{"id":54139,"date":"2026-02-01T12:22:06","date_gmt":"2026-02-01T18:22:06","guid":{"rendered":"https:\/\/heartbeat.ai\/healthcare\/editorial-policy\/"},"modified":"2026-08-31T08:45:44","modified_gmt":"2026-08-31T13:45:44","slug":"editorial-policy","status":"publish","type":"post","link":"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/","title":{"rendered":"Editorial Policy (Heartbeat.ai Resources)"},"content":{"rendered":"<p class=\"article-last-updated\"><strong>Last updated:<\/strong> August 31, 2026<\/p>\n<p><img decoding=\"async\" loading=\"false\" class=\"aligncenter\" src=\"http:\/\/hc.heartbeat.ai\/wp-content\/webp-express\/webp-images\/uploads\/2026\/02\/editorial-policy-515c1889.png.webp\" alt=\"54138\" \/><\/p>\n<p><strong>Ben Argeband, Founder &amp; CEO of Heartbeat.ai<\/strong> \u2014 This page explains, in plain terms, how Heartbeat.ai Resources content gets written (including AI-assisted drafting), checked, sourced, updated, and corrected. No marketing language, just the process.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\r\n<div class=\"ez-toc-title-container\">\r\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">What\u2019s on this page:<\/p>\r\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\r\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Who_this_is_for\" >Who this is for<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Quick_answer\" >Quick answer<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#How_pages_get_made\" >How pages get made<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#What_appears_on_every_trust-critical_page\" >What appears on every trust-critical page<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Step-by-step_method\" >Step-by-step method<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Step_1_Define_the_pages_job_%E2%80%94_and_what_it_isnt\" >Step 1: Define the page&#8217;s job \u2014 and what it isn&#8217;t<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Step_2_Build_the_source_pack_before_drafting\" >Step 2: Build the source pack before drafting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Step_3_Draft_%E2%80%94_including_AI-assisted_drafting_%E2%80%94_under_strict_constraints\" >Step 3: Draft \u2014 including AI-assisted drafting \u2014 under strict constraints<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Step_4_Editorial_review_%E2%80%94_accuracy_scope_compliance_language\" >Step 4: Editorial review \u2014 accuracy, scope, compliance language<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Step_5_Publish_with_visible_trust_signals\" >Step 5: Publish with visible trust signals<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Step_6_Monitor_update_correct\" >Step 6: Monitor, update, correct<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Diagnostic_table\" >Diagnostic table<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Weighted_checklist\" >Weighted checklist<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Outreach_templates\" >Outreach templates<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Template_1_%E2%80%94_Reader-reported_correction_request\" >Template 1 \u2014 Reader-reported correction request<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Template_2_%E2%80%94_Procurement_worksheet_%E2%80%9CAre_you_HIPAA_compliant%E2%80%9D\" >Template 2 \u2014 Procurement worksheet: &#8220;Are you HIPAA compliant?&#8221;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Template_3_%E2%80%94_Internal_editorial_review_request_pre-publish\" >Template 3 \u2014 Internal editorial review request (pre-publish)<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Common_pitfalls\" >Common pitfalls<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#The_procurement_question_most_vendors_dodge_%E2%80%9CAre_you_HIPAA_compliant%E2%80%9D\" >The procurement question most vendors dodge: &#8220;Are you HIPAA compliant?&#8221;<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#How_to_improve_results\" >How to improve results<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Measurement_instructions\" >Measurement instructions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Metric_definitions\" >Metric definitions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Governance_controls_that_prevent_drift\" >Governance controls that prevent drift<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Legal_and_ethical_use\" >Legal and ethical use<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Evidence_and_trust_notes\" >Evidence and trust notes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#FAQs\" >FAQs<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Do_you_use_AI_to_write_Heartbeatai_Resources_pages\" >Do you use AI to write Heartbeat.ai Resources pages?