Build a Victorian injury chronology on a closed tool

MaintainedLast reviewed

Key facts

Human involvement
YellowClose supervision
How AI is used
Build a dated treatment chronology from records the firm is allowed to use, on a closed tool, with a page cite for every row and a list of gaps. Do not send the records to a public tool.
What the lawyer must review
  • Spot-check rows against the records, which govern
  • Do not put health information into a public tool
  • Do not treat the chronology as a diagnosis or as evidence in the client's words
Written for / version
Victoria versionVICNSWQLDUS

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 plaintiff personal injury file, including a matter that may later be in the County Court or the Supreme Court

Produce. An internal chronology with page cites and a gap list.

Have ready. Records the firm is allowed to use; The firm's closed-tool settings; Any existing chronology the lawyer wants compared.

Example of the limit. Illustrative example: A public tool is the only one available. The chronology is not built. The lawyer uses the firm's closed tool, then checks ten rows against the scanned pages before anyone relies on the dates.

Stop and hand it back when

  • The only available tool is a public one.
  • A row has no page cite, or the cited page cannot be opened.

Sources for this task were checked on 2026-10-23.

Who does what

Who does what
RoleWhat they do
AssistanceBuild a dated treatment chronology from records the firm is allowed to use, on a closed tool, with a page cite for every row and a list of gaps. Do not send the records to a public tool.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Confirm the firm may use the records and that the tool is closed. The Law Institute guidance says confidential client information is not put into an open-source or commercial system without the client's consent.
  2. The County Court practice note and Practice Note SC GEN 25 both say confidential or sensitive information is not entered into a public tool.
  3. Spot-check dates, providers and page cites against the source pages. Separate the date of treatment from the date of a report.
  4. If any part of the chronology will be filed, the lawyer verifies it. Asking another AI tool to confirm it is not verification.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
Freedom of information request for a patient's own health recordsLetterAI use YellowA 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 recordsLetterAI use YellowA 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 ActLetterAI use YellowAn 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 recordsFormAI use YellowSigned 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.
AI use policy for health informationPolicyAI use YellowFirm 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 recordsFormAI use YellowSigned 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 toolLetterAI use YellowConsent the client signs before the firm puts medical records into an approved tool.
Checklist for buying a medical-chronology toolChecklistAI use YellowChecks before a plaintiff firm approves a tool that will receive medical records: contract, training, security, a privacy impact assessment, and the court conditions for restricted material.
Treatment chronology from health recordsOtherAI use YellowA page-cited chronology of treatment, complaints and findings drawn from health records, with a verification log.
Medical records indexOtherAI use YellowAn 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

Practice Note SC GEN 25 and the County Court practice note of 9 June 2026 treat affidavits, witness statements and expert reports as court documents that need particular caution. The chronology is not those documents.

The Health Records Act 2001 is in force as version 050, effective 1 May 2026. The principles in that Act were not opened for this version.

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