Agenda

1. HIPAA Tips: How to Quickly Obtain Medical Records

   1. Strategies for Obtaining Confidential Information
   2. Tricks Medical Providers Use to Limit What They Give You
   3. Dealing With Difficult Medical Providers
   4. Obtaining a Complete Set of Medical Records
   5. What to Do When a Provider Produces Records for the Wrong Patient
   6. Digging Deep: Finding Additional Patient Information
   7. Plaintiff vs. Defense: Tips for Both Perspectives

2. Cleverly Organizing Medical Records

   1. Creative Ways to Organize Medical Records
   2. Organizing for Use in the Office vs. Trial
   3. Handling Voluminous Records
   4. Organizing Medical Records From Different Facilities
   5. Tracking Updates; Maintaining the Records

3. Maintaining HIPAA Compliance in the Office

   1. HIPAA Update for Paralegals
   2. Electronic Storage of Medical Records
   3. Data Privacy and Security
   4. Preventing and Responding to Breaches
   5. Best Practices, Policies, and Procedures
   6. Storing Medical Records
   7. Discarding Medical Records

4. Deciphering Medical Records and Bills: Pointers From a Pro

   1. Complex Medical Abbreviations and Terms
   2. Detangling Medical Billing and Coding
   3. Useful Details That Are Easy to Overlook
   4. Finding Discrepancies and Other Red Flags
   5. Handling Inconsistencies in Medical Records
   6. Effectively Distinguishing Objective From Subjective Findings
   7. Handling Problematic Medical Notes

5. Advanced Medical Chronologies

   1. Creating a Detailed Medical Records Chronology
   2. Enhancing Your Medical Chronology and Summary Memorandum
   3. Finding the Holes in Plaintiff's Medical Treatment
   4. Finding Alternative Reasons for Plaintiff's Claims
   5. Maintaining and Updating

6. Legal Ethics for Paralegals

   1. Communicating With Clients
   2. Conflicts of Interest
   3. Medical Records and HIPAA Compliance
   4. Ethical Issues and Responsibilities in Billing
   5. Dealing With Impaired Clients