AI-Powered Medical Record Review, Summaries, and Chronologies for Paralegals
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, Jan 13, 00:00 AM – 00:00 PM
Wed, Jan 13, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
A Practical, HIPAA-Conscious Guide
Medical records are the backbone of every personal injury, medical malpractice, and workers' compensation case - and reviewing them by hand is often the single most time-consuming task on a paralegal's desk. A single case can generate thousands of pages across dozens of providers, with critical facts buried.
This course will teach you how to use AI to cut record review time dramatically without violating HIPAA or missing what matters. Whether you're new to AI tools or already experimenting with them, you'll leave with repeatable, defensible workflows and prompts to get the results you need. Register today!
- Cut medical record review time from days to hours.
- Catch what manual review misses as AI surfaces issues that are easy to overlook in a 1,000+ page production.
- Stay HIPAA-conscious while you speed up - protect PHI at every step.
- Leave with tested prompt templates for extraction, summaries, chronologies, and other documents.
*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
- Building an AI-Ready and HIPAA-Conscious Medical Record Workflow
- AI-Powered Medical Record Review and Summaries (With Demos)
- AI-Powered Medical Chronologies and Timelines (With Demos)
- Creating Litigation Support Work Product With AI (With Demos)
Can't Attend Live?
Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
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 |
Credit Details by Jurisdiction
Live Webinar Registration
Paralegal
Credits
California MCLE Paralegal Approved · 3 Total Credits
Live - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 3 Total Credits
Live - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 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 · 3 Total Credits
- 3 Technology
Live - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of continuing education for paralegals, including 1.0 hour of 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 · 3 Total Credits
Live - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of 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 · 3 Total Credits
- 3 Technology
Live - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 3.0 technology and 0.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 3 Total Credits
Live - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of paralegal 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 · 3 Total Credits
Live - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 3.0 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 · 3 Total Credits
Live - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general and 0.0 ethics (for a total of 3.0 hours CLE).
Ohio Certified Paralegals Approved · 3 Total Credits
Live - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of 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 · 3 Total Credits
Live - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 3 Total Credits
- 6 Personal Injury Trial Law
- 6 Civil Trial Law
Live - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: 6 - Civil Trial Law, 6 - Personal Injury Trial Law
Washington Paralegal Association Approved · 3 Total Credits
Live - Washington Paralegal Association - 3: Approved for 3.0 CLE credits by the Washington State Paralegal Association (WSPA).
OnDemand Video
Paralegal
Credits
California MCLE Paralegal Approved · 3 Total Credits
Earn Until
OnDemand - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 3 Total Credits
Earn Until
OnDemand - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 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 - 3: This course qualifies for 3.0 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 · 3 Total Credits
- 3 Technology
Earn Until
OnDemand - Florida Registered Paralegal - 3: This course qualifies for 3.0 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 - 3: This course qualifies for 3.0 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 · 3 Total Credits
Earn Until
OnDemand - Indiana Paralegal CLE - 3: This course qualifies for 3.0 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 - 3: This course qualifies for 3.0 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 · 3 Total Credits
- 3 Technology
Earn Until
OnDemand - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 3.0 technology and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 3.0 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 · 3 Total Credits
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 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 - 3: This course has been approved for 3.0 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 · 3 Total Credits
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 3: 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 3.0 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 · 3 Total Credits
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).
Ohio Certified Paralegals Approved · 3 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 3: This course qualifies for 3.0 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 - 3: This course qualifies for 3.0 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 · 3 Total Credits
Earn Until
OnDemand - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Video Download - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 3 Total Credits
- 6 Personal Injury Trial Law
- 6 Civil Trial Law
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 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. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: 6 - Civil Trial Law, 6 - Personal Injury Trial Law
Video Download - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 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. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: 6 - Civil Trial Law, 6 - Personal Injury Trial Law
Washington Paralegal Association Approved · 3 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal
Agenda
-
Building an AI-Ready and HIPAA-Conscious Medical Record Workflow
- AI Tools for Medical Record Review (and Which Are HIPAA-Compliant)
- Protecting PHI When Using AI
- Preparing Records for Better AI Results
- Prompting Best Practices for Accurate Medical Record Analysis (Bad Prompt vs. Good Prompt)
- Verifying AI Output and Avoiding Hallucinations
-
AI-Powered Medical Record Review and Summaries (With Demos)
- Using AI to Organize Records
- Comparing Medical Records Across Providers, Dates, and Versions
- Extracting Diagnoses, Providers, and Procedures
- Finding Red Flags and Case Issues With AI
- Prior Injuries and Alternative Causes
- Inconsistent Patient Statements
- Conflicting Diagnoses and Documentation Errors
- Medication History and Prescription Trends
- Missed Follow-Up Care and Treatment Gaps
- Creating Concise Medical Summaries
- Prompts for Review and Summaries
-
AI-Powered Medical Chronologies and Timelines (With Demos)
- Building Timelines
- Linking Medical Events to the Incident
- Creating a Narrative Chronology, Table/Spreadsheet Chronology, or Visual Timeline
- Prompts for Chronologies and Timelines
- Verifying Dates and Sequencing
- Building Timelines
-
Creating Litigation Support Work Product With AI (With Demos)
- Drafting Settlement Demand Support and Medical Damages Summaries
- Organizing Expert Witness Record Packages
- Building Deposition and Discovery Prep Documents
- Creating Medical Terminology and Acronym Reference Guides
Who Should Attend
This intermediate level course is designed to give paralegals the knowledge and hands-on skills they need to use AI to review, summarize, and build chronologies from medical records while staying HIPAA-conscious and avoiding costly AI errors. 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
Jason R. Alderman
focuses his practice on national and international litigation with a particular emphasis on complex banking, real property, contract, corporate, creditors' rights, fiduciary, and valuation litigation. He is a member of The Florida Bar. Mr. Alderman earned his B.S. degree from Florida Statute University and his J.D. degree, magna cum laude, from the University of Miami School of Law.
Speaker bio
Joyce J. Sweinberg
is an attorney at her firm, Joyce J. Sweinberg Associates PC. She is also of counsel at the Law Offices of Kardos & Goch. Ms. Sweinberg limited her practice to the litigation of personal injury matters and workers' compensation cases when she first opened her firm, and continues to limit her practice and only represents injured plaintiffs, fighting insurance companies to obtain the best result possible for her clients. She has litigated numerous auto accident, negligence and workers' compensation cases. Ms. Sweinberg is a graduate of Temple Law School, and is licensed to practice in Pennsylvania and in Federal Court in the Eastern District of Pennsylvania. She has been a member of the Pennsylvania Trial Lawyers' Association, and is currently listed in Who's Who in America and Cambridge Who's Who. Ms. Sweinberg also offers consulting services to other attorneys in the litigation of their personal injury cases.
Speaker bio
Nomiki P. Tsarnas
is an attorney in the law firm of Kisling, Nestico & Redick, LLC. She is a member of the firm's litigation department and practices in the area of personal injury. Ms. Tsarnas formerly worked in the Trial Division of Nationwide Insurance Company. She is a member of the Ohio Association for Justice, and the Ohio State and Mahoning County bar associations. Ms. Tsarnas earned her B.S. degree, cum laude, from Youngstown State University and her J.D. degree from the University of Akron.
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.
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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.
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