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Requesting and Summarizing Medical Records: Paralegal Tips and Pointers

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Date and Time

Tuesday, April 7, 2026, 10:00 AM until 5:00 PM

Category

IPE/NBI CLE

Registration Info

Registration is required

About this event

Overview

A Practical Guide for Navigating Medical Records

From preparing medical record requests to creating medical summaries, this comprehensive program covers everything paralegals need to know about handling medical records. You'll gain strategies for preparing medical record requests, interpreting medical and billing data, preparing detailed summaries, and more. Don't miss opportunity to sharpen your skills - register today!

  • Safeguard privacy by complying with essential HIPAA policies.
  • Discover tips for requesting medical records and locating additional patient information.
  • Decode medical data to uncover key facts and discrepancies.
  • Gain insights into preparing high-quality medical record summaries.
  • Explore time-saving technology for managing, reviewing, and summarizing medical records.
  • Transform disorganized records into powerful, attorney-ready materials.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. HIPAA and Privacy Protocol
  2. Obtaining Medical Records
  3. Medical Record Maintenance and Organization
  4. Analyzing Medical Records and Bills
  5. Preparing Summaries, Chronologies, and Exhibits
  6. Leveraging Technology: Tools, Tips, and Traps
  7. Ethical Concerns for Paralegals

Registration Fee $319
Register Now

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