Medical Records from A to Z for Paralegals and Associates (2025 Edition)

Dan Schiavetta
Brandy Robertson
Jean Cooper
Dan Schiavetta | Russo & Gould LLP
Brandy Robertson | Heninger Garrison Davis, LLC
Jean Cooper | Benchmark Legal Nurse Consulting LLC
Live Video-Broadcast: September 26, 2025

3 hour CLE

Tuition: $245.00
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Program Summary

Session I – Medical Records for Associates 2025: Using them in Litigation – Dan Schiavetta

This session focuses on Electronic Medical Records (EMR) and how they have changed how attorneys litigate. It will cover pluses and minuses of EMR’s, the various software platforms, and how they are exchanged and used in discovery and at trial.

Key topics to be discussed:

  • The HITECH Act
  • EMR’s in the hands of your client
  • Agreements as to exchanging EMR’s and use as exhibits at deposition and at trial
  • Preparing witnesses who will be asked about EMR’s
  • Common mistakes in obtaining and use of EMR’s
  • Overlooked EMR’s
  • EMR’s in relation to other ESI (Electronically Stored Information)
  • Changes in the hearsay and best evidence rules prompted by the advent of EMR’s
  • Some relevant and instructive case law

Session II – Turning Medical Records into Litigation Tools – Brandy Robertson

This session builds on record collection and management by focusing on transforming medical records into effective litigation resources. Attendees will learn how to draft concise medical summaries that highlight key facts, prepare accurate medical expense itemizations, and create a medical notebook that supports case strategy. The session also addresses techniques for verifying medical data and ensuring all compiled materials are accurate, consistent, and ready for use in depositions, negotiations, and trial.

Key topics to be discussed:

  • Drafting summaries tailored for legal audiences
  • Preparing accurate medical expense itemizations
  • Verifying records and cross-checking diagnosis codes
  • Creating litigation-ready medical notebooks

Session III - Medical Records for Paralegals 2025: Acquisition to Analysis – Jean Cooper

This session provides paralegals with a clear framework for working with medical records in legal practice. It covers primary and secondary sources of medical information, best practices and legal considerations for obtaining medical records, and effective methods for organizing and managing records once received. The session concludes with a synopsis of medical record analysis, offering practical strategies to identify key facts, spot inconsistencies, and preparing records for attorney review and case development.

Key topics to be discussed:

  • Where to find medical information
  • How to properly question and obtain records
  • Best practices for organizing and managing medical records
  • A synopsis look at analyzing medical records to uncover critical details that support case strategy

Date / Time: September 26, 2025

  • 1:00 pm – 4:20 pm Eastern
  • 12:00 pm – 3:20 pm Central
  • 11:00 am – 2:20 pm Mountain
  • 10:00 am – 1:20 pm Pacific

Closed-captioning available

Speakers

Dan-Schiavetta,-Jr._Russo-&-Gould-LLP_myLawCLEDan Schiavetta | Russo & Gould LLP

Dan Schiavetta, of counsel to Russo & Gould LLP in New York City, has been a litigator for 30 years and is admitted in all New York and New Jersey state and federal courts and the Second and Third Circuit Courts of Appeals. For 20 years he defended the Catholic Church in sexual abuse cases and other matters. He also has wide experience in insurance coverage litigation, nursing home defense, and appellate practice. He is a 1992 graduate of the University of California, Davis School of Law where he was a law review editor and moot court judge. In his previous career as a social worker he was the director of a crisis center and 24-hour hotline. He is also the author of “The Supreme Court for Short Attention Spans: 2000 Tiny Case Summaries Too Short to Bore You”, available on Amazon.

 

Brandy Robertson | Heninger Garrison Davis, LLC

Brandy Robertson began her career in the legal field as a secretary having earned an associate degree from Gadsden State Community College in Paralegal Studies. Brandy worked as a paralegal for 14 years and attended classes at night to obtain her undergraduate and law degree. Brandy received her B.A. from the University of Alabama at Birmingham in Criminal Justice and her J.D from the Birmingham School of Law in 2006. While attending Birmingham School of Law, she was a member of the Sigma Delta Kappa Honors Society where she was elected to serve as secretary.

Brandy joined Heninger Garrison Davis in 2011, in the Mass Tort department helping clients who have been damaged from medical  devices or harmful products. In 2017, Brandy followed her heart and made a move to the civil litigation department at Heninger Garrison Davis where she represents clients who have been wronged or injured. Brandy’s practice area includes personal injury, civil sexual abuse, wrongful death, nursing home abuse/negligence, and medical malpractice matters.

Brandy was selected to be a member of the Birmingham Bar Future Leaders Forum in 2015. She was a member of the Alabama State Bar Leadership Forum – Class 13 for 2017. Brandy has also been appointed to several committees and task forces with the Alabama State Bar such as the Leadership Forum Selection Committee, Lawyer in Every Classroom Task Force, and the Quality of Life, Health and Wellness Committee. Brandy has served as one of the Co-Chairs of the Quality of Life, Health and Wellness Committee from 2022 to 2024. She is currently serving as a member of the Alabama State Bar Board of Bar Commissioners for the 10th Judicial Circuit, Place 9. Brandy is also an active member of the Birmingham Bar Association. Brandy is the immediate past Chair of the Birmingham Bar Association Women Lawyers Section.

