Labor & Employment

4.7

The Ultimate Guide to Workers' Compensation for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 59 minutes
Brad Kolling
Brandy Johnson
T. Brian Tobin
With Brad Kolling from Felhaber Larson + 2 others
Recorded April 17, 2024

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Overview

Essential Tips for Assisting in Workers' Compensation Cases

Do you understand basic workers' comp terminology? Do you feel confident in your ability to draft demand letters? Do you know what types of notes to take during depositions? From tips for drafting IME requests to strategies for navigating HIPAA concerns, this practical program walks you through the fundamentals of workers' compensation and teaches you everything you need to know to help attorneys with their next case. Build your knowledge and become a more effective paralegal - register today!

  • Stay informed of the latest workers' comp trends and case law.
  • Discover tips for communicating with insurance companies.
  • Develop strategies for handling unpaid bills.
  • Uncover practical guidance for reviewing documents.
  • Analyze guidelines for drafting deposition summaries.
  • Determine how to prepare exhibits for workers' comp hearings.
  • Examine best practices for creating settlement agreements.

Abbreviated Agenda

  1. Initial Client Interviews and Case Assessment
  2. Medical Record Essentials: Finding Gold Nuggets That Help Clients
  3. Overview: Workers' Compensation Fundamentals
  4. Claim Investigation, Documentation, and Organization
  5. Deposition Assistance Tactics for Paralegals in Workers' Compensation Cases
  6. Preparing for Workers' Compensation Hearings and Mediation
  7. Workers' Compensation Settlement Duties for Paralegals
  8. Paralegal Ethics

Related Topics

Product ID 98314

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Initial Client Interviews and Case Assessment

    1. Conducting Initial Interviews
    2. Key Documents to Request - and How to Do It
    3. Finding Additional Information
    4. Evaluating Liability: Employer and Insurance Carrier
    5. What to Do If Providers Don't Release Information
    6. Coordinating Medical Care
    7. Drafting IME Requests and Notices
    8. Corresponding With Insurance Companies
    9. Is There a Third-Party Claim?

  2. Medical Record Essentials: Finding Gold Nuggets That Help Clients

    1. Preparing Medical Release Forms
    2. Getting a Full Set of Medical Records
    3. Navigating HIPAA Concerns
    4. Spotting Key Medical Issues That Make or Break Claims
    5. Summarizing Medical Records
    6. Dealing With Unpaid Medical Bills

  3. Overview: Workers' Compensation Fundamentals

    1. Key Terms and Phrases to Know
    2. Scope of Employer Liability: Legal Essentials
    3. Understanding Employee, Employer, and Carrier Roles and Responsibilities
    4. Compensability of Injuries and Occupational Diseases: Essential Guidelines
    5. Non-Occupational Disability Benefit Laws: What You Need to Know
    6. Types of Claims and Benefits Explained
    7. Anatomy of a Typical Workers' Comp Claim From Start to Finish
    8. Case Law Update and Recent Trends

  4. Claim Investigation, Documentation, and Organization

    1. Reviewing Documents: Locating Smoking Guns
      1. Employment Records
      2. Vocational Rehabilitation Reports
      3. Insurance Carrier Files
      4. Recorded Statements
    2. Organization Essentials
    3. Proper Claim Documentation

  5. Deposition Assistance Tactics for Paralegals in Workers' Compensation Cases

    1. Scheduling Depositions
    2. Drafting Notices, Subpoenas, etc.
    3. Medical Deposition Preparation
    4. Doctor Depositions: Note-Taking Tips, etc.
    5. Reviewing Transcripts for Discrepancies and Inaccuracies
    6. Drafting Deposition Summaries
    7. Deposition Corrections: Things That Lead to Perjury or Impeachment Claims

  6. Preparing for Workers' Compensation Hearings and Mediation

    1. Mediation Essentials
    2. Essential Witnesses for Workers' Compensation Cases
    3. Locating Expert Witnesses
    4. Witness Coordination and Preparation
    5. Requesting Hearing Dates
    6. Essential Information to Exchange With Opposing Counsel
    7. Exhibit Preparation for Workers' Compensation Cases
    8. Assisting at Hearings

