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

Master medical records acquisition, EMR navigation, organization strategies, and analysis techniques essential for effective litigation support.

2026-04-17 13:00:00

3 hours

Program Details

2026-04-17 13:00:00

Program Details

2026-04-17 13:00:00

Over 1,000+ webinars

2026-04-17 13:00:00

3 hours

Course Overview

Mastering Medical Records for Legal Practice

2026-04-17 13:00:00

Participants will learn to obtain, organize, analyze, and present electronic medical records effectively in litigation. These skills enable faster case preparation and stronger evidentiary support at deposition and trial.

Format

CLE Credit

3h CLE Credits

Level

Intermediate

Length

3

Key topics that will be covered

01
EMR Platforms
Understand Meditech, Epic, Cerner, and PointClickCare systems and their litigation challenges.
02
Audit Trails
Request audit trails to reveal who accessed records, when, and what they modified.
03
Medical Summaries
Use Excel to create sortable, color-coded summaries with Bates numbers for depositions.
04
Diagnosis Codes
Cross-check ICD codes against treatment records and billing to verify accuracy.
05
Overlooked Records
Identify hidden data in fitness trackers, smart devices, car black boxes, and billing files.
06
Record Organization
Build litigation-ready binders organized by provider, document type, and chronological order.

Program schedule

clock 1:00 pm - 2:00 pm EST

Medical Records for Associates: Using EMRs in Litigation

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.

Dan SchiavettaDan Schiavetta
Brandy RobertsonBrandy Robertson
Jean CooperJean Cooper
clock 2:10 pm - 3:10 pm EST

Turning Medical Records into Powerful Litigation Tools

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.

Dan SchiavettaDan Schiavetta
Brandy RobertsonBrandy Robertson
Jean CooperJean Cooper
clock 3:20 pm - 4:20 pm EST

Medical Records for Paralegals: Acquisition to Analysis

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.

Dan SchiavettaDan Schiavetta
Brandy RobertsonBrandy Robertson
Jean CooperJean Cooper
Dan Schiavetta

Dan Schiavetta

Russo & Gould LLP

Brandy Robertson

Brandy Robertson

Heninger Garrison Davis, LLC

Jean Cooper

Jean Cooper

Benchmark Legal Nurse Consulting LLC

Dan Schiavetta

Dan Schiavetta

Russo & Gould LLP

Dan Schiavetta is a litigator with 30 years of experience, serving as of counsel to Russo & Gould LLP in New York City. He has extensive experience in Catholic Church defense, insurance coverage litigation, nursing home defense, and appellate practice.

Education & Credentials

1992 graduate of the University of California, Davis School of Law where he was a law review editor and moot court judge.

Recognition & Leadership

Author of 'The Supreme Court for Short Attention Spans: 2000 Tiny Case Summaries Too Short to Bore You', available on Amazon.

Professional Involvement

Admitted in all New York and New Jersey state and federal courts and the Second and Third Circuit Courts of Appeals.

Experience

30 years as a litigator. For 20 years he defended the Catholic Church in sexual abuse cases and other matters. Wide experience in insurance coverage litigation, nursing home defense, and appellate practice. Previous career as a social worker where he was the director of a crisis center and 24-hour hotline.
Brandy Robertson

Brandy Robertson

Heninger Garrison Davis, LLC

Brandy Robertson is an attorney at Heninger Garrison Davis, LLC representing clients in civil litigation matters including personal injury, civil sexual abuse, wrongful death, nursing home abuse/negligence, and medical malpractice.

Education & Credentials

Associate degree from Gadsden State Community College in Paralegal Studies. B.A. from the University of Alabama at Birmingham in Criminal Justice. J.D. from the Birmingham School of Law in 2006. Member of Sigma Delta Kappa Honors Society where she served as secretary.

Recognition & Leadership

Selected as a member of the Birmingham Bar Future Leaders Forum in 2015. Member of the Alabama State Bar Leadership Forum – Class 13 for 2017.

Professional Involvement

Member of Alabama State Bar Board of Bar Commissioners for the 10th Judicial Circuit, Place 9. Appointed to several Alabama State Bar committees including Leadership Forum Selection Committee, Lawyer in Every Classroom Task Force, and Quality of Life, Health and Wellness Committee (Co-Chair 2022-2024). Immediate past Chair of Birmingham Bar Association Women Lawyers Section. Served on Regional Board of Alabama Head Injury Foundation from 2016-2020 and as Birmingham Regional Board president 2018-2019. Currently serves on Alabama Head Injury Board of Directors.

Experience

Began career as a legal secretary and worked as a paralegal for 14 years. Joined Heninger Garrison Davis in 2011 in the Mass Tort department. In 2017, moved to the civil litigation department representing clients who have been wronged or injured.
Jean Cooper

Jean Cooper

Benchmark Legal Nurse Consulting LLC

Jean Cooper is an independent legal nurse consultant specializing in criminal defense, medical malpractice, and personal injury cases, translating complex medical records into case-relevant insights for attorneys.

