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AI Trust Framework

CFO evaluation checklist for healthcare AI vendors.

Healthcare CFOs evaluating AI vendors face the same problem: the demo looks great, the case studies sound great, and the contract terms make outcomes hard to verify after the fact. This checklist is the framework we use when our clients ask us to vet AI vendors on their behalf. Twenty-two questions across five categories.

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Outcomes and accountability

  • What specific KPIs (denial rate, days to cash, cost per claim, RAF lift, etc.) will the vendor commit to in writing?
  • What is the baseline measurement methodology and audit cadence?
  • What is the vendor's liability if outcomes are not met?
  • Is there a named senior partner accountable for our account, or do we go through a support queue?
  • What is the contract exit ramp if the partnership underperforms?

Compliance and audit

  • Is the vendor SOC 2 Type II certified, with the most recent report available for review?
  • Is HIPAA BAA executed with full audit logging of all AI decisions and actions?
  • What is the breach notification protocol?
  • How long is audit trail retention?
  • Has the vendor's AI been subject to payer or OIG audit, and what was the outcome?

Integration and operations

  • What is the integration cost, in time and dollars, to our specific EHR and PM system?
  • What ongoing operational headcount do we need on our side to manage exceptions and review AI output?
  • What is the data export capability if we need to migrate off the platform?

Specialty and payer fit

  • What is the vendor's measured performance on cases representative of our specialty mix, not generic case studies?
  • Does the vendor cover our specific payer mix, especially regional payers and Medicaid managed care plans?
  • What is the rule library refresh cadence for payer policy changes?

Total cost of ownership

  • What is the all-in cost per year including license, services, integration, training, and ongoing operations on our side?
  • How does cost scale with our volume growth or shrinkage?
  • What is the cost of exception handling and AI output review by our team?
  • What is the cost of replacement if the vendor fails to perform?
  • What is the productivity benchmark we should hit at full deployment, and what is the timeline?

Want this framework applied to your shop?

Send us your current AI vendor shortlist, your top three operating priorities, and your compliance posture (HIPAA, SOC 2, HITRUST). We will produce a written framework application tailored to your context.

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