Prepare the questions and the document index for a statutory medical assessment

Key facts

Human involvement: YellowClose supervision
How AI is used: From the reports the lawyer has selected, using a firm-controlled tool, index the documents and list the medical questions in the lawyer's words. Do not write the application that is lodged.
What the lawyer must review: Decide the questions and whether this body can be asked them.
In Queensland, check that the insurer, not the worker, refers the dispute.
Write the lodged application. The tool writes only the index and the question list.
Health and wage records stay in a firm-controlled tool. Apply ASCR r 9, APP 11, and the notifiable-breach test.
Written for / version: NSW QLD VIC

Open a jurisdiction version of this task to see which instruments apply: NSW QLD VIC

Who does what

Who does what
Role	What they do
Assistance	From the reports the lawyer has selected, using a firm-controlled tool, index the documents and list the medical questions in the lawyer's words. Do not write the application that is lodged.
Lawyer	Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Use only reports the lawyer has selected. Do not add a report because it is on the file.
State who is allowed to refer the question. In Queensland that is the insurer.
Keep the question list in the lawyer's words. Do not turn it into the lodged form.
If the index may be lodged in New South Wales, check PIC13 paragraph 10 before any health record is put into a tool.

Forms and precedents for this task
Form or precedent	Kind	AI use	Summary
Material for a Victorian WorkSafe Medical Panel	Letter	AI use Yellow	Index and statutory questions for a Medical Panel under the Workplace Injury Rehabilitation and Compensation Act 2013, for an impairment dispute or a court referral.
Material for a Queensland Medical Assessment Tribunal	Letter	AI use Yellow	Worker's index of documents for an insurer's referral to a Medical Assessment Tribunal, with the exchange times and the permanent-impairment questions the Act states.
Index for a NSW Personal Injury Commission medical assessment	Letter	AI use Yellow	Working index and list of matters for a Personal Injury Commission medical assessment, in the workers compensation or motor accidents division, not a letter to the assessor.

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

This is not a letter of instruction to a medico-legal expert chosen by the firm.

The tool writes nothing that is the worker's evidence.

If health or wage records leave the firm-controlled tool, decide whether a Privacy Act 1988 (Cth) breach is notifiable.