How we use AI
People do the work.
AI helps with the paperwork.
Health departments, clinics, and community programs are asking how AI fits into care coordination. Here is our answer: navigators stay in charge, every outcome stays documented, and your data stays yours.
We’re building AI support for navigators into EquiLoop. The goal is simple: less time on notes, forms, and follow-up reminders, and more time with the people navigators serve.
Before any of it reaches your program, it has to follow the limits and rules on this page. They apply to every AI feature we build.
What AI in EquiLoop won’t do
These limits hold for every AI feature we build.
Contact a client or partner on its own
A navigator sends every message.
Close a referral
A referral closes only when a documented outcome is recorded.
Decide what services someone receives
Eligibility and service decisions stay with your team.
Make clinical judgments
It doesn’t diagnose or give health advice.
Replace the people doing the work
It handles paperwork so navigators and community health workers have more time with people.
Turn on without your say
It’s off until your organization turns it on, and you can turn it off at any time.
Five rules for AI in EquiLoop
Each one is a commitment we hold ourselves to, not a feature description.
Navigators decide.
AI can draft a note, summarize a call, or flag a referral that needs attention. A person reviews and approves anything that goes to a client or a partner organization.
Done means documented.
AI never marks a referral resolved. A referral closes when a documented outcome is recorded, the same way it does today.
Consent comes first.
AI sees only what a person’s consent and a user’s role allow. Behavioral health and substance use records that are segmented today stay segmented.
Your data stays yours.
Client data is never used to train AI models. Data stays in the United States, and any AI provider we work with signs a Business Associate Agreement before it touches client information.
For Tribal programs, no data moves without written Tribal authorization.
You’ll always know.
Anything AI drafts is marked in the record, so your team can see what a person wrote and what AI wrote. The assistant on this website is AI, and it says so.
Questions worth asking about any AI tool
Whoever you’re talking to, these questions help you see how a tool will actually behave in your program.
- Who approves a message before it reaches a client?
- Can the AI close a case or change a referral’s status?
- Is our data used to train the model?
- Is there a signed Business Associate Agreement, and where is the data stored?
- Can our organization turn AI features off?
- How can we tell which parts of a record AI wrote?
Have questions about AI and your program?
Bring them to a walkthrough. We’ll show you EquiLoop as it works today and talk through where AI support for navigators is headed.
Book a 30-Minute Walkthrough