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Practical clinic administration guide · By Yes AI

What should a clinic AI scribe policy cover?

Published 6 min read

RACGP guidance says practice owners who limit AI scribes to a particular product, or do not permit them, need a policy and must tell all tenant GPs and staff. Ahpra expects practitioners to stay accountable for records created with AI. A short written policy turns those expectations into rules your team can follow. This is governance guidance, not clinical or legal advice; check your indemnity insurer's requirements too.

Quick answer

A clinic AI scribe policy should name the approved products and who may use them, set how patient consent is sought and recorded in each consultation, require practitioners to review and correct every note before relying on it, state where audio, transcripts and notes are processed and stored and for how long, explain how errors and privacy incidents are reported, and set a review date and owner.

Practice manager and two clinicians discussing a printed policy around a meeting table in a Canberra clinic

Why does a practice need its own AI scribe policy?

When practitioners choose AI scribes individually, a practice can end up with several products, different consent habits and no view of where patient data goes. The RACGP says practice owners who decide not to permit AI scribes, or to limit use to a particular scribe, need a policy, must inform all tenant GPs and staff, and should consider how they will monitor compliance. The Australian Commission on Safety and Quality in Health Care notes that smaller organisations may need to establish governance and processes so AI tools are deployed safely and in line with their intended use. A practice policy is that process in writing.

Which tools are approved, and who decides?

List the approved products, the plan or version, and any settings that must be on or off, such as whether transcripts are kept. Name who approves a new product and the evidence they need first. RACGP's selection questions include evidence of safety and suitability for Australian general practice, whether data will be processed or stored outside Australia, and whether any secondary use of data in the user agreement is acceptable. Ahpra says tools should be tested by the user or organisation to confirm they are fit for purpose before clinical use. The Commission's guide notes that an AI tool used for diagnosis or treatment must comply with TGA regulation, so record the vendor's stated intended use.

How is patient consent sought and recorded?

The RACGP advises obtaining patient consent to use an AI scribe at the beginning of each consultation, and asking your medical defence organisation whether written consent is required; if it is not, verbal consent can be recorded in the consultation notes. Ahpra says informed consent is particularly important for AI that records private conversations. The Commission's guide suggests clinicians be ready to explain why the tool is used, its benefits, limits and risks, and that they review outputs and remain responsible for the record. Your policy should give the consent wording, where consent is recorded and what happens when a patient declines.

  • Consent wording staff use at the start of each consultation
  • Where consent or refusal is recorded
  • How to stop the scribe when a patient declines or asks for it to stop
  • Arrangements when an interpreter, carer or other person is present

What review and sign-off rules should apply to notes?

Ahpra says practitioners must apply human judgement to any AI output and are responsible for checking the accuracy and relevance of records created with generative AI. The RACGP advises reviewing all notes generated by an AI scribe as soon as possible after the consultation, and warns against relying on AI scribes to decide whether MBS requirements have been met. Your policy should say that no AI-generated note, letter or referral is relied on until the treating practitioner has reviewed it, set a time limit for that review, and explain how to remove content nobody said. Item numbers a scribe suggests are checked by the practitioner.

What does the policy say about data, retention and access?

Record what the product keeps and where. The RACGP notes that most AI scribe providers do not store captured audio, and that practices should check what assurances the vendor gives about how captured data is encrypted, stored, destroyed and managed. The OAIC says privacy obligations apply to personal information entered into an AI system and to its output, that personal information should be used only for the primary purpose unless an exception applies, and that privacy policies should explain the use of AI. Your policy should state the storage location, the retention period for drafts and transcripts, who can access them, and the wording added to your privacy policy.

How are errors and incidents handled?

Give staff one way to report a problem: a note containing words nobody said, a missing allergy, a recording that started without consent or a suspected data breach. Log each report with the date, product, what happened and the action taken. The Commission's guide suggests using existing forums, such as incident management or practice management meetings, to discuss AI tool performance, because performance can change over time. It lists escalation channels including adverse event reports to the TGA for medical devices and the OAIC or the state or territory privacy regulator for privacy breaches. Report product faults to the vendor as well.

How do you audit use and keep the policy current?

Audit a fixed sample of AI-assisted notes each month for two things: consent recorded and practitioner review completed. Compare vendor usage reports with the approved user list. The RACGP says facilitating initial and ongoing education and training for all AI scribe users is important, so keep a training register. Review the policy at a set interval and whenever the vendor changes the product, its data handling or its terms. Keep each version with its approval date. If an audit finds gaps, record the action taken and check the same items in the next sample.

AI scribe policy: sections, owners and evidence

Policy sectionWhat it statesOwnerEvidence to keep
Approved productsProducts, plans and settings permittedPractice principal or managerApproval record and vendor statements
ConsentWording, timing and where consent is recordedEach practitionerConsent noted in each record
Note reviewReview before a note is relied on, and the time limitEach practitionerMonthly sample audit results
Data and retentionStorage location, retention and accessPractice manager with the vendorVendor data statement and privacy policy wording
IncidentsHow errors and breaches are reported and escalatedPolicy ownerIncident log and notifications made
Training and reviewInduction, refreshers and review datePractice managerTraining register and version history

Practical checklist

  • The policy lists every approved AI scribe product and prohibits unapproved or personal tools.
  • Consent wording and the place to record consent or refusal are set out for every practitioner.
  • No AI-generated note, letter or referral is relied on before practitioner review, and the review time limit is stated.
  • The vendor has confirmed in writing where data is processed and stored and when it is deleted.
  • The practice privacy policy explains the use of AI scribes.
  • An incident log exists with escalation routes to the vendor, the OAIC or state regulator, and the TGA where a device is involved.
  • A training register and a policy review date are kept.

Common questions

Do tenant practitioners have to follow the practice policy?

The RACGP says practice owners who limit or prohibit AI scribes must inform all tenant GPs and staff, and that GPs should check their contracts and the practice's policies before using an AI tool. Put the requirement in contractor agreements as well, and get legal advice on the wording. Check compliance through the same audit you use for employees.

Is verbal consent enough?

The RACGP advises asking your medical defence organisation whether it requires written consent. If written consent is not required, verbal consent can be obtained and recorded in the consultation notes. Whatever your insurer advises, the policy should set one method for the practice so records are consistent and an audit can check them.

Should the policy cover allied health and nursing staff?

Yes, if they use or might use an AI scribe. Ahpra's guidance on meeting professional obligations when using AI is written for registered health practitioners across the professions it regulates. The consent, review and data sections apply in the same way, though the review time limit and consent wording may need adjusting for group sessions, home visits or telehealth.

Can the vendor use our recordings or notes to improve its product?

Check the contract and user agreement before you sign. The RACGP suggests considering whether any secondary use of data in the user agreement is appropriate, and the OAIC says personal information put into an AI system should only be used or disclosed for the primary purpose unless an exception, such as consent, applies. Prefer terms that exclude your data from model training.

How many notes should we audit?

Choose a fixed number per practitioner per month that your team can actually review, and keep it the same so results compare over time. Increase the sample in the first months after introducing a product or after a vendor update. The audit checks two process items, consent and review. Clinical quality stays with practitioners and any clinical audit you already run.

Sources and further reading

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