Compare up to 3 vendors during demos. Fill the eligibility gates first: a vendor that fails a gate should not receive real patient data, no matter how it scores.
Vendor
Vendor A
Vendor B
Vendor C
Name / plan
Demo date / attendees
Part 1. Eligibility gates (Y / N / ? for unknown)
Gate
A
B
C
Signs a HIPAA BAA before any PHI (which plans?)
Y / N / ?
Y / N / ?
Y / N / ?
Data stored in your country (where exactly?)
Y / N / ?
Y / N / ?
Y / N / ?
Written policy on model training with your data
Y / N / ?
Y / N / ?
Y / N / ?
Audio deleted after processing (default and maximum)
Y / N / ?
Y / N / ?
Y / N / ?
Note retention configurable (shortest setting)
Y / N / ?
Y / N / ?
Y / N / ?
Security report available (SOC 2 Type 2 / ISO 27001)
Y / N / ?
Y / N / ?
Y / N / ?
All gates passed?
Any "N" or unresolved "?" is a stop. Get BAA, retention, and training answers in writing.
Part 2. Scored criteria (1 = poor, 5 = excellent)
Criterion
A
B
C
Note quality on your own mock visit (no real PHI)
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
Specialty templates (psychiatry: MSE, risk, med management, therapy notes)
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
EHR integration depth (push, writeback, schedule)
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
Editing and customization effort
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
Coding and billing support
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
Patient instructions and letters
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
Telehealth and in-person capture
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
Platforms (web, iOS, Android, desktop)
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
Consent workflow support
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
Support and onboarding
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
Price per clinician (all-in, caps, overage)
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
Contract terms (monthly vs annual, exit, data return)
1 2 3 4 5
1 2 3 4 5
1 2 3 4 5
Total (out of 60)
Part 3. Notes and red flags
Vendor
Strengths
Concerns / red flags
Open questions
A
B
C
Decision
Use only simulated, non-patient audio during demos. General information only; not medical, legal, or compliance advice. Sourced vendor facts: clinicalaiweekly.com/reviews and /compare. Curated by a practicing psychiatrist. No paid rankings.
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