---
title: "Check a proposed medico-legal referral before booking"
url: "https://ailawframework.com/practice/personal-injury-and-compensation/check-a-proposed-medico-legal-referral-before-booking"
type: "task"
site: "AI Law Framework"
id: "A21-P20260916-4"
practice_area: "Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)"
tier: "red"
lawyer_review: "required"
last_reviewed: "2026-09-23"
---

# Check a proposed medico-legal referral before booking

> Organise the proposed expert’s specialty, authority to give evidence, questions and source material into a referral checklist.

Canonical page: https://ailawframework.com/practice/personal-injury-and-compensation/check-a-proposed-medico-legal-referral-before-booking  
Last reviewed: 2026-09-23

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)](https://ailawframework.com/practice/personal-injury-and-compensation.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | Organise the proposed expert’s specialty, authority to give evidence, questions and source material into a referral checklist. |
| What the lawyer must review | Select the appropriate expert yourself Verify the relevant scheme requirements before the appointment is booked |
| Written for / versions | — |

## Checking plan

**Lawyer leads the decision**

The lawyer selects the appropriate expert and verifies the relevant scheme requirements before the appointment is booked.

- What the AI does: Organise the proposed expert’s specialty, authority to give evidence, questions and source material into a referral checklist.
- What the lawyer does: Make the legal assessment, check the source material and authorise the output for its intended use.
- Who reviews: Lawyer competent in this practice area
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects the consequence of an error and the amount of independent review the described output needs.
- Restriction: AI cannot establish expert competence, authorise evidence or determine a medical opinion.
- Written for: NSW

## Checks the lawyer makes

1. Identify the scheme, dispute and question requiring expert evidence; confirm that the proposed specialty addresses it.
2. For NSW CTP work, verify the applicable route authorising the practitioner to give evidence, including the relevant register or party agreement where available.
3. Provide balanced instructions and the complete relevant material, including contrary records and the applicable expert and AI directions.
4. Confirm scope, costs and arrangements with the expert, and check the resulting report against the actual instructions.

## Notes

- These are suggested working checks. The cited court, tribunal or scheme requirements apply only within their stated scope.

## Practical guide

Jurisdiction: NSW CTP and NSW Personal Injury Commission; adapt separately for another scheme

**Deliverable**: A checked referral brief and booking checklist.

**Inputs**

- Proposed expert details
- Scheme and dispute questions
- Relevant records
- Applicable authorisation and expert directions

**Example**: Illustrative example: A suitably qualified doctor appears available, but the required CTP authorisation route has not been established. The booking remains pending while the lawyer checks it.

**Stop and escalate when**

- The practitioner’s relevant authority or expertise is unverified.
- The instructions ask the expert to adopt an advocacy position or omit contrary records.

Checked 2026-09-16.

## Sources

- [SIRA: Health practitioners authorised to give evidence](https://www.sira.nsw.gov.au/health-providers/health-practitioners-authorised-to-give-evidence) (checked 2026-09-16)
- [NSW Personal Injury Commission: PIC4 Expert Witness Evidence, amended 1 January 2026](https://www.pi.nsw.gov.au/resources/procedural-directions/procedural-direction-pic4-expert-witness-evidence) (checked 2026-09-16)
- [NSW Personal Injury Commission: PIC13 Use of Generative Artificial Intelligence, 1 January 2026](https://www.pi.nsw.gov.au/resources/procedural-directions/procedural-direction-pic13-use-of-generative-artificial-intelligence) (checked 2026-09-16)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*