---
title: "Medical records index"
url: "https://ailawframework.com/precedents/personal-injury-and-compensation/medical-records-index"
type: "precedent"
site: "AI Law Framework"
id: "a21-medical-records-index"
area_id: "A21"
kind: "other"
ai_level: "yellow"
version: 1
task_ids: ["A21-T1-R2", "A21-B6-2", "A21-A20260923-1", "A32-T1-R11"]
law_stated_as_at: "2026-10-23"
---

# Medical records index

> An index of health records by provider, date, source and page, marking subpoenaed or suppressed material that must not go into a generative tool unless the court's conditions are met.

Canonical page: https://ailawframework.com/precedents/personal-injury-and-compensation/medical-records-index  
Law stated as at: 2026-10-23

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

## Key facts

- Kind: Other. A precedent that fits none of the other kinds.
- 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 3 authorities it cites, for Victoria, Queensland and New South Wales.

## When to use it

Use when a plaintiff firm receives a bundle of clinical records, by authority or on subpoena, and needs an index before anyone prepares a chronology, a brief to an expert or a court book. The index is a working document.

## Used for these tasks

- [Build a medical chronology from the record set](https://ailawframework.com/practice/personal-injury-and-compensation/build-a-medical-chronology-from-the-record-set.md)
- [Build a PI medical chronology with AI](https://ailawframework.com/practice/personal-injury-and-compensation/build-a-pi-medical-chronology-with-ai.md)
- [Reconcile the claim form with the medical chronology and payroll evidence](https://ailawframework.com/practice/personal-injury-and-compensation/reconcile-the-claim-form-with-the-medical-chronology-and-payroll-evidenc.md)
- [Log medical records against a subpoena or discovery category](https://ailawframework.com/practice/health-and-medical-law/log-medical-records-against-a-subpoena-or-discovery-category.md)

## How AI may be used

The tool may list each document by provider, date range, page numbers and source from a bundle already held in an approved tool, and a person checks the list against the bundle.

**AI may:**

- Create one row per document or discrete bundle, with the provider, the date range and the page numbers printed on the bundle
- Mark the source the covering letter or the subpoena schedule states, and leave the source blank if it is not stated
- List providers named in the client's instructions who do not appear in the bundle

**AI must not:**

- Must not summarise the clinical content in the index. That is the chronology
- Must not mark a subpoenaed or suppressed bundle as cleared for a generative tool. That mark is the responsible lawyer's, under Practice Note SC Gen 23 para 9A where that note applies
- Must not put the records into a public tool
- Must not treat the index as evidence of what the records say

**The lawyer checks:**

- The source column matches the way the document was obtained: client authority, provider, subpoena, direction for production, or other
- No compelled or suppressed bundle is sent to a generative tool until para 9A, or the equivalent rule of the forum, is satisfied and the satisfaction is noted
- Page numbers on the index match the numbers on the bundle that experts and counsel will use
- The index stays in a firm-controlled tool. Check ASCR r 9, APP 11, and whether a breach is notifiable under the Privacy Act 1988 (Cth)

## Authorities

- [Supreme Court of New South Wales, Practice Note SC Gen 23, paras 9A and 9B (indexes are a permitted use, subject to the controls on compelled and suppressed material)](https://supremecourt.nsw.gov.au/documents/Practice-and-Procedure/Practice-Notes/general/current/PN_SC_Gen_23.pdf)
- [Supreme Court of Victoria, Practice Note SC Gen 25, paras 6.8 and 6.9 (public and closed AI tools)](https://www.supremecourt.vic.gov.au/areas/legal-resources/practice-notes/sc-gen-25-the-use-of-artificial-intelligence-by-court-users)
- [Queensland Courts, Using generative AI](https://www.courts.qld.gov.au/going-to-court/prepare-for-court/representing-yourself/using-generative-ai)

## 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/medical-records-index 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.*