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Paralegals and Associates Guide to Examining Medical Bills, Records, Researching Injuries, Drafting Medical Chronologies, and More

Master procuring, analyzing, and summarizing medical records and bills—essential skills for paralegals and associates in personal injury litigation.
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2025-03-28 13:00:00

Joshua Offenhartz

Kahana & Feld LLP

View speakers

Program Details

2025-03-28 13:00:00

2025-03-28 13:00:00

2h CLE Credits

2025-03-28 13:00:00

See credits by state

Joshua Offenhartz

Kahana & Feld LLP

View speakers

Program Details

2025-03-28 13:00:00

Program Details

2025-03-28 13:00:00

Over 1,000+ webinars

2025-03-28 13:00:00

Course Overview

Mastering Medical Records in Personal Injury Cases

2025-03-28 13:00:00

Participants will learn to procure, analyze, and summarize medical records and bills for personal injury litigation. These skills streamline case preparation for both plaintiff and defense practice.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
HIPAA Compliance
Navigate medical authorizations, release requirements, and legal guidelines for collecting records.
02
Record Procurement
Master effective methods for tracking, requesting, and obtaining records from medical providers.
03
Bill Analysis
Examine medical bills to identify CPT codes, charges, discrepancies, and duplicate billing.
04
Red Flags
Spot document tampering, chart cloning, missing pages, and timeline inconsistencies in records.
05
Medical Terminology
Decode medical terms, anatomical specificity, and distinguish objective from subjective findings.
06
Summary Preparation
Draft clear medical chronologies, expense itemizations, and comprehensive medical notebooks for trial.

Program schedule

clock 1:00 pm - 1:40 pm EST

Procuring and Organizing Medical Records Effectively

This session covers essential HIPAA guidelines, medical authorization releases, and strategies for efficiently procuring records from various healthcare providers. Participants will learn techniques for tracking requests, identifying missing providers, handling uncooperative sources, and organizing records for seamless case access.

Joshua OffenhartzJoshua Offenhartz
clock 1:40 pm - 2:00 pm EST

Analyzing Medical Bills and Identifying Key Information

Attendees will learn to decode medical bills, verify charges against CPT codes, and distinguish between provider charges and facility fees. The session emphasizes identifying duplicate charges, understanding jurisdiction-specific billing rules, and researching injuries for legal relevance.

Joshua OffenhartzJoshua Offenhartz
clock 2:00 pm - 2:10 pm EST

Mid-Seminar Break and Networking Opportunity

A brief intermission allowing participants to refresh and connect with colleagues. Use this time to reflect on the material covered and prepare questions for the remaining sessions.

Joshua OffenhartzJoshua Offenhartz
clock 2:10 pm - 2:40 pm EST

Spotting Red Flags and Collaborating With Experts

This session focuses on identifying discrepancies, signs of tampering such as chart cloning and document alterations, and navigating incomplete documentation. Participants will also explore effective collaboration with medical experts and strategies for avoiding common analytical pitfalls.

Joshua OffenhartzJoshua Offenhartz
clock 2:40 pm - 3:10 pm EST

Summarizing and Compiling Comprehensive Medical Information

Learn to draft clear medical summaries and chronologies that translate complex terminology into plain English for litigation use. The session covers preparing detailed expense itemizations and compiling organized medical notebooks for trial preparation and settlement negotiations.

Joshua OffenhartzJoshua Offenhartz
Joshua Offenhartz

Joshua Offenhartz

Kahana & Feld LLP

Joshua Offenhartz

Joshua Offenhartz

Kahana & Feld LLP

Joshua Offenhartz is the Arizona Managing Partner with Kahana Feld, serving as a litigator and business lawyer who is a trusted advisor to companies on legal issues affecting their operations. He represents clients in agriculture, construction, e-commerce, finance, medical, real estate, and culinary industries.

