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Civil Litigation & Trial Skills

The Paralegal's Guide to Medical Record Analysis

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
3 hours 1 minute
John Malanga
T. Kevin Knight
Raymond Grasing
With John D. Malanga from Malanga Law Firm + 2 others
Recorded November 18, 2025
Product ID 101128

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Course Includes
$219

OnDemand Video

Video Download

Course Book Download

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

or
Upgrade to IPE Unlimited Pass and Get This Course
$69/month

Overview

Examine Medical Bills and Records, Research Injuries, Draft Medical Chronologies, and More With Confidence

Procuring, organizing, and analyzing medical records are all essential skills that paralegals need to master. Are you at the top of your game? This legal program delves into the different types of records available, offers guidance on how to interpret records, and provides tips on how to review both angles of the case objectively. Take your skills to the next level - register today!

  • Uncover practical guidance for collecting and organizing records.
  • Gain insights on what to look for when going over medical records and bills.
  • Identify legal best practices for making medical expense itemizations.
  • Discover tips for creating medical summaries.
  • Develop strategies for assembling medical notebooks.

Abbreviated Agenda

  1. Preparing Medical Expense Itemizations
  2. Tracking Down and Organizing Medical Records
  3. Analyzing Medical Records and Bills
  4. Drafting Medical Summaries and Chronologies
  5. Medical Notebook: Compiling and Organizing (With Examples)

Related Topics

Product ID 101128

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. Preparing Medical Expense Itemizations

    1. Summaries for Each Provider
    2. Diagnosis Code Research
    3. Compare Charges With Patient Claims
    4. Insurance Carrier Information Review
    5. Comparison of Itemization to Chronology: Errors and Omissions to Look For

  2. Tracking Down and Organizing Medical Records

    1. Overview of HIPAA and Other Essential Laws You Need to Know
    2. Key Terms, Phrases, Symbols, Codes, and Abbreviations
    3. Types of Records
    4. Procuring Records: When, Where, and How
    5. Techniques for Organizing Medical Records
    6. Online Resources for Tracking
    7. Dealing With Difficult Medical Providers
    8. Identifying Additional Providers and Tracking Down Missing Records

  3. Analyzing Medical Records and Bills

    1. Examining Medical Bills - What to Look For
    2. Researching the Injury or Condition
    3. Finding Discrepancies, Red Flags, and Signs of Tampering
    4. Using Medical Experts and Nurses to Help Make Sense of the Records
    5. Handling Problematic Medical Notes
    6. Top Mistakes Paralegals Make When Reviewing Medical Records
    7. Helpful Resources

  4. Drafting Medical Summaries and Chronologies

    1. History of Symptoms and Treatment
    2. Documentation Concerning Response to Treatment
    3. Objectively Reviewing Both Angles of the Case
    4. Tips for Enhancing Medical Chronologies and Summaries
    5. Medical Chronologies: How to Use Them

  5. Medical Notebook: Compiling and Organizing (With Examples)

    1. Medical Notebooks: What Are They?
    2. Important Items to Include
    3. Strategies for Organizing Your Medical Notebook

Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to review and analyze medical records. Those who should attend include:

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

Speakers

John D Malanga
John D.
Malanga
Malanga Law Firm
T. Kevin Knight
T. Kevin
Knight
DSK Law
Raymond R Grasing
Raymond R.
Grasing
The Law Firm of Grasing & Associates
Speaker bio
John D Malanga

John D. 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
T. Kevin Knight

T. Kevin Knight

DSK Law
T. Kevin Knight

is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.

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Speaker bio
Raymond R Grasing

Raymond R. Grasing

The Law Firm of Grasing & Associates
Raymond Grasing

is an attorney with The Law Firm of Grasing & Associates. He has more than 25 years of trial experience in New York. Mr. Grasing knows how to try a case in a straight forward convincing manner, and how to pare down the facts and issues to their essential parts to help a jury reach the correct decision. His understanding of the law, gained through his trial experience, provides his clients with a distinct competitive advantage, whether or not their case gets to trial. Mr. Grasing practices in the areas of commercial litigation, personal injury, construction disputes, insurance coverage disputes, insurance coverage, collections, subrogation, arson, and fraud cases. He earned his B.A. degree from the State University of New York at Stony Brook and his J.D. degree from Brooklyn Law School.

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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.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
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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