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Resolve Dental Consultancy

AI & Patient Data Governance Pack 2026

AI & Patient Data Governance Pack 2026

Regular price $49.00 AUD
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A Complete Working Document for Safely Managing Artificial Intelligence and Patient Data in Your Dental Practice — Covering Approved AI Tools, Patient Information, AI Scribes, Staff Rules, Vendor Due Diligence, Informed Consent, Human Review, Privacy Impact Checks, Incident Response and Quarterly Governance Review
AI is already being used in dental practices — in note-taking tools, marketing platforms, chatbots, inbox assistants, clinical software and general-purpose platforms such as ChatGPT. Used well, it can save time and reduce administrative load. Used badly, it can expose patient information, create inaccurate clinical records, make promises no team member intended to make, or leave the practice unable to explain where patient data went. The risk is rarely one dramatic decision. It is the small assumptions that get made when a team starts using new tools without a clear process.
The AI & Patient Data Governance Pack 2026 is a complete, practical working document for Practice Managers, Practice Owners and Clinical Leads who want a clear, consistent system for using AI without compromising patient trust. It covers the rules every staff member needs to follow, the decision guide to use before information enters a tool, the approval process for new platforms, the safeguards for clinical AI and patient-facing tools, and the review system that keeps everything current. Eleven pages. Ten parts. One clear process for every AI tool in your practice.
The pack is structured across 10 parts:
Part 1 — Start Here: What This Pack Does: A plain-English overview of why AI governance matters in a dental practice, the non-negotiable principle that AI supports but never replaces professional judgment, and a five-step implementation plan for the owner, Practice Manager or clinical lead.
Part 2 — AI & Patient Data Governance Policy: A ready-to-customise policy covering the four core rules every team member needs to understand: approved tools only, patient data protection, mandatory human review, and appropriate transparency and consent.
Part 3 — AI Use Traffic-Light Guide: A practical Green, Amber and Red decision guide for staff. Green uses are generally permitted because no confidential information is involved. Amber uses require an approved tool and the right controls. Red uses are prohibited — including entering identifiable patient information, consultation audio, clinical images or radiographs into public or unapproved AI tools.
Part 4 — Approved AI Tools Register: A complete register to record every approved AI tool, its vendor, intended purpose, permitted data types, approved users, patient notice or consent requirements, and review date. Includes a detailed tool-record form for practices that want a stronger approval trail.
Part 5 — Vendor Due-Diligence Checklist: A four-part checklist to complete before approving a new tool. Covers purpose and limitations, data handling and privacy, security and access, and patient-care accountability. Because the practice should understand what a tool does with its data before the team starts using it.
Part 6 — AI Use & Privacy Impact Screen: A structured assessment for every new use case. Use it when a new tool is proposed, an existing tool will receive a new type of information, or a team member wants to use AI in a new patient interaction. An approved tool used for the wrong purpose can still create a problem.
Part 7 — Clinical AI, Scribes and Patient Communication: Clear additional controls for AI scribes, clinical decision support, imaging support, patient chatbots, patient communication drafting and marketing content. Includes the critical rule: a clinician must review, correct and finalise any AI-assisted clinical record before relying on it.
Part 8 — Staff Workflow and AI Incident Response: A seven-step everyday workflow for staff, plus a six-step incident response process for when something does not look right — including unauthorised tool use, unexpected output, incorrect records, privacy concerns or potential data exposure.
Part 9 — Quarterly Governance Review & Staff Acknowledgement: A ready-to-use quarterly review checklist, action register and staff training acknowledgement. This gives the practice evidence that the policy has been issued, reviewed and actively managed — not simply saved in a folder.
Part 10 — Document Control and Official Sources: Document-control fields, annual review prompts and the official sources supporting this edition, including Ahpra AI guidance, OAIC privacy guidance for commercially available AI and health-service providers, and the Australian Cyber Security Centre’s Essential Eight baseline.
Who this is for:
Practice Managers who are being asked about AI by their team and need a practical system that is clearer than “just do not use it.” Practice Owners who want the efficiency benefits of AI without creating avoidable privacy, clinical or patient-trust risks. Dentists and Clinical Leads who want clear guardrails for AI scribes, AI-assisted records and patient-facing technology. Any dental practice that currently has staff using AI tools informally, inconsistently or without a documented approval process — and wants to put a system in place before an incident forces the issue.
📄 Format: 11-page editable Microsoft Word document (.docx) — includes a ready-to-customise AI & Patient Data Governance Policy, staff traffic-light guide, approved AI tools register, detailed tool-record form, vendor due-diligence checklist, AI use and privacy-impact screen, clinical AI controls, staff workflow, incident response process, quarterly review checklist, action register and staff acknowledgement. Designed to be customised for your practice, issued to your team and reviewed quarterly. Internal practice-management tool only — not legal, privacy, clinical, cyber-security or financial advice.
⬇️ Instant digital download — available immediately after purchase
🦷 Built for Australian dental practices — uses real dental practice roles, patient-data scenarios and current Australian guidance throughout
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