Welcome to Catalyst

You're in the right place to get oriented. This guide explains what you're looking at, why it matters, and where to go next as you explore the demo.

You are currently on Routing Settings, the best place to get a quick view of everything happening in your AI program.

Your progress1/2

Why it matters

Configure routing and approval rules for a consistent governance program.

A quick guide to this page

Follow the tour at your pace

1Routing Settings

Routing settings walkthrough

Here

Approval settings walkthrough

Risk Management

Checklist and Routing Settings

Edit team checklist templates, copy checklist structures across teams, and tune the rules that apply reviews to AI projects.

Team settings

Editable team templates with 14 checklist items across risk reviewers.

Project application

Active rules decide which project signals require team review.

Impact check

Use the preview to confirm rule changes before applying them.

Edit and copy

Review team

Copy checklist from

Loading checklist templates…

Default owner

Template summary

Item	Details	Required	Actions
Checklist item 1Hosted model controls	Review the hosting location, model logs, and subprocessor access paths before approval.
Checklist item 2Role-based access	Access should match care-manager workflow ownership from the intake record.
Checklist item 3Audit trail	Logs need to capture draft generation, human review, edits, and final action.

Apply checklists to projects

Loading routing rules…

Team	Applies When	Gate	Rule Text	Status	Actions
	Applies to all projects that enter risk management.		All AI tools receive an IT Security review.
	Applies when intake says PHI is used, stored, or processed.		PHI exposure routes the tool to Legal review.
	Applies when the tool influences a clinical workflow.		Clinical workflow impact routes the tool to Clinical review.
	Applies when the tool touches claims, billing, coding, or revenue cycle.		Billing or revenue-cycle impact routes the tool to Finance review.
	Applies when intake says PHI is used, stored, or processed.		PHI exposure routes the tool to Privacy review.
	Applies when the project is marked high risk.		High-risk tools route to Compliance for policy mapping and approval conditions.

Rule impact

Project	Signals	Previewed Reviews	Current Reviews
CarePilot Discharge Assistant High Risk	PHI: Yes Clinical: Yes Billing: No Vendor-hosted: Yes	IT Security Legal Clinical Privacy Compliance	IT Security Legal Clinical Privacy Compliance
Access Optimizer Moderate Risk	PHI: Yes Clinical: No Billing: No Vendor-hosted: No	IT Security Legal Privacy	IT Security Legal Privacy
Ambient Visit Notes High Risk	PHI: Yes Clinical: Yes Billing: No Vendor-hosted: Yes	IT Security Legal Clinical Privacy Compliance	IT Security Legal Clinical Privacy Compliance
Claims Copilot Moderate Risk	PHI: Yes Clinical: No Billing: Yes Vendor-hosted: Yes	IT Security Legal Finance Privacy	IT Security Legal Finance Compliance