Medical Case File Training for Legal Professionals

[12 Hours of CLE]

Saturdays, February 15, 22; March 1 and 8, 2014--1:00 PM-4:00 PM

Price: $349

To register, contact Pam Mitchell at (918) 631-2524.


  • H. Anne Croley, MSM
  • Andrea Grabow, CP
  • Barbara J. Lane, CP, MPH, CHQ
  • Carl Morrison, PP-SC, AACP

This clinic will arm legal professionals with the skills and knowledge they need to successfully evaluate, analyze, and apply medical evidence and terminology in adversarial proceedings.  Using simulations, this clinic will bring legal professionals together to examine the ways in which medical records are used and how a successful legal professional can employ such records in a variety of situations.  Over the course of four three-hour Saturday workshops, legal professionals will find the opportunity to earn a full year of Continuing Legal Education credit!



Week One: Saturday, February 15--1:00 PM-4:00 PM

1.  Review case facts

2.  Types of medical information

3.  HIPPA authorizations

4.  Obtaining medical records

5.  Other medical related cases (medical product manufacturing, vaccines, nursing home, medical malpractice, personal injury, Workers' Compensation, social security, disability)

6.  Group discussion and problem solving


Week Two: Saturday, February 22--1:00 PM-4:00 PM

1.  Medical terminology

2.  Deciphering medical information

3.  Analyzing and evaluating medical information

4.  Creating chronologies and timelines

5.  Developing analytical questions for depositions and discovery

6.  Group discussion and problem solving


Week Three: Saturday, March 1--1:00 PM-4:00 PM

1.  Organization of medical records

2.  Filing and management systems

3.  Using technology to your advantage

4.  Preparing medical evidence for discovery and trial

5.  Medical literature research and utilization of medical databases

6.  Group discussion and problem solving


Week Four: Saturday March 8--1:00 PM-4:00 PM

1.  Impact of Affordable Care Act (Obamacare)

2.  Medicare and Medicaid records

3.  Social Security administration records

4.  Veterans' Administration records

5.  Records from Native American facilities

6.  Billing and negotiations for liens and subrogation

7.  Group discussion and problem solving