AI in the Practice Office
AI in Healthcare: Real Examples of How Practices Use ChatGPT and Claude
AI in healthcare examples worth a practice owner's attention are paperwork, not diagnostics: practices use tools like ChatGPT and Claude to draft patient instructions and follow-up messages, referral letters, staff training materials, insurance paperwork summaries, and meeting notes—while keeping protected health information out of consumer AI tools entirely.
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Written by Pete Enestrom
Yale & Columbia, ex-Microsoft & Intel — 1-on-1 AI coaching for executives

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If you own or manage a medical practice, a therapy group, or a healthcare-services business, here is the honest version of what AI means for you. The AI in the medical field examples worth your attention today are not imaging algorithms or diagnostic engines. They are text jobs. A practice runs on paper-shaped work—appointment instructions, follow-up messages, referral letters, claims paperwork, staff training, meeting notes—and the current generation of AI tools is very good at exactly that kind of work.
This page is about what practices are actually doing with tools like ChatGPT and Claude today. No invented case studies, no health-system press releases, no percentages from a consulting deck. These are composite examples from the kind of five-to-fifty-provider practices I coach—places where the office manager wears six hats.
The goal here is fluency, not a project. By the end you will know what these tools can and cannot do on the office side of a practice, you will have six prompts to run this week on a free plan, and you will have the one rule that matters most in healthcare: what never goes into a consumer AI tool.
How is AI used in healthcare today?
AI in healthcare comes in two very different kinds, and confusing them is where most owners get stuck. The first kind is clinical AI: software that reads imaging, flags risk scores, or supports diagnosis. Clinical AI is real, but it is regulated, expensive, bought by health systems, and evaluated by clinicians—and it is not what this page is about. The second kind is language AI: ChatGPT, Claude, and similar tools. Language AI lives in a browser tab, costs nothing to try, and works on the words a practice already produces every day: emails, letters, instructions, policies, notes. Every example of AI in healthcare that a mid-market practice can run this week belongs to the second kind.
The examples of AI in healthcare that work in a real practice all share the same shape. A staff member pastes in real material—a payer's coverage policy, the practice's own phone protocol, rough notes from an operations meeting—and asks for a draft, a summary, or a list of questions. The tool does the typing and the reading. The person keeps the judgment: the clinical wording in a referral letter, the tone of a patient message, the decision about what gets sent. And one rule sits above every example on this page: nothing that identifies a patient goes into a consumer AI tool. That division of labor—the tool drafts, the person decides, patient information stays out—runs through everything below.
- Patient communication: appointment instructions and post-visit follow-up messages from reusable templates
- Referrals and documentation: turning a clinician's shorthand into a structured letter draft with placeholders
- Claims paperwork: payer policies summarized and de-identified denial letters explained in plain English
- Staff training: converting internal protocols into one-page training sheets and quiz questions
- Meetings: turning practice-operations notes into decisions, owners, and follow-ups
- Patient education: plain-language handout drafts a clinician reviews before anything prints
What are practices doing with ChatGPT and Claude today?
Six examples, one for each paperwork job that fills a practice office's week. Copy the prompts verbatim, replace the [brackets] with your own material, and adjust the last line to taste. Notice what none of them asks for: a patient's name, date of birth, member ID, or any detail that identifies a person. That is deliberate—copy that habit above all others.
Our practice is a [type of practice: family medicine / physical therapy / counseling] practice. Write the instructions we send patients before a first visit: what to bring, when to arrive, how to find the office, and how to reach us with questions. Use [practice name], [address], and [phone number] as placeholders. Under 200 words, warm and plain, at an eighth-grade level. No medical advice in the message.
Placeholders are the point: the template lives in your system, and no patient detail ever goes into the tool.
Write a follow-up message template my practice can send patients two days after a first appointment with a new [clinician type: therapist / physician / hygienist]. Thank them for coming in, remind them where to find [the portal / their paperwork / their home-exercise sheet], and invite them to call with questions. Use placeholders like [patient first name] and [clinician name] for my staff to fill in. Under 120 words, no corporate phrases.
Staff fill in the placeholders inside your own system, so the AI tool never sees who the message is for.
Draft a referral letter template from our practice to a [specialty] practice for [general reason category: e.g., persistent knee pain / diagnostic evaluation]. Use bracketed placeholders for [patient name], [relevant history], [current medications], and [the specific question I want the specialist to answer]. Then list the elements a strong referral letter to this specialty should contain. Do not invent clinical details—leave every clinical fact as a placeholder.
The clinician completes the placeholders in your own records. The tool supplies the structure and the checklist; the practice supplies every clinical fact.
Below is our practice's internal protocol for [answering the phones / scheduling / handling refill requests]: [paste the protocol—no patient information]. Turn it into a one-page training sheet for a new front-desk hire, written in plain steps, and end with five quiz questions a manager can use to check understanding after the first week.
Internal protocols are ideal AI material: yours, text-based, and free of patient information. Training sheets are where most practices get their first win.
Here is a claim denial letter with all patient, member, and claim identifiers removed: [paste the de-identified letter]. Explain in plain English what the payer is saying and the specific reason given for the denial, list the documentation that would address that stated reason, and draft an appeal-letter outline our billing staff can complete. If anything in the letter is ambiguous, flag it instead of guessing.
