Civil Litigation & Trial Skills

Mastering Medical Records: Secrets From Top-Notch Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
OnDemand
2 hours 53 minutes
Monica Doffing
Ida Williamson
With Monica Doffing from Stevens Law, LLC + 1 other
Recorded January 21, 2025
Product ID 99629

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Course Includes
$219

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

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$69/month

Overview

Supercharge Your Ability to Decode Medical Records and Identify Key Info

Ready to take your medical record analysis and management skills to the next level? Here's how we can help! In this advanced course, our accomplished instructors share their hard-won strategies for requesting and reviewing medical records. From tips for collecting records from numerous providers to guidelines for crafting medical chronologies, enhance your expertise and credibility as a paralegal - register today!

  • Discuss high-level techniques for obtaining medical records.
  • Gain best practices for analyzing medical records.
  • Review critical HIPAA terms and concepts.
  • Discover the latest and greatest tech for medical record management.

*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

  1. Obtaining Medical Records: Insights From the Pros
  2. Advanced Medical Record Analysis and Organization
  3. Mastering Medical Chronologies, Memos, and Trial Prep
  4. Complex HIPAA Terms, Codes, and Concepts
  5. Top Tech and Software for Medical Record Management and Analysis

Related Topics

Product ID 99629

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Obtaining Medical Records: Insights From the Pros

    1. Delays and Refusals - Overcoming Common Challenges
    2. Obtaining Records From Multiple Providers: Top Problems and Solutions
    3. Handling Voluminous Records - Cutting-Edge Techniques
    4. Managing Unreasonable Costs for Medical Record Retrieval
    5. Legal Recourses Available If a Provider Ignores a Subpoena for Records

  2. Advanced Medical Record Analysis and Organization

    1. Identifying Important Medical Events, Red Flags, and Discrepancies
    2. Cross-Referencing Records With Other Case Evidence
    3. Collaborating With Expert Witnesses: Advanced Tactics for Paralegals
    4. Thorny Issues Concerning Incomplete Information or Missing Records
    5. Creative Tips for Organizing and Indexing Records

  3. Mastering Medical Chronologies, Memos, and Trial Prep

  4. Complex HIPAA Terms, Codes, and Concepts

  5. Top Tech and Software for Medical Record Management and Analysis

Who Should Attend

This advanced level course is designed to explore best practices for medical record analysis for legal professionals. Those who should attend include:

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

Speakers

Monica Doffing
Monica
Doffing
Stevens Law, LLC
Ida L Williamson
Ida L.
Williamson
Cozen O'Connor
Speaker bio
Monica Doffing

Monica Doffing

Stevens Law, LLC
Monica Doffing

is an attorney and partner at Stevens Law, LLC. She routinely represents and advises healthcare providers and entities in matters ranging from licensure defense, regulatory and compliance issues, medical malpractice and risk mitigation, clinical documentation improvement, and reimbursement issues. With over ten years of clinical experience in the medical field as a nurse and as a nurse practitioner, Ms. Doffing has a unique perspective regarding the challenges healthcare providers face on a daily basis. She earned her bachelor's degree in nursing from Fort Hays State University and her master's degree from the University of Kansas Medical Center. Ms. Doffing then received her J.D. degree from Saint Louis University School of Lawa and University of Kansas School of Law. She is admitted to practice in Kansas.

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Speaker bio
Ida L Williamson

Ida L. Williamson

Cozen O'Connor
Ida Williamson

is a Paralegal Specialist for the law firm of Cozen O'Connor, where she specializes in litigation, trial practice, insurance defense, personal injury, premises and product liability with emphasis on discovery, medical record review, research, mediation, and trial practice. Ms. Williamson conducts medical research, legal and factual research, investigations, and client interviews. She also prepares medical chronologies, deposition summaries, pleadings, memoranda, witness and exhibit lists, digital and hard copy trial exhibits, and trial notebooks, as well as attending trial. Ms. Williamson attended Broward College in Fort Lauderdale.

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Top FAQs

What is included with my course purchase?

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.

Course reference materials are included with each course purchase in a downloadable PDF format.
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Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

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.
When will the OnDemand be available and how long will I have access to the content?

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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