Medical Records from A to Z for Paralegals’ and Associates [Including 1 hour of Ethics] (2024 Edition)

Jean K. Cooper | Benchmark Legal Nurse Consulting, LLC

Jean Cooper, BSN, MSN, RN, LNCC is a registered nurse licensed in Arizona. Jean started her nursing career in a surgical ICU and was hooked on critical care nursing. While Working in several critical care settings, she earned a BSN and an MSN and became certified as a critical care nurse (CCRN). She also discovered nursing within the Veterans Affairs Healthcare System (VHA). After about 20 years in critical care settings, she switched gears and became a Women Veterans Healthcare Program Manager working to improve equal access to quality healthcare for women veterans in the VHA system.

In 2007, Jean transitioned from the VHA and became a legal nurse consultant for a medical malpractice defense law firm. Once she had studied and accumulated enough hours of experience, she became a legal nurse consultant certified (LNCC).

Currently, Jean works as an independent LNCC assisting attorneys in medical malpractice, personal injury, and criminal defense. She can be reached at [email protected] or 602-616-9855.

Cari Sheehan | Kelley School of Business

Cari Sheehan is an Assistant Clinical Professor of Business Law & Ethics at the IU Kelley School of Business – Indianapolis where she currently teaches Commercial Law and Business Ethics. Additionally, Ms. Sheehan is an Adjunct Professor at the Robert H. McKinney School of Law where she has taught courses in Appellate Practice and Procedure, Torts, and Professional Responsibility. In practice, Ms. Sheehan is a conflict ethics attorney at Scopelitis Garvin Light Hanson & Feary advising on ethical issues. Ms. Sheehan is a well-respected seminar and continuing legal education speaker covering a range of ethical issues across various platforms both locally and on a national level. Similarly, Ms. Sheehan authors a business ethics column in conjunction with the Hamilton County Business Journal about the benefits and pitfalls of business ethics.

Contact Info: Email: [email protected]; or [email protected] Tel: (812) 239-4187
LinkedIn: www.linkedin.com/in/cari-sheehan-esq-7583ba3b

Session I – Understanding medical records in healthcare | 1:10pm – 2:50pm

• Identify Sources of Medical Records and Medical Information | 1:10pm – 1:40pm
• Explore Methods of Obtaining Medical Records | 1:40pm – 2:10pm
  

Break | 2:10pm – 2:20pm

• Understand Medical Record File Management | 2:20pm – 2:35pm
• Learn Hidden Secrets that Medical Records Hold | 2:35pm – 2:50pm

Session II – Right or Wrong – Ethics for Paralegals | 2:50pm – 4:00pm

• Discussion of the overarching Professional Rule of Conduct 1.1 regarding competence | 2:50pm – 3:20pm

Break | 3:20pm – 3:30pm

• Discussion of how the Rules of Professional Conduct intersect with social media (Rule 1.6 Confidentiality; Rule 5.5 UPL; Rule 4.2 Truthfulness; and more!) | 3:30pm – 3:45pm
• Ethical Risks associated with use of AI in the legal practice and the ethical implications (Rule 1.6 Confidentiality; Rule 1.5 Fees; Rule 8.4 Prejudice; and more!) | 3:45pm – 4:00pm