Professional Involvement

Member of a local school board's Financial Advisory Board, board member of the Jewish National Fund, member of the Phoenix Art Museum Men's Art Council, volunteer with Big Brothers and Big Sisters of Arizona, Saint Mary's Food Bank, and the Wounded Warrior Project. He also teaches a class for teens that promotes leadership, civic engagement, and philanthropy.

Experience

Josh represents clients across multiple industries and serves as outside counsel for several small, medium, and growing businesses that need day-to-day legal advice. He takes pride in solving problems and working with entrepreneurs and business owners, providing thorough investigation and evaluation of cases to ensure accurate assessment of risks and best possible outcomes. His private-sector experience makes him ideal for businesses seeking a solutions-based attorney who can navigate the intersection of business and law.
Joshua Offenhartz

Joshua Offenhartz

Kahana & Feld LLP

Joshua Offenhartz is the Arizona Managing Partner with Kahana Feld, serving as a litigator and business lawyer who is a trusted advisor to companies on legal issues affecting their operations. He represents clients in agriculture, construction, e-commerce, finance, medical, real estate, and culinary industries.

Professional Involvement

Member of a local school board's Financial Advisory Board, board member of the Jewish National Fund, member of the Phoenix Art Museum Men's Art Council, volunteer with Big Brothers and Big Sisters of Arizona, Saint Mary's Food Bank, and the Wounded Warrior Project. He also teaches a class for teens that promotes leadership, civic engagement, and philanthropy.

Experience

Josh represents clients across multiple industries and serves as outside counsel for several small, medium, and growing businesses that need day-to-day legal advice. He takes pride in solving problems and working with entrepreneurs and business owners, providing thorough investigation and evaluation of cases to ensure accurate assessment of risks and best possible outcomes. His private-sector experience makes him ideal for businesses seeking a solutions-based attorney who can navigate the intersection of business and law.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC2.0
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.0
NM2.0
NV2.0
NY2.0
OH2.0
OK2.0
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.4
WY2.0

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1000+

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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

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Approved
2 General
Alaska
Approved
2 General
iOur programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Arizona
Approved
2 General
Arkansas
Approved
2 General
California
Approved
2 General
Colorado
Approved
2 General
Connecticut
Approved
2 General
Delaware
Pending
2 General
District of Columbia
No Required
2 CLE Hour(s)
Florida
Approved
2 General Hours
iReceive CLE credit in Florida via Attorney Submission.
Georgia
Approved
2 General
Hawaii
Approved
2 General
Idaho
Pending
2 General
Illinois
Approved
2 General
Indiana
Pending
2 General
Iowa
Pending
2 General
Kansas
Pending
2 Substantive
Kentucky
Pending
2 General
Louisiana
Pending
2 General
Maine
Pending
2 General
Maryland
No Required
2 CLE Hour(s)
Massachusetts
No Required
2 CLE Hour(s)
Michigan
No Required
2 CLE Hour(s)
Minnesota
Approved
2 General
Mississippi
Pending
2 General
Missouri
Approved
2.4 General
Montana
Pending
2 General
Nebraska
Pending
2 General
imyLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
Nevada
Pending
2 General
New Hampshire
Approved
120 General minutes
iAs 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
2 General
iOur 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
2 General
New York
Approved
2 General
iOur programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
North Carolina
Pending
2 General
North Dakota
Approved
2 General
iOur programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Ohio
Approved
2 General
Oklahoma
Pending
2 General
Oregon
Pending
2 General
Pennsylvania
Approved
2 General
Rhode Island
Pending
2.5 General
South Carolina
Pending
2 General
South Dakota
No Required
2 CLE Hour(s)
Tennessee
Pending
2 General
Texas
Pending
2 General
Utah
Pending
2 General
Vermont
Approved
2 General
Virginia
Not Eligible
2 General Hours
Washington
Approved
2 Law & Legal Hours
iReceive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
West Virginia
Pending
2.4 General
Wisconsin
Approved
2 General
Wyoming
Pending
2 General

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