Civil Litigation & Trial Skills

The Paralegal's Guide to Obtaining, Reviewing, and Summarizing Medical Records

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
5 hours 46 minutes
Harold Moeller
Amy Johnson
Mark Brengelman
Jennie Smith-Howard
With Harold C. Moeller from Law Office of Harold Moeller + 3 others
Recorded May 14, 2025
Product ID 100260

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Course Includes
$319

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.


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$69/month

Overview

Practical Insights on Systems for Organizing Medical Records, HIPAA Compliance for Paralegals, and More

Oftentimes, the collection and use of medical records can make the difference between winning or losing a case. Are you confident in your ability to obtain and review the medical records your attorney needs? This paralegal-focused program shows you the nuts and bolts of requesting, assessing for accuracy, and summarizing medical records. Explain the importance of medical records in litigation, identify how to organize medical bills and records, and examine best practices for preparing medical record chronologies - register today!

  • Gain tips for obtaining medical records.
  • Discover the dos and don'ts of working with electronic medical records (EMRs).
  • Receive pointers for preparing medical record summaries.
  • Hear best practices for ensuring HIPAA compliance when working with PHI.

Abbreviated Agenda

  1. The Importance of Medical Records in Litigation
  2. Requesting and Obtaining Medical Records: Paralegal Best Practices
  3. Electronic Medical Records (EMRs) 101: Requesting Audit Trails, Assessing EMR Accuracy, etc.
  4. Best Practices in Preparing Medical Record Chronologies and Summaries
  5. HIPAA Compliance: Ensuring Legal Best Practices
  6. Ethical Considerations
Product ID 100260

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. The Importance of Medical Records in Litigation

  2. Requesting and Obtaining Medical Records: Paralegal Best Practices

    1. Different Types of Medical Records Explained
    2. Requesting Records From Healthcare Providers: How to Do It Right
    3. Top Considerations When Subpoenaing Records
    4. Following Up on Record Requests: When and How
    5. Identifying Missing Records: What You Need to Do
    6. Tips and Tricks for Finding Additional Patient Information
  3. Electronic Medical Records (EMRs) 101: Requesting Audit Trails, Assessing EMR Accuracy, etc.

  4. Best Practices in Preparing Medical Record Chronologies and Summaries

    1. Medical Summaries and Chronologies: What Are They?
    2. Different Methods of Documentation (Including SOAP Notes)
    3. Identifying Key Information: What Paralegals Need to Know
    4. Guidelines for Presenting the Information in an Easily Understandable Way
    5. Practical Techniques for Developing Case Themes
    6. Pointers for Writing Medical Chronologies and Summaries
  5. HIPAA Compliance: Ensuring Legal Best Practices

    1. Key HIPAA Concepts and Terms Paralegals Need to Know
    2. Using HIPAA-Protected Documents in Litigation
    3. Safeguarding Protected Health Information (PHI): Legal Best Practices
    4. HIPAA and Electronic Communications
    5. Do's and Don'ts of Preventing and Responding to PHI Breaches
  6. Ethical Considerations

    1. Conflicts of Interest
    2. Confidentiality
    3. Mandatory Disclosure
    4. Preventing UPL

Who Should Attend

This intermediate level course is designed to provide you with savvy tips and tricks for obtaining and analyzing medical records. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Harold C Moeller
Harold C.
Moeller
Law Office of Harold Moeller
Amy H Johnson
Amy H.
Johnson
The Angle Solutions LLC
Mark R Brengelman
Mark R.
Brengelman
Mark R. Brengelman, Attorney at Law PLLC
Jennie V Smith-Howard
Jennie V.
Smith-Howard
Ascension
Speaker bio
Harold C Moeller

Harold C. Moeller

Law Office of Harold Moeller
Harold Moeller

has worked in public sector procurement and contract management for the past 25 years. He recently retired from his role as program administrator (procurement) with Rutgers University Health Care, where he managed a series of 50 ancillary services contracts valued at $170 million annually in support of the University's agreements to provide medical, mental health and dental services to inmates and residents of the state's correctional facilities. Mr. Moeller's continuing private practice of law at Law Office of Harold Moeller includes gaining access to electronic medical records to review petitions for guardianships. He earned his M.P.A. degree from California State University at Long Beach and his J.D. degree from City University of New York School of Law. Mr. Moeller is admitted to practice law in New Jersey and New York, and holds certification as a Certified Professional Contract Manager (Lifetime) from the National Contract Management Association. He has taught procurement and contract management courses as an adjunct faculty member in the M.P.A. programs at Troy University, Old Dominion University and Rutgers-Newark.

Speaker bio
Amy H Johnson

Amy H. Johnson

The Angle Solutions LLC
Amy Johnson

owns The Angle Solutions LLC, a consulting firm with offices in the U.S. and abroad that strategizes with law firms to improve case values. She has more than 20 years of experience in the legal field, mostly focused in the areas of catastrophic personal injury, wrongful death, and complex civil litigation. Throughout her career, Ms. Johnson has mentored paralegals of all levels. She was honored as AAJ's National Paralegal of the Year in 2017, and an Unsung Legal Hero by Lawyers Weekly in 2022. Ms. Johnson remains committed to improving legal education through teaching courses in business law and organizational leadership for an international university; serving on the Trident Technical College Advisory Board for its paralegal studies program, and offering career skill workshops in Central America. She earned her B.A. degree, cum laude, from Wake Forest University and graduated as a distinguished scholar with her M.S. degree in organizational leadership from Colorado State University.

Speaker bio
Mark R Brengelman

Mark R. Brengelman

Mark R. Brengelman, Attorney at Law PLLC
Mark Brengelman

is an attorney at his firm Mark R. Brengelman, Attorney at Law PLLC. He is a distinguished expert in healthcare practitioners licensure law, adept at managing a variety of professional regulatory matters. Mr. Brengelman serves as a registered legislative agent (lobbyist) for the Kentucky Association of Pastoral Counselors. He earned his bachelor's and master's degrees in philosophy from Emory University in Atlanta, and his J.D. degree from the University of Kentucky College of Law. As an assistant attorney general for Kentucky, Mr. Brengelman served as assigned counsel and prosecuting attorney to numerous health professions licensure boards, further solidifying his comprehensive understanding of administrative and professional law. He is admitted to practice law in Kentucky.

Speaker bio
Jennie V Smith-Howard

Jennie V. Smith-Howard

Ascension
Jennie Smith-Howard

is a Senior Attorney – Managed Care at Ascension. She also is a principal at The Law Office of Jennie V. Smith, LLC. She focuses her practice on business, corporate, estate planning, notary, tax law, trust and estate litigation, and wills planning. Ms. Smith-Howard is licensed to practice law in Louisiana, Tennessee and Texas. She earned her LL.M. degree in health law and policy from Loyola University Chicago. As a legal expert in medical claim disputes, Ms. Smith-Howard provides valuable insights into best practices for preparing medical record chronologies and summaries, ensuring that providers, attorneys, and revenue cycle professionals can effectively document and defend their claims.

Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.

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Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.

Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.

When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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