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Overview
Practical Medical Evidence Resources You'll Use in Every Case
Medical evidence doesn't have to be complicated. This highly practical program breaks medical evidence down into simple, usable systems, with checklists, cheat sheets, question banks, and templates you can use immediately. From reviewing records and evaluating causation and damages to working with doctors, handling IMEs, taking depositions, and getting evidence admitted at trial, you'll walk away with tools you'll use again and again. Register today!
You'll receive:
- Medical record review checklists and terminology cheat sheets.
- Practical frameworks for evaluating causation and damages.
- A list of handy website resources, from expert directories to clinical reference tools.
- Ready-to-use templates for working with treating physicians and experts.
- IME checklists and client prep scripts.
- Deposition question banks for treating doctors, experts, and IMEs.
- Trial-ready foundation scripts and admission shortcuts for medical evidence.
This program was designed in conjunction with NBI's esteemed Content Advisory Committee Member Robert J. Kasieta.
Abbreviated Agenda
- Medical Records Cheat Sheets and Review Checklist
- Causation and Damages Made Simple
- Essential Expert and Medical Research Resources (List and Links)
- Working With Doctors: With Checklists and Communication Templates
- Doctor Depositions and Cross-Examination Question Bank
- IME Toolkit: Checklists and Red Flags
- Trial-Ready Medical Evidence: With Foundation Scripts and Admission Shortcuts
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
7 Total |
| Kentucky CLE |
|
6 Total |
| Louisiana CLE |
|
6 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Montana CLE |
|
6 Total |
| North Carolina CLE |
|
6 Total |
| Nebraska CLE |
|
6 Total |
| New Hampshire CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Pennsylvania CLE |
|
6 Total |
| Rhode Island CLE |
|
7 Total |
| South Carolina CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Texas CLE |
|
6 Total |
| Utah CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
7 Total |
| Indiana Paralegal CLE |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
0 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
Select Jurisdiction
CLE
Paralegal
Agenda
-
Medical Records Cheat Sheets and Review Checklist
- Medical Record Requests: Getting Complete and Usable Records
- Abbreviations Lawyers Must Know
- Key Terminology and What Each Signals
- SOAP Notes: Where Real Opinions Hide
- Copy/Paste Charting vs. Meaningful Entries
- “Soft” Language vs. “Hard” Findings (Subjective Complaints vs. Objective Evidence)
- Medical Test Limitations: Cheat Sheet
- Spotting Gaps, Delays, and Inconsistent Histories
- AI for Medical Record Review: What It Does Well - and What It Doesn’t
-
Causation and Damages Made Simple
- Noting Causation Language (or Absence of it)
- Aggravation of Pre-Existing Condition
- Weak vs. Strong Causation Opinions - How to Tell Early
- Medical Bills: Paid vs. Incurred
- Medical Specials vs. Case Value: What the Records Actually Prove
- Future Care and Life Care Plans: What is Supported vs. Speculative
- Functional Limitations, Permanency, and Impairment Ratings
-
Essential Expert and Medical Research Resources (List and Links)
- Expert Witness Resources and Directories
- Medical Literature and Research Databases
- Clinical Reference Tools
- Scientific Authority and Reference Materials
- Medical Data and Evidence Sources
- Regulatory and Government Medical Sources
-
Working With Doctors: With Checklists and Communication Templates
- Qualifications and Vetting: What to Check, Red Flags, and Vetting Questions
- Expert Engagement / Retention Letter Template
- Records and Communication: What to Send, What to Ask, and What to Avoid
- Treating Physician Opinion Request Template
- Translating Legal Issues Into Medical Questions Doctors Can Answer
- How to Get Clear Answers vs. Medical Hedging
- Fixing Weak or Vague Doctor Reports
- Checklist for Preparing a Doctor for Deposition and Trial Testimony
-
Doctor Depositions and Cross-Examination Question Bank
- Pre-Deposition Prep Checklist
- Core Deposition Question Sets: Background, Treatment, Opinions, and Causation
- Areas Ripe for Challenge: Questions That Expose Weak Medical Opinions
- Treating Physician Question Bank
- Plaintiff Expert Question Bank
- IME and Defense Expert Question Bank
- Handling Evasive Answers: Follow-Up Questions That Work
-
IME Toolkit: Checklists and Red Flags
- Attorney Checklist
- Client IME Prep Checklist and Script (What to Expect, Say/Not Say, How to Handle Tricky Questions)
- IME Red Flags Checklist
-
Trial-Ready Medical Evidence: With Foundation Scripts and Admission Shortcuts
- Motions in Limine: Pre-Admitting or Excluding Medical Evidence
- Medical Records Admission Cheat Sheet
- Imaging, Reports, and Demonstratives
- Medical Bills Admission Tips
- Treating Physician Testimony vs. Expert Testimony
- Expert/IME Report Admission and Limitations
- Converting Complex Medicine Into Simple Storytelling
Who Should Attend
This program is designed for attorneys and paralegals who work with medical evidence.
