Requesting and Summarizing Medical Records: Paralegal Tips and Pointers
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 04-07-2028 |
| Delaware Certified Paralegal Program |
|
6 Total | 04-07-2027 |
| Florida Registered Paralegal |
|
6 Total | 04-07-2027 |
| Indiana Paralegal CLE |
|
6 Total | 04-07-2027 |
| NALA |
|
6 Total | 04-07-2027 |
| Montana CLE Credit for Paralegals |
|
6 Total | 04-07-2028 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 04-07-2027 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 04-07-2028 |
| Ohio Certified Paralegals |
|
6 Total | 04-07-2027 |
| NFPA |
|
6 Total | 04-07-2027 |
| Texas State Bar of Paralegal Division |
|
6 Total | 04-07-2028 |
| Washington Paralegal Association |
|
6 Total | 04-07-2027 |
Buy This Course
OnDemand Video
Course Book Download
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 | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 04-07-2028 |
| Delaware Certified Paralegal Program |
|
6 Total | 04-07-2027 |
| Florida Registered Paralegal |
|
6 Total | 04-07-2027 |
| Indiana Paralegal CLE |
|
6 Total | 04-07-2027 |
| NALA |
|
6 Total | 04-07-2027 |
| Montana CLE Credit for Paralegals |
|
6 Total | 04-07-2028 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 04-07-2027 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 04-07-2028 |
| Ohio Certified Paralegals |
|
6 Total | 04-07-2027 |
| NFPA |
|
6 Total | 04-07-2027 |
| Texas State Bar of Paralegal Division |
|
6 Total | 04-07-2028 |
| Washington Paralegal Association |
|
6 Total | 04-07-2027 |
Credit Details by Jurisdiction
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 6 Total Credits
- 1 Technology
- 1 Ethics
Earn Until
OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit and 1.0 hour of self-study technology credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Video Download - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit and 1.0 hour of self-study technology credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
Video Download - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 6 Total Credits
- 1 Technology
- 1 Ethics
Earn Until
OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 1.0 technology and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 1.0 technology and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
Video Download - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
North Carolina Continuing Paralegal Education Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.
Video Download - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 6 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
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 T. 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
Martha M. Curley Eastman
is the principal of Eastman Law Office, where she practices in the areas of medical malpractice, nursing home abuse and neglect, general civil litigation, and personal injury. She is a member of the Kentucky, Tennessee and North Carolina bar associations, Association of Trial Lawyers of America, North Carolina Academy of Trial Lawyers, and Kentucky Academy of Trial Attorneys. Ms. Eastman earned her B.S. degree from Kent State University and her J.D. degree, cum laude, from the University of Louisville.
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