Guides to using AI without sharing private details

Before sharing client spreadsheets with ChatGPT or Claude, check authorization, confidential details, and what the task actually needs.

Compare data masking, permanent redaction, and de-identification. Learn when a reversible working copy or a final redacted document fits your task.

Learn how PHI differs from PII, why document context matters, and which names, dates, and details need closer attention in a patient record.

Yes, once the identifying details are out of the note. Your ethics code already covers this, and a business associate agreement reaches only some account types.

Only on an account covered by a signed business associate agreement, which rules out consumer plans. No regulator certifies products, so check the contract.

The confidentiality duty covers a client's business and affairs, not just privilege. Law societies have said it reaches these tools. Sort the task first.

A photo can carry the camera, the time, and the coordinates where it was taken. A PDF carries an author name. What is in there, and how to remove it.

Review visible instructions, disguised text, and concealed content in documents, with examples and clear detection limits.

Every free redactor makes you find the identifiers yourself. What Adobe, Preview, PDF24, Stirling, and LibreOffice document, and where detection changes it.

Prompt-scrubbing extensions act on the chat box; document masking acts on the file. Where each one's coverage ends, and why running both is reasonable.

A model, a cloud API, an SDK, and a subscription all redact. What each asks you to stand up first, and which of them read a screenshot.