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Courses/Law/Personal Injury Law

Paper Chase: Organizing Medical Records Stat!

Master the art of organizing medical records for legal success, ensuring complete and accurate information for every case.

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Mar 10, 2025
Paper Chase:  Organizing Medical Records Stat!

What You'll Learn

check_circleOrganize medical records effectively for legal cases.
check_circleDevelop a comprehensive understanding of social history and its impact on cases.
check_circleDiscover practical tips for efficient record organization.
check_circleGain knowledge of common mistakes and how to avoid them.
check_circleLearn to use your knowledge effectively in practice.
check_circleLearn how to effectively communicate with clients and colleagues.

About This Course

Organizing voluminous medical records is time-consuming. However, an effective approach to managing these documents at the beginning of the case can make all the difference at the time of deposition, summary judgment motion, expert information, trial, and beyond.

Topics List:

  • Importance of Intake and Medical Record Review
  • Interview Techniques for Intake: Medical and Social History
  • Gathering Key Information for Personal Injury and Medical Malpractice Cases
  • Pitfalls in Medical Record Review and Case Evaluation
  • Using Technology for Efficient Medical Record Management
  • HIPAA Compliance and Managing Protected Health Information (PHI)
  • Organizing and Annotating Medical Records for Case Preparation
  • The Role of AI in Medical Record Analysis
  • Best Practices for Handling Sensitive Client Information
  • Communicating Effectively with Clients during Intake

Your Instructors

NYS Academy of Trial Lawyers
NYS Academy of Trial Lawyers
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The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.

Kathleen Kettles
Kathleen Kettles

Of Counsel to the Jacob D. Fuchsberg Law Firm

Kathy is of counsel to the Jacob D. Fuchsberg Law Firm and handles complex medical malpractice actions, providing consultation to the firm due to her extensive experience. As a nurse attorney, she previously led the Medical Malpractice Department as a partner in another law firm for 29 years. During her career, she has tried and litigated complicated medical malpractice cases, including birth injuries, cancer, traumatic brain injuries, surgical malpractice, and psychiatric malpractice. Kathy attended Pace University, earning her B.S. from the Lienhard School of Nursing and her J.D. from the Elisabeth Haub School of Law. She is a frequent lecturer, a skilled mediator, and serves as the Co-Chair of the Lawyer Assistance Committee for the New York City Bar Association. She was also previously on the Advisory Board for the School of the Health Professions at Pace University.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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