Medical Record Analysis for Paralegals: Chronologies, Summaries and Expense Itemizations


CLE credits earned: 2 GENERAL (or 2 OTHER for WA state)

When working on cases involving personal injury, medical malpractice, workers’ compensation, nursing home negligence, or wrongful death, medical records can be the lifeblood of the case. Once the records have been obtained, it is essential to organize and maintain them in a way that is most useful to everyone working on the case. By developing an effective method for sorting and marking the records, you can add value to these cases.

This course will examine ways to review and chronicle the patient’s medical treatment in formats that are useful throughout the stages of litigation. Investing a bit of time into creating a solid medical chronology will save time and make money later! This course will also give you some easy tricks that you can implement now to transform your well-done medical chronologies into powerful demonstratives to use in demand letters and at mediation.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

•   Creating useful medical chronologies
•   Objectively reviewing both angles of the case
•   Quick tricks for enhancing your medical chronology
•   Different chronologies for different injuries
•   Reviewing the medical bills for helpful/hurtful info
•   Tracking health insurance liens
•   Using the medicals to prepare for settlement

Date / Time: March 18, 2020

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

Choose the format you want.


Original Broadcast Date: December 13, 2019

Amy Johnson has worked in the legal field for almost 20 years and is employed as a senior paralegal at the law firm of Yarborough Applegate LLC, in Charleston, South Carolina, where she focuses on catastrophic personal injury, wrongful death, and complex civil litigation. She was awarded AAJ’s National Paralegal of the Year in 2017. She has been a member of the National Association of Legal Assistants since 2003, serving at the national level on the Continuing Education Council (2015-18) and Ethics Committee (2018-19). Ms. Johnson is an active member of Charleston Association of Legal Assistants, where she has served as president, NALA liaison, education chair, and parliamentarian. She has mentored many associate attorneys and paralegals of all levels, and she formerly served on the Trident Technical College Advisory Board for its Paralegal Studies Program. Ms. Johnson is a frequent presenter at continuing education events nationwide. She earned her B.A. degree with honors from Wake Forest University and is currently pursuing her Master’s degree from Colorado State University.

Section I. Organizing the medical records

Section II. Creating useful medical chronologies

Section III. Remember the medical bills!

Section IV. Identifying nuggets for BOTH sides of the case

Section V. Excel tricks for enhancing your medical chronology

Section VI. Examples of chronologies for different injuries

Section VII. Tracking health insurance liens with your chronology