---
title: "List questions and records for a medical expert letter"
url: "https://ailawframework.com/practice/personal-injury-and-compensation/instruct-a-medical-expert-on-pic-gen-ai-requirements/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A21-B1-2-US"
practice_area: "Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List questions and records for a medical expert letter

> Columns are the question the lawyer has already written, the record name, and the page. Write no sentence of the letter of instruction.

Canonical page: https://ailawframework.com/practice/personal-injury-and-compensation/instruct-a-medical-expert-on-pic-gen-ai-requirements/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 | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | Columns are the question the lawyer has already written, the record name, and the page. Write no sentence of the letter of instruction. |
| What the lawyer must review | Federal Rule of Evidence 702 requires the proponent to show it is more likely than not that the opinion reflects a reliable application of the principles and methods to the facts of the case. Formal Opinion 512 requires review of analysis and citations before a court submission. Model Rule 1.6 covers information relating to the representation. You write the letter. A commission instruction form was not opened. |
| Written for | United States |
| Applies to | [Instruct a medical expert on PIC Gen AI requirements](https://ailawframework.com/practice/personal-injury-and-compensation/instruct-a-medical-expert-on-pic-gen-ai-requirements.md) |

## Checking plan

- What the AI does: Columns are the question the lawyer has already written, the record name, and the page. Write no sentence of the letter of instruction.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not send medical records to a public tool.
- Do not cite a commission practice note. None was opened.
- The table does not say the opinion will meet Rule 702.

## Sources

- [Federal Rule of Evidence 702, Testimony by Expert Witnesses](https://www.law.cornell.edu/rules/fre/rule_702) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (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.*