We need a written inventory of systems of record, field definitions, retention rules, and who may grant access. Sample volumes matter: how many referrals per week, how many claims, how many policy documents. De-identified examples of good and bad outcomes seed evaluation sets. Without those anchors, models impress demos and frustrate floor staff later. BAAs and security questionnaires must complete before any PHI leaves your network.
Access patterns beat bulk dumps. Read APIs, secure file drops, or replica databases with row filters reduce risk compared with emailed spreadsheets. Document where shadow systems live, including shared drives that clerical teams trust more than the EHR. Nearby facilities in Colonial Heights often run different templates even under one brand, so site variance belongs in the inventory. Label which content is clinical truth versus outdated intranet pages.
Staff time is data too. SOPs, overtime logs, and denial reason codes quantify the baseline. We also request preferred vocabulary and banned phrases clinicians refuse in patient-facing text. If speech or imaging later enters scope, capture device models and network constraints early. Starting narrow with complete data beats wide scope with partial exports. You will receive a readiness scorecard that marks blockers versus nice-to-haves before contracts lock.