List each clinician the treatment record names before a defendant is chosen

Key facts

Human involvement
YellowClose supervision
How AI is used
From the treatment records the lawyer has selected, make a table of each person the record names, the role the record gives that person, the place, and the page. Do not decide who employed them, who is indemnified, or who is sued.
What the lawyer must review
  • The lawyer decides who is sued and who must receive any pre-court notice.
  • Do not treat a name in a record as a finding that the person was an employee.
  • Health information stays in a firm-controlled tool, not a public one.
  • In Queensland, match the place to the recipient in sections 9A(7) and 9(8).
Written for / version
NSWVICQLD

Open a jurisdiction version of this task to see which instruments apply: NSWVICQLD

Who does what

Who does what
RoleWhat they do
AssistanceFrom the treatment records the lawyer has selected, make a table of each person the record names, the role the record gives that person, the place, and the page. Do not decide who employed them, who is indemnified, or who is sued.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Take the role and the place from the record, and cite the page. Do not infer employment.
  2. For a Queensland claim against the State, name the initial-notice recipient under section 9A(7) and the part 1 recipient under section 9(8) as two different rows.
  3. Do not name an indemnity fund. None was opened.
  4. Keep the list to people the record names. Do not add a clinician from the client's account alone.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

Health information stays in a firm-controlled tool. Rule 9.1 of the Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015, as described by the Victorian Legal Services Board and Commissioner, and APP 11, apply. The lawyer decides whether any loss is notifiable under the Privacy Act 1988 (Cth).

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