# Limited-pilot plan
Prepared September 29, 2026. Complete the blanks under your organization’s process; do not record patient information here.

## Scope and prerequisites
- Pilot sponsor / accountable organizational contact: __________
- Clinical reviewer role and required sign-off location: __________
- Privacy / IT / security review decision and date: __________
- Reviewed Template subset and exact library version ID: __________
- Browser, device, Standard/Large text, EHR test destination: __________
- Clinic Desk tools included, if any: __________
- Evaluation dates and participant group: __________

Use synthetic material first. Review exact defaults and action assertions. Confirm the no-PHI boundary, endpoint/clipboard/download policies, internet requirement, and both backup restorations. The independently maintained project has no guaranteed support response time; the organizational sponsor must decide whether that fits this scope.

## Questions to evaluate
Track identifier-free observations: time to assemble reusable wording, corrections before copying, missing or misleading wording, recognition errors, EHR paste quality, browser/keyboard issues, and participant usability feedback. Define the comparison workflow and collection method before starting. Avoid claiming clinical or time-saving benefit from informal anecdotes alone.

## Stop and recovery criteria
Pause use if output is clinically misleading, content cannot be reviewed reliably, protected information is entered, backups cannot be restored, or the approved environment is unsuitable. Return to the approved EHR workflow. Follow organizational incident procedures as applicable; report product issues without patient information. Do not use feedback forms for urgent communication.

## Closeout
Record the decision to stop, revise, or continue; unresolved findings; reviewed library version; backup date; and who owns the next review. Recheck clinical content and deployment practices after material changes. Local Repertoire review markers do not substitute for this decision.