{"id":54139,"date":"2026-02-01T12:22:06","date_gmt":"2026-02-01T18:22:06","guid":{"rendered":"https:\/\/heartbeat.ai\/healthcare\/editorial-policy\/"},"modified":"2026-02-27T13:31:26","modified_gmt":"2026-02-27T19:31:26","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><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<h1>Editorial policy<\/h1>\n<p><strong>Ben Argeband, Founder &amp; CEO of Heartbeat.ai<\/strong> \u2014 Keep factual; no marketing. This page documents how Heartbeat.ai Resources content is drafted (including <strong>AI-assisted drafting<\/strong>), reviewed, cited, updated, and corrected.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 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\" >What&rsquo;s 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\" title=\"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\" title=\"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\/#Framework_%E2%80%9CNo_mystery_meat_content%E2%80%9D_how_pages_are_made\" title=\"Framework: \u201cNo mystery meat content\u201d: how pages are made\">Framework: \u201cNo mystery meat content\u201d: how pages are 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_we_publish_on_every_trust-critical_page\" title=\"What we publish on every trust-critical page\">What we publish 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\" title=\"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_and_what_it_is_not\" title=\"Step 1: Define the page\u2019s job (and what it is not)\">Step 1: Define the page\u2019s job (and what it is not)<\/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\" title=\"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_including_AI-assisted_drafting_with_strict_constraints\" title=\"Step 3: Draft (including AI-assisted drafting) with strict constraints\">Step 3: Draft (including AI-assisted drafting) with 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_accuracy_scope_and_compliance_language\" title=\"Step 4: Editorial review (accuracy, scope, and compliance language)\">Step 4: Editorial review (accuracy, scope, and 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_trust_signals_what_readers_should_see\" title=\"Step 5: Publish with trust signals (what readers should see)\">Step 5: Publish with trust signals (what readers should see)<\/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_and_correct\" title=\"Step 6: Monitor, update, and correct\">Step 6: Monitor, update, and 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\" title=\"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\" title=\"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\" title=\"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\" title=\"Template 1 \u2014 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_question_worksheet_%E2%80%9CAre_you_HIPAA_compliant%E2%80%9D\" title=\"Template 2 \u2014 Procurement question worksheet: \u201cAre you HIPAA compliant?\u201d\">Template 2 \u2014 Procurement question worksheet: \u201cAre you HIPAA compliant?\u201d<\/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\" title=\"Template 3 \u2014 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\" title=\"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\/#Mini-case_The_procurement_question_competitors_dodge_%E2%80%94_%E2%80%9CAre_you_HIPAA_compliant%E2%80%9D\" title=\"Mini-case: The procurement question competitors dodge \u2014 \u201cAre you HIPAA compliant?\u201d\">Mini-case: The procurement question competitors dodge \u2014 \u201cAre you HIPAA compliant?\u201d<\/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\" title=\"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_required\" title=\"Measurement instructions (required)\">Measurement instructions (required)<\/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_canonical\" title=\"Metric definitions (canonical)\">Metric definitions (canonical)<\/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\" title=\"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\" title=\"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\" title=\"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\" title=\"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\" title=\"Do you use AI to write Heartbeat.ai 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\" title=\"What does \u201ccitations required\u201d mean in practice?\">What does \u201ccitations required\u201d 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\" title=\"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\" title=\"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\" title=\"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\" title=\"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\" title=\"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\/engines assessing integrity<\/strong> who want to understand how our content is produced and maintained.<\/li>\n<li>Procurement, compliance, and security reviewers who need clear boundaries on what we do and don\u2019t claim.<\/li>\n<li>Recruiters and operators who want to know whether a page is current, sourced, and accountable.<\/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>Heartbeat.ai\u2019s editorial policy requires accountable authorship, <strong>citations required<\/strong> for factual claims, documented review, transparent AI-assisted drafting, and visible updates with corrections.<\/dd>\n<dt>Key Insight<\/dt>\n<dd>Trust is operational: every page has an owner, a review path, and a visible <strong>last reviewed<\/strong> signal so readers can judge freshness and sourcing fast.<\/dd>\n<dt>Best For<\/dt>\n<dd>Readers\/engines assessing integrity.<\/dd>\n<\/dl>\n<blockquote>\n<p><strong>Compliance &amp; Safety<\/strong><\/p>\n<p>This method is for legitimate recruiting outreach only. Always respect candidate privacy, opt-out requests, and local data laws. Heartbeat does not provide medical advice or legal counsel.