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Clinical Data Governance Checklist
A practitioner-facing governance tool for psychotherapy and behavioral health clinics navigating routine outcome monitoring in digital and AI-enabled care environments — where consent forms, data flows, and vendor practices have outpaced most clinical guidance.
If you use a digital platform to collect outcome data, document sessions, or communicate with clients
If your consent form was written before AI-assisted features became standard
If you have ever wondered whether your data practices match what your clients actually consented to
—The CDGC was written for you.
Clinical Data Governance Checklist (CDGC)
Most psychotherapy clinics are now collecting, storing, and processing clinical data through platforms that involve multiple vendors, subprocessors, jurisdictions, and AI-enabled features. Consent forms written years ago rarely reflect what those systems actually do with client data.
This is not a clinician failure. It is a sector-wide governance gap — and it affects the therapeutic alliance, client trust, and clinician psychological safety as much as it affects legal compliance.
The CDGC is designed for the reality most clinicians are working in: resource-limited, relationship-centred, and navigating digital systems that were not built with governance reflection in mind.
It is not a legal instrument, a performance evaluation, or a regulatory checklist. It will not tell you whether you are meeting jurisdiction-specific requirements.
What it does is help you see your own data practices more clearly, align your consent language with what your platforms actually do, and make governance a recurring part of clinical work rather than a background task you never have time for.
Working through a governance checklist alone can raise more questions than it answers — particularly when it surfaces gaps between your consent language and what your platforms actually do, or when AI-enabled features have been added to systems you've been using for years.
This one-hour consultation supports clinic leads, practice managers, or individual practitioners in completing the CDGC in relation to their specific digital environment.
Sessions are structured, reflective, and non-evaluative. You will leave with documented awareness, clearer next steps, and a review record you can return to.
No governance expertise required.
Read the rationale behind the CDGC: what governance problem it addresses, how its seven domains work together, and what ethical routine outcome monitoring looks like in practice.
Download: Clinical Data Governance Checklist Rationale
Routine outcome monitoring now occurs inside complex digital and AI-enabled ecosystems that most consent forms were never designed to address.
This paper makes the case for governance as a clinical responsibility — not a compliance task — and explains how the CDGC's seven domains support consent portability, data-flow visibility, clinician psychological safety, and trust across the full lifecycle of digitally mediated care.
Scan the QR code to
download the CDGC
The checklist is organized as eleven practitioner-facing sections, grouped analytically into seven governance domains:
— Consent language and client communication
— Clinical integration and purpose limitation
— Data inventory and proportionality
— Data-flow mapping and jurisdictional awareness
— Access, confidentiality, and role limitation
— Lifecycle awareness for derived and AI-assisted data
— Vendor governance and ongoing accountability
Completing the checklist produces documented awareness and a structured review record — not a compliance score. It is designed to be revisited, not filed once and forgotten.
1 hr
100 Canadian dollars