AI Governance Policy Template for PI Firms

A complete, ready-to-adopt AI usage policy. Covers Heppner compliance, HIPAA, medical records, and staff training.

• Ready-to-adopt AI usage policy you can implement this week
• Heppner compliance checklist (US v. Heppner, SDNY Feb 2026)
• HIPAA and medical records handling protocols for AI tools
• Staff training requirements and accountability framework
• Appendix: approved vs. prohibited AI use cases for PI firms