Build a dated treatment chronology for a Victorian scheme file
MaintainedLast reviewed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Build a dated chronology of treatment, certificates of capacity and scheme documents, with a page cite for every row. Keep a closed tool. Do not diagnose.
- What the lawyer must review
- Spot-check dates against the records, which govern
- Separate a certificate of capacity from a consultation
- Do not diagnose, and do not use a public tool
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
The work product
Forum. Victoria: a Transport Accident Commission file, a WorkSafe file, or a common law file that uses those records
Produce. An internal chronology with page cites, certificate dates and a gap list.
Have ready. Treatment records the firm is allowed to use; Certificates of capacity and scheme letters; The firm's closed-tool settings.
Example of the limit. Illustrative example: A certificate covers four weeks and the only consultation page is the first day. The chronology shows the certificate period and marks the other weeks as having no consultation page. It does not say the person was symptom-free.
Stop and hand it back when
- A row has no page cite.
- The chronology states a diagnosis or says a benefit is payable.
Sources for this task were checked on 2026-10-23.
Who does what
| Role | What they do |
|---|---|
| Assistance | Build a dated chronology of treatment, certificates of capacity and scheme documents, with a page cite for every row. Keep a closed tool. Do not diagnose. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Give each row the consultation date or the certificate date, the provider, and the page. Do not use the date of a later report as the date of treatment.
- On a Transport Accident Commission loss-of-earnings file, the Commission's policy says loss of earnings benefits are payable for a maximum of 18 months from the accident or from when the injury first manifested, where supported by certificates of capacity, and that loss of earning capacity benefits may then be available. Record the certificate dates. Do not decide the benefit.
- On a WorkSafe file, a certificate of capacity is required where the worker claims weekly payments or cannot do pre-injury work. Record the certificate period separately from the consultation.
- List gaps, including a certificate period with no consultation page. A gap is not proof that treatment or symptoms were absent. Do not send the records to a public tool.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Freedom of information request for a patient's own health records | Letter | AI use Yellow | A written request under section 17 of the Freedom of Information Act 1982 (Vic) for a patient's own health records held by a public sector agency, sent after an informal release request. |
| Right to information application for a patient's own hospital records | Letter | AI use Yellow | A Queensland application for a patient's own public-hospital health records, using the hospital's administrative scheme first and a Right to Information application if a formal application is required. |
| Access application for health information under the GIPA Act | Letter | AI use Yellow | An access application under the Government Information (Public Access) Act 2009 (NSW) for health information, used when the health service's own health-records process does not cover the request. |
| Authority for a treating practitioner to release clinical records | Form | AI use Yellow | Signed authority for one treating practitioner to release named clinical records for a named period, with a separate tick for counselling or mental-health records and a short covering letter. |
| Client authority and records request pack for a personal injury claim | Form | AI use Yellow | Signed client authority plus a schedule of record requests for a personal injury claim (treating doctors, hospitals, ambulance, employer and payroll, Medicare and Centrelink, insurers), with a tracking table so gaps in the record set are visible early. |
| AI use policy for health information | Policy | AI use Yellow | Firm rule for health information in plaintiff injury work: it stays in a firm-controlled tool, and public tools are not used. |
| Authority for a hospital to release treatment records | Form | AI use Yellow | Signed authority for one hospital to release the emergency, inpatient, outpatient and imaging records of named attendances, plus a letter asking the hospital which access path and fee it requires. |
| Client consent to processing medical records in an approved tool | Letter | AI use Yellow | Consent the client signs before the firm puts medical records into an approved tool. |
| Services Australia information request: which official form to use | Checklist | AI use Yellow | A file checklist for asking Services Australia for Medicare claims history, a notice of past benefits, or Centrelink information. |
| Treatment chronology from health records | Other | AI use Yellow | A page-cited chronology of treatment, complaints and findings drawn from health records, with a verification log. |
| Medical records index | Other | AI use Yellow | An index of health records by provider, date, source and page, marking subpoenaed or suppressed material that must not go into a generative tool unless the court's conditions are met. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- Transport Accident Commission: How long loss of earnings benefits are payable · 2026-10-23
- WorkSafe Victoria: Worker's injury claim form · 2026-10-23
- Health Records Act 2001, in force version 050 (effective 1 May 2026) · 2026-10-23
- Supreme Court of Victoria: Practice Note SC GEN 25, use of artificial intelligence by court users · 2026-10-23
This chronology is the content of the scheme file. The firm's rule for which tool a paralegal may use is a separate protocol.
The Health Records Act 2001 is in force as version 050, effective 1 May 2026. Its principles were not opened. If the chronology is later filed, the lawyer verifies it under Practice Note SC GEN 25 or the County Court practice note of 9 June 2026.