---
title: "Letter of instruction to an occupational therapist on care"
url: "https://ailawframework.com/precedents/personal-injury-and-compensation/letter-instructing-occupational-therapist-on-care"
type: "precedent"
site: "AI Law Framework"
id: "a21-letter-instructing-occupational-therapist-on-care"
area_id: "A21"
kind: "letter"
ai_level: "yellow"
version: 1
task_ids: ["A21-T1-R8", "A21-P20260916-3", "A21-P20260916-4", "A21-B1-2", "A21-SB20261022-3"]
law_stated_as_at: "2026-10-23"
---

# Letter of instruction to an occupational therapist on care

> Letter asking an occupational therapist to record care hours, duration, paid and gratuitous help, aids and equipment, without applying a damages threshold or valuing the claim.

Canonical page: https://ailawframework.com/precedents/personal-injury-and-compensation/letter-instructing-occupational-therapist-on-care  
Law stated as at: 2026-10-23

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

- Kind: Letter. A letter or email you adapt and send.
- Practice area: [Personal Injury & Compensation](https://ailawframework.com/precedents/personal-injury-and-compensation.md)
- Jurisdictions: Victoria, Queensland, New South Wales
- AI level: Yellow. You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at: 2026-10-23
- Status: Maintained. Checked on 2026-10-23 against the 16 authorities it cites, for Victoria, Queensland and New South Wales.

## When to use it

Use when a plaintiff firm needs a care and equipment assessment for a claim in Victoria, Queensland or New South Wales. The lawyer applies the statutory threshold and any cap after the report.

## Used for these tasks

- [Draft medico-legal instructions and review the draft report](https://ailawframework.com/practice/personal-injury-and-compensation/draft-medico-legal-instructions-and-review-the-draft-report.md)
- [Check an expert report’s assumptions and AI disclosure](https://ailawframework.com/practice/personal-injury-and-compensation/check-an-expert-report-s-assumptions-and-ai-disclosure.md)
- [Check a proposed medico-legal referral before booking](https://ailawframework.com/practice/personal-injury-and-compensation/check-a-proposed-medico-legal-referral-before-booking.md)
- [Instruct a medical expert on PIC Gen AI requirements](https://ailawframework.com/practice/personal-injury-and-compensation/instruct-a-medical-expert-on-pic-gen-ai-requirements.md)
- [Check a claim for gratuitous attendant care against the statutory threshold](https://ailawframework.com/practice/personal-injury-and-compensation/check-a-claim-for-gratuitous-attendant-care-against-the-statutory-thresh.md)

## How AI may be used

The tool may assemble the letter and a task table from the lawyer's chronology, and the lawyer checks the hours, the statute and the forum before the letter is sent.

**AI may:**

- Assemble the letter from the lawyer's questions, the assumption list and the document index.
- Insert the forum block the lawyer has selected and remove the other forum blocks.
- Check that every enclosed document is named in the index and that page numbers run in one sequence.

**AI must not:**

- Must not suggest, draft or strengthen the expert's opinion, diagnosis, impairment score or conclusion.
- Must not put health, wage or benefit records into a public or consumer tool, or into a tool that may train on them.
- Must not choose the forum's code or artificial intelligence rule from memory. The lawyer confirms the current instrument.
- Must not draft an affidavit, a witness statement or a statutory declaration.
- Must not calculate a statutory threshold, a cap or a dollar value for gratuitous care.

**The lawyer checks:**

- The letter asks for hours, duration and whether the help is paid, and it does not ask the therapist to apply the statute.
- The lawyer has named the Act that governs this claim before the report is used.
- One forum block remains, and the code is enclosed if the report is to be expert evidence.
- Records go by the approved secure channel and not into a public tool.

## Authorities

- [Uniform Civil Procedure Rules 2005 (NSW) Schedule 7 (expert witness code of conduct), current version from 13 March 2026](https://legislation.nsw.gov.au/view/html/inforce/current/sl-2005-0418#sch.7)
- [Uniform Civil Procedure Rules 2005 (NSW) r 31.23 (code of conduct must be provided, and the acknowledgement)](https://www5.austlii.edu.au/au/legis/nsw/consol_reg/ucpr2005305/s31.23.html)
- [Uniform Civil Procedure Rules 2005 (NSW) r 31.27 (experts' reports, including generative artificial intelligence)](https://www5.austlii.edu.au/au/legis/nsw/consol_reg/ucpr2005305/s31.27.html)
- [Personal Injury Commission Procedural Direction PIC4, Expert Witness Evidence](https://www.pi.nsw.gov.au/resources/procedural-directions/procedural-direction-pic4-expert-witness-evidence)
- [Supreme Court (General Civil Procedure) Rules 2025 (Vic) r 44.01 (the code is Form 44A)](https://classic.austlii.edu.au/au/legis/vic/consol_reg/sccpr2025433/s44.01.html)
- [Supreme Court (General Civil Procedure) Rules 2025 (Vic) r 44.03 (report of expert)](https://classic.austlii.edu.au/au/legis/vic/consol_reg/sccpr2025433/s44.03.html)
- [Supreme Court of Victoria Practice Note SC Gen 25, paragraph 6.12 and footnote 2 (Form 44A), issued 14 May 2026](https://www.supremecourt.vic.gov.au/areas/legal-resources/practice-notes/sc-gen-25-the-use-of-artificial-intelligence-by-court-users)
- [County Court of Victoria Practice Note PNCCV 1-2026, paragraph 5.12, version 1.0 of 5 June 2026](https://www.countycourt.vic.gov.au/files/documents/2026-06/use-artificial-intelligence-court-users-practice-note.docx)
- [Uniform Civil Procedure Rules 1999 (Qld) Schedule 1C (code of conduct for experts)](https://classic.austlii.edu.au/au/legis/qld/consol_reg/ucpr1999305/sch1c.html)
- [Uniform Civil Procedure Rules 1999 (Qld) r 429H (requirements for report)](https://classic.austlii.edu.au/au/legis/qld/consol_reg/ucpr1999305/s429h.html)
- [Queensland Courts, Using Generative AI (page listing the civil practice directions)](https://www.courts.qld.gov.au/going-to-court/prepare-for-court/representing-yourself/using-generative-ai)
- [Civil Liability Act 2002 (NSW) s 15 (gratuitous attendant care services)](https://classic.austlii.edu.au/au/legis/nsw/consol_act/cla2002161/s15.html)
- [Civil Liability Act 2002 (NSW) s 15A (dust-related conditions)](https://classic.austlii.edu.au/au/legis/nsw/consol_act/cla2002161/s15a.html)
- [Wrongs Act 1958 (Vic) s 28IA (limitation on damages for gratuitous attendant care)](https://classic.austlii.edu.au/au/legis/vic/consol_act/wa1958111/s28ia.html)
- [Wrongs Act 1958 (Vic) s 28IB (calculation of damages for gratuitous attendant care)](https://classic.austlii.edu.au/au/legis/vic/consol_act/wa1958111/s28ib.html)
- [Civil Liability Act 2003 (Qld) s 59 (gratuitous services)](https://classic.austlii.edu.au/au/legis/qld/consol_act/cla2003161/s59.html)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/personal-injury-and-compensation/letter-instructing-occupational-therapist-on-care and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

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