---
title: "Organise a Queensland expert-referral checklist"
url: "https://ailawframework.com/practice/personal-injury-and-compensation/check-a-proposed-medico-legal-referral-before-booking/queensland"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A21-P20260916-4-QLD"
practice_area: "Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)"
tier: "red"
lawyer_review: "required"
jurisdictions: ["QLD"]
last_reviewed: "2026-10-25"
---

# Organise a Queensland expert-referral checklist

> Organise the proposed specialty, the questions and the source list into a checklist. Write no instruction to the expert.

Canonical page: https://ailawframework.com/practice/personal-injury-and-compensation/check-a-proposed-medico-legal-referral-before-booking/queensland  
Last reviewed: 2026-10-25

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 specialty, the questions and the source list into a checklist. Write no instruction to the expert. |
| What the lawyer must review | You select the expert and you write any instruction Check any scheme limit on who may give the report before it is booked If the expert is to be called, the certificate of readiness must later be able to say the report was obtained |
| Written for | Queensland |
| Applies to | [Check a proposed medico-legal referral before booking](https://ailawframework.com/practice/personal-injury-and-compensation/check-a-proposed-medico-legal-referral-before-booking.md) |

## Checking plan

**Verify against sources**

The tool organises a checklist. The lawyer selects the expert and writes any instruction.

- What the AI does: Organise the proposed specialty, the questions and the source list into a checklist. Write no instruction to the expert.
- 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: Checked against the linked sources on 23 October 2026. Confirm the current instrument before reliance.

## Checks the lawyer makes

1. The checklist states the specialty, the questions the lawyer is considering, the documents proposed to be sent, and the questions still unanswered. It is not a letter of instruction.
2. The lawyer selects the expert and checks any scheme limit on who may provide the report. No register of authorised practitioners was opened for this version.
3. Schedule 1C of the Uniform Civil Procedure Rules 1999, as published on AustLII, states an expert's duty to the court. The lawyer confirms the current official reprint before a report is filed.
4. Under section 37(2)(c) of the Personal Injuries Proceedings Act, a certificate of readiness states that medical or other expert reports have been obtained from all persons the party proposes to call as expert witnesses at the trial.

## Notes

- The tool writes nothing that is sent to the expert and nothing that is filed. Supreme Court Practice Direction 5 of 2025 and District Court Practice Direction 12 of 2025 apply if a report or a submission later goes to the court.
- Health information in the source list stays in a firm-controlled tool. Guidance Statement No. 37 points to confidentiality and to the Privacy Act 1988 (Cth).

## Practical guide

Jurisdiction: Queensland plaintiff personal injury, before a medico-legal expert is booked.

**Deliverable**: A checklist the lawyer uses to decide whether to book, and to write any instruction.

**Inputs**

- The proposed specialty and questions
- The source list the lawyer has selected
- The Act and the stage of the claim

**Example**: Illustrative example: The checklist shows a question the records do not support. The lawyer removes that question and writes the instruction. The checklist is not sent to the expert.

**Stop and escalate when**

- The output is turning into an instruction letter or a report.
- The lawyer has not chosen the expert.

Checked 2026-10-23.

## Sources

- [Personal Injuries Proceedings Act 2002 (Qld), section 37](https://www.legislation.qld.gov.au/view/whole/html/current/act-2002-024) (checked 2026-10-23)
- [Uniform Civil Procedure Rules 1999 (Qld), schedule 1C, AustLII](https://classic.austlii.edu.au/au/legis/qld/consol_reg/ucpr1999305/sch1c.html) (checked 2026-10-23)
- [Supreme Court of Queensland Practice Direction 5 of 2025](https://www.courts.qld.gov.au/__data/assets/pdf_file/0011/889148/sc-pd-5-pf-2025.pdf) (checked 2026-10-23)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Letter of instruction to an orthopaedic surgeon](https://ailawframework.com/precedents/personal-injury-and-compensation/letter-instructing-orthopaedic-surgeon.md) | Letter | Yellow | Letter asking an orthopaedic surgeon for diagnosis, causation, capacity and prognosis in a plaintiff claim, with the expert code and artificial intelligence rule for Victoria, Queensland or New… |
| [Letter of instruction to a psychiatrist](https://ailawframework.com/precedents/personal-injury-and-compensation/letter-instructing-psychiatrist.md) | Letter | Yellow | Letter asking a psychiatrist for diagnosis, causation, treatment and capacity in a plaintiff claim, and for a clinical view on recognised psychiatric illness, without asking for the legal test. |
| [Letter of instruction to an occupational therapist on care](https://ailawframework.com/precedents/personal-injury-and-compensation/letter-instructing-occupational-therapist-on-care.md) | Letter | Yellow | Letter asking an occupational therapist to record care hours, duration, paid and gratuitous help, aids and equipment, without applying a damages threshold or valuing the claim. |
| [Letter of instruction to a forensic accountant](https://ailawframework.com/precedents/personal-injury-and-compensation/letter-instructing-forensic-accountant.md) | Letter | Yellow | Letter asking a forensic accountant to calculate past and future loss of earning capacity on stated assumptions, with the discount rate, percentage and superannuation rate left for the lawyer. |
| [Letter of instruction to an engineer](https://ailawframework.com/precedents/personal-injury-and-compensation/letter-instructing-engineer.md) | Letter | Yellow | Letter asking an engineer for the condition, the mechanism and the available precautions in a plaintiff claim, with the precautions section named by the lawyer and no conclusion on negligence. |
| [Psychiatrist's instructions on a recognised psychiatric illness](https://ailawframework.com/precedents/personal-injury-and-compensation/psychiatrist-recognised-psychiatric-illness.md) | Letter | Yellow | Letter asking a psychiatrist whether there is a recognised psychiatric illness for a mental harm claim, without asking the psychiatrist to apply the statutory tests. |
| [Letter of instruction to a vocational assessor](https://ailawframework.com/precedents/personal-injury-and-compensation/letter-instructing-vocational-assessor.md) | Letter | Yellow | Letter asking a vocational assessor for realistic occupations, hours and sourced earnings, without a diagnosis, an impairment score or a valuation. |
| [Questions for a treating doctor](https://ailawframework.com/precedents/personal-injury-and-compensation/questions-for-a-treating-doctor.md) | Letter | Yellow | Letter asking a treating doctor for the dates, recorded diagnosis, treatment and certificates, with a separate opinion section that is sent only if the expert code is enclosed. |
| [Magistrates' Court WorkCover referral to a Medical Panel: completion guide](https://ailawframework.com/precedents/personal-injury-and-compensation/form-vic-mcv-medical-panel-referral.md) | Form | Red | Link to the Magistrates' Court form parties or their practitioners complete and submit with an application to refer a WorkCover matter to a Medical Panel. |
| [County Court notice of intention to refer a medical question to a Medical Panel: guide](https://ailawframework.com/precedents/personal-injury-and-compensation/form-vic-ccv-medical-question-notice.md) | Form | Red | Guide to the County Court notice of intention to refer a medical question to a Medical Panel in a serious injury application for a work injury, from the Common Law Division Practice Note of 9… |

Signed-in accounts can read the full text of each one.

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