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AI for IME

AI readiness self-assessment for an IME practice

By Ahmed Jemaa, Co-Founder and CEO of Medrecords AI. Updated .

Short version: answer 24 yes, partly or no questions about your practice. Each area scores out of 8, and the result names your weakest area and the page that fixes it. Everything runs in your browser; nothing you tick is sent or stored.

Limits: This site gives templates and a process, not legal advice. We read the rules it cites on 2026-11-12; your state, your requesters' contracts and your counsel decide what your practice must do.

How the scoring works

Yes scores 2, partly scores 1, no scores 0. 4 questions per area make 8 points per area and 48 in total. The questions come from the playbook pages on this site, so a "no" points to a specific fix. The bands below are our own judgment, not a validated scale; use them to decide what to do first, not to grade the practice.

Area scoreWhat it meansWhat to do
7 or 8In place and written downKeep it on the monthly review
4 to 6Partly in place, usually in someone's headWrite it down this month
0 to 3MissingFix it before more files go into AI tools

1 rule overrides the total: if you use AI on files today and score 0 to 3 on "Tools and contracts", stop uploading until the BAA and the approved tools list exist. No other score makes up for that gap.

The 24 questions

Written policy

1. We have a written AI policy, signed by the owner physician.

2. The policy says AI never forms or suggests causation, apportionment, impairment or restrictions.

3. The policy names who approves a new tool and who reports an incident.

4. The policy has a review date, and we have met it.

Tools and contracts

5. We keep a list of every AI tool and plan allowed to receive file content.

6. Every tool on that list has a signed BAA covering the plan we use.

7. Our contracts say our files do not train the vendor's models.

8. Personal chatbot accounts are blocked on office machines, or banned in writing and checked.

Examinee notice

9. Appointment letters tell the examinee, in the body of the letter, that software organizes the records.

10. Someone says it again at check-in, before the history is taken.

11. We have a written answer for an examinee who objects, and we have tested it.

12. We record that the notice was given on each file.

Staff workflow

13. Each step from upload to release has a named owner.

14. The physician opens the source page for every fact the opinion relies on.

15. The records-reviewed list holds only records the physician read.

16. Addenda go through the same checks as first reports.

AI use log

17. We log every AI run per case: tool, who ran it, input, output.

18. Each log row shows who checked the output and what was corrected.

19. No report is released while its log row is open.

20. We keep the log with the case file, outside the vendor's system too.

Report and review

21. Our report template has a methods sentence about software.

22. Examiners have practiced answering deposition questions about AI use.

23. We have checked each requester contract for AI terms.

24. The owner reads the AI use log at least once a month.

Your result appears here as you answer. Unanswered questions count as no.

What to do with your result

  1. Fix the lowest area first, unless the override rule above applies.
  2. Take the result to the owner physician. Most fixes are a decision plus a written page, not a purchase.
  3. Follow the 30-day plan if 3 or more areas score 0 to 3. It puts the fixes in order.
  4. Retake it after 30 days, and again after the first quarterly log review. Print or save the result each time; this page does not store it.

Why these 24 questions

Each question tests something a deposition, a requester audit or a board inquiry is likely to ask about, and each maps to a source cited on the home page: the FSMB's April 2024 policy on physician accountability and documentation, the AMA's guidance on disclosure, AMA Opinion 1.2.6 on examinee disclosures, and the HIPAA security rule on audit controls, review and training. Questions about tools and contracts ask whether the paperwork exists; they do not judge which tool you chose.