Remove the name, date of birth, member ID, and claim number before pasting—every time. Payer policies and bulletins are even safer material: they are public documents with nothing to strip.
Here are my rough notes from our weekly practice-operations meeting: [paste—operational topics only, no patient matters]. Turn them into three lists: decisions we made and who owns each one, questions we raised but did not resolve, and anything due before next week's meeting. Bullet points, no filler, no commentary.
Run this the same afternoon, while you can still correct it. Keep patient matters out of the notes you paste; this tool is for the business of the practice.
What do these examples of AI in healthcare have in common?
None of the examples above touches a diagnosis or a treatment decision. Every one lives on the office side of the practice, and every one follows the same pattern: a person pastes material the practice already has—templates, policies, protocols, notes—the tool returns a draft or a checklist, and a person checks it before anything leaves. The judgment in each example stays with the person who owns it: the clinician owns the clinical wording, the manager owns what gets sent, the biller owns the appeal. That is not a limitation of the technology. It is the correct way to use the technology in a business where trust is the product.
Notice also what these examples of AI in healthcare do not require: no integration with your EHR, no software purchase, no IT project, no consultant to learn from. Every prompt on this page runs on the free plans at chatgpt.com or claude.ai (Anthropic's pricing page lists Claude's free tier), in a browser on the front-desk computer. The barrier is not budget or infrastructure. The barrier is that somebody has to sit down for twenty minutes with a real task and try it—and somebody has to write down the rule about patient information before the habit spreads on its own.
Where must a healthcare practice draw the line with AI?
The rule is absolute: protected health information never goes into a consumer AI tool. The consumer versions of ChatGPT and Claude are not covered by a business associate agreement, and anything pasted into them should be treated as shared with an outside vendor. That means no patient names, no dates of birth, no member or claim IDs, no appointment details tied to a person, and no case description specific enough that someone could recognize the patient from the story. The prompts on this page are built around templates, public payer documents, and internal protocols for exactly that reason. Where a real document is involved, strip every identifier first—or do the work inside your own systems instead. When in doubt, the test is simple: if the text would identify a patient to a stranger, it does not get pasted.
I am a teacher, not a healthcare attorney, and nothing on this page is legal advice. HIPAA obligations belong to your practice and its compliance advisors; enterprise AI arrangements that include business associate agreements exist (Anthropic's BAA guidance for commercial customers is one example), and whether one fits your practice is a decision for those advisors, not something to improvise. What I tell every client is simpler: write your rule down before the tools spread—and they will spread the first time a draft saves someone an hour. This site publishes a plain-English AI usage policy template you can adapt in an afternoon, and a plain-English guide to ChatGPT privacy that explains what happens to the text you paste. A one-page policy the whole team has read beats an unwritten understanding.
Accuracy is the second line. ChatGPT and Claude write with the same calm fluency when they are wrong as when they are right, and in a healthcare office the wrongness has teeth: an invented billing code, a plausible-sounding regulation, a clinical claim that is almost right. The habit that keeps a practice safe is built into the prompts above—paste the source and say “based only on this.” Never let the tool supply a code, a rule, or a clinical fact from memory, and have a clinician or manager review anything patient-facing before it ships. The tool does not know your payer contracts, your state's rules, or your patients—and it will not warn you when it guesses.
What makes a good first AI task in a practice office?
Pick the first task the way you would pick a first assignment for a new office hire. Six tests—if a task passes all six, it is a good candidate for this week.
- It happens every week—appointment instructions, follow-up messages, meeting notes—not once a quarter
- The input is text you already have: a protocol, a payer policy, a template, rough notes
- The material contains nothing that identifies a patient—no names, dates of birth, member IDs, or recognizable cases
- You can check the output in under two minutes because you already know the right answer
- A person reads everything before it leaves the office, and a clinician reviews anything clinical
- One named person owns the trial—“the practice should look into AI” is how nothing happens
What changes when someone teaches you?
Everything on this page is yours to run this week, alone, at no cost—and for many practice owners, self-teaching is the right plan for a while. The pattern I see in coaching is consistent: month one is delight, month two is a plateau. The generic prompts work, and the open questions become specific to your practice—which workflows to rebuild first, how to get the front desk, billers, and clinicians working under the same written rules, and how to make the tools earn their keep without cutting the corner that matters.
That is the point where a human teacher—not an AI coach bot, not another webinar—earns the fee. In a 1-on-1 session we open your actual workload, find the hours these tools can hand back to your staff, and build the prompts and habits around your practice, your patients, and your risk tolerance. This page is the map. Coaching is walking it together in your office.
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Examples show what's possible. A working session makes them yours—on your operations, with your people.

Your coach
Coached by Pete Enestrom
Yale and Columbia grad, former Microsoft and Intel, and a venture-backed exited founder. Pete has spent the last four and a half years going deep on every major AI tool, and he teaches the way operators learn: on your real work, at your pace, with nothing assumed.

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Straight answers, the way I'd give them across a table.
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