Speakers
Speaker bio
Tina M. Baxter
is an advanced practice registered nurse and a board certified gerontological nurse practitioner through the American Nurse Credentialing Center (ANCC), who resides in Anderson, Indiana. Ms. Baxter has been a registered nurse for over 25 years and a nurse practitioner for 18 years. She is the owner of Baxter Professional Services, LLC, a consulting firm which provides legal nurse consulting and expert witness services for attorneys and insurance professionals; wellness and chronic disease management coaching; and customized educational and operational resources to healthcare organizations. She provides a weekly Facebook live program on business and health topics. Ms. Baxter teaches stress management strategies to clients of all ages and offers virtual as well as online classes. She is listed as Best Lessons for 2019 and 2020 from Lessons.com. Ms. Baxter is the founder of The Nurse Shark Academy, where she coaches nurses to launch and scale their businesses. She is the host of The Nurse Shark Academy show, which interviews and spotlights nurse business owners and leaders in healthcare. Ms. Baxter is a mentor with the Pass the Torch Foundation, and completed the inaugural class of Advancing Indy Women with IUPUI and the Kelley School of Business in conjunction with Linking Indy Women. She is an evangelist and pastor at Church Upon the Rock Missionary Baptist Church in Anderson, Indiana where she serves as director of outreach, church nurse, choir member, and is on the pastoral staff. Ms. Baxter has a Master of Nursing in Nursing Education and a post-master's as a gerontological nurse practitioner from the University of Indianapolis, Indianapolis, Indiana.
Speaker bio
Thomas Rinaldi
is a dedicated trial attorney at Eichen Crutchlow Zaslow, LLP. where he practices in both the Personal Injury and Medical Malpractice departments. His focus is on holding responsible parties accountable and obtaining the compensation his clients deserve. In his first decade of practice, Thomas has helped recover over $40,000,000 for his clients. Thomas's success has earned him numerous prestigious accolades. In 2024, the American Institute of Trial Lawyers named him a New Jersey "Litigator of the Year." He has also been recognized by the American Association of Attorney Advocates as a top Attorney in Personal Injury for 2023 and 2024. For eight consecutive years, Mr. Rinaldi has been named to the National Trial Lawyers' list of Top 40 Under 40, a distinction reserved for the top young trial attorneys in the nation. Additionally, he has been consistently recognized as a Rising Star by Super Lawyers and was named one of the New Leaders of the Bar by the New Jersey Law Journal. Thomas earned his J.D. degree at Seton Hall University School of Law.
