Skip to content
HomeServicesClientsAbout UsFinRec AIContactSign in
Talk with FinRec

Legal information

FinRec AI — Important Use Information

Effective Date: November 1, 2026

On this page
  • AI-Generated Information
  • Do Not Enter PHI
  • Use Professional Judgment
  • Beta Product
  • Questions

FinRec AI is designed to make specialized healthcare financial and revenue-cycle knowledge more accessible.

It should be used as an informed starting point — not as a substitute for professional judgment.

AI-Generated Information

FinRec AI uses artificial intelligence to generate responses.

AI-generated information can be incomplete, inaccurate, outdated, or inappropriate for a particular situation.

Always review and independently verify material information before using it in financial reporting, accounting, audit, tax, reimbursement, billing, coding, compliance, legal, operational, or other significant decisions.

FinRec AI responses do not constitute professional accounting, audit, tax, legal, medical, or regulatory advice.

Using FinRec AI does not by itself create a professional-services relationship with FinRec Health CPA's LLC.

Do Not Enter PHI

Do not enter patient-identifiable information, protected health information (PHI), or other sensitive personal data into FinRec AI.

FinRec AI is not intended to receive PHI.

Do not include information such as:

  • patient names;
  • dates of birth;
  • medical-record numbers;
  • patient account numbers;
  • Social Security numbers;
  • patient-specific claims or clinical details;
  • payment-card information;
  • passwords or account credentials;
  • other information that could identify an individual patient.

The warning displayed by FinRec AI does not constitute automated PHI detection or filtering.

FinRec does not represent FinRec AI as a HIPAA-compliant environment for submitting PHI.

Use Professional Judgment

FinRec AI can help organize information, explain concepts, identify potential considerations, and provide a more informed starting point.

It cannot know every fact, contract term, payer requirement, accounting policy, regulatory requirement, or circumstance relevant to an organization.

Users remain responsible for decisions made using information obtained through FinRec AI.

When a matter could materially affect financial statements, regulatory compliance, reimbursement, contractual obligations, patient accounts, or other significant business outcomes, appropriate qualified professionals should review the underlying facts.

Beta Product

FinRec AI is currently in beta.

The product, its knowledge, features, availability, and functionality may continue to change as FinRec develops and improves the experience.

Responses should not be assumed to remain identical over time.

Questions

Questions regarding appropriate use of FinRec AI may be directed to:

info@finrechealth.com

Terms of UsePrivacy PolicyImportant Use Information

Connecting healthcare activity
to a financial story you can explain.

HomeServicesClientsAbout UsFinRec AIContactSign in
© 2026 FinRec Health CPA's LLC
Terms of UsePrivacy PolicyFinRec AI Important Use Information
Healthcare finance. In perspective.