---
title: "Prepare the questions and the document index for a statutory medical assessment"
url: "https://ailawframework.com/practice/personal-injury-and-compensation/prepare-the-questions-and-the-document-index-for-a-statutory-medical-ass"
type: "task"
site: "AI Law Framework"
id: "A21-WC20261023-6"
practice_area: "Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-25"
---

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

> 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.

Canonical page: https://ailawframework.com/practice/personal-injury-and-compensation/prepare-the-questions-and-the-document-index-for-a-statutory-medical-ass  
Last reviewed: 2026-10-25

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 | 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 / versions | 3 jurisdiction versions below |

## Checking plan

**Source-by-source verification**

The lawyer checks the output against the file and the linked sources before it is used or sent.

- What the AI does: 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 does: Decide the questions and whether this body can be asked them. In Queensland, the worker does not refer the dispute. The insurer refers it. 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.
- Who reviews: Lawyer competent in statutory workers compensation
- Basis: Checked against the linked sources on 23 October 2026. Confirm the current instrument before reliance.
- Why: The level reflects what the work is, the consequence of an error, and how much the lawyer must check on every file.

## Checks the lawyer makes

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

## Notes

- 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.

## Sources

- [Medical Panels Victoria: getting the Medical Panel's opinion](https://medicalpanels.vic.gov.au/panel-hearings/getting-the-medical-panels-opinion/) (checked 2026-10-23)
- [Workplace Injury Commission: conciliation](https://www.wic.vic.gov.au/conciliation) (checked 2026-10-23)
- [WorkSafe Queensland: medical assessment tribunals](https://www.worksafe.qld.gov.au/workers-compensation/compensation-claims/medical-assessment-tribunals) (checked 2026-10-23)
- [Personal Injury Commission: medical disputes](https://www.pi.nsw.gov.au/types-of-disputes/workers-compensation/medical-pathways) (checked 2026-10-23)
- [Personal Injury Commission: Procedural Direction PIC13, generative artificial intelligence](https://www.pi.nsw.gov.au/resources/procedural-directions/procedural-direction-pic13-use-of-generative-artificial-intelligence) (checked 2026-10-23)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Material for a Victorian WorkSafe Medical Panel](https://ailawframework.com/precedents/personal-injury-and-compensation/victorian-worksafe-medical-panel-material.md) | Letter | 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](https://ailawframework.com/precedents/personal-injury-and-compensation/queensland-medical-assessment-tribunal-material.md) | Letter | 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](https://ailawframework.com/precedents/personal-injury-and-compensation/nsw-pic-medical-assessment-bundle.md) | Letter | 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.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [New South Wales](https://ailawframework.com/practice/personal-injury-and-compensation/prepare-the-questions-and-the-document-index-for-a-statutory-medical-ass/new-south-wales.md) | Yellow |
| [Queensland](https://ailawframework.com/practice/personal-injury-and-compensation/prepare-the-questions-and-the-document-index-for-a-statutory-medical-ass/queensland.md) | Yellow |
| [Victoria](https://ailawframework.com/practice/personal-injury-and-compensation/prepare-the-questions-and-the-document-index-for-a-statutory-medical-ass/victoria.md) | Yellow |

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