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#What_does_%E2%80%9Ccitations_required%E2%80%9D_mean_in_practice\" >What does &#8220;citations required&#8221; mean in practice?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#How_often_are_pages_updated\" >How often are pages updated?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#How_do_you_handle_corrections\" >How do you handle corrections?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Are_you_claiming_HIPAA_compliance\" >Are you claiming HIPAA compliance?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#Next_steps\" >Next steps<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-33\" href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/#About_the_Author\" >About the Author<\/a><\/li><\/ul><\/nav><\/div>\r\n<h2><span class=\"ez-toc-section\" id=\"Who_this_is_for\"><\/span>Who this is for<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>Readers and search\/AI systems assessing integrity<\/strong> who want to know how our content gets made and kept current.<\/li>\n<li>Procurement, compliance, and security reviewers who need clear boundaries on what we do and don&#8217;t claim.<\/li>\n<li>Recruiters and operators who want to know whether a page is current, sourced, and accountable before they act on it.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Quick_answer\"><\/span>Quick answer<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<dl>\n<dt>Core answer<\/dt>\n<dd>Our editorial policy requires named authorship, <strong>citations for factual claims<\/strong>, documented review, disclosed AI-assisted drafting, and visible update and correction paths.<\/dd>\n<dt>Key insight<\/dt>\n<dd>Trust here is operational rather than aspirational: every page has an owner, a review step, and a <strong>last reviewed<\/strong> signal so readers can judge freshness and sourcing without guessing.<\/dd>\n<dt>Best for<\/dt>\n<dd>Readers and reviewers assessing whether a page can be relied on.<\/dd>\n<\/dl>\n<blockquote>\n<p><strong>Compliance &amp; safety<\/strong><\/p>\n<p>This page is informational and covers editorial process, not medical or legal guidance. Heartbeat does not provide medical advice or legal counsel.<\/p>\n<\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"How_pages_get_made\"><\/span>How pages get made<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In B2B data and recruiting content, trust isn&#8217;t a tagline \u2014 it&#8217;s whether a reader can trace a claim back to a source, a date, and a named editor. Our standard: no anonymous pages, no untraceable assertions, no hidden automation.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_appears_on_every_trust-critical_page\"><\/span>What appears on every trust-critical page<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li><strong>Named ownership:<\/strong> a byline tied to a real person and role.<\/li>\n<li><strong>Evidence trail:<\/strong> citations for factual claims, with links a reader can actually open.<\/li>\n<li><strong>Freshness signal:<\/strong> a visible <strong>last reviewed<\/strong> indicator near the top of the page.<\/li>\n<li><strong>Correction path:<\/strong> a link to our corrections policy and a way to report issues.<\/li>\n<li><strong>AI transparency:<\/strong> if AI-assisted drafting was used, we say so and describe the human review step that followed.<\/li>\n<\/ul>\n<p>The trade-off is real: these controls slow publishing. In exchange, they reduce procurement friction later and keep confidently-wrong content off the site.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step-by-step_method\"><\/span>Step-by-step method<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Step_1_Define_the_pages_job_%E2%80%94_and_what_it_isnt\"><\/span>Step 1: Define the page&#8217;s job \u2014 and what it isn&#8217;t<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Write a one-sentence purpose: what decision should the reader be able to make after reading?<\/li>\n<li>List exclusions up front (not legal advice, not medical advice, not a security guarantee).<\/li>\n<li>Identify the audience \u2014 operator, procurement, or compliance \u2014 and write to that audience&#8217;s actual questions.<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Build_the_source_pack_before_drafting\"><\/span>Step 2: Build the source pack before drafting<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Sources get collected before a word is drafted. If a statement can&#8217;t be supported with evidence, it doesn&#8217;t get presented as fact \u2014 it&#8217;s either removed or labeled as opinion\/experience.<\/p>\n<ul>\n<li><strong>Primary sources:<\/strong> regulators, statutes, official guidance, standards bodies.