<\/p>\n<\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"Framework_%E2%80%9CNo_mystery_meat_content%E2%80%9D_how_pages_are_made\"><\/span>Framework: \u201cNo mystery meat content\u201d: how pages are made<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In recruiting, trust isn\u2019t a brand statement. It\u2019s whether a reader can trace a claim to a source, a date, and a responsible editor. Our standard is simple: no anonymous pages, no untraceable assertions, and no hidden automation.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_we_publish_on_every_trust-critical_page\"><\/span>What we publish on every trust-critical page<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li><strong>Named ownership:<\/strong> a byline with a real person and role.<\/li>\n<li><strong>Evidence trail:<\/strong> citations for factual claims, with links readers can open.<\/li>\n<li><strong>Freshness signal:<\/strong> a visible <strong>last reviewed<\/strong> indicator (typically near the top of the page template).<\/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.<\/li>\n<\/ul>\n<p>The trade-off is\u2026 adding these controls slows publishing, but it reduces procurement friction and prevents \u201cconfidently wrong\u201d content from living on 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_and_what_it_is_not\"><\/span>Step 1: Define the page\u2019s job (and what it is not)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Write a one-sentence purpose: what decision the reader should be able to make after reading.<\/li>\n<li>List exclusions (for example: not legal advice, not medical advice, not a security guarantee).<\/li>\n<li>Identify the audience (operators vs. procurement vs. compliance) and write to that audience\u2019s 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>We collect sources before we draft. If we can\u2019t support a statement with evidence, we don\u2019t present it as a factual claim (we either remove it or label it 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 can observe in workflow (opt-outs, suppression, deliverability, and process steps).<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Step_3_Draft_including_AI-assisted_drafting_with_strict_constraints\"><\/span>Step 3: Draft (including AI-assisted drafting) with strict constraints<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>We may use <strong>AI-assisted drafting<\/strong> to accelerate outlines, first drafts, and rewrites. Constraints:<\/p>\n<ul>\n<li>AI output is treated as a draft, not a source.<\/li>\n<li>We do not allow AI to invent citations, numbers, or legal interpretations.<\/li>\n<li>A human editor verifies factual statements against the source pack before publishing.<\/li>\n<\/ul>\n<p>In product-facing pages where we describe calling workflows, we may reference Heartbeat features like <strong>ranked mobile numbers by answer probability<\/strong>\u2014but external claims still require citations and human review.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_4_Editorial_review_accuracy_scope_and_compliance_language\"><\/span>Step 4: Editorial review (accuracy, scope, and compliance language)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Before publishing, an editor checks:<\/p>\n<ul>\n<li><strong>Accuracy:<\/strong> factual claims are supported by citations or removed.<\/li>\n<li><strong>Scope:<\/strong> we stay inside what we can responsibly claim.<\/li>\n<li><strong>Compliance language:<\/strong> we avoid legal advice, medical advice, and security guarantees.<\/li>\n<li><strong>Operational usefulness:<\/strong> the page helps a recruiter or reviewer make a decision or execute a workflow.<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Step_5_Publish_with_trust_signals_what_readers_should_see\"><\/span>Step 5: Publish with trust signals (what readers should see)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Byline and author note.<\/li>\n<li>Evidence and trust notes with citations.<\/li>\n<li>A visible <strong>last reviewed<\/strong> indicator.<\/li>\n<li>Links to related trust pages (methodology and corrections).<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Step_6_Monitor_update_and_correct\"><\/span>Step 6: Monitor, update, and correct<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>We update pages in two ways:<\/p>\n<ul>\n<li><strong>Scheduled review:<\/strong> trust-critical pages are reviewed on a recurring cadence set internally.<\/li>\n<li><strong>Triggered review:<\/strong> we review when laws, official guidance, platform policies, or product behavior changes, or when a reader reports an issue.<\/li>\n<\/ul>\n<p>For our purposes, \u201creviewed\u201d means a human re-checks citations, verifies product statements, and confirms scope boundaries still hold.<\/p>\n<p>When a change is material, we update the page and align it 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 table 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 \u201cpass\u201d 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\/confirm ownership before relying on the page<\/td>\n<\/tr>\n<tr>\n<td>Evidence<\/td>\n<td><strong>citations required<\/strong> for factual claims; links are accessible<\/td>\n<td>Remove\/soften unsupported claims; add primary sources<\/td>\n<\/tr>\n<tr>\n<td>Freshness<\/td>\n<td>Visible <strong>last reviewed<\/strong> 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 \u201cWhat we do \/ don\u2019t store\u201d table note and a footer note (\u201cNot HIPAA \/ No patient data\u201d)<\/td>\n<td>Add the visual note to the page template and footer<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p><strong>Required visual notes (implementation):<\/strong> Add a \u201cWhat we do \/ don\u2019t store\u201d table to relevant pages and include a footer link note stating \u201cNot HIPAA \/ No patient data.\u201d<\/p>\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 you rely on it in procurement, compliance review, 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> <strong>last reviewed<\/strong> present; update triggers defined (law\/policy\/product changes).