Missing documents, unrecognizable terminology and abbreviations, conflicting information in the sequence of events - is this your idea of a nightmare...or the reality of your last experience working with medical records. Often these records can provide your legal team with crucial, case-winning information, as long as you know how to find it. Discover how to increase your proficiency in acquiring, organizing, managing and evaluating medical records. Take the next step toward maximizing your effectiveness – order these vital reference materials today!

1. How to Effectively Retrieve the Records You Need
2. Deciphering Medical Records
3. Designing an Organization and Management Strategy
4. Tips for Chart Evaluation
5. Case Reviews and Discussion

Continuing Education Credits:   

* denotes specialty credits

1. HOW TO EFFECTIVELY RETRIEVE THE RECORDS YOU NEED
   9:00 - 10:30, Cheryl Passalaqua
   1. Sources of Medical Records
   2. Types of Records and Determining Which Ones You Need
   3. HIPAA Implications
   4. Using Requests to Produce and Subpoenas Effectively
   5. Follow-Up Options if Records are Not Received on a Timely Basis
   6. How and Where to Find Additional Patient Information
   7. Ensuring Your Records are Complete
   8. Special Issues Regarding Electronic Records
2. DECIPHERING MEDICAL RECORDS
   10:45 - 12:00, Cheryl Passalaqua
   1. Guide to Medical Symbols, Abbreviations and Terminology
   2. Diagnostic Tests and Procedures
   3. Pharmacology
   4. Specific Charts: Their Components and Uses
   5. Policies and Procedures for Charting and Documentation
   6. Billing and Other Related Health Records
   7. Key Medical, Pharmaceutical and Non-Traditional Medical Resources
3. DESIGNING AN ORGANIZATION AND MANAGEMENT STRATEGY
   1:00 - 2:15, Linda A. Murphy
   1. Creating a Comprehensive Organizational Plan
   2. Originals vs. Copies
   3. Filing and Management Systems
   4. Using Technology to Manage a Large Volume of Information
   5. Drafting Supporting Documentation and Reports
   6. Ongoing Issues in the Discovery Process
4. TIPS FOR CHART EVALUATION
   2:30 - 4:00, Linda A. Murphy
   1. Important Places to Look for Medical Clues
   2. Creating a User-Friendly Chronology
   3. Deciphering Normal vs. Abnormal Findings
   4. Potential Red Flags: Identifying Consistencies and Inconsistencies
   5. How Medical Billing Factors In
   6. What to Do When the Pieces Don't Quite Fit Together
   7. How to Prepare a Solid Medical Summary
5. CASE REVIEWS AND DISCUSSION
   4:00 - 4:30, Cheryl Passalaqua

LINDA A. MURPHY has been a legal assistant/paralegal since 1986 and is currently employed with the law firm of Butt, Thornton & Baehr, P.C., where she specializes in insurance defense, personal injury, and wrongful death. Her responsibilities for handling complex litigation include discovery, depositions, coordinating experts, interviewing, requesting and processing medical records, trial preparation and attendance at trial. Ms. Murphy has spoken on litigation case management for paralegals and ethics. She is also a member of the Paralegal Advisory Committee for the Legal Studies Programs at Brookline College. Ms. Murphy is the Bylaws Committee chair and Community Service chair for the Paralegal Division of the State Bar of New Mexico and has served as past chair of the division. She is a recipient of the outstanding non-lawyer contribution award from the State Bar of New Mexico. Ms. Murphy attended Woodland Hills Junior College in California.

CHERYL PASSALAQUA is a litigation paralegal at Sheehan & Sheehan, P.A., primarily focusing on construction and personal injury cases. She obtained a B.A. degree in economics from the University of Colorado at Boulder, and a paralegal certificate from Georgetown University in Washington, D.C. Ms. Passalaqua is a member of the Paralegal Division of the State Bar of New Mexico, and is co-chair of the Division's Brown-Bag CLE series which sponsors monthly one-hour CLEs on a variety of topics.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

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Phone: 866-240-1890

Email: credit@nbi-sems.com