<\/li>\n<li><strong>Product truth:<\/strong> what Heartbeat.ai actually does today, documented internally.<\/li>\n<li><strong>Operational truth:<\/strong> what a recruiter observes in the workflow \u2014 opt-outs, suppression, deliverability, and process steps.<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Step_3_Draft_%E2%80%94_including_AI-assisted_drafting_%E2%80%94_under_strict_constraints\"><\/span>Step 3: Draft \u2014 including AI-assisted drafting \u2014 under strict constraints<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>We sometimes use AI-assisted drafting to speed up outlines, first drafts, and rewrites. The constraints are firm:<\/p>\n<ul>\n<li>AI output is treated as a draft, never as a source.<\/li>\n<li>AI is not allowed to invent citations, numbers, or legal interpretations.<\/li>\n<li>A human editor checks factual statements against the source pack before anything publishes.<\/li>\n<\/ul>\n<p>On product-facing pages describing calling workflows, we may reference features like ranked mobile numbers by answer probability \u2014 but external claims still need citations and human sign-off, same as everything else.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_4_Editorial_review_%E2%80%94_accuracy_scope_compliance_language\"><\/span>Step 4: Editorial review \u2014 accuracy, scope, compliance language<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Before a page goes live, an editor checks:<\/p>\n<ul>\n<li><strong>Accuracy:<\/strong> factual claims are either sourced or cut.<\/li>\n<li><strong>Scope:<\/strong> the page stays inside what we can responsibly claim.<\/li>\n<li><strong>Compliance language:<\/strong> no legal advice, no medical advice, no security guarantees.<\/li>\n<li><strong>Operational usefulness:<\/strong> the page actually helps someone make a decision or run a workflow.<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Step_5_Publish_with_visible_trust_signals\"><\/span>Step 5: Publish with visible trust signals<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Byline and author note.<\/li>\n<li>Evidence notes with citations.<\/li>\n<li>A visible <strong>last reviewed<\/strong> indicator.<\/li>\n<li>Links to related trust pages \u2014 methodology and corrections.<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Step_6_Monitor_update_correct\"><\/span>Step 6: Monitor, update, correct<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Pages get updated two ways:<\/p>\n<ul>\n<li><strong>Scheduled review:<\/strong> trust-critical pages are reviewed on a recurring internal cadence.<\/li>\n<li><strong>Triggered review:<\/strong> a change in law, official guidance, platform policy, or product behavior \u2014 or a reader-reported issue \u2014 kicks off a review.<\/li>\n<\/ul>\n<p>&#8220;Reviewed&#8221; means a human re-checks citations, verifies product statements, and confirms the scope boundaries still hold. When a change is material, the page updates and aligns with our corrections process. See <a href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/corrections-update-policy\/\">corrections and update policy<\/a>.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Diagnostic_table\"><\/span>Diagnostic table<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Use this to audit whether a Heartbeat.ai Resources page meets our editorial policy.<\/strong><\/p>\n<div class=\"table-scroll\" style=\"overflow:auto;-webkit-overflow-scrolling:touch;width:100%\">\n<table class=\"separated-content\">\n<thead>\n<tr>\n<th>Check<\/th>\n<th>What &#8220;pass&#8221; looks like<\/th>\n<th>What to do if it fails<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Authorship<\/td>\n<td>Named author + role; clear accountability<\/td>\n<td>Add or confirm ownership before relying on the page<\/td>\n<\/tr>\n<tr>\n<td>Evidence<\/td>\n<td>Citations for factual claims; links are accessible<\/td>\n<td>Remove or soften unsupported claims; add primary sources<\/td>\n<\/tr>\n<tr>\n<td>Freshness<\/td>\n<td>Visible last reviewed indicator<\/td>\n<td>Schedule review; flag sections likely to drift (laws\/policies)<\/td>\n<\/tr>\n<tr>\n<td>AI transparency<\/td>\n<td>AI-assisted drafting disclosed (if used) + human verification stated<\/td>\n<td>Add disclosure and describe the verification step<\/td>\n<\/tr>\n<tr>\n<td>Corrections path<\/td>\n<td>Links to corrections\/update policy + a way to report issues<\/td>\n<td>Add the link and reporting instructions<\/td>\n<\/tr>\n<tr>\n<td>Required visual notes<\/td>\n<td>Includes a &#8220;what we do\/don&#8217;t store&#8221; note and a footer note (&#8220;Not HIPAA \/ No patient data&#8221;)<\/td>\n<td>Add the visual note to the page template and footer<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"Weighted_checklist\"><\/span>Weighted checklist<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Score a page before relying on it for procurement, compliance, or operational decisions.