Buyer search language supported: healthtech cloud cost optimization, healthcare AI spend governance, HIPAA security questionnaire evidence, SOC 2 HITRUST readiness questions, PHI/ePHI data boundary, BAA subprocessor evidence, AI medical receptionist human review, vendor risk intake and redacted cloud billing export.
Safe first-review fields
| Column group | What to enter | Do not enter | Owner needed |
|---|---|---|---|
| Spend evidence | Redacted provider, month, service category, environment, cost band and owner tag. | Credentials, account IDs if sensitive, invoices with patient or contract identifiers. | Finance + platform engineering. |
| Questionnaire source | Question ID, safe topic label, current source link, evidence age and adviser-needed flag. | Unapproved legal answers, raw audit evidence, secrets or certification claims outside scope. | Security + privacy/compliance. |
| AI workflow boundary | Workflow category, data category, vendor/model category and human-review trigger. | Patient narratives, PHI/ePHI, diagnosis, treatment, payer, claims or EHR records. | Product + clinical/billing/legal/privacy owner. |
Included CSV columns
The downloadable file includes intake_id, evidence_lane, region_scope, redacted_source_type, safe_description, not_allowed_data, business_owner, technical_owner, adviser_needed, evidence_age_days, human_review_trigger, claim_boundary and aics_first_review_output.
How AICS should use it
- Ask buyers to keep every row redacted and category-level for first review.
- Map owner gaps, stale evidence and unsupported claims before recommending tooling.
- Hold any HIPAA, SOC 2, HITRUST, BAA, clinical, billing, legal, privacy, security, audit, savings or ROI claim until the buyer's qualified owners provide approval and evidence.
- Use the linked no-credentials policy as the boundary before any diagnostic starts.
Claim boundaries
This template is buyer education and intake readiness only. It is not customer data, not patient data, not health data, not PHI/ePHI, not a real client case study, not a testimonial, not a certification, not HIPAA compliance proof, not SOC 2/ISO 27001/HITRUST certification proof, not a BAA, not legal/privacy/security/clinical/billing/audit advice, not cloud savings evidence, not ROI evidence, not ranking evidence, not demand evidence, not lead evidence, not customer evidence and not revenue evidence. No customer outreach was sent.
Download the redacted CSV template · No-credentials intake policy · Diagnostic package · AI answer-engine map