Requesting and Summarizing Medical Records: Paralegal Tips and Pointers
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Tue, Apr 07, 00:00 AM – 00:00 PM
Tue, Apr 07, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Video
Video Download
Course Book Download
or
Overview
A Practical Guide for Navigating Medical Records
From preparing medical record requests to creating medical summaries, this comprehensive program covers everything paralegals need to know about handling medical records. You'll gain strategies for preparing medical record requests, interpreting medical and billing data, preparing detailed summaries, and more. Don't miss opportunity to sharpen your skills - register today!
- Safeguard privacy by complying with essential HIPAA policies.
- Discover tips for requesting medical records and locating additional patient information.
- Decode medical data to uncover key facts and discrepancies.
- Gain insights into preparing high-quality medical record summaries.
- Explore time-saving technology for managing, reviewing, and summarizing medical records.
- Transform disorganized records into powerful, attorney-ready materials.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- HIPAA and Privacy Protocol
- Obtaining Medical Records
- Medical Record Maintenance and Organization
- Analyzing Medical Records and Bills
- Preparing Summaries, Chronologies, and Exhibits
- Leveraging Technology: Tools, Tips, and Traps
- Ethical Concerns for Paralegals
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Select Jurisdiction
Paralegal
Agenda
-
HIPAA and Privacy Protocol
- What Paralegals Need to Know About HIPAA
- Privacy and Data Security 101
- Securely Handling, Storing, and Sending Medical Records
-
Obtaining Medical Records
- Authorization Forms and Subpoenas
- Requesting Medical Records: Dos and Don'ts
- Best Practices for Following Up on Requests
- Finding Additional Patient Information
-
Medical Record Maintenance and Organization
- Techniques for Organizing Medical Records
- Using Indexes and Logs for Lengthy Records
- Maintaining Medical Records and Tracking Updates
-
Analyzing Medical Records and Bills
- Making Sense of Medical Terminology, Billing, and Coding
- Identifying Key Information: Details, Discrepancies, Treatment Gaps
- Tips for Handling Heavily Redacted Records
- Finding Patterns Relevant to Liability, Causation, or Damages
- Working With Forensic Specialists and Medical Experts
-
Preparing Summaries, Chronologies, and Exhibits
- Best Practices for Medical Summaries: Formatting, Labeling, and More
- Structuring Chronologies for Relevance and Clarity
- Highlighting Essential Facts, Timelines, and Treatment History
- Preparing Medical Records for Litigation
-
Leveraging Technology: Tools, Tips, and Traps
- Top Tech Tools for Medical Records
- AI-Assisted Analysis and Summary: Triumphs and Tribulations
- Quality Control: Tips for Reviewing Results
- Storing Electronic Medical Records (EMRs)
- Costly Mistakes to Avoid When Using Technology
-
Ethical Concerns for Paralegals
- Avoiding the Unauthorized Practice of Law
- Confidentiality and Privacy Issues
- Handling Conflicts of Interest
- Communication With Clients, Experts, and Providers
Who Should Attend
This basic level course is designed to provide strategies for requesting and summarizing medical records. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
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.
Speaker bio
Christine M. Flynn
is a litigation paralegal at Haggerty, Goldberg, Schleifer & Kupersmith, P.C. She has 30 years of experience in the field. Ms. Flynn handles assignments from managing partners and three attorneys on personal injury cases. Duties include file maintenance, completing investigation, daily client interaction, intakes, monitoring deadlines; as well as liens, coordinating medical and vocational evaluations, preparing responses to discovery requests, digesting depositions, preparing medical overviews, drafting demand packets, settlement, mediation and arbitration memos; as well as trial memos and exhibits in all aspects of trial preparation. Ms. Flynn is a member of The Philadelphia Association of Paralegals (chair of the Pro Bono, Programs and Professional Development committees), National Federation of Paralegal Associations (Pro Bono coordinator), American Bar Association (liaison for the Standing Committee on Pro Bono and Public Service, Standing Committee for the State of the Paralegal Profession), Paralegal Studies Advisory Board at the Community College of Philadelphia, American Association for Justice (chair of Paralegal Committee), Pennsylvania Association for Justice (chair of Paralegal Committee) and the Philadelphia Bar Association.
Speaker bio
Ida L. Williamson
is a paralegal specialist for the law firm of Cozen O'Connor, where she specializes in litigation, trial practice, insurance defense, personal injury, premises and product liability with emphasis on discovery, medical record review, research, mediation, and trial practice. Ms. Williamson conducts medical research, legal and factual research, investigations, and client interviews. She also prepares medical chronologies, deposition summaries, pleadings, memoranda, witness and exhibit lists, digital and hard copy trial exhibits, and trial notebooks, as well as attending trial. Ms. Williamson attended Broward College in Fort Lauderdale.
Speaker bio
Mark R. 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
Jean K. Cooper
is a certified legal nurse consultant. Ms. Cooper earned her B.S.N. degree from Sacred Heart University in Connecticut and her M.S.N. degree from the University of Phoenix. She has been a nurse for nearly 40 years, with most of that time spent in critical care. Ms. Cooper worked for 32 years in the VA healthcare and has also been a nurse manager and health care program manager. She has been a licensed nurse consultant for more than 10 years. Ms. Cooper was a member of the American Association of Legal Nurse Consultants (past chair, Education Committee; past president, Phoenix Chapter).
Top FAQs
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With each course, you will receive access to the content via OnDemand Streaming and the Video Download.
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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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