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.
Introduction and Overview: The Role of Medical and Billing Records in Litigation
Getting the Medical Records You Need
Electronic Medical and Health Records
Finding the Needle in the Medical Haystack
Piecing the Puzzle Together
Preparing Chronologies and Drafting Memoranda
The Perils of Dealing with Protected Health Information
This program may qualify for up to 6.0 hours of self-study CLE credit by the Montana Commission of 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.
NM Paralegal Division, State Bar of NM
- 6.00Approval Exp. 11/19/2022
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).
NH Office of Career School Licensing
NBI, Inc. is licensed by the New Hampshire Department of Education Office of Career School Licensing. There are no enrollment prerequisites or admissions requirements for this course, and there is no exam or grading system. Satisfactory progress is based solely on attendance at the course. Credits may not be transferred. All refunds shall be paid within 30 days upon written notification from a student of cancellation or withdrawal. Students receiving benefits from federal programs shall be subject to federal refund policies, rules and regulation. Student complaints should be directed to our office at (800) 930-6182. Upon exhausting all avenues with NBI, Inc. for resolution, students may file a complaint with the Office of Career School Licensing at (603) 271-6443.
MILA CARLSON PHD, MSHSA, R.N., CNLCP®, CMSP, 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 Master of Science in Health Services Administration from the University of St. Francis, Joliet, Illinois; and her Ph.D. 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 the founder and principal of Medical Damages, based in St. Paul, Minnesota. Medical Damages is a life care planning and nurse consulting business designed to assist attorneys and insurance companies in looking both forward and backward in medically related cases in the areas of personal injury, workers' compensation and medical malpractice. Ms. McGregor-Huyer has both her bachelor's and master's degrees in nursing. Her post-graduate educational experience includes legal nurse consulting, forensic nursing, Medicare set-asides, nurse life care planning, geriatrics and case management. Ms. McGregor-Huyer also has experience as a paramedic and in emergency and critical care nursing, and is currently clinically active in hospice and assisted living/memory care. Her affiliations include the American Association of Nurse Life Care Planners, the International Association of Rehabilitation Professionals, Juris Educational Research Knowledge, and PATH International. She is a frequent lecturer to paralegals and attorneys in the areas of nursing, medical records analysis and ethics.
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