Medical Records A-Z: What attorneys need to know (2024 Edition)

Jean K. Cooper
Jean K. Cooper | Benchmark Legal Nurse Consulting, LLC.

Jean K. Cooper, MSN, BSN, RN, LNCC is a registered nurse with an active license in Arizona. After earning an associate degree in nursing.

On-Demand: February 26, 2024
This class is included in the myLawCLE All-Access Pass

Subscribe to myLawCLEs All-Access Pass...
Get this course, plus over 1,000+ of live webinars.
Learn More
MCLE Credit Information:

Select Your State Below to View CLE Credit Information

2 hour CLE
Tuition: $195.00
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Program Summary

Our expert attorney specializes in demystifying the intricacies of medical records, providing a comprehensive guide from A to Z to equip legal professionals with the essential knowledge required in their practice. Ms. Cooper will delve into the sources of medical records and medical information, ensuring attorneys are well-versed in where to obtain crucial documentation. Her guidance extends to the intricacies of obtaining medical records efficiently, navigating the often complex landscape of file management, and conducting meticulous analysis of medical records for legal purposes. Speaker will go beyond the confines of traditional medical records, exploring other sources of evidence that could strengthen a legal case. Whether you're a seasoned attorney or just starting in the field, our comprehensive program covers all aspects of medical record management, empowering legal professionals to navigate the complexities of healthcare-related legal cases with confidence.

Key topics to be discussed:

  • Sources of Medical Records and medical information
  • Obtaining Medical Records
  • Medical Record File Management
  • Medical Record Analysis
  • Beyond the Medical Record: Other Sources of Evidence

Closed-captioning available

Speakers

Jean K. Cooper_myLawCLEJean K. Cooper, MSN, BSN, RN, LNCC | Benchmark Legal Nurse Consulting, LLC.

Jean K. Cooper, MSN, BSN, RN, LNCC is a registered nurse with an active license in Arizona. After earning an associate degree in nursing, she started her career in a surgical ICU and was hooked on critical care nursing. While working in several critical care settings, she earned a BSN and an MSN and became certified as a critical care nurse (CCRN). She also discovered nursing within the Veterans Affairs Healthcare System (VA). After about 22 years in critical care, she switched gears and became a Women Veterans Healthcare Program Manager working to improve equal access to quality healthcare for women veterans in the VA. In 2007, she transitioned from the VA and became a legal nurse consultant for a medical malpractice defense law firm. Once she had studied and accumulated enough hours of experience, she became a legal nurse consultant-certified (LNCC). Jean is an active member of the America Association of Legal Nurse Consultants and the Academy of Forensic Nursing. She is also an associate member of the American Bar Association.

Currently, Jean works as an independent LNCC assisting attorneys in medical malpractice, personal injury, and criminal defense. She can be reached at jean.cooper4997@gmail.com or 602-616-9855.

Agenda

I. Sources of Medical Records and medical information | 2:00pm – 2:30pm

  • Acute Care Hospital
  • Physician’s office
  • Urgent Care
  • Free-Standing Emergency Department
  • EMS Reports
  • Skilled Nursing Facility
  • Assisted Living Facility
  • Group Home
  • Outpatient Care Clinic
  • Outpatient Imaging
  • Pharmacy
  • Physical Therapy Facility
  • Chiropractor
  • Mental Health Counselor
  • Alternative Medicine
  • Dietician
  • Home Care
  • Hospice
  • Rehabilitation Facility – Residential and Outpatient
  • Employee Health
  • Correctional Health Records
  • Police Reports – motor vehicle crash
  • Video and Audio Recording

II. Obtaining Medical Records | 2:30pm – 2:45pm

  • From client
  • ROI
  • Subpoena
  • RFP

III. Medical Record File Management | 2:45pm – 3:00pm

  • Tracking Form
  • Filing/Naming conventions
    • Plaintiff
    • Defendant
    • Experts
  • Medical Record Organization
    • Acute Care Hospitalizations
    • Long Term Care – Skilled Nursing Facility
    • Rehabilitation Facility
    • Outpatient Care
      1. Physician Office
      2. Physical Therapy
      3. Occupational Therapy
      4. Speech Therapy
      5. Urgent Care
      6. Mental Health Provider