Education & Credentials

MSN (Master of Science in Nursing). Nationally certified Legal Nurse Consultant (LNCC). Advanced Forensic Nurse – Certified (AFN-C).

Experience

Decades of critical care nursing experience and leadership in the Veterans Healthcare System. Delivers clear, authoritative analysis of complex medical issues combining clinical expertise with deep knowledge of medical-legal processes.
Dan Schiavetta

Dan Schiavetta

Russo & Gould LLP

Dan Schiavetta is a litigator with 30 years of experience, serving as of counsel to Russo & Gould LLP in New York City. He has extensive experience in Catholic Church defense, insurance coverage litigation, nursing home defense, and appellate practice.

Education & Credentials

1992 graduate of the University of California, Davis School of Law where he was a law review editor and moot court judge.

Recognition & Leadership

Author of 'The Supreme Court for Short Attention Spans: 2000 Tiny Case Summaries Too Short to Bore You', available on Amazon.

Professional Involvement

Admitted in all New York and New Jersey state and federal courts and the Second and Third Circuit Courts of Appeals.

Experience

30 years as a litigator. For 20 years he defended the Catholic Church in sexual abuse cases and other matters. Wide experience in insurance coverage litigation, nursing home defense, and appellate practice. Previous career as a social worker where he was the director of a crisis center and 24-hour hotline.
Brandy Robertson

Brandy Robertson

Heninger Garrison Davis, LLC

Brandy Robertson is an attorney at Heninger Garrison Davis, LLC representing clients in civil litigation matters including personal injury, civil sexual abuse, wrongful death, nursing home abuse/negligence, and medical malpractice.

Education & Credentials

Associate degree from Gadsden State Community College in Paralegal Studies. B.A. from the University of Alabama at Birmingham in Criminal Justice. J.D. from the Birmingham School of Law in 2006. Member of Sigma Delta Kappa Honors Society where she served as secretary.

Recognition & Leadership

Selected as a member of the Birmingham Bar Future Leaders Forum in 2015. Member of the Alabama State Bar Leadership Forum – Class 13 for 2017.

Professional Involvement

Member of Alabama State Bar Board of Bar Commissioners for the 10th Judicial Circuit, Place 9. Appointed to several Alabama State Bar committees including Leadership Forum Selection Committee, Lawyer in Every Classroom Task Force, and Quality of Life, Health and Wellness Committee (Co-Chair 2022-2024). Immediate past Chair of Birmingham Bar Association Women Lawyers Section. Served on Regional Board of Alabama Head Injury Foundation from 2016-2020 and as Birmingham Regional Board president 2018-2019. Currently serves on Alabama Head Injury Board of Directors.

Experience

Began career as a legal secretary and worked as a paralegal for 14 years. Joined Heninger Garrison Davis in 2011 in the Mass Tort department. In 2017, moved to the civil litigation department representing clients who have been wronged or injured.
Jean Cooper

Jean Cooper

Benchmark Legal Nurse Consulting LLC

Jean Cooper is an independent legal nurse consultant specializing in criminal defense, medical malpractice, and personal injury cases, translating complex medical records into case-relevant insights for attorneys.

Education & Credentials

MSN (Master of Science in Nursing). Nationally certified Legal Nurse Consultant (LNCC). Advanced Forensic Nurse – Certified (AFN-C).

Experience

Decades of critical care nursing experience and leadership in the Veterans Healthcare System. Delivers clear, authoritative analysis of complex medical issues combining clinical expertise with deep knowledge of medical-legal processes.

Credits by state

AK3.0
AL3.0
AR3.0
AZ3.0
CA3.0
CO3.0
CT3.0
DC3.0
DE3.0
FL3.0
GA3.0
HI3.0
IA3.0
ID3.0
IL3.0
IN3.0
KS3.0
KY3.0
LA3.0
MA3.0
MD3.0
ME3.0
MI3.0
MN3.0
MO3.6
MS3.0
MT3.0
NC3.0
ND3.0
NE3.0
NH180.0
NJ3.6
NM3.0
NV3.0
NY3.5
OH3.0
OK3.0
OR3.0
PA3.0
RI3.5
SC3.0
SD3.0
TN3.0
TX3.0
UT3.0
VA3.0
VT3.0
WA3.0
WI3.5
WV3.6
WY3.0

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MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
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California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
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Approved
Georgia
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Idaho
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Illinois
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Indiana
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Iowa
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Kansas
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Kentucky
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Louisiana
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Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Approved
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
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North Carolina
Pending
North Dakota
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Ohio
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Oklahoma
Pending
Oregon
Approved
Pennsylvania
Approved
Rhode Island
Pending
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Tennessee
Approved
Texas
Approved
Utah
Pending
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Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs