AI consent and disclosure decision record
Document the questions a qualified reviewer must resolve before an AI calling or recording workflow is used.
Done when: The exact use, applicable permissions, disclosure, opt-out and unresolved legal questions are recorded.
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Inbound or outbound use
Describe who initiates contact, the business purpose and whether advertising or telemarketing is involved.
Audience and applicable locations
Identify recipient categories and jurisdictions for review, without entering recipient lists or private contact details.
Permission and evidence location
Describe the permission needed for this use and where approved evidence is retained. Do not paste consent records or infer permission from a purchased list.
Identity and AI disclosure
Record the proposed business identification and disclosure wording and the reviewer who must approve it.
Recording and opt-out handling
Identify the separate recording decision, suppression route and how stop requests prevent further unwanted contact.
Qualified review and release gate
List counsel or agency questions, decision date, reviewer and any conditions still blocking use. Do not treat proposals or this worksheet as enacted law.
Reference links and review boundary
Use the current issuer, payer, regulator, platform or qualified professional for your exact activity and location. These links informed the planning questions; they do not make this an official form, full compliance review or permission to operate.
Healthcare businesses are welcome for business education. PublicProof does not receive, store or process patient information. A completed worksheet does not establish HIPAA compliance, transport qualification, professional authority, account approval, a credential, reimbursement or revenue.
Worksheet updated October 20, 2026. Verify changing requirements before relying on them.