Court document · Personal Injury & Compensation

Special damages and out-of-pocket expenses schedule

A schedule of treatment, travel and other expenses already incurred, with columns for invoices, Medicare benefits and interest on past amounts.

Kind: Court document. A document filed or served in a court or tribunal.
Where it applies: Victoria, Queensland, New South Wales
AI use: Yellow You and the tool draft together, with you directing. You check every statement you rely on.
Law stated as at: 23 October 2026
Status: Maintained. Checked on 23 October 2026 against the 4 authorities it cites, for Victoria, Queensland and New South Wales.
Version: 1
Source: Written for this library

When to use it

Use when a plaintiff firm lists expenses incurred because of an injury, including treatment, travel, medication and aids. Use it with the Medicare notice of past benefits before a settlement figure is adopted. Future treatment belongs in the care schedule, not in this list.

Used for these tasks

Each task page says how far AI may help with the task and what the lawyer must review.

How AI may be used

The tool may list invoices, dates and amounts from the records the lawyer supplies, and it must not treat a Medicare benefit or an insurer payment as money the claimant has lost twice.

AI may

Build one row per invoice or receipt, with the provider, date, amount and document reference
Reconcile the rows with a Medicare notice of past benefits the lawyer has supplied, and flag a benefit that matches an invoice already listed
Add the unpaid rows and show a separate column for amounts already paid by an insurer, a health fund or the claimant

AI must not

Must not request a Medicare notice, contact Services Australia, or deduct a refund the lawyer has not instructed
Must not invent a gap between an invoice and a benefit
Must not calculate interest unless the lawyer has stated the rate, the statute and the period
Must not include future treatment in this schedule

The lawyer checks

Confirm each row was incurred because of the injury, and that the document is in the file
In Queensland, r 547(3)(a) requires the documents in the plaintiff's possession or control to be identified. List them
Read the Medicare notice before a settlement sum is adopted. The Services Australia page says the total on the notice is the amount to be recovered from the compensation
Clinical invoices are health information. Keep them in a firm-controlled tool. Check ASCR r 9, APP 11, and whether a breach is notifiable under the Privacy Act 1988 (Cth)

Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.

Authorities

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The summary, the law it rests on and the AI-use guidance above stay public. Privacy.

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