How to Run a 14-Day AI Pilot in Your Clinic

Thinking About AI? Start Small

You don’t need to roll out AI across your entire clinic to find out whether it could be useful.

A short, focused trial can give your team the opportunity to try AI in a real clinic environment, see how it fits into an existing workflow and identify where it could save time.

Rather than making a decision based on a demonstration or a list of potential benefits, a 14-day AI pilot gives practitioners the chance to use the technology themselves and see what actually changes.

The process doesn’t need to be complicated. Choose one workflow, involve a small number of practitioners, establish a baseline and track what happens.

By the end of two weeks, you’ll have a much clearer picture of whether AI is worth exploring further in your clinic.

Before You Start: Choose What to Test

The first step is deciding what you want the test to tell you.

Trying to introduce several AI tools or workflows at once can make it difficult to work out what’s actually making a difference. Instead, choose one specific area where your team spends a noticeable amount of time.

For example:

✓ Creating clinical notes with AI Scribe
✓ Using Voice to Text during documentation
✓ Generating letters with AI Letter Generation

You could narrow the test and start with one or two practitioners to make it easier to gather useful feedback and identify any issues early.

Set a baseline

Before starting, record how the workflow currently works.

For example, if you’re testing AI clinical notes, you could measure:

• How long documentation usually takes
• How much work is completed during the day versus after hours
• How often notes need to be amended or completed later
• Any common frustrations with the current process

This gives you something to compare against once the pilot is underway.

It’s also worth agreeing upfront on what good documentation looks like and what checks practitioners will complete before approving an AI-generated draft.

Days 1–3: Learn How It Works

The first few days are about becoming familiar with the workflow rather than trying to achieve maximum time savings.

Have your team of practitioners use AI as part of their normal appointments and review every draft carefully.

During this stage, look for patterns.

Are certain details regularly missing? Is the AI misunderstanding particular terminology? Are practitioners making the same corrections each time?

Keep a simple record of these observations rather than relying on memory. This will help you understand how the AI performs in your clinic, not just how it performs in a demonstration.

Days 4–7: Refine the Workflow

Once your team has some experience using AI, you can start looking at what’s working well and what needs adjusting.

Pay particular attention to the information being captured during appointments and how this affects the resulting draft.

For example, you might find that:

• Certain information needs to be captured more clearly
• Some terminology requires regular correction
• Practitioners are checking the same details every time
• The review process could be made more consistent

Use what you’ve learned to create a short review checklist.

This doesn’t need to be complicated. It could cover the key things practitioners should check before approving a note, such as patient details, clinical accuracy, findings and treatment plans.

The goal is to make the workflow easier and more consistent without adding another lengthy process.

Days 8–12: Use AI on a Normal Clinic Day

By this point, practitioners should be comfortable enough with the workflow to use it as part of a normal working day.

This is where the pilot becomes particularly useful.

You’re no longer simply testing whether the technology works. You’re testing whether it works for your team, in the way your clinic actually operates.

Track things such as:

Time saved

Are practitioners spending less time creating or completing documentation?

Editing required

How much work is needed to review and correct each draft?

Interruptions

Does using AI make it easier to stay focused during appointments, or does it introduce new interruptions?

After-hours work

Are practitioners still completing documentation after the end of the working day?

Practitioner experience

Does the workflow feel easier, or is it creating additional work?

These measures don’t need to become a complicated spreadsheet. A few consistent observations throughout the pilot can provide useful insight.

Days 13–14: Review the Results

Now it’s time to compare what you’ve learned with the baseline you established at the beginning.

Ask:

✓ Is documentation taking less time?
✓ Are notes being completed sooner?
✓ How much editing does each draft require?
✓ Has the workflow reduced interruptions or after-hours administration?
✓ Do practitioners feel the process fits naturally into their day?
✓ Are the resulting notes meeting your usual quality standards?

It’s important to look beyond time saved.

A workflow that saves 10 minutes but requires significant additional checking may not deliver the benefit you expected. On the other hand, a smaller time saving combined with a better practitioner experience may still make the technology worthwhile.

What Should You Do After the Pilot?

You don’t necessarily need to make a decision to roll AI out across the entire clinic.

The results may point you in one of several directions.

Stop

If the workflow isn’t delivering enough value, there’s no need to continue simply because you’ve started.

Adjust

You may have identified issues with the workflow, training or review process that can be addressed before trying again.

Expand

If the results are positive, you could introduce AI to more practitioners, appointment types or workflows.

The purpose of a pilot isn’t to prove that AI is the answer. It’s to find out whether it solves a problem for your clinic.

Make Your AI Pilot Practical

AI adoption doesn’t have to happen all at once.

Starting with a defined workflow and a small group of practitioners gives your team space to understand how the technology works, what needs to change and where it genuinely adds value.

A 14-day pilot can turn a broad question — “Should our clinic be using AI?” — into something much easier to answer:

“Does this particular use of AI make our day-to-day work better?”

That gives you something much more useful than a promise on a product page: your own experience and results.

Ready to Explore AI in Your Clinic

If you’re considering AI in your clinic for clinical notes, Voice to Text or AI-generated letters, starting with a focused pilot can help you understand how the technology fits into your existing workflow before making a decision about wider use.

The goal isn’t to adopt AI simply because it’s available. It’s to understand where it can genuinely support your team, how practitioners experience the workflow and whether it makes a meaningful difference to the way your clinic operates.

If you’re interested in seeing where Nookal is heading with AI and automation, join our AI + Automation Webinar in October. We’ll share more about what we’re working on, how AI can support clinic workflows, and what’s coming next.