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Video DVD

Medical Records Made Easy for Paralegals

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Copyright Date
February, 2019
Product ID#
81712DVDCDR
Credit Information
Paralegal Education
6.00 - CA MCLE Paralegal

including - Ethics: 1.00

6.00 - DE Certified Paralegal Program

including - Ethics: 1.00

6.00 - FL Registered Paralegal

including - Ethics: 1.00

6.00 - IN Paralegal CLE

including - Ethics: 1.00

6.00 - MT CLE Credit for Paralegals

including - Ethics: 1.00

6.00 - NALA

including - Ethics: 1.00

6.00 - NFPA

including - Ethics: 1.00

6.00 - OH Certified Paralegals

including - Ethics: 1.00

6.00 - NM Paralegal Division, State Bar of NM

including - Ethics: 1.00

6.00 - TX TBLS Paralegal Certification

Intermediate
Civil Litigation & Trial Skills

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Video Webcast

$299.00
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OnDemand Video

$299.00
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Video Download

$299.00
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Video DVD

$299.00
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Course Book Download

$99.00

Course book included with all formats

  • Overview
  • Agenda
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Program Description

Are you taking all the necessary precautions to ensure compliance with HIPAA? Do you know the best methods for sorting and organizing medical records? This focused guide is designed to provide you with practical medical record how-to's, pointers and tips for troubleshooting common problems. From requesting medical records to preparing effective medical summaries, don't miss this opportunity for real-world instruction. Order today!


Course Content

  1. How to Request Medical and Billing Records
  2. HIPAA Compliance, Policies to Protect PHI and Breaches
  3. Organizing Medical Records (Real-World Examples)
  4. Reviewing Medical Records and Billings
  5. Electronic Medical/Health Records (EMRs/EHRs)
  6. Preparing Medical Summaries and Chronologies (w/Samples)
  7. Medical Record Ethics

Agenda / Content Covered

All times are shown in Eastern time

  1. How to Request Medical and Billing Records
    10:00 - 11:00, Mila Carlson
    1. Types/Components of Medical Records
    2. What to Ask for, How and Who to Contact
    3. Finding Additional Patient Information
    4. Handling Problematic Providers (Refuse to Release, Won't Release in a Timely Fashion)
    5. Sample Requests for Production
    6. Subpoenaing Medical Records
    7. Tracking Medical Records and Bills
  2. HIPAA Compliance, Policies to Protect PHI and Breaches
    11:15 - 12:15, Mila Carlson
    1. How HIPAA Impacts Paralegals
    2. Defining Protected Health Information; Other Key Terms
    3. Using HIPAA-Protected Documents in Litigation
    4. When Providers Produce Records for the Wrong Patient
    5. Keeping HIPAA-Protected Records Safe - Tips for Paralegals
    6. HIPAA and Electronic Communications (Email, Texts, etc.)
    7. Ways PHI Breaches Can Occur (What You Don't Know)
    8. Policies/Procedures - Protecting PHI in the Office and at Court
  3. Organizing Medical Records (Real-World Examples)
    12:15 - 1:00, Susie McGregor-Huyer
    1. Effectively Sorting and Organizing Records
    2. Case Study Examples: How to Best Organize Medical Records From Three Different Facilities
    3. Finding Missing Records and Additional Providers
    4. Identifying Duplicates; Other Issues
    5. Scanning and Bates Stamping
  4. Reviewing Medical Records and Billings
    1:30 - 2:30, Susie McGregor-Huyer
    1. Medical Symbols, Terminology and Abbreviations - Handout and Resources
    2. Coding and ICD-10: What Paralegals Need to Know
    3. Effective Approaches to Reviewing Medical Records
    4. What to Look for, Where to Find it
      1. Hospital Records
      2. Records/Treatment Logs
      3. Emergency Service Records
    5. Objective vs. Subjective Findings
    6. Finding Discrepancies; Signs of Tampering
    7. Handling Problematic Medical Notes
    8. Deciphering the Billing
    9. Using Nurses/Medical Experts to Make Sense of the Medical Records
    10. Top 5 Details Paralegals Miss
    11. Go-to Medical Research Resources
    12. Sample Checklists; Additional Resources
  5. Electronic Medical/Health Records (EMRs/EHRs)
    2:30 - 3:15, Mila Carlson
    1. Strategies for Obtaining EMRs
    2. Organizing and Reviewing
    3. EMR Metadata/Audit Trails
    4. Assessing EMR Accuracy/Inaccuracy
    5. Preparation; Handling Computer Screen vs. Printout Discrepancies
  6. Preparing Medical Summaries and Chronologies (w/Samples)
    3:30 - 4:00, Susie McGregor-Huyer
  7. Medical Record Ethics
    4:00 - 5:00, Susie McGregor-Huyer
    1. The General Rule of Confidentiality for Medical Records
    2. Mandatory Disclosure
    3. What You Can/Cannot Disclose (and to Whom)
    4. Questions of Access
    5. Guarding Against Breach of Confidentiality
    6. Ethical Preparation of Medical Evidence and Experts

