Washington State Paralegal Association

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Requesting, Reviewing and Summarizing Medical Records

  • 11/19/2020
  • 7:00 AM - 2:00 PM
  • Webcast

REGISTER: https://ipe.nbi-sems.com/ProductDetails/Requesting-Reviewing-and-Summarizing-Medical-Records/Video-Webinar/87780ER_2960390?st=WA&pt=1

Program Description

Uncover Top Tips for Obtaining and Organizing Medical Records

While obtaining medical records is critical to the success of many cases, it's not always easy to accomplish. From confidentiality concerns to oversights that put firms at risk, the retrieval and management of medical records come with a lot of challenges. Understand vital medical terminology, examine different ways to sort through and organize records and determine how to request records in discovery - register today!

  • Discover how medical and billing records play a role in litigation.
  • Pick up on different techniques for collecting crucial medical records.
  • Find out how to review everything from mental health records to ER and hospital records.
  • Determine when you need to dig for more information and when you need to stop digging.
  • Figure out how to prepare chronologies and draft memoranda.
  • Recognize what health information is protected and what is not.
  • Learn how to obtain and go through electronic medical records.
  • Navigate ethical challenges that come up with confidence.

Who Should Attend

This basic level course will teach attendees about requesting, reviewing and summarizing medical records. Those who should attend include:

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

Course Content

  1. Introduction and Overview: The Role of Medical and Billing Records in Litigation
  2. Getting the Medical Records You Need
  3. Electronic Medical and Health Records
  4. Finding the Needle in the Medical Haystack
  5. Piecing the Puzzle Together
  6. Preparing Chronologies and Drafting Memoranda
  7. The Perils of Dealing with Protected Health Information
  8. Ethical Conundrums in Medical Review

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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