<\/strong> Total: 100 points.<\/p>\n<ul>\n<li><strong>30 pts \u2014 Evidence quality:<\/strong> primary sources linked; claims traceable; no unsourced numbers.<\/li>\n<li><strong>20 pts \u2014 Review clarity:<\/strong> named author; editorial review described; scope boundaries stated.<\/li>\n<li><strong>15 pts \u2014 Update hygiene:<\/strong> last reviewed indicator present; update triggers defined.<\/li>\n<li><strong>15 pts \u2014 Corrections readiness:<\/strong> a correction mechanism exists and links to the policy.<\/li>\n<li><strong>10 pts \u2014 AI transparency:<\/strong> AI-assisted drafting disclosed; human verification stated.<\/li>\n<li><strong>10 pts \u2014 Compliance discipline:<\/strong> no legal advice, no security guarantees, no prohibited claims (for example, &#8220;HIPAA compliant database&#8221;).<\/li>\n<\/ul>\n<p><strong>Interpretation:<\/strong><\/p>\n<ul>\n<li><strong>85\u2013100:<\/strong> Safe to cite internally with normal diligence.<\/li>\n<li><strong>70\u201384:<\/strong> Use with caution; verify key claims directly against sources.<\/li>\n<li><strong>Below 70:<\/strong> Treat as a draft; don&#8217;t use for compliance or procurement decisions.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Outreach_templates\"><\/span>Outreach templates<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>These templates are for legitimate recruiting outreach and trust\/compliance questions. Customize to your workflow and keep records of opt-outs.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Template_1_%E2%80%94_Reader-reported_correction_request\"><\/span>Template 1 \u2014 Reader-reported correction request<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Subject:<\/strong> Correction request for [URL] \u2014 [brief issue]<\/p>\n<p><strong>Message:<\/strong> I&#8217;m flagging a potential issue on [URL]. The statement &#8220;[quote the line]&#8221; appears inconsistent with [source\/link]. Suggested correction: [your proposed wording]. Please confirm when updated and note the change in your corrections log.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Template_2_%E2%80%94_Procurement_worksheet_%E2%80%9CAre_you_HIPAA_compliant%E2%80%9D\"><\/span>Template 2 \u2014 Procurement worksheet: &#8220;Are you HIPAA compliant?&#8221;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Subject:<\/strong> HIPAA scope question \u2014 confirm data categories and boundaries<\/p>\n<p><strong>Message:<\/strong> For our review, please answer in writing: (1) Do you store patient data? (2) Do you store PHI? (3) What categories of data do you store (for example, provider professional contact details)? (4) Do you claim a &#8220;HIPAA compliant database&#8221;? We understand this isn&#8217;t legal advice; we&#8217;ll confirm applicability with counsel.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Template_3_%E2%80%94_Internal_editorial_review_request_pre-publish\"><\/span>Template 3 \u2014 Internal editorial review request (pre-publish)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Subject:<\/strong> Editorial review needed \u2014 [page title]<\/p>\n<p><strong>Message:<\/strong> Please review [draft link] for (1) factual accuracy with citations, (2) scope boundaries (no legal advice\/security guarantees), (3) compliance language, and (4) operational usefulness. Confirm the last reviewed indicator is present and add evidence links.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Common_pitfalls\"><\/span>Common pitfalls<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"The_procurement_question_most_vendors_dodge_%E2%80%9CAre_you_HIPAA_compliant%E2%80%9D\"><\/span>The procurement question most vendors dodge: &#8220;Are you HIPAA compliant?&#8221;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>We answer conservatively here. Heartbeat.ai does not position itself as a HIPAA compliant database, and we do not store patient data. <span>Under HIPAA, the Privacy Rule applies to covered entities<\/span> \u2014 health plans, health care clearinghouses, and certain health care providers \u2014 and to their business associates handling protected health information. Provider professional contact data, the kind used in recruiting outreach, is generally a different category from patient data, but whether any specific use triggers HIPAA obligations depends on context. Confirm with counsel rather than relying on a vendor&#8217;s self-description.<\/p>\n<ul>\n<li><strong>What we will say:<\/strong> what data categories we do and don&#8217;t store, and where the boundaries sit.<\/li>\n<li><strong>What we won&#8217;t say:<\/strong> legal conclusions, compliance certifications we don&#8217;t hold, or blanket guarantees.