Accreditation Details:

Credit Information
Paralegal Education
CA MCLE Paralegal - 6.00

including - Ethics: 1.00

This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
DE Certified Paralegal Program - 6.00

including - Ethics: 1.00

This course will qualify for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
FL Registered Paralegal - 6.00

including - Ethics: 1.00

This course will qualify for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program.
IN Paralegal CLE - 6.00

including - Ethics: 1.00

This course will qualify for 6.0 hours of distance learning continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements as a paralegal affiliate member of the Indiana State Bar Association. No more than 3.0 hours of distance learning CLE credit may be earned during a reporting period.
MT CLE Credit for Paralegals - 6.00

including - Ethics: 1.00

This program may qualify for up to 6.0 hours of self-study CLE credit by the Montana Commission on Continuing Legal Education, including 1.0 hour of ethics. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
NALA - 6.00

including - Ethics: 1.00

This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.0 hours, including 1.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.
NFPA - 6.00

including - Ethics: 1.00

This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.
OH Certified Paralegals - 6.00

including - Ethics: 1.00

This course will qualify for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NM Paralegal Division, State Bar of NM - 6.00

including - Ethics: 1.00

Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).
TX TBLS Paralegal Certification - 6.00
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Certification areas: Civil Trial Law and Personal Injury Trial Law.

MILA CARLSON, PHD, MSHSA, R.N., CNLCP®, is the founder and president of Mila Carlson & Associates, P.C., Nurse Consulting/Nurse Life Care Planning, based in Rockford, Illinois. They assist defense or plaintiff attorneys with any medical-related cases, such as medical malpractice, personal injury, criminal or family law; as well as preparing life care plans/medical cost projections/Medicare set-asides (MSAs), and providing expert witness testimony for these plans. Ms. Carlson has served as adjunct faculty for the University of St. Francis. She is a member of the Alpine Kiwanis Club of Rockford and has served on the Board of Directors as well as the Charities Committee. Ms. Carlson's professional affiliations include the American Association of Legal Nurse Consultants, the American Association of Nurse Life Care Planners, and the National Alliance of Medicare Set-Aside Professionals (NAMSAP). She earned her nursing degree from the SwedishAmerican Hospital School of Nursing, Rockford, Illinois; her Bachelor of Science in health arts and Masters of Science in health services administration from the University of St. Francis, Joliet, Illinois; and her Ph.D. degree in health administration from Warren National University, Cheyenne, Wyoming. Ms. Carlson also completed her legal nurse consulting course and certification exam through the Vickie Milazzo Institute and her Life Care Planning and Medicare set-aside courses through Kelynco. She is a frequent lecturer to both paralegals and attorneys on her areas of practice and ethics.

SUSIE MCGREGOR-HUYER, R.N., M.S.N., is with MH Consultants. She has been involved in healthcare since 1990, first as a paramedic, then as a nurse. Although her initial work roles included emergency nursing and ICU, and in 2003 she began hospice work, where she eventually moved into leadership roles including administration and consulting. Ms. McGregor-Huyer now provides life care planning, legal nurse consulting services and nursing education consulting services in Minneapolis/St. Paul and across the country. She also works part-time as a nursing director in the assisted living/memory care arena. Ms. McGregor-Huyer's legal nurse consulting practice specializes in products liability, personal injury, medical malpractice, and nursing home negligence cases, where she provides attorneys and their teams with analysis on the medical issues of their cases. She has held certifications as a legal nurse consultant and hospice and palliative care nurse. Ms. McGregor-Huyer is currently eligible for certifications in forensic nursing, life care planning, risk management and Medicare set-asides. She earned both her B.S.N. and M.S.N. degrees, gaining significant experience in both outpatient and inpatient settings in a variety of roles. Ms. McGregor-Huyer is a frequent lecturer for National Business Institute on various medical related topics, including legal ethics for paralegals.

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PO Box 3187
Eau Claire, WI 54702

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