Requesting and Reviewing Medical Records: A Guide for Paralegals - On Demand

Candess Zona-Mendola and Nancy Saucedo-Jaimes

12 Reviews
Format: On Demand Program
Price:
Sale price$65.00

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Each attendee must register individually as they will need their own login to access the event.

Medical records are the backbone of any personal injury or medical malpractice case. These records are crucial to showing your client’s injury and treatment, and they are often used to calculate damages. Records can range from hospital bills to prescription information and doctor office visits. As a paralegal, it is your job to identify, collect, track, log, and review all of the relevant records in your cases. With complex cases, this can mean reaching out to multiple providers for records covering several years of treatment and care. 

Experienced trial paralegal Candess Zona-Mendola will share tips and techniques on the best ways to gather this crucial evidence, keep it organized, and how to summarize your client’s record. A thorough and efficient review of your client’s medical records is key to improving your firm’s case outcomes.

This webinar will cover:

  • Proper client intake and determining the scope of your requests
  • Obtaining authorization and HIPAA compliance
  • Different ways of obtaining records
  • What to include in your request
  • Where to send your request
  • Tracking received files 
  • Identifying missing records
  • Resources to help understand complex medical information
  • When to order additional records
  • What to look for when summarizing records
On Demand Program: 60 Minutes
Original Air Date: 11/16/2022
Accreditation is not being offered for this on demand program
Laura K.
Verified Buyer
It had good basic information
What were your key takeaways from the program? It had good basic information, but I was hoping for tips for paralegals who have been working in the field of personal injury for almost 20 years.
Published date
05/02/23
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Rich J.
Verified Buyer
Create spreadsheet
What were your key takeaways from the program? Create spreadsheet & deadlines for receiving/requesting records & bills. get a wet signature, request records early in the case. Which topics did you find least valuable and why? Review w/ clients tx facilities-
Published date
03/10/23
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Genae L.
Verified Buyer
How important it is
What were your key takeaways from the program? How important it is to obtain medical information early on in the case.
Published date
02/21/23
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Monica B.
Great information!
What were your key takeaways from the program? Great information!
Published date
11/16/22
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Junipearl H.
What to keep in mind
What were your key takeaways from the program? What to keep in mind when requesting medical and billing records, and also the tips in reviewing/summarizing medical records. Which topics did you find least valuable and why? None
Published date
11/16/22
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