Tech Tools & Trends

Helping Clients Use AI Safely: What OTPs Need to Know

By Brandy Archie, OTD, OTR/L, CLIPP • AskSAMIE · July 07, 2026 · 5 min read

The gains you make in a session only count if they survive the drive home. A client who nails a transfer technique in the clinic, or whose caregiver finally understands how to redirect a dementia-related behavior during your visit, still has to translate that into a habit at 6pm on a Tuesday when you are not in the room. That gap between session and daily life is where outcomes are won or lost — and it is exactly the gap your clients are already trying to fill on their own, nowadays often by asking AI.

Your Clients Are Already Asking AI for Help — With or Without You

Whether or not you have ever mentioned AI to a client, they are likely already typing questions into ChatGPT, Google's AI overviews, or a general-purpose chatbot. A new Caregiver Action Network survey found that 59% of family caregivers have already used AI for caregiving, and 76% are open to using it — this is close to becoming the norm, not a fringe behavior. A caregiver Googling what to do when Dad gets agitated at sundown. A parent searching how to handle a meltdown at the grocery store. Someone with a new back injury asking an app whether it is safe to lift their toddler. This is happening between your visits whether you are part of the conversation or not.

The Risk You Can't Ignore

  • General AI tools are not trained on clinical, lifespan-specific OT knowledge — they blend internet content of wildly varying quality
  • They rarely know when to stop and say "this needs a professional" — they default to answering, even when they shouldn't
  • Clients often paste identifying health details, photos, or documents into free tools with no idea how that data is stored or used
  • A confident-sounding answer is not the same as a correct one, and most clients have no way to tell the difference
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If you are not giving clients guidance on how to use AI safely, you are leaving that education to whichever tool they happen to open first.

Teaching Clients AI Best Practices

This does not require you to become a privacy or AI expert. A short conversation at discharge or during a home program review is enough to change how a client uses these tools.

1. Protecting Their Information

  • Never paste full name, date of birth, insurance information, or identifiable medical record details into a public AI chat tool
  • Describe the situation in general terms ("an older adult with memory loss") rather than naming the specific person
  • Avoid uploading photos of injuries, wounds, or medical documents to free consumer AI tools
  • Check whether a tool states it will not use conversations to train its model before sharing anything sensitive

2. Judging Accuracy

  • Does the tool ask clarifying questions about age, diagnosis, or context — or does it give the same generic answer to everyone?
  • Does it ever say "this is something to bring to your OT or doctor" — or does it always just answer?
  • Is the advice specific enough to act on, or so general it could apply to any situation?
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A generic AI tool can describe the difference between a rollator and a cane. It cannot tell you which one is right for a specific person's balance deficits and home layout. That distinction is the line worth teaching clients to listen for.

Where a Tool Like SAMIE Fits

This is the gap SAMIE was built for. SAMIE is a clinical AI tool trained by OTPs to give specific, lifespan-informed guidance in the moments that happen outside your sessions — managing a behavior that arises with dementia, helping a parent respond to a child's sensory or emotional regulation needs, guiding someone through back pain at work, or pointing to the right category of adaptive equipment for their specific situation.

What Makes This Different From a General Chatbot

  • Trained specifically on occupational therapy clinical knowledge, not general internet content
  • Gives situation- and lifespan-specific guidance rather than one-size-fits-all answers
  • Built to recognize when a question goes beyond what a tool should answer, and actively refers the client back to their OTP instead of guessing
  • Designed to extend your clinical reach between visits, not to replace the evaluation and ongoing relationship only you can provide
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The goal was never to answer everything. It was to answer the right things well, and know when to say: this needs your OT.

Practical Ways to Introduce This to Clients

When to Recommend It

  • At discharge, as a resource for reinforcing the home program between check-ins
  • For caregivers facing dementia-related behaviors in the moment, when calling you isn't realistic
  • For parents who need language and strategies for a sensory or emotional regulation moment as it's happening
  • Before a follow-up visit, when a client wants to understand their adaptive equipment options ahead of the conversation with you

Your Next Step

Clients are going to keep asking AI for help whether you weigh in or not. The OTPs who shape that behavior — teaching clients what to protect and how to judge what they're told — are the ones whose home programs actually stick.

Explore AskSAMIE.com and see how SAMIE can extend your clinical guidance between visits, safely and specifically.

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