Brandy is also passionate about serving those who have suffered from a traumatic brain injury. She served as a member of the Regional Board of the Alabama Head Injury Foundation from 2016-2020 and served as the Birmingham Regional Board president for 2018-2019. Brandy currently serves on the Alabama Head Injury Board of Directors.

 

Jean K. Cooper_myLawCLEJean Cooper | Benchmark Legal Nurse Consulting LLC

Jean Cooper, MSN, RN, LNCC, AFN-C is an independent legal nurse consultant specializing in criminal defense, medical malpractice, and personal injury cases. Drawing on decades of critical care nursing experience and leadership in the Veterans Healthcare System, Jean delivers clear, authoritative analysis of complex medical issues to help attorneys build stronger cases.

A nationally certified Legal Nurse Consultant (LNCC) and Advanced Forensic Nurse – Certified (AFN-C), Jean combines clinical expertise with deep knowledge of medical-legal processes. Her work translates intricate medical records into compelling, case-relevant insights that stand up to scrutiny in court.

Agenda

Session I – Medical Records for Associates 2025: Using them in Litigation | 1:00pm – 2:00pm

  • The HITECH Act
  • EMR’s in the hands of your client
  • Agreements as to exchanging EMR’s and use as exhibits at deposition and at trial
  • Preparing witnesses who will be asked about EMR’s
  • Common mistakes in obtaining and use of EMR’s
  • Overlooked EMR’s
  • EMR’s in relation to other ESI (Electronically Stored Information)
  • Changes in the hearsay and best evidence rules prompted by the advent of EMR’s
  • Some relevant and instructive case law

Break | 2:00pm – 2:10pm

Session II – Turning Medical Records into Litigation Tools | 2:10pm – 3:10pm

  • Drafting summaries tailored for legal audiences
  • Preparing accurate medical expense itemizations
  • Verifying records and cross-checking diagnosis codes
  • Creating litigation-ready medical notebooks

Break | 3:10pm – 3:20pm

Session III – Medical Records for Paralegals 2025: Acquisition to Analysis | 3:20pm – 4:20pm

  • Where to find medical information
  • How to properly question and obtain records
  • Best practices for organizing and managing medical records
  • A synopsis look at analyzing medical records to uncover critical details that support case strategy

Credits

Alaska

Approved for CLE Credits
3 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
3 General

Arkansas

Approved for CLE Credits
3 General

Arizona

Approved for CLE Credits
3 General

California

Approved for CLE Credits
3 General

Colorado

Pending CLE Approval
3 General

Connecticut

Approved for CLE Credits
3 General

District of Columbia

No MCLE Required
3 CLE Hour(s)

Delaware

Pending CLE Approval
3 General

Florida

Approved via Attorney Submission
3.5 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Pending CLE Approval
3 General

Hawaii

Approved for CLE Credits
3.6 General

Iowa

Pending CLE Approval
3 General

Idaho

Pending CLE Approval
3 General

Illinois

Pending CLE Approval
3 General

Indiana

Pending CLE Approval
3 General

Kansas

Pending CLE Approval
3 Substantive

Kentucky

Pending CLE Approval
3 General

Louisiana

Pending CLE Approval
3 General

Massachusetts

No MCLE Required
3 CLE Hour(s)

Maryland

No MCLE Required
3 CLE Hour(s)

Maine

Pending CLE Approval
3 General

Michigan

No MCLE Required
3 CLE Hour(s)

Minnesota

Pending CLE Approval
3 General

Missouri

Approved for CLE Credits
3.6 General

Mississippi

Pending CLE Approval
3 General

Montana

Pending CLE Approval
3 General

North Carolina

Pending CLE Approval
3 General

North Dakota

Approved for CLE Credits
3 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
3 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
180 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
3.6 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
3 General

Nevada

Pending CLE Approval
3 General

New York

Approved for CLE Credits
3.6 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
3 General

Oklahoma

Pending CLE Approval
3.5 General

Oregon

Pending CLE Approval
3 General

Pennsylvania

Approved for CLE Credits
3 General

Rhode Island

Pending CLE Approval
3.5 General

South Carolina

Pending CLE Approval
3 General

South Dakota

No MCLE Required
3 CLE Hour(s)

Tennessee

Pending CLE Approval
3 General

Texas

Approved for CLE Credits
3 General

Utah

Pending CLE Approval
3 General

Virginia

Not Eligible
3 General Hours

Vermont

Approved for CLE Credits
3 General

Washington

Approved via Attorney Submission
3 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
3.6 General

West Virginia

Pending CLE Approval
3.6 General

Wyoming

Pending CLE Approval
3 General

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