AI Use Plan Workbook
Your step-by-step guide to writing a detailed AI use plan that holds up at audit.
One of the trickiest elements supervisors may get wrong.
Why This Workbook Exists
R156-60e-307.1(2)(c)(iii) requires every supervision contract to include a detailed AI use plan. The rule names four domains: supervision, administration, note and report writing, best practices.
The word "detailed" is doing a lot of work. Most supervisors have never written one. Most existing trainings hand this a single bullet point because the requirement didn't exist when they were built.
What Supervisors Usually Write
"The practice uses AI tools responsibly in accordance with professional standards."
What an auditor learns: Nothing. This could mean anything.
What DOPL Actually Expects
"The practice authorizes [specific tool] for clinical documentation with the following controls: [named permissions], [named review protocol], [hallucination catch], [annual review trigger]."
What an auditor learns: Exactly what's permitted, who's responsible, what could go wrong, how it's checked.
What You Get
Four Worked Examples
AI plans for solo restrictive practice, group practice with BAA-covered tools, and telehealth with active AI scribe. See how the plan changes by situation.
Domain-by-Domain Breakdown
Supervision, administration, documentation, best practices. What each domain requires. Sample language for each.
The Hallucination Clause
The critical piece most supervisors miss. How to write a clause that names the risk explicitly and assigns responsibility for catching false content.
Six Common Pitfalls
What auditors flag. How to avoid them. Real examples of fixes that actually hold up.
Fillable Worksheets
Step-by-step prompts that walk you through drafting your own plan. Available in PDF, fillable PDF, and Word.
Implementation Checklist
Once your plan is drafted, what comes next? How to attach it to contracts. How to communicate it to supervisees.
Why This Matters
An AI use plan that's specific enough to defend is what separates supervisors who pass audit from supervisors who get audit correction notices. This workbook is built around the specificity DOPL actually expects.
Time & Investment
Without This Workbook
Time to draft: 4–6 hours of research, rereading the rule, guessing at what "detailed" means.
Outcome: A plan you hope is detailed enough, but you're never quite sure.
With This Workbook
Time to draft: 1.5–2 hours using the worksheets and examples as your guide.
Outcome: A plan you know is detailed enough because you've followed the structure auditors expect.
Get Started
One-time purchase. PDF, fillable PDF, and Word formats included. Instant access.
Or get this plus four other toolkits at the bundle founding rate: $247 through October 31, 2026 (saves you $238).
Choose Your Path
Standalone
Just the AI Use Plan Workbook. Everything you need for the AI piece. Use it alongside other resources or training you already have.
Get the Workbook — $97Bundle
This workbook plus four others: Supervision Contract, Hours Tracking, Clinical Approaches, Ethics Comparison. A complete system. Founding rate through Oct 31.
See the Bundle — $247Questions
What format is it?
You get three: PDF (for printing/reading), fillable PDF (for filling on screen), and Word docx (for editing and customizing). Choose what works for how you learn.
How specific are the examples?
Very. You'll see a completed AI plan for a solo practice using a specific EHR's AI scribe, with exact language for every domain. Specific enough that you can see how general guidance becomes actual policy.
Can I use this if I've already started a plan?
Yes. Many supervisors come to this having drafted something already. Use the examples to strengthen what you have or restructure it to match the audit-ready format.
Is this the same as the bundle?
No. The workbook is the depth version on the AI piece. The bundle includes this plus four other toolkits (contracts, hours, approaches, ethics) so you get everything at once. Buy standalone if the AI plan is your only gap. Buy the bundle if you want a complete system.
Will there be updates?
These materials are built against the final R156-60e effective May 26, 2026. If DOPL issues further guidance that changes audit expectations, we'll release updates and let you know.
Ready to Write a Plan You Can Defend?
Two hours of focused work. One plan that holds up at audit.
Get the Workbook — $97Or see the complete bundle if you need all five toolkits.
