---
title: "Check a proposed medical referral against the records named"
url: "https://ailawframework.com/practice/personal-injury-and-compensation/check-a-proposed-medico-legal-referral-before-booking/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A21-P20260916-4-US"
practice_area: "Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Check a proposed medical referral against the records named

> One row per question in the draft referral. Columns are the question, the record name attached to it, and a blank if no record is named. Write no sentence of the referral.

Canonical page: https://ailawframework.com/practice/personal-injury-and-compensation/check-a-proposed-medico-legal-referral-before-booking/united-states  
Last reviewed: 2026-10-22

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 | Yellow: Lawyer and AI draft together |
| How AI is used | One row per question in the draft referral. Columns are the question, the record name attached to it, and a blank if no record is named. Write no sentence of the referral. |
| What the lawyer must review | Federal Rule of Evidence 702 requires a reliable application of the principles and methods to the facts. The referral is what sets those facts. You write it and you decide whether to send it. 45 C.F.R. § 164.502(a) limits use and disclosure of protected health information by a covered entity or a business associate. Not every firm is one. Model Rule 1.6 still keeps the records out of a public tool. |
| Written for | United States |
| 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

- What the AI does: One row per question in the draft referral. Columns are the question, the record name attached to it, and a blank if no record is named. Write no sentence of the referral.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not send the records to a public tool.
- The table does not book the examination and does not say Rule 702 will be met.

## Sources

- [Federal Rule of Evidence 702, Testimony by Expert Witnesses](https://www.law.cornell.edu/rules/fre/rule_702) (checked 2026-10-22)
- [45 C.F.R. § 164.502, Uses and disclosures of protected health information](https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-164/subpart-E/section-164.502) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

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