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2026-04-17 13:00:00

3 Credits

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

2026-04-17 13:00:00

3 hours

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

2026-04-17 13:00:00

3 hours

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn how to navigate EMR platforms, obtain complete medical records, create litigation-ready summaries, and use audit trails to uncover critical evidence.

What will you gain

Attorneys will gain practical skills in organizing medical records, verifying diagnosis codes, preparing witnesses for EMR-related testimony, and identifying overlooked electronic data sources.

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

What will you learn

Attorneys will learn how to navigate EMR platforms, obtain complete medical records, create litigation-ready summaries, and use audit trails to uncover critical evidence.

What will you gain

Attorneys will gain practical skills in organizing medical records, verifying diagnosis codes, preparing witnesses for EMR-related testimony, and identifying overlooked electronic data sources.

Agenda

Session 1

Medical Records for Associates: Using EMRs in Litigation

Session 2

Turning Medical Records into Powerful Litigation Tools

Session 3

Medical Records for Paralegals: Acquisition to Analysis

clock 1:00 pm - 2:00 pm EST

Medical Records for Associates: Using EMRs in Litigation

Dan Schiavetta

Russo & Gould LLP

Brandy Robertson

Heninger Garrison Davis, LLC

Jean Cooper

Benchmark Legal Nurse Consulting LLC

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 Schiavetta

Russo & Gould LLP

Brandy Robertson

Heninger Garrison Davis, LLC

Jean Cooper

Benchmark Legal Nurse Consulting LLC

clock 2:10 pm - 3:10 pm EST

Turning Medical Records into Powerful Litigation Tools

Dan Schiavetta

Russo & Gould LLP

Brandy Robertson

Heninger Garrison Davis, LLC

Jean Cooper

Benchmark Legal Nurse Consulting LLC

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 Schiavetta

Russo & Gould LLP

Brandy Robertson

Heninger Garrison Davis, LLC

Jean Cooper

Benchmark Legal Nurse Consulting LLC

clock 3:20 pm - 4:20 pm EST

Medical Records for Paralegals: Acquisition to Analysis

Dan Schiavetta

Russo & Gould LLP

Brandy Robertson

Heninger Garrison Davis, LLC

Jean Cooper

Benchmark Legal Nurse Consulting LLC

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 Schiavetta

Russo & Gould LLP

Brandy Robertson

Heninger Garrison Davis, LLC

Jean Cooper

Benchmark Legal Nurse Consulting LLC

01 03
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Dan Schiavetta

Russo & Gould LLP

Brandy Robertson

Heninger Garrison Davis, LLC

Jean Cooper

Benchmark Legal Nurse Consulting LLC

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.

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

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

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.

Plans

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Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
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Why Attend

Why this 
program matters

Mastering medical records acquisition, organization, and analysis is essential for legal practitioners because these documents serve as critical evidence that can determine case outcomes in malpractice litigation.
96%
Of U.S. hospitals have adopted certified electronic health records, making EMR literacy essential for modern litigation.
15%
of electronic medication orders contain errors, approximately one-third of which are potentially harmful to patients — making careful cross-checking of diagnosis codes and treatment entries a critical skill for legal professionals reviewing medical records.
50%+
of EHR-related malpractice cases resulted in high-severity outcomes including permanent disability or death, with copy-paste errors, missed alerts, and fragmented records among the most common contributing factors attorneys must identify during record analysis.
70%
of hospitals now engage in all four interoperability domains — sending, receiving, finding, and integrating external health data — meaning litigation teams must know how to request and obtain records across multiple interconnected systems and platforms.

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