The Inner-Workings of Medical Records
This course is also part of the 2024 Paralegal Cruise Bundle.
Thank you to Central Florida Paralegal Association for sponsoring this program.
(NOTE: Central Florida Paralegal Association is sponsoring the CLE for this program, but this program is not state specific to Florida)
Join Maggie and Lexi for an insightful presentation where they will delve into the intricacies of engaging with medical experts, managing medical records, and navigating medical billing within
the legal realm. Drawing from their experience at Vinson Law, they will share invaluable insights and practical tips to streamline these essential aspects of legal practice.
This discussion will cover a spectrum of topics, beginning with strategies for sourcing and acquiring specialized medical experts tailored to your case requirements, thereby optimizing your case preparation timeline. Furthermore, they will explore the critical process of meticulously sorting through medical records and billing statements upon receipt, ensuring they are organized and primed for effective use in discovery procedures. Through examples, they will underscore the significance of mastering medical record analysis and highlight the nuances of effective communication with medical facilities and expert witnesses.
Whether you’re a seasoned practitioner or new to the legal field, this presentation will hopefully equip you with actionable strategies and insights to transform what may seem daunting into a
manageable endeavor.
Course Format
This is an on demand seminar – you’ll receive immediate access to the on demand recording, a PDF copy of the slides, along with a certificate of attendance/CLE. You have lifetime access to this program, so once it’s in your account, you can return to complete it whenever it is convenient for you.
Video length: 59 Minutes
Continuing Legal Education Credit (CLE)
NALA CP or ACP: This course is approved by NALA for 1.0 CLE (substantive) including .5 ethics.
Florida Bar FRP: As approved by NALA, this seminar meets the requirements under Rule 20-6.1 of the Rules Regulating The Florida Bar for continuing legal education credit required to maintain the FRP credential.
NFPA RP® or CRP™: NFPA automatically accepts substantive CLE hours which bears the accreditation of NALA on the certificate of attendance.
State Bar of Texas – Paralegal Division – The Division will accept substantive law CLE approved by the National Association of Legal Assistants for credit towards the Paralegal Division mandatory membership renewal CLE requirement.
North Carolina – This program has been pre-approved by the North Carolina State Bar Board of Paralegal Certification for 30 minutes of general credit plus 30 minutes of ethics credit. This approval shall expire on April 30, 2027 unless extended.
Meet your Speakers
Maggie Bartock
Senior Litigation Paralegal
Maggie is a Paralegal with Vinson Law Firm. She was born and raised in Tampa, FL. She graduated from the University of South Florida in 2020, and is currently pursuing her master’s degree in legal studies from Florida State University and will graduate in August 2024. While working at Vinson Law for the past 3 years, she has assisted in improving deposition analysis processes for their litigation and expert medical reports on the bankruptcy trust sides. She has a love for learning, researching, and helping others. Almost 4 years ago, she adopted her puppies – or her babies, Mia and Marley. If she is not working or with Lexi, her co-presenter, she is most likely with them. She cannot wait to further her career in the legal field and see where it takes her!
Lexi Neighbor
Medical Records and Deficiency Manager
Lexi is the Deficiency and Medical Records Manager with Vinson Law Firm in Tampa, FL, where she has been since 2021. Her B.A. is in Political Science with a minor in Environmental Science from the University of West Florida. She is currently pursuing her master’s in political science from the same institution. For the past 3 years, she has been working on bankruptcy trust claims where she has obtained the skills of management and communication. This has allowed her to help the law firm incorporate new methods in their medical records processes on requesting, obtaining, reviewing and ensuring they are prioritized.
Thank you to our Sponsor
Central Florida Paralegal Association (“CFPA”)
Website – Membership Information
CP Review Course – Facebook Page – LinkedIn Page
The Inner-Workings of Medical Records
