Learn how to efficiently review medical records, uncover key details, and streamline your legal case or claims process.
There are many areas of law that require robust production and review of medical records. Whether you are prosecuting or defending a medical malpractice or premises liability case or need to review records in connection with workers' compensation, disability, or other benefit programs, this presentation will help you become more efficient at reviewing all types of medical records. What constitutes a patient's 'medical record' is broader than simply printing out a patient's progress/chart notes. Knowing what to include in your records request and what to look for during your review can lead to discovery of valuable information which may relate to issues in your case. This presentation will explain the types of medical records you may encounter during your review, and how to effectively review this information. The course will also address some of the challenges associated with obtaining a complete record and identify the tools you can utilize to ensure your records are complete. You will see examples of how careful review and efficiency will allow you to prioritize the often-voluminous records into something usable for your case or claim. This course is critical for anyone who has ever felt overwhelmed by the prospect of reviewing medical records and anyone who wants to implement more efficient review techniques into their legal practice.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Components of a Medical Record
- Terminology
- Requesting Records
- Determining What Constitutes a Record
- Ensuring the Medical Record Is Complete; Billing
- Understanding Why the Same Records Have Different Formats
Types of Medical Records
- Hospitalizations
- Primary Care/Office
- Communications/Messages
- Other (Labs, Radiology, Referrals, Pharmacy, etc.)
Reviewing the Records
- Patient Demographics, Family History, Personal Information, Consent Forms
- Diagnosis, Treatment Plans, Referrals
- Imaging, Pharmacy, Labs, Other Third Party Information
Versions and the Audit Log
- Purpose and Use of Audit Log/Audit Trail
- Chronologies and Time Stamps
- Understanding Versions
Organization and Review Tips
- Paper Records and Other Non-Electronic Forms
- Imaging Discs and Other Media
- Discovery Software Considerations
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Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on May 12, 2025.
Call 1-866-352-9540 for further credit information.
- AHIMA 1.5 including Clinical Foundations 1.5
- This program has been approved for 1.5 continuing education units for use in fulfilling the continuing education requirements of the American Health Information Management Association (AHIMA). Granting prior approval from AHIMA does not constitute endorsement of the program content or its program sponsor.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Corinne C. Jozwick, Esq.
Childs McCune Attorneys
Corinne C. Miller, Esq.
- Attorney, Member of Childs McCune Attorneys
- Over 10 years of experience as a trial and litigation attorney, focusing the last five years of practice in defense of medical and dental professionals in malpractice cases and professional licensing board matters in the State of Colorado
- Presented at the Colorado Bar Association Annual Health Law Symposium on state law and alternative resolution updates; Speaker for a national audience on the Colorado Rules of Evidence seminar, covering intersections with federal rules and the admissibility of medical records at trial.
- Publications listed at https://childsmccune.com/attorneys/corinne-c-miller/
- Member of Colorado Bar Association, Denver Bar Association, CBA: Health Law Section, and The Docket (DBA)
- J.D. Degree, Michigan State University College of Law; B.A.Degree in sociology & political science, University of Portland
- Can be contacted at comiller@childsmccune.com or 720.630.2968
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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