Free Shipping on Orders Over $200

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

Candess Zona-Mendola and Nancy Saucedo-Jaimes
$65.00

Format

Description

Click here for Access Instructions for On Demand Programs.

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

Authors

Details

On Demand Program: 60 Minutes

Original Air Date: 11/16/2022

Accreditation

Accreditation is not being offered for this on demand program

Overall rating: 4.214286 / 5 from 14 reviews.

AI Generated Review Summary

Summary topics

Review topics: ["information"].

Review highlights

Reviews

Issues with delay of records.

"What were your key takeaways from the program? Realizing that it's not just me that has experienced issues with delay of records. Which topics did you find least valuable and why? It was all very valuable."

Ashley G. (5/5)

Communicate, read in detail

"What were your key takeaways from the program? Communicate, read in detail, and follow-through. Which topics did you find least valuable and why? There was way too much on do-it-yourself issuance of subpoenas and not nearly enough on how to effectively summarize medical records. Also, it seemed far more oriented towards plaintiffs' side litigation rather than defense side litigation."

Stephen W. (3/5)

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- already knew that."

Rich J. (5/5)

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."

Laura K. (3/5)

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."

Genae L. (5/5)

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"

Junipearl H. (5/5)

how to track the process

"What were your key takeaways from the program? how to track the process and what to look for in medical records that are distrubuted to us"

Philip S. (5/5)

How to follow up

"What were your key takeaways from the program? How to follow up on the medical records request when the provider takes too long"

Rozalia V. (5/5)

everything

"What were your key takeaways from the program? everything was helpful Which topics did you find least valuable and why? NA"

Maria R. (5/5)

Great information!

"What were your key takeaways from the program? Great information!"

Monica B. (5/5)

Q&A

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

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

$65.00

Click here for Access Instructions for On Demand Programs.

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:

Format

  • On Demand Program
View product