How to Use AI to Review, Organize, and Summarize Medical Records
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
1 Total | 10-08-2028 |
| Delaware Certified Paralegal Program |
|
1 Total | 10-08-2027 |
| Florida Registered Paralegal |
|
1 Total | 10-08-2027 |
| Indiana Paralegal CLE |
|
1 Total | 10-08-2027 |
| NALA |
|
1 Total | 10-08-2027 |
| Montana CLE Credit for Paralegals |
|
1 Total | 10-08-2028 |
| North Carolina Continuing Paralegal Education |
|
1 Total | 10-08-2027 |
| New Mexico Paralegal Division, State Bar of |
|
1 Total | 10-08-2028 |
| Ohio Certified Paralegals |
|
1 Total | 10-08-2027 |
| NFPA |
|
1 Total | 10-08-2027 |
| Texas State Bar of Paralegal Division |
|
1 Total | 10-08-2028 |
| Washington Paralegal Association |
|
1 Total | 10-08-2027 |
Buy This Course
OnDemand Video
Course Book Download
Overview
With HIPAA Safeguards, Practical Workflows, Prompts, and Demonstrations
Medical records are often voluminous, disorganized, duplicative, and difficult to review. There's a better way. In this practical program, you'll learn how to use AI to cut through pages of medical records in a fraction of the time. You'll discover how to protect client information and comply with HIPAA, organize chaotic productions, create polished medical summaries, build accurate chronologies, identify treatment gaps, and prepare attorney-ready work more efficiently than ever before. Register today!
- Learn practical HIPAA and confidentiality safeguards when using AI tools.
- Save hours organizing and reviewing large medical record productions.
- Create polished medical summaries and chronologies faster and more efficiently.
*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
- Using AI for Medical Record Review: Opportunities, Limitations, and Risks
- The Best AI Tools for the Job
- HIPAA and Confidentiality Safeguards Before Using AI
- Preparing and Cleaning Medical Records for AI Review
- Organizing Medical Records With AI
- Using AI to Review Medical Records Faster (With Prompts)
- Creating Powerful Medical Summaries and Chronologies With AI
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
1 Total | 10-08-2028 |
| Delaware Certified Paralegal Program |
|
1 Total | 10-08-2027 |
| Florida Registered Paralegal |
|
1 Total | 10-08-2027 |
| Indiana Paralegal CLE |
|
1 Total | 10-08-2027 |
| NALA |
|
1 Total | 10-08-2027 |
| Montana CLE Credit for Paralegals |
|
1 Total | 10-08-2028 |
| North Carolina Continuing Paralegal Education |
|
1 Total | 10-08-2027 |
| New Mexico Paralegal Division, State Bar of |
|
1 Total | 10-08-2028 |
| Ohio Certified Paralegals |
|
1 Total | 10-08-2027 |
| NFPA |
|
1 Total | 10-08-2027 |
| Texas State Bar of Paralegal Division |
|
1 Total | 10-08-2028 |
| Washington Paralegal Association |
|
1 Total | 10-08-2027 |
Credit Details by Jurisdiction
Paralegal
Credits
California MCLE Paralegal Approved · 1 Total Credits
Earn Until
OnDemand - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 1 Total Credits
Earn Until
OnDemand - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 1 Total Credits
- 1 Technology
Earn Until
OnDemand - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 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 - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 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 · 1 Total Credits
Earn Until
OnDemand - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of distancing learning continuing education, including 0.0 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 - 1: This course qualifies for 1.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 1 Total Credits
- 1 Technology
Earn Until
OnDemand - NALA - 1: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 1.0 hours, including 1.0 hour technology and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 1: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 1.0 hours, including 1.0 hour technology and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 1 Total Credits
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of self-study CLE credit, including 0.0 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 - 1: This course has been approved for 1.0 hours of self-study CLE credit, including 0.0 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 · 1 Total Credits
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 1: 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 1.0 hours, of which 0.0 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 · 1 Total Credits
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 1: Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 1: Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).
Ohio Certified Paralegals Approved · 1 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 1 Total Credits
Earn Until
OnDemand - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Video Download - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 1 Total Credits
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 self-study CLE credit hours, including 0.0 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 - 1: This course qualifies for 1.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 1 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 1: Approved for 1.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 1: Approved for 1.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal
Agenda
-
How to Use AI to Review, Organize, and Summarize Medical Records
- Using AI for Medical Record Review: Opportunities, Limitations, and Risks
- The Best AI Tools for the Job
- HIPAA and Confidentiality Safeguards Before Using AI
- Preparing and Cleaning Medical Records for AI Review
- Organizing Medical Records With AI
- Using AI to Review Medical Records Faster (With Prompts)
- Creating Powerful Medical Summaries and Chronologies With AI
Who Should Attend
This intermediate level course is designed to provide strategies for using AI to enhance medical record organization, reviews, summaries, and chronologies. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Alexandra G. Ah Loy
is a shareholder at Hall Estill Attorneys at Law, where she focuses her practice in health care, professional liability, civil rights, construction, and general liability defense. Her passion lies in the intersection of health care and AI. She is also co-founder, vice president, and chief compliance officer of Lono Collective, an AI safety company. She earned her bachelor's degree in psychology, with minors in French and public administration, from the University of Central Oklahoma, and graduated cum laude with her J.D. degree from Oklahoma City University School of Law. Ms. Ah Loy is the president of the Board of Directors for Legal Aid Services of Oklahoma, Inc. She is admitted to practice in Oklahoma, Kansas and Arkansas; U.S. Supreme Court; Eighth and Tenth Circuit Courts of Appeals; and federal district courts across the South, Midwest, and Plains regions.
Top FAQs
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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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