The 5-Question AI Vendor Check for Therapists

Before you trust an AI tool with clinical information, ask better questions.

The 5-Question AI Vendor Check is a free, one-page screening tool created for therapists, clinical social workers, supervisors, and behavioral health practice owners.

Use it to examine:

• What happens to your data

• Whether the appropriate agreement—including a BAA—actually applies

• Who else may access the information

• What evidence supports the tool’s intended use

• What happens to your data when you leave

Each question includes practical red flags, green flags, and space for notes—so you can evaluate a vendor’s answers before purchasing, connecting it to your systems, or entering sensitive information.

This checklist begins due diligence. It does not replace a complete security assessment, legal advice, your organization’s policies, or the requirements of your jurisdiction and license.

Created by The Sovereign Source™ Clinician’s AI Practice Lab℠

Automate the container. Never automate the signal.