Paralegal Best Practices for Working With Medical Records
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 11-19-2026 |
| Montana CLE Credit for Paralegals |
|
6 Total | 11-19-2026 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 11-19-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 11-19-2026 |
Buy This Course
OnDemand Video
Course Book Download
or
Overview
Gain Practical Insights for Medical Records Management and Analysis
Whether you're new to working with medical records, or you're looking to freshen up your skill set, this course is for you! Join our expert instructors as they reveal strategies for requesting and analyzing medical records. From an overview of the different types of medical records to strategies for preparing medical records for litigation, enhance your knowledge and become an asset to your attorney - register today!
- Examine best practices for obtaining medical records.
- Develop strategies for organizing medical records.
- Determine how to safeguard confidentiality and ensure HIPAA compliance.
- Uncover practical guidance for analyzing medical bills and records.
- Identify the dos and don'ts of creating medical summaries and chronologies.
Abbreviated Agenda
- Intro to Different Types of Medical Records and Key Medical Terms and Abbreviations (Including Resources)
- Obtaining Medical Records (With Sample Docs)
- Tips for Organizing Medical Records
- Maintaining Confidentiality and HIPAA Compliance When Working With Medical Records
- Practical Guide to Analyzing Medical Records and Bills
- Creating Medical Chronologies and Summaries
- Pointers for Preparing Medical Records for Litigation
- Ethical Issues Facing Paralegals
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 11-19-2026 |
| Montana CLE Credit for Paralegals |
|
6 Total | 11-19-2026 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 11-19-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 11-19-2026 |
Select Jurisdiction
Paralegal
Agenda
-
Intro to Different Types of Medical Records and Key Medical Terms and Abbreviations (Including Resources)
-
Obtaining Medical Records (With Sample Docs)
- Best Practices in Requesting Medical Records
- Pros and Cons of Chronologically Ordering the Medical Records
- Practical Guidance for Authorization Release Forms, Subpoenas, etc.
- Communicating With Medical Providers (Including How to Deal With Difficult Medical Providers)
- Finding Additional Patient Information
- Techniques for Reducing Medical Records Request Costs
-
Tips for Organizing Medical Records
- Creative Ways to Organize Medical Records
- Best Practices for Organizing Medical Records for Use in the Office vs. Trial
- Managing Voluminous Records
- Guidelines for Organizing Records From Different Facilities
- Maintaining Medical Records and Tracking Updates: Essential Guidelines
- Organizing and Working With Electronic Medical Records (EMRs): Legal Essentials
-
Maintaining Confidentiality and HIPAA Compliance When Working With Medical Records
- Key HIPAA Regulations to Know
- Data Security and Privacy 101
- Do's and Don'ts of Preventing and Responding to Breaches
- Procedures for Storing Medical Records
- How to Discard Medical Records
-
Practical Guide to Analyzing Medical Records and Bills
- Tactics to Detangle Medical Coding and Billing
- Techniques for Identifying Essential Case Information and Commonly Overlooked Details
- Identifying Discrepancies, Inconsistencies, Treatment Gaps, etc. - Legal Best Practices
- Best Practices for Correlating Legal Claims With Medical Record Information
- Using Medical Experts
-
Creating Medical Chronologies and Summaries
- Guidelines for Creating a Medical Chronology
- Practical Techniques for Summarizing Medical Records
- Tips and Tricks for Finding Holes in the Plaintiff's Medical Treatment
- Finding Alternative Reasons for the Plaintiff's Claims
- Maintaining and Revising Your Medical Chronologies and Summaries: Legal Essentials
-
Pointers for Preparing Medical Records for Litigation
-
Ethical Issues Facing Paralegals
- Ethical Considerations in Safeguarding Protected Health Information (PHI)
- Communicating With Clients
- Dealing With Impaired Clients
- Conflicts of Interest
- Ethical Issues Surrounding Billing
Who Should Attend
This basic level course is designed to provide attendees with tips and tricks for obtaining, organizing, and summarizing medical records. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Jonathan J. Schutrum
is an associate in the Dickie McCamey & Chilcote, P.C.'s litigation department, where he focuses his practice in medical and professional malpractice defense, nursing home litigation, municipal and governmental litigation, product liability, and insurance defense litigation. An experienced attorney, Mr. Schutrum has successfully prosecuted and defended legal actions in both New York state and federal courts. He also has experience handling and resolving matters through alternative dispute resolution and mediation. Mr. Schutrum graduated, magna cum laude, from George Washington University, before earning his law degree from the Syracuse University College of Law. He is a member of the New York State Bar Association and Bar Association of Erie County.
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
Thomas F. Karpousis
is an attorney with O'Brien Belland & Bushinsky, LLC, where he practices in the areas of personal injury litigation, construction-related injuries, and workers' compensation. He earned his J.D. degree from Rutgers University School of Law. Mr. Karpousis was an assistant adjunct professor of law in Trial Advocacy at Rutgers University School of Law. He is a fellow of the Academy of Trial Advocacy, Temple University School of Law. Mr. Karpousis is a member of the Camden County and New Jersey State bar associations; and The Association of Trial Lawyers of America. He is admitted to practice law in New Jersey.
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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