<\/li>\n<li><strong>15 pts \u2014 Corrections readiness:<\/strong> correction mechanism exists; links to corrections policy.<\/li>\n<li><strong>10 pts \u2014 AI transparency:<\/strong> <strong>AI-assisted drafting<\/strong> disclosed; human verification stated.<\/li>\n<li><strong>10 pts \u2014 Compliance language discipline:<\/strong> no legal advice; no security guarantees; no prohibited claims (for example, \u201cHIPAA compliant database\u201d).<\/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 from sources.<\/li>\n<li><strong>&lt;70:<\/strong> Treat as a draft; do not use for compliance\/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 inquiries. 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\u2019m flagging a potential issue on [URL]. The statement \u201c[quote the line]\u201d 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_question_worksheet_%E2%80%9CAre_you_HIPAA_compliant%E2%80%9D\"><\/span>Template 2 \u2014 Procurement question worksheet: \u201cAre you HIPAA compliant?\u201d<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 these in writing: (1) Do you store any 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 \u201cHIPAA compliant database\u201d? We understand this is not legal advice; we will 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 \u201clast reviewed\u201d 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=\"Mini-case_The_procurement_question_competitors_dodge_%E2%80%94_%E2%80%9CAre_you_HIPAA_compliant%E2%80%9D\"><\/span>Mini-case: The procurement question competitors dodge \u2014 \u201cAre you HIPAA compliant?\u201d<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>We answer conservatively. Heartbeat.ai does not position itself as a \u201cHIPAA compliant database,\u201d and we do not store patient data. Provider professional contact data is generally distinct from patient data; applicability depends on context\u2014confirm with counsel.<\/p>\n<ul>\n<li><strong>What we will say:<\/strong> what data categories we do and don\u2019t store, and where the boundaries are.<\/li>\n<li><strong>What we won\u2019t say:<\/strong> legal conclusions, compliance certifications we don\u2019t hold, or blanket guarantees.<\/li>\n<\/ul>\n<ul>\n<li><strong>Publishing trust pages without citations.<\/strong> If a claim can\u2019t be sourced, it must be framed as opinion or removed.<\/li>\n<li><strong>Letting AI drafts ship without human verification.<\/strong> AI can write cleanly while being wrong; review must be explicit and accountable.<\/li>\n<li><strong>Over-claiming on compliance.<\/strong> We do not claim a \u201cHIPAA compliant database,\u201d and we do not provide legal advice.<\/li>\n<li><strong>Stale pages with no review signal.<\/strong> If readers can\u2019t see <strong>last reviewed<\/strong>, they assume it\u2019s outdated.<\/li>\n<li><strong>Confusing metrics or hiding denominators.<\/strong> If we mention outreach metrics, we define them with denominators so teams can compare 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>Improve reliability by making pages easier to audit: a reader should be able to verify the top claims quickly using the links provided.<\/p>\n<p>Measure this by\u2026 whether a reviewer can validate the top three factual claims on the page using only the citations provided, without needing internal context.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Measurement_instructions_required\"><\/span>Measurement instructions (required)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li><strong>Citation coverage:<\/strong> count factual claims and count citations. Track \u201cclaims with citations \/ total factual claims\u201d as a percentage.<\/li>\n<li><strong>Freshness compliance:<\/strong> track \u201cpages with visible last reviewed \/ total pages.\u201d<\/li>\n<li><strong>Correction cycle time:<\/strong> track time from issue reported to correction published (in business days) 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 3 factual claims from the page using linked sources.<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Metric_definitions_canonical\"><\/span>Metric definitions (canonical)<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 \u201creviewed\u201d:<\/strong> a human re-checks citations, verifies product statements, and confirms scope boundaries still hold.<\/li>\n<li><strong>Define triggers:<\/strong> if official guidance changes, the page is reviewed and updated.<\/li>\n<li><strong>Keep a source pack:<\/strong> store the links used so updates don\u2019t start from scratch.<\/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 (privacy, healthcare, employment), 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> (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> (how we handle changes and errors).<\/li>\n<li><strong>Material vs. minor edits:<\/strong> material changes update the page content and may be accompanied by an update note; minor edits (typos\/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\u2019re 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 <strong>AI-assisted drafting<\/strong> 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 \u201ccitations required\u201d mean in practice?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Any factual claim that could change a decision (definitions, requirements, scope statements, measurable assertions) must be supported by a linkable source, preferably a primary source.<\/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>We update pages when triggered by changes in laws, official guidance, platform policies, or product behavior, and we also run scheduled reviews. Pages show a <strong>last reviewed<\/strong> 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 \u201cHIPAA compliant database,\u201d 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><\/p>\n<p><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><br \/>\n<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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