Truth boundary
This is a public trust artifact and intake policy, not a real clinic case study, not patient data, not production access proof, not legal advice, not privacy advice, not clinical advice, not GDPR/UK GDPR/RGPD compliance proof, not certification, not a platform partnership, not a security audit, not revenue evidence and not a claim of fewer no-shows, more bookings or higher rankings. No customer outreach was sent.
Research snapshot: Europe business morning
Direct public checks during this run returned HTTP 200 for Accurx, Pabau, Semble and Cliniko pages; Doctolib returned HTTP 403 and was treated only as a category reference, not as verified source-detail. Competitor language emphasises patient communication, practice-management software, scheduling, records, payments, workflows, reporting, patient experience, online booking, reminders, security and connected apps. AICS should therefore earn consideration with evidence-minimisation, owner dashboards and AI/human boundary proof rather than claiming to replace those systems.
Buyer pain-language this policy targets
“Can you review leakage without logging in?”
Clinic leaders may want help with missed calls, booking requests, WhatsApp follow-up, no-shows and recalls, but do not want to share live EHR, PMS or booking credentials for an initial commercial review.
“What can we redact?”
Operations teams need a concrete field list that supports source-to-owner analysis while avoiding unnecessary patient identifiers or medical details.
“Where does GDPR review fit?”
Marketing/reception reminders, AI receptionist scripts and patient communication flows need adviser-question queues when consent, privacy notice, clinical triage or complaint handling is unclear.
Default intake rule: no live credentials for the first diagnostic
| Evidence type | Accepted by default | Not accepted by default | Why it builds trust |
|---|---|---|---|
| Website and booking journey | Public URL, screenshot, form path, booking-link path and call-to-action notes. | Admin login to CMS, booking platform, EHR or practice-management software. | Shows leakage and friction without creating access risk. |
| Call / enquiry follow-up | Redacted CSV with source, time band, owner, status, ageing, channel and blocker reason. | Patient names, phone numbers, symptoms, diagnoses, recordings or raw mailbox exports. | Supports owner dashboard analysis with minimal data. |
| Messaging and reminders | Approved-template labels, opt-in/notice flag, review-required flag and anonymised examples. | Bulk WhatsApp/SMS inbox access or clinical-message content. | Separates operational follow-up from adviser/clinical review. |
| AI receptionist / chatbot boundary | Script category, escalation trigger, human-owner field, failed-handoff examples and review status. | Unapproved medical advice prompts, symptom-triage automation or credentials to bot console. | Creates a buyer-safe human handoff register before automation. |
| Leadership dashboard | Aggregated counts by source, owner, status, ageing, blocker and adviser-question queue. | Claims about revenue, appointment guarantees, compliance status or patient outcomes. | Helps buyers decide what to fix or buy next without inflated proof claims. |
What AICS must publish/build next for top-3/top-5 consideration
- Downloadable redaction templates: source-to-owner CSVs for calls, booking requests, no-shows, recalls and AI handoffs.
- Trust-room structure: a public “what we ask for / what we refuse by default” page for clinics, healthtech SaaS and FinOps diagnostics.
- Comparison backlinks: connect this policy to Patient GrowthOS vs practice-management, AI receptionist and patient engagement comparison pages.
- Demo evidence: screenshots and CSV/SVG dashboards clearly labelled synthetic/demo, never presented as client results.
Need a first review without handing over credentials?
AICS can start from public journeys, screenshots and redacted exports, then produce an owner-ready leak map and adviser-question queue before any platform access, automation or compliance review is considered.
More AICS resources · GDPR Patient GrowthOS evidence checklist · Synthetic dashboard demo · Evidence and proof policy