Paralegal Strategies for Crafting Strong Medical Chronologies
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Wed, May 27, 00:00 AM – 00:00 PM
Wed, May 27, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Video
Video Download
Course Book Download
or
Overview
Transform Confusing Medical Information Into Compelling Case Stories
Want to discover the art of creating precise medical chronologies? Find out how to turn complex patient histories into clear, actionable timelines. In this paralegal-focused course, our dynamic faculty delves into best practices assembling powerful medical chronologies. Determine how to identify key issues like treatment gaps and disputed events, find out how to structure chronologies for readability, and much more. Show your value on every case - register today!
- Formulate strategies for obtaining medical records and information.
- Pick up clever tips and tricks for organizing medical records.
- Craft accurate and detailed medical chronologies using best practices.
- Explore essential guidelines for revising medical chronologies.
Abbreviated Agenda
- Collecting the Medical Records and Information You Need
- Tips and Tricks for Organizing and Analyzing Medical Records (Including AI-Powered Solutions)
- Drafting Persuasive Medical Chronologies: Essential Elements
- Refining Medical Chronologies for Impact
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Select Jurisdiction
Paralegal
Agenda
-
Collecting the Medical Records and Information You Need
- Understanding Case Context: Client History, Incident, and Desired Legal Outcome
- Identifying Key Issues: Treatment Gaps, Disputed Medical Events, and Critical Concerns
- Past Treatments and Medical Providers
- Major Medical Events: Hospitalizations, Surgeries, and Procedures
- Clinical Documentation: Physician's Notes, Diagnostic Tests, Treatments, Lab, and Prescriptions
-
Tips and Tricks for Organizing and Analyzing Medical Records (Including AI-Powered Solutions)
-
Drafting Persuasive Medical Chronologies: Essential Elements
- Selecting Medically Relevant Information to Highlight
- Building a Timeline From Earliest to Latest Events
- Using Clear, Neutral, and Professional Language
- Structuring Entries for Readability and Legal Utility
- Top 5 Medical Chronology Blunders to Avoid
-
Refining Medical Chronologies for Impact
- Ensuring Completeness, Objectivity, and Accuracy
- Tailoring Chronologies for Case-Specific Needs
- Identifying Missing Records: Key Steps to Take
- Leveraging Technology to Enhance Accuracy and Efficiency
Who Should Attend
This intermediate level course is designed to fill you in on techniques for creating comprehensive medical chronologies. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
John E. Petze
is senior trial counsel to the law firm of McDougal Boehmer Foley Lyon Mitchell & Erickson, and a member of the Litigation Unit. He has been a southern California personal injury and business law attorney, representing serious injury victims, insurance companies, their insureds, entrepreneurs, and businesses in San Diego, Riverside, and Imperial County since 1985. Mr. Petze handles all aspects of civil litigation, including mediations, arbitrations, and jury trials. He has been a member of San Diego Superior Court Panel of Arbitrators and Mediators for 20 years. Mr. Petze is a member of the San Diego County Bar Association, State Bar of California, and American Inns of Court, Louis M. Welsh Chapter, is a graduate of the San Diego Inns of Court, College of Advocacy and Evidence Workshop, is admitted to practice in the U.S. District Court, Southern Districts of California and Indiana, and is a pending candidate to the American Board of Trial Attorneys (ABOTA). He graduated, magna cum laude, from the University of California, San Diego and earned his J.D. degree from the University of San Diego School of Law.
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
Martha M. Curley Eastman
is the principal of Eastman Law Office, P.S.C., 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.
Top FAQs
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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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.
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.
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.
Have more questions? Please Contact Us