Break | 3:00pm – 3:10pm

IV. Medical Record Analysis | 3:10pm -3:40pm

  • Medical Chronology
  • Identification of missing records
  • Summary Medical Records/Factual Basis
  • Cast of Characters/List of Medical Providers
  • Opinion
    • Review for Merit
    • Is this case defensible
  • Identify potential witnesses
    • Experts
    • Lay Witnesses
    • Fact Witnesses
      1. Rule 1006
      2. Rule 30(b)(6) – Arizona Rule
  • Medical Literature Research/Review/Analysis

V. Beyond the Medical Record: Other Sources of Evidence | 3:40pm – 4:10pm

  • Federal and State healthcare regulations
  • Policies and Procedures
  • Medical Staff Bylaws
  • Credentialing requirements/records
  • Employment and academic Records
  • Staffing and acuity records
  • Pharmacy records – separate documentation package
  • Equipment maintenance records
  • Remote documentation, remote monitoring
  • Logs
  • Intake Forms
  • Transfer Records

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Register Now

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Preview
More CLE Webinars
Trending CLE Webinars
The Corporate Transparency Act Reporting Obligations
The Corporate Transparency Act Reporting Obligations
Law Offices of Jonathan H. (Jason) Warner, P.A.
On-Demand
IRS Penalty Abatement Made Easy
IRS Penalty Abatement Made Easy
Green & Sklarz, LLC
On-Demand
Gun Trust Law (2024 Edition)
Gun Trust Law (2024 Edition)
Partner, Davenport Evans Lawyers
On-Demand
Revocable Living Trusts from Start to Finish (2024 Edition)
Revocable Living Trusts from Start to Finish (2024 Edition)
Partner, Davenport Evans Lawyers
On-Demand
Mini-Med School for Lawyers: What Attorneys and Experts Need to Know (2024 Edition)
Mini-Med School for Lawyers: What Attorneys and Experts Need to Know (2024 Edition)
Rachel V. Rose – Attorney at Law, P.L.L.C. (Houston, TX).
On-Demand
Lawyers Serving on Boards
Lawyers Serving on Boards
Howard Brod Brownstein, CTP.
Essential Accounting Principles Every Attorney Should Know
Essential Accounting Principles Every Attorney Should Know
LaPorte CPAs & Business Advisors
On-Demand
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics) Tue, November 26, 2024
On-Demand
Live Replay
Tax Opportunity Zones (2024 Edition)
Tax Opportunity Zones (2024 Edition)
Blank Rome LLP
On-Demand
Litigating Libel and Defamation Cases
Litigating Libel and Defamation Cases
Callahan & Blaine, APLC.
On-Demand
Will Drafting 101 (2024 Edition)
Will Drafting 101 (2024 Edition)
Partner, Davenport Evans Lawyers
On-Demand
Upcoming CLE Webinars
Storytelling for Advocacy
Storytelling for Advocacy Fri, November 22, 2024
Live Webcast
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics) Tue, November 26, 2024
On-Demand
Live Replay
Using Self-Collection Tools to Gather ESI
Using Self-Collection Tools to Gather ESI Wed, December 4, 2024
Live Webcast
Law Firm Automation Meets AI: A match made in heaven?
Law Firm Automation Meets AI: A match made in heaven? Thu, December 5, 2024
Live Webcast
Tools for Managing Vicarious Trauma in Practice
Tools for Managing Vicarious Trauma in Practice Thu, December 5, 2024
Live Webcast
Wine, Spirits and Beer Law 101 (2025 Edition)
Wine, Spirits and Beer Law 101 (2025 Edition) Fri, December 6, 2024
Live Webcast
4th Annual Tax Rep Summit [4-Day Event]
4th Annual Tax Rep Summit [4-Day Event] Tue, December 10, 2024
Live Webcast
Supercharging Your Transactional Practice with GenAI
Supercharging Your Transactional Practice with GenAI Wed, December 11, 2024
Live Webcast
Negotiating Financing and Investment in Cannabis
Negotiating Financing and Investment in Cannabis Thu, December 12, 2024
Live Webcast
Esports Law 101 (2025 Edition)
Esports Law 101 (2025 Edition) Fri, December 13, 2024
Live Webcast
Dividing Military Pensions (2025 Edition)
Dividing Military Pensions (2025 Edition) Mon, December 16, 2024
Live Webcast
Common Cyber Threats and How to Reduce Risk
Common Cyber Threats and How to Reduce Risk Wed, December 18, 2024
Live Webcast