Protecting Your Privacy When Using AI and Sharing Documents

AI can support responsible administrative work, but it should never be trusted with sensitive client records by default.

At Field Grade Advisory Group, our safeguards—not AI itself—protect personal information. We do not intentionally enter protected health information, medical records, Social Security

numbers, VA file numbers, or other sensitive client information into public or consumer AI tools.

AI may assist with limited, non-sensitive administrative or drafting tasks only after identifying and removing protected information, with human review before the work is used.

Technology can support our process, but it does not replace secure handling, careful judgment, or respect for client privacy. Please do not send sensitive information through social media, Messenger, ordinary email, chatbots, or AI tools.

Before uploading records, protect your privacy

Use a proper PDF redaction tool to permanently remove sensitive information—not a marker, drawing, or black box placed over the text. Save the redacted document as a new file, reopen it, and confirm the removed information cannot be viewed, searched, selected, copied, or recovered.

Never send medical records, Social Security numbers, VA file numbers, or other sensitive documents through public or unsecured channels.

Learn more in our Privacy Policy and document-handling guidance: https://www.fieldgradeadvisorygroup.com/privacy-policy

Field Grade Advisory Group provides independent administrative, organizational, and educational support. We do not provide legal advice, medical advice, or VA-accredited representation.