0
Partial
0
Not yet
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Ready to use

Disclosure wording (question 6)

Adapt the bracketed parts to your practice. Use the same words every time.

In writing, for intake paperwork or your website:

I use AI tools to help with [scheduling, drafting session summaries, preparing handouts]. I review everything before it reaches you. I do not enter [your name together with your health information] into these tools. You can ask me about this at any time.

Spoken, for a first session:

I use a few AI tools to save time on [paperwork and drafts]. Nothing goes to you without my review, and your personal details stay out of them. Ask me anything about it.

Check whether your licensing board or state has its own disclosure requirements. This wording is a starting point, not legal advice.

When an AI tool gets it wrong (question 8)

  1. Stop. Do not use or send that output any further.
  2. Check. Compare it against your own training and a trusted source.
  3. Tell. If it reached a client, correct it with them directly, in plain words.
  4. Record. Note the date, the tool, what went wrong and what you did.
  5. Adjust. Add a review step for that use, or stop using the tool for it.