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HomeCoursesHow to Use AI in Healthcare, Legal & Accounting

How to Use AI in Healthcare, Legal & Accounting

FreeAll Levels25mUpdated 2026-06-14
AboutWhat you'll learnCurriculumArtifactsInstructorFAQ

About this course

If you run a clinic, law firm, or accounting practice, you have probably been told AI is off-limits because your data cannot leave the building. It is not true — it is just incomplete. This free, plain-English course shows owners exactly how to use AI safely in a regulated practice: what actually leaves your building, which signed agreement (a HIPAA BAA or a DPA) makes cloud AI legal for your field, how to strip out client data before anything is sent, and when it is worth running AI entirely on your own machine — with real, fact-checked models (MedGemma, gpt-oss, Qwen3) and hardware. Then: do it yourself, or have SetupBots set it up for you.

What you'll learn

Exactly what data leaves your building when you use AI — and what stays put
Which signed agreement makes cloud AI legal in your field — a HIPAA BAA or a DPA
How to strip client names and identifiers out before anything is sent to the cloud
When it's worth running AI entirely on your own machine — and what hardware it takes
Which private models to use for medicine, law, and finance (MedGemma, gpt-oss, Qwen3)
How to see and prove to a compliance officer exactly what does and doesn't leave
How to pick the right setup for your practice — or hand it to SetupBots to do for you

Course curriculum

7 modules·15 lessons·Total 25m
01Yes, you can use AI in a regulated practicePreview1m
02What "data leaving the building" really costsPreview1m
01The data-residency spectrum (it's not all-or-nothing)Preview2m
02What actually leaves your building2m
01The contract that makes cloud AI legal in your field2m
02Turn it on right: settings + the 10-minute setup2m
01Strip the data before it leaves: redaction in plain English2m
02The smart pairing: local handles the secrets, cloud does the thinking2m
01Running AI on your own machine — when it's worth it1m
02Which models to run: MedGemma, gpt-oss, Qwen32m
03The hardware: do you really need a 128GB machine?2m
04One box for the whole practice1m
01See exactly what's being sent out2m
02The evidence pack for your compliance officer1m
01Pick your tier — then do it yourself or have it done2m

What you take home

2 downloadable artifacts

Every course ships with the methodology AND the working assets. Drop them straight into your stack — they're AI-feedable, so you can paste them into Claude / Cursor / ChatGPT as a system prompt.

AI Tier Decision Worksheet

Matrix

Answer four questions and land on the right setup for your practice — cloud + agreement, cloud + redaction, or a private on-premise model.

Compliance Evidence Pack Checklist

Checklist

The four-item folder that turns “is this safe?” into a document your compliance officer or auditor can sign off on.

Meet your instructor

Allen Seavert — in residence

Founder · SetupBots · Phoenix, AZ

13+ years building. Shipped marketplaces, CRMs, lead engines, and content pipelines for clients from solo founders to 8-figure companies. Built a production experiences marketplace from scratch — scraped 13,706 leads with AI, wired a seat-race booking system, and automated cold email at scale. Now teaching the methodology.

13+Years building
5Agent tools supported
100%Of the catalog — free

Frequently asked questions

No. It's written for owners, in plain English. You learn enough to make the decision and ask the right questions — not to build it yourself. If you'd rather not touch any of it, SetupBots can set it up for you.
Yes, with the right setup. HIPAA doesn't ban a vendor from handling patient data — it requires a signed Business Associate Agreement, which Anthropic provides. Law and accounting practices use a Data Processing Agreement instead. The course covers exactly which one your field needs.
No. Most practices are fine on cloud AI with a signed agreement, or cloud AI with the sensitive details stripped out first. A private on-premise machine is only worth it if you process sensitive data constantly, at volume.
The course shows you how to log and verify exactly what leaves your systems, and gives you a four-item evidence pack: the signed agreement, a settings screenshot, a sample request log, and your architecture in one sentence.
Yes. The course teaches you to do it yourself, but you can also have SetupBots configure the right tier, sign and set the agreements, install a private model if you want one, and hand you the compliance evidence pack.

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  • 15 lessons · 7 modules
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