Civil Litigation & Trial Skills

Med Recs Rx: A Paralegal’s Guide to Reviewing Different Types of Medical Records

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
OnDemand
2 hours 51 minutes
Harold Moeller
John Malanga
Cynthia Everson
With Harold C Moeller from Law Office of Harold Moeller + 2 others
Recorded September 09, 2025
Product ID 100817

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Course Includes
$219

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

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Overview

An Essential Tool Kit for Paralegals Looking to Expand Their Medical Records Knowledge

Confusing medical jargon, subjective opinions, and unorganized files - this outlines just a portion of the frustrations paralegals deal with when working with medical records. However, with a deeper understanding of the different types of medical records, you can find what you need without the hassle. In this comprehensive course, our veteran faculty offers insights into key components of hospital records, doctor's notes, therapy records, and more. Strengthen your knowledge - register today!

  • Formulate strategies for deciphering hospital records.
  • Dig into the dos and don'ts of handling mental health records.
  • Gain tips for summarizing medical facts and preparing chronologies.

Abbreviated Agenda

  1. Breaking Down Hospital Records: Actionable Insights
  2. Doctor's Notes, Prescriptions, Pharmacy Records, and Diagnostic Results Simplified
  3. Interpreting Mental Health, Therapy, and Treatment Records: What You Need to Know
  4. Navigating Medical Expert Reports: The Paralegal's Guide

Related Topics

Product ID 100817

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Breaking Down Hospital Records: Actionable Insights

    1. Overview of Common Medical Terms and Abbreviations
    2. Key Components of Hospital Records
    3. Using Admission and Discharge Notes to Establish the Case Timeline
    4. Inconsistencies in Admission and Progress Notes, Discharge Summaries, etc.: Top Risks
    5. Ensuring a Complete Set of Medical Records and Organizing Them

  2. Doctor's Notes, Prescriptions, Pharmacy Records, and Diagnostic Results Simplified

  3. Interpreting Mental Health, Therapy, and Treatment Records: What You Need to Know

    1. Understanding Therapy Notes and Psychiatric Evaluations
    2. Different Types of Mental Health Professionals
    3. Limitations When Requesting Standard Medical Records vs. Mental Health Records
    4. Identifying Relevant Information in Mental Health Records
    5. Redacting Sensitive Patient Information From Mental Health Records for Legal Matters
    6. How to Summarize Intricate Psychological Evaluations for Your Attorney's Review

  4. Navigating Medical Expert Reports: The Paralegal's Guide

    1. Key Elements of a Medical Expert Report
    2. Preparing a Chronology of Events: What Paralegals Need to Know
    3. Creating Summaries for Your Attorney
    4. Organizing Expert Testimonies

Who Should Attend

This intermediate level course is designed to help you gain essential knowledge of distinct types of records, from diagnostic results and pharmacy records to medical expert reports and opinions. Those who should attend include:

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

Speakers

Harold C Moeller
Harold
Moeller
Law Office of Harold Moeller
John D Malanga
John
Malanga
Malanga Law Firm
Cynthia E Everson
Cynthia
Everson
Everson Law Firm PLLC
Speaker bio
Harold C Moeller

Harold 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.

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Speaker bio
John D Malanga

John Malanga

Malanga Law Firm
John Malanga

is an attorney in Fort Worth, Texas, where his main area of practice is insurance defense. He operates the Malanga Law Firm in Fort Worth. Mr. Malanga is board-certified in personal injury trial law by the Texas Board of Legal Specialization. He has spoken for various professional groups on issues relating to insurance law. Mr. Malanga is a member of the Tarrant County and the American bar associations, and the State Bar of Texas. He earned his B.S.B.A. degree, cum laude, from Georgetown University; and his M.B.A and J.D. degrees from the University of Texas at Austin.

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Speaker bio
Cynthia E Everson

Cynthia Everson

Everson Law Firm PLLC
Cynthia Everson

is an attorney at Everson Law Firm PLLC, where she provides private representation for federal and state criminal and civil matters, with an emphasis on indigent representation. Ms. Everson has defended people accused of gun crimes in both state and federal court, and has litigated issues related to the right to possess and carry firearms, as well as property issues related to retrieving firearms that were seized by law enforcement. She is an adjunct writing instructor at Rowan Cabarrus Community College in Concord, North Carolina and has been teaching there for two years. Ms. Everson earned her B.A. degree from Gardner Webb University, her M.A. degree from the University of North Carolina-Charlotte and her J.D. degree, magna cum laude, from the Charlotte School of Law.

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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.

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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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