PMAI PM Playbook

Healthcare Intake Assistant

High riskVerdict: Prototype only. Do not launch

Synthetic case study showing a high-risk patient-facing workflow where the right product judgment is not to launch AI yet.

Recommendation

Prototype only. Use synthetic data only. Do not pilot with patient data until evals, HIPAA review, security review, observability, incident response, consent, and provider agreements are ready.

Names, dates, metrics, and reviewers are illustrative.

The artifacts, in order

Read top to bottom to follow this case from opportunity to operating decisions.

5 files
  1. 01

    Opportunity brief

    Decide

    why the non-AI alternative may be better.

  2. 02

    AI PRD

    Build

    AI job boundaries, patient workflow, review rules, compliance constraints.

  3. 03

    Eval plan

    Build

    synthetic scenarios, safety boundaries, escalation tests.

  4. 04

    Launch gate

    Ship

    readiness assessment and recommendation.

  5. 05

    Readiness assessment (YAML)

    ShipYAML

    structured scoring input.

Other case studies

2 more
Medium risk

Customer Support Copilot

Verdict: Pilot after blockers resolved

Medium risk

Sales Call CRM Assistant

Verdict: Pilot after blockers resolved