The Paralegal's Guide to Proficient Medical Records Translation Training Class

Course ID: 18930

The Paralegal's Guide to Proficient Medical Records Translation Training Seminar

An effective medical summary can make you indispensable - do you know how to create one?

Synthesizing medical records effectively boils down to one key factor - anticipating what critical information your attorney will need to prove the case. Regardless of how nice your records or chronologies look, if the information is not accessible and useful, you have not done your job. An effective summary will give context to the medical information provided and allow the legal team to better present a compelling case. Our experienced speakers will share their tips for honing your analysis skills. Accelerate your learning curve for developing this crucial ability - Enroll today!

Get on the same page with your attorney by understanding the goals and legal issues of the case.
Uncover key information that may be critical to your case theory.
How do you know what you need from each provider's records? Use the 80/20 rule to limit your summary to the critical information.
Discover organizing strategies that will ensure an easier review process.
Are there issues that may require additional investigation? Discover why erring on the side of caution may prove to be valuable.
Don't be surprised later: learn how to identify if the medical note is problematic.
What type of summary works best for your attorney? Create a report that will be meaningful and user-friendly.
Learn why neglecting to create a separate "personal" report is an error you can't afford to make.
Avoid ethical pitfalls: know the difference between assisting the client and providing legal advice.
Make essential information stand out: create exhibits that can positively influence the outcome of the case.


	Agenda
	CASE PREPARATION - GETTING IN SYNC WITH YOUR ATTORNEY Patrick W. Ostergren, 9:00 - 10:15 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 OBTAINING AND ORGANIZING THE RECORDS FOR REVIEW Karon L. Goldsmith, 10:30 - 11:45 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 (Includes: Comparing Charges With Medical Records; Summarizing Claimed Charges; Identifying Non-Related Charges; Categorizing Medical Provider Payments) Supporting Documents and Reports (Includes: Timeline/List of Characters; Updating Medical Records) ANALYSIS AND SUMMARY OF MEDICAL RECORDS Rita J. Teresi, 12:45 - 2:00 Why the First Read Through Is Critical Information the Attorney Will Need to Make Educated Decisions How to Identify the 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 (Includes: Personality Notations That May Prove Valuable; Issues That May Require Additional Detailed Investigation or Exploration; Highlighting Potential Ammunition for Future Depositions or Trial) Working With Experts - Locating, Interviewing and Hiring PREPARING MEDICAL INFORMATION FOR USE AT TRIAL Valerie R. LeMaster, 2:00 - 3:15 Getting (and Keeping) Your Attorney Organized Why Pre-Trial Meetings are Critical Coordinating With Opposing Counsel Record and Non-Record Related Exhibits and Evidence AVOIDING ETHICAL PITFALLS Valerie R. LeMaster, 3:30 - 4:30 Disposing of Medical Records Confidentiality Considerations You Need to Be Aware Of Communications and Materials Exchanged With Experts Medical Provider Depositions and HIPAA Concerns

Audience

This intermediate level seminar will provide attendees with the tools they need to effectively analyze medical records. Those who should attend include: