Morning

I.          OBTAINING AND ORGANIZING THE RECORDS FOR REVIEW

(90 minutes - Marleen Williams and Kathleen A. Sesco)

A.                  Medical Record Retrieval (Including HIPAA Review)

B.                  Special Issues Regarding Electronic Records

C.                  Ensuring That Your Records Are Complete

D.                  Originals vs. Copies (Pristine, Master, Working and Expert)

E.                  Medical, Pharmaceutical and Non-Traditional Medical Resources

F.                  Organization Strategies That Will Ensure Easier Review

G.                 Interpreting Medical Billing Information

H.                  Supporting Documents and Reports

II.          CASE PREPARATION - GETTING IN SYNC WITH YOUR ATTORNEY

(90 minutes - Mary J. Maroon)

A.                  Case File Review and Planning of Approach

B.                  Understanding the Legal Issues - What are the Key Facts, Problems and Issues?

C.                  Attorney's Goals for the Case

D.                  The "Smoking Gun" - What Could Potentially Help or Hurt Your Case?

E.                  Identifying Paralegal Duties

Afternoon
III.         PREPARING MEDICAL INFORMATION FOR USE AT TRIAL

(75 minutes - Kathleen A. Sesco and Marleen Williams)

A.         Getting (and Keeping) Your Attorney Organized

B.         Why Pre-Trial Meetings are Critical 

C.         Coordinating With Opposing Counsel

D.         Record and Non-Record Related Exhibits and Evidence

 

IV.        ANALYSIS AND SUMMARY OF MEDICAL RECORDS

(75 minutes - Harold H. Catlin)

A.         Why the First Read Through is Critical

B.         Information the Attorney Will Need to Make Educated Decisions

C.         The 80/20 Rule - How to Identify Critical Information

D.         Flagging Questionable Areas and Possible Issues Identified

E.         What if You Discover Inconsistencies and/or Tampering?

F.         Creating Meaningful Summaries and Chronologies

G.         Background and Other Issues for Attorney Awareness

H.         Working With Experts - Locating, Interviewing and Hiring

 

V.         AVOIDING ETHICAL PITFALLS 

(30 minutes - Harold H. Catlin)

A.         Disposing of Medical Records

B.         Confidentiality Considerations You Need to Be Aware Of 

C.         Communications and Materials Exchanged With Experts

D.         Medical Provider Depositions and HIPAA Concerns

Course Information
Date Presented:
March 12, 2009 9:00 AM Eastern
Length:
7 hours, 30 minutes
Obtaining and Organizing the Records for Review
  • Medical Record Retrieval (Including HIPAA Review)

  • Special Issues Regarding Electronic Records

  • Ensuring That Your Records Are Complete

  • Originals vs. Copies (Pristine, Master, Working and Expert)

  • Medical, Pharmaceutical and Non-Traditional Medical Resources

  • Organization Strategies That Will Ensure Easier Review

  • Interpreting Medical Billing Information

  • Supporting Documents and Reports
  • Speaker Information
    Kathleen A. Sesco  [ view bio ]
    Marleen Williams  [ view bio ]
    Case Preparation - Getting in Sync with Your Attorney
  • Case File Review and Planning of Approach

  • Understanding the Legal Issues - What are the Key Facts, Problems and Issues?

  • Attorney's Goals for the Case

  • The "Smoking Gun" - What Could Potentially Help or Hurt Your Case?

  • Identifying Paralegal Duties
  • Speaker Information
    Mary J. Maroon   [ view bio ]
    Preparing Medical Information for Use at Trial
  • Getting (and Keeping) Your Attorney Organized

  • Why Pre-Trial Meetings are Critical

  • Coordinating With Opposing Counsel

  • Record and Non-Record Related Exhibits and Evidence
  • Speaker Information
    Kathleen A. Sesco  [ view bio ]
    Marleen Williams  [ view bio ]
    Analysis and Summary of Medical Records
  • Why the First Read Through is Critical

  • Information the Attorney Will Need to Make Educated Decisions

  • The 80/20 Rule - How to Identify Critical Information

  • Flagging Questionable Areas and Possible Issues Identified

  • What if You Discover Inconsistencies and/or Tampering?

  • Creating Meaningful Summaries and Chronologies

  • Background and Other Issues for Attorney Awareness

  • Working With Experts – Locating, Interviewing and Hiring
  • Speaker Information
    Harold H. Catlin  [ view bio ]
    Avoiding Ethical Pitfall
  • Disposing of Medical Records

  • Confidentiality Considerations You Need to Be Aware Of

  • Communications and Materials Exchanged With Experts

  • Medical Provider Depositions and HIPAA Concerns
  • Speaker Information
    Harold H. Catlin  [ view bio ]
    National Association of Legal Assistants
    Total General Hours: 5.50
    Qualifies for 5.5 hours, including 1.0 hour of ethics of continuing legal assistant education credit by the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc.
    Including Ethics: 1.00
    Qualifies for 5.5 hours, including 1.0 hour of ethics of continuing legal assistant education credit by the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc.
    National Federation of Paralegal Associations
    Total General Hours: 5.25
    Approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 5.25 hours of Continuing Legal Education, including 1.0 hour of ethics.
    Including Ethics: 1.00
    Approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 5.25 hours of Continuing Legal Education, including 1.0 hour of ethics.
    New Mexico State Bar
    Total General Hours: 4.50
    Approved by the Paralegal Division of the State Bar of New Mexico for 4.5 general and 1.0 ethics (for a total of 5.5 hours CLE).
    Ethics: 1.00
    Approved by the Paralegal Division of the State Bar of New Mexico for 4.5 general and 1.0 ethics (for a total of 5.5 hours CLE).
    North Carolina State Bar Board of Paralegal Certification
    Total General Hours: 5.25
    This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 5.25 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
    Including Ethics: 1.00
    This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 5.25 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
    Florida Registered Paralegal Program
    Total General Hours: 5.50
    This course will qualify for 5.5 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program as outlined in Rule 20 of The Florida Bar.
    Including Ethics: 1.00
    This course will qualify for 5.5 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program as outlined in Rule 20 of The Florida Bar.
    Ohio State Bar Association Paralegal Certification Program
    Total General Hours: 5.50
    This course will qualify for 5.5 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
    Including Ethics: 1.00
    This course will qualify for 5.5 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
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