  7. Workers' Compensation Settlement Duties for Paralegals

    1. Drafting Demand Letters
    2. Drafting Settlement Agreements
    3. Working Effectively With Insurance Adjusters
    4. Coordinating Settlement Deliveries
    5. Obtaining Proposals for Medicare Set-Asides
    6. Submitting Medicare Set-Asides to CMS

  8. Paralegal Ethics

    1. Confidentiality
    2. Unauthorized Practice of Law
    3. Legal Ethics: Preventing Administrative Errors
    4. Conflicts of Interest

Who Should Attend

This intermediate level course is designed to give attendees the skills they need to assist with workers' compensation cases. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Brad Kolling
Brad
Kolling
Felhaber Larson
Brandy L Johnson
Brandy
Johnson
Early & Miranda, P.C.
T. Brian Tobin
T. Brian
Tobin
Thomas Brian Tobin, LLC
Speaker bio
Brad Kolling

Brad Kolling

Felhaber Larson
Brad Kolling

is a litigation attorney with Felhaber Larson. He practices in the areas of workers' compensation, employee benefits law, intervention and subrogation, labor and employment, alternative dispute resolutions, and railroad litigation, including FELA claims. Mr. Kolling is an experienced litigator in all aspects of litigation, including trials, administrative hearings and appeals. He is a qualified neutral and assists litigants in alternative dispute resolution, with a focus on workers' compensation mediation. Mr. Kolling is a qualified facilitative/hybrid neutral (mediation) pursuant to Rule 114 of the Minnesota Rules of General Practice for the District Courts; a qualified civil adjudicative/evaluative neutral (arbitrator) pursuant to Rule 114 of the Minnesota Rules of General Practice for the District Courts; and has received advanced training in the art of trial skills at the National Institute for Trial Advocacy (NITA) National Session Program. He is a member of the Anoka County, Hennepin County and the Minnesota State bar associations, and the Minnesota Defense Lawyers Association. Mr. Kolling earned his B.A. and B.S. degrees, cum laude, from the University of North Dakota and his J.D. degree, with distinction, from the University of North Dakota School of Law.

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Speaker bio
Brandy L Johnson

Brandy Johnson

Early & Miranda, P.C.
Brandy Johnson

is an Assistant Professor with Southern Illinois University Simmons Law School. She also serves as "Of Counsel" for Early & Miranda, P.C. Prior to joining the faculty as an Associate Law Professor in the Fall of 2023, Professor Johnson was an adjunct member of SIU School of Law's faculty and a senior partner at Early & Miranda, P.C. While she mainly specialized in Illinois and Missouri workers' compensation law and appellate advocacy, Professor Johnson also gained experience in premises liability, personal injury, products liability, as well as other areas of insurance defense over her 20 years of practice. Professor Johnson graduated from Southern Illinois University Carbondale in 2000 with a Bachelor of Arts in Political Science with a minor in the Administration of Justice. Ms. Johnson received her Juris Doctorate, magnum cum laude, from Southern Illinois University School of Law in 2003. Mrs. Johnson was admitted to practice law in Illinois in 2003 and in Missouri in 2004. In 2017, she received an AV Preeminent rating from Martindale-Hubbell. Professor Johnson has published in the Journal of Legal Medicine, the Journal of Health Law, the Hematology Oncology Clinics of North America Health Law and Policy, the Encyclopedia of Women's Health, the Encyclopedia of Aging and Public Health, the Missouri Medical Law Report, the Encyclopedia of Immigrant Health, Public Risk Magazine, the HIV/AIDS Desk Reference for Mental Health Professionals, the Illinois State Bar Association's Diversity Matters newsletter, Forensic Epidemiology in the Global Context, Diversity, Cultural Humility, the Helping Professions, and Workers' Compensation Practice. She also serves on the board for the Illinois Chapter of the United Spinal Association.

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Speaker bio
T. Brian Tobin

T. Brian Tobin

Thomas Brian Tobin, LLC
T. Brian Tobin

is a member in the St. Louis law firm of Huck, Howe & Tobin, where he practices in the areas of workers' compensation and general litigation. He earned his B.A. degree from Indiana University and his J.D. degree from St. Louis University School of Law. Mr. Tobin frequently lectures on workers' compensation issues for National Business Institute. He is a member of The Missouri Bar (Workers' Compensation Committee). Mr. Tobin is licensed in Missouri and Illinois.

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