<\/li>\n<\/ul>\n<ul>\n<li><strong>Publishing trust pages without citations.<\/strong> An unsourced claim gets framed as opinion or removed, not left dressed up as fact.<\/li>\n<li><strong>Letting AI drafts ship without human verification.<\/strong> AI can write cleanly while being wrong; review has to be explicit and traceable to a person.<\/li>\n<li><strong>Over-claiming on compliance.<\/strong> We don&#8217;t claim a HIPAA compliant database, and we don&#8217;t give legal advice.<\/li>\n<li><strong>Stale pages with no review signal.<\/strong> If readers can&#8217;t see a last reviewed date, they&#8217;ll reasonably assume the page is outdated.<\/li>\n<li><strong>Hiding denominators in metrics.<\/strong> When outreach metrics come up, we define them with denominators so teams can compare figures consistently.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"How_to_improve_results\"><\/span>How to improve results<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Reliability improves when pages are easy to audit \u2014 a reader should be able to verify the top claims quickly using the links provided, without needing internal context.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Measurement_instructions\"><\/span>Measurement instructions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li><strong>Citation coverage:<\/strong> count factual claims versus citations. Track &#8220;claims with citations \/ total factual claims&#8221; as a percentage.<\/li>\n<li><strong>Freshness compliance:<\/strong> track &#8220;pages with visible last reviewed \/ total pages.&#8221;<\/li>\n<li><strong>Correction cycle time:<\/strong> track days from issue reported to correction published, and whether the correction note is visible.<\/li>\n<li><strong>Reader audit time:<\/strong> time how long it takes a reviewer to verify the top three factual claims from a page using only the linked sources.<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Metric_definitions\"><\/span>Metric definitions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li><strong>Connect rate<\/strong> = connected calls \/ total dials (per 100 dials).<\/li>\n<li><strong>Answer rate<\/strong> = human answers \/ connected calls (per 100 connected calls).<\/li>\n<li><strong>Deliverability rate<\/strong> = delivered emails \/ sent emails (per 100 sent emails).<\/li>\n<li><strong>Bounce rate<\/strong> = bounced emails \/ sent emails (per 100 sent emails).<\/li>\n<li><strong>Reply rate<\/strong> = replies \/ delivered emails (per 100 delivered emails).<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Governance_controls_that_prevent_drift\"><\/span>Governance controls that prevent drift<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li><strong>Define &#8220;reviewed&#8221;:<\/strong> a human re-checks citations, verifies product statements, and confirms scope boundaries still hold.<\/li>\n<li><strong>Define triggers:<\/strong> a change in official guidance triggers a review and update.<\/li>\n<li><strong>Keep a source pack:<\/strong> store the links used so future updates don&#8217;t start from zero.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Legal_and_ethical_use\"><\/span>Legal and ethical use<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Heartbeat.ai Resources content is informational and operational. It is not legal advice, medical advice, or a promise of compliance. For regulated topics \u2014 privacy, healthcare, employment \u2014 consult qualified counsel for your specific facts.<\/p>\n<p>For HIPAA background, see official guidance from HHS: <a href=\"https:\/\/www.hhs.gov\/hipaa\/for-professionals\/privacy\/laws-regulations\/index.html\">U.S. Department of Health &amp; Human Services (HHS) HIPAA Privacy Laws &amp; Regulations<\/a>.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Evidence_and_trust_notes\"><\/span>Evidence and trust notes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This editorial policy is part of our trust cluster. For how we evaluate sources and maintain trust signals across the site, see <a href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/\">Heartbeat.ai Trust Methodology<\/a>.<\/p>\n<ul>\n<li><strong>Primary citation:<\/strong> <a href=\"https:\/\/www.hhs.gov\/hipaa\/for-professionals\/privacy\/laws-regulations\/index.html\">HHS HIPAA Privacy Laws &amp; Regulations<\/a> \u2014 used for baseline definitions and scope framing, not legal advice.<\/li>\n<li><strong>Related policy:<\/strong> <a href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/corrections-update-policy\/\">Corrections &amp; Update Policy<\/a> \u2014 how we handle changes and errors.<\/li>\n<li><strong>Material vs. minor edits:<\/strong> material changes update the page content and may include an update note; minor edits like typos or formatting may not.