Index Victorian clinical records and flag pages that need redaction
MaintainedLast reviewed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the produced records, build a page index marking the date, the author and any page naming a person other than the client. The tool does not decide what may be inspected.
- What the lawyer must review
- Keep clinical records in a firm-controlled tool. Do not put them in a public AI tool.
- Apply rule 9.1. Do not disclose confidential client information, except as rule 9.2 allows.
- Take reasonable steps under APP 11 to protect the records from loss or unauthorised access.
- Decide whether a loss likely to result in serious harm must be notified under the Privacy Act.
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
The work product
Forum. Production under a subpoena in a Victorian personal injury proceeding
Produce. A page index with third-party and sensitive pages flagged.
Have ready. The produced clinical records; The lawyer's list of the client's treating practitioners; Any agreed redaction categories.
Example of the limit. Illustrative example: A hospital bundle includes another patient's name on three pages. The index flags those pages. The lawyer decides whether they are inspected.
Stop and hand it back when
- The produced set cannot be opened page by page.
- The tool is asked to decide that a page may be copied to another party.
Sources for this task were checked on 2026-10-23.
Who does what
| Role | What they do |
|---|---|
| Assistance | From the produced records, build a page index marking the date, the author and any page naming a person other than the client. The tool does not decide what may be inspected. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Practice Note SC CL 3 paragraph 6.3, after pleadings close, is about discovery categories and redaction of documents to be discovered. Do not apply it to pages produced on subpoena.
- Open the flagged page. Do not rely on the index alone.
- Hold a page that names another patient until the lawyer decides the claim of confidence.
- Do not enter the records in a public AI tool. Practice Note SC GEN 25 and County Court note PNCCV 1-2026 both say so.
Sources
- Supreme Court of Victoria, Practice Note SC CL 3, paragraph 6.3 · 2026-10-23
- Supreme Court of Victoria, Practice Note SC GEN 25 · 2026-10-23
- County Court of Victoria, PNCCV 1-2026 · 2026-10-23
- OAIC, APP 11 · 2026-10-23
Practice Note SC GEN 25, issued on 14 May 2026, covers Supreme Court documents, including pleadings, submissions and expert reports. Do not put confidential or sensitive material into a public AI tool.
County Court practice note PNCCV 1-2026, issued on 5 June 2026, is to the same effect and cites Form 44A of the County Court Civil Procedure Rules 2018.