Medicolegal

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Medical Resource Pack for Lawyers: With Checklists, Cheat Sheets, and Doctor Deposition Questions

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Live Online
6 hours
Bradley Honnold
Paul Friedman
With Bradley D. Honnold from Goza & Honnold, LLC + 1 other

Fri, Oct 16, 00:00 AM – 00:00 PM

Product ID 102467

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Course Includes
$429

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OnDemand content will be available within 7 days of event date.

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

  1. Medical Records Cheat Sheets and Review Checklist
  2. Causation and Damages Made Simple
  3. Essential Expert and Medical Research Resources (List and Links)
  4. Working With Doctors: With Checklists and Communication Templates
  5. Doctor Depositions and Cross-Examination Question Bank
  6. IME Toolkit: Checklists and Red Flags
  7. Trial-Ready Medical Evidence: With Foundation Scripts and Admission Shortcuts

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102467

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Medical Records Cheat Sheets and Review Checklist

    1. Medical Record Requests: Getting Complete and Usable Records
    2. Abbreviations Lawyers Must Know
    3. Key Terminology and What Each Signals
    4. SOAP Notes: Where Real Opinions Hide
    5. Copy/Paste Charting vs. Meaningful Entries
    6. “Soft” Language vs. “Hard” Findings (Subjective Complaints vs. Objective Evidence)
    7. Medical Test Limitations: Cheat Sheet
    8. Spotting Gaps, Delays, and Inconsistent Histories
    9. AI for Medical Record Review: What It Does Well - and What It Doesn’t

  2. Causation and Damages Made Simple

    1. Noting Causation Language (or Absence of it)
    2. Aggravation of Pre-Existing Condition
    3. Weak vs. Strong Causation Opinions - How to Tell Early
    4. Medical Bills: Paid vs. Incurred
    5. Medical Specials vs. Case Value: What the Records Actually Prove
    6. Future Care and Life Care Plans: What is Supported vs. Speculative
    7. Functional Limitations, Permanency, and Impairment Ratings

  3. Essential Expert and Medical Research Resources (List and Links)

    1. Expert Witness Resources and Directories
    2. Medical Literature and Research Databases
    3. Clinical Reference Tools
    4. Scientific Authority and Reference Materials
    5. Medical Data and Evidence Sources
    6. Regulatory and Government Medical Sources

  4. Working With Doctors: With Checklists and Communication Templates

    1. Qualifications and Vetting: What to Check, Red Flags, and Vetting Questions
    2. Expert Engagement / Retention Letter Template
    3. Records and Communication: What to Send, What to Ask, and What to Avoid
    4. Treating Physician Opinion Request Template
    5. Translating Legal Issues Into Medical Questions Doctors Can Answer
    6. How to Get Clear Answers vs. Medical Hedging
    7. Fixing Weak or Vague Doctor Reports
    8. Checklist for Preparing a Doctor for Deposition and Trial Testimony

  5. Doctor Depositions and Cross-Examination Question Bank

    1. Pre-Deposition Prep Checklist
    2. Core Deposition Question Sets: Background, Treatment, Opinions, and Causation
    3. Areas Ripe for Challenge: Questions That Expose Weak Medical Opinions
    4. Treating Physician Question Bank
    5. Plaintiff Expert Question Bank
    6. IME and Defense Expert Question Bank
    7. Handling Evasive Answers: Follow-Up Questions That Work

  6. IME Toolkit: Checklists and Red Flags

    1. Attorney Checklist
    2. Client IME Prep Checklist and Script (What to Expect, Say/Not Say, How to Handle Tricky Questions)
    3. IME Red Flags Checklist

  7. Trial-Ready Medical Evidence: With Foundation Scripts and Admission Shortcuts

    1. Motions in Limine: Pre-Admitting or Excluding Medical Evidence
    2. Medical Records Admission Cheat Sheet
    3. Imaging, Reports, and Demonstratives
    4. Medical Bills Admission Tips
    5. Treating Physician Testimony vs. Expert Testimony
    6. Expert/IME Report Admission and Limitations
    7. Converting Complex Medicine Into Simple Storytelling

Who Should Attend

This program is designed for attorneys and paralegals who work with medical evidence.

Speakers

Bradley D Honnold
Bradley D.
Honnold
Goza & Honnold, LLC
Paul D Friedman
Paul D.
Friedman
Brown, Crowell & Friedman, PLLC d/b/a Accident Law Group
Speaker bio
Bradley D Honnold

Bradley D. Honnold

Goza & Honnold, LLC
Bradley 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. 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). 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.

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Speaker bio
Paul D Friedman

Paul D. Friedman

Brown, Crowell & Friedman, PLLC d/b/a Accident Law Group
Paul Friedman

is head of the litigation department and owner of BROWN, CROWELL & FRIEDMAN, PLLC d/b/a Accident Law Group™. He practices in the areas of professional malpractice, significant personal injury, wrongful death 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 (NBLSC/NBOTA). Dr. Friedman 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. He was an Adjunct Professor of medical and research ethics at Midwestern University and the Arizona College of Osteopathic Medicine for a decade, where he instructed health care providers and students in the medical field. Dr. Friedman also served as an Adjunct Professor with the Sandra Day O'Connor School of Law at Arizona State University. His leadership, memberships and honors include the following Judge Pro Tempore for the Maricopa County Superior Court from 2005-2023, Attorney Board Member of the Arizona Supreme Court Board of Legal Document Preparers since 2007, initial Board Member and Vice-Chairperson of the Arizona Supreme Court Board of Non-Lawyer Professionals, Attorney Member of the Arizona Supreme Court Attorney Disciplinary Pane with service as the Acting Presiding Judge for conflict motions, Member of the Arizona Supreme Court Commission on Judicial Performance Review since 2012, and the State Bar of Arizona Fee Arbitration Committee since 2012. Dr. Friedman is admitted to practice in Arizona, Colorado, and District of Columbia, 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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