List each clinician the record names before section 5O is applied

MaintainedLast reviewed

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 is sued.
What the lawyer must review
  • The lawyer decides who is sued. The list does not decide employment or indemnity.
  • Do not name a compulsory recipient of a pre-court notice. No opened section does.
  • Keep health and wage records in a firm-controlled tool, not a public one.
  • ASCR r 9 and APP 11 apply. Decide if a breach is notifiable under the Privacy Act 1988 (Cth).
Written for / version
New South Wales versionNSWVICQLD

Rules that apply

The document starts from the task name. Change it if this piece of work is different.

The work product

Forum. New South Wales. Treatment records, before a defendant is chosen.

Produce. A table of clinicians named in the records.

Have ready. Treatment records the lawyer selects; The pages that name each person.

Example of the limit. Illustrative example: A discharge summary names a surgeon and does not name an employer. The table records the surgeon and the page. It does not add an employer.

Stop and hand it back when

  • The tool is asked to choose the defendant.
  • A person is added who is not named in the record.

Sources for this task were checked on 2026-10-23.

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 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. One row per person the selected record names, with the role, place and page.
  2. Section 5O asks whether that professional acted in a manner widely accepted in Australia by peer professional opinion as competent professional practice.
  3. Do not add an employer or an indemnity scheme. None was opened.
  4. A warning allegation is section 5P, not this list.

Sources

No indemnity scheme was opened. The list does not say who must be indemnified.

If this is filed in the Supreme Court of New South Wales, Practice Note SC Gen 23, issued on 28 January 2025 and commenced on 3 February 2025, bars generative AI from the content of an affidavit or witness statement, and from an expert report without prior leave, subject to paragraph 23.

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