<\/li>\n<\/ul>\n<p><strong>Report an issue:<\/strong> If you believe a page is inaccurate or missing a citation, email <strong>support@heartbeat.ai<\/strong> with the URL and the exact sentence you&#8217;re flagging, or use the correction request template above.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"FAQs\"><\/span>FAQs<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Do_you_use_AI_to_write_Heartbeatai_Resources_pages\"><\/span>Do you use AI to write Heartbeat.ai Resources pages?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Yes, sometimes we use AI-assisted drafting for outlines and first drafts. A human editor reviews and verifies factual claims against sources before publishing.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_does_%E2%80%9Ccitations_required%E2%80%9D_mean_in_practice\"><\/span>What does &#8220;citations required&#8221; mean in practice?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Any factual claim that could change a decision \u2014 definitions, requirements, scope statements, measurable assertions \u2014 must be supported by a linkable source, preferably a primary one.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_often_are_pages_updated\"><\/span>How often are pages updated?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Pages update when triggered by changes in laws, official guidance, platform policies, or product behavior, and they also go through scheduled reviews. Pages show a last reviewed indicator.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_do_you_handle_corrections\"><\/span>How do you handle corrections?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>We correct errors and document material changes. The process is described in our <a href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/corrections-update-policy\/\">corrections and update policy<\/a>.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Are_you_claiming_HIPAA_compliance\"><\/span>Are you claiming HIPAA compliance?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>No. We do not claim a HIPAA compliant database, and nothing here is legal advice. For HIPAA scope questions, confirm your obligations with counsel.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Next_steps\"><\/span>Next steps<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>Read the parent methodology: <a href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/\">how we evaluate sources and maintain trust signals<\/a>.<\/li>\n<li>Review how we handle changes and errors: <a href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/corrections-update-policy\/\">Corrections &amp; Update Policy<\/a>.<\/li>\n<li>If you want to evaluate Heartbeat.ai for recruiting workflows, start here: <a href=\"https:\/\/heartbeat.ai\/signup\">create an account<\/a>.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"About_the_Author\"><\/span><b>About the Author<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><a href=\"http:\/\/heartbeat.ai\/resources\/author\/ben-argeband\"><span style=\"font-weight: 400;\">Ben Argeband<\/span><\/a><span style=\"font-weight: 400;\"> is the Founder and CEO of Swordfish.ai and Heartbeat.ai. With deep expertise in data and SaaS, he has built two successful platforms trusted by over 50,000 sales and recruitment professionals. Ben&#8217;s mission is to help teams find direct contact information for hard-to-reach professionals and decision-makers, providing the shortest route to their next win. Connect with Ben on <\/span><a href=\"https:\/\/www.linkedin.com\/in\/ben-m-argeband-2427a8a3\/\"><span style=\"font-weight: 400;\">LinkedIn<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><br \/>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Article\",\"about\":[\"editorial policy\",\"editorial review\",\"citations\",\"corrections\"],\"author\":{\"@type\":\"Person\",\"name\":\"Ben Argeband\"},\"description\":\"Heartbeat.ai\u2019s editorial policy explains how Resources pages are drafted (including AI-assisted drafting), reviewed, cited, updated, and corrected\u2014so readers and procurement teams can audit integrity quickly.\",\"headline\":\"Editorial Policy (Heartbeat.ai Resources)\",\"isPartOf\":{\"@type\":\"WebSite\",\"name\":\"Heartbeat.ai Resources\",\"url\":\"https:\/\/heartbeat.ai\/resources\/\"},\"mainEntityOfPage\":{\"@id\":\"https:\/\/heartbeat.ai\/resources\/trust-methodology\/editorial-policy\/\",\"@type\":\"WebPage\"},\"publisher\":{\"@type\":\"Organization\",\"name\":\"Heartbeat.ai\"}}<\/script><\/p>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes, sometimes we use AI-assisted drafting for outlines and first drafts. 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