Speaker bio
Bradley D. Honnold
is the founding partner with the Leawood law firm of Goza & Honnold, LLC with more than 30 years of experience trying lawsuits and managing high stake litigation throughout the country. After graduating and before starting his own law firm, he was a partner at a large nationally known firm. Mr. Honnold was a defense attorney from 1989 to 2004, representing hospitals, pharmaceutical manufacturers, and physicians in product liability and medical negligence litigation. In 2005, he made the switch to representing plaintiffs. Mr. Honnold, along with his friend and law partner Kirk Goza, started Goza & Honnold, LLC. After working as a defense lawyer, he wanted to use his expertise to represent clients who had experienced an injury caused by medical malpractice. Because of his experience as a defense lawyer, Mr. Honnold brings a different perspective to cases, and he felt a calling to do something different, something that would help people in their time of need. As a partner of Goza & Honnold, LLC, he focuses on medical negligence, pharmaceutical and prescription drugs, medical devices, and general personal injury cases. Since partnering and working on national litigations, the firm has represented thousands of clients, including Vioxx, Bextra/Celebrex, Fleets Phospho Soda, Trans Vaginal Mesh, DePuy ASR, Zimmer Durom, Pradaxa, Fosamax, Actos, and Power Morcellator. Mr. Honnold's most recent notable cases include JUUL Labs, Inc., MDL No. 2913 (Appointed by Hon. William Orrick, III, District Court Judge, Northern District of California, to serve on Plaintiffs' Steering Committee, In Re JUUL Products Liability Litigation), Proton-Pump Inhibitor, MDL No. 2789 (Mr. Honnold is a co-chair of the Discovery Committee and is on the Plaintiff's Steering Committee) and 3M Products Liability Litigation, MDL No. 2885 (Appointed by the Hon. M. Casey Rodgers, District Court Judge, Northern District of Florida, to serve on Plaintiffs' Steering Committee, 3M Combat Arms Ear Plug Litigation, MDL #2885). His recent verdict and settlement includes $775 million settlement against Xarelto. Mr. Honnold has been named "Lawyer of the Year" by Best Lawyers for Medical Malpractice Law - Plaintiffs, Kansas City-KS (2018 and 2020). He has been recognized in The Best Lawyers in America for work in Medical Malpractice Law - Plaintiffs and Personal Injury Litigation - Plaintiffs. Mr. Honnold earned his B.B.A. degree With Distinction from the University of Iowa and his J.D. degree, with distinction, from the University of Iowa College of Law. He is a member of the Kansas City Metropolitan Bar Association, Phi Eta Sigma National Honor Society, University of Iowa Beta Gamma Sigma Business Honor Society, Order of Omega (Greek Honor Society) and the Delta Tau Delta Social Fraternity. He is also a member of the plaintiff's steering committee in the federal multidistrict litigations (MDL) for Xarelto, Proton Pump Inhibitor (PPI), JUUL Inc., and 3M Military Ear Plugs, as well as a co-chair of the discovery committee for the PPI and JUUL MDLs. As a frequent speaker addressing medical malpractice, trial practice, and product liability, Mr. Honnold is dedicated to teaching how to get the best possible outcome. He is admitted to practice in Kansas, Missouri, U.S. District Court, District of Kansas, U.S. District Court, Western District of Missouri and The Missouri Association of Trial Lawyers.
Speaker bio
Paul D. Friedman
is a member, head of litigation and senior counsel with Brown, Crowell & Friedman, PLLC d/b/a Accident Law Group™. He practices in the areas of medical malpractice, significant personal injury and ethics matters. Dr. Friedman is board-certified by the National Board of Legal Specialty Certification in civil pretrial practice advocacy and civil trial advocacy (NBOTA). He has been certified in injury and wrongful death litigation by the State Bar of Arizona since 1997. Dr. Friedman is an associate with the American Board of Trial Advocates (ABOTA).He is also a medical malpractice diplomate with the American Board of Professional Liability Attorneys. Mr. Friedman is a diplomate of the American Board of Forensic Examiners®, where he developed the curriculum for the Certified Forensic Consulting® Certification Course and authored the "Certified Forensic Consultant Body of Knowledge" by CRC Press. He earned his bachelor's degree from the University of Arizona, his J.D. degree from California Western School of Law, his master's degree in bioethics from Midwestern University/Arizona College of Osteopathic Medicine and his doctorate from LaCrosse University. Dr. Friedman was an adjunct professor of medical and research ethics at Midwestern University and the Arizona College of Osteopathic Medicine, where he instructed health care providers and students in the medical field. He is currently an adjunct professor with the Sandra Day O'Connor School of Law at Arizona State University. Dr. Friedman's leadership, memberships and honors include the following judge pro tempore for the Maricopa County Superior Court since 2005, attorney board member of the Arizona Supreme Court Board of Legal Document Preparers since 2007, initial board member of the newly formed Board of Non-Lawyer Professionals, attorney ,member of the Arizona Supreme Court Attorney Disciplinary Panel, member of the Arizona Supreme Court Commission on Judicial Performance Review since 2012, and the State Bar of Arizona Fee Arbitration Committee since 2012. He is admitted to practice in Arizona, Colorado, and District of Columbia; and the Federal Bar, U.S. District Court of Arizona, U.S. Court of Appeals for the Ninth Circuit and U.S. Supreme Court.
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