Workers' Compensation

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Workers’ Compensation Practice Management: Forms, Checklists, and Time Savers

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 Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 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
Mississippi CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
North Dakota 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
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 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
Michael Del Bueno
Christine Hummel
Timothy Davis
Matthew Donnelly
Andrew Adams
Michael Milstein
With Michael P. Del Bueno from Whitt, Del Bueno & Clark, P.C. + 5 others

Mon, Nov 16, 00:00 AM – 00:00 PM

Product ID 102630

Register For Course

Course Includes
$429

Live Webinar Registration

OnDemand Recording

Course Book Download

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

Overview

Workers' Compensation Systems That Save Time and Sanity

Workers' compensation files are won or lost on systems - and too many attorneys are managing them on instinct, memory, and whatever forms they cobbled together years ago. This highly practical program delivers ready-to-use checklists, templates, and workflows for every stage of a WC case, from intake through hearing preparation and settlement. You'll also learn how to use AI to accelerate medical record review, build chronologies, support discovery, and eliminate administrative bottlenecks. Walk away with tools you can put to work the same day - register today!

  • Get intake systems and investigation checklists that help build stronger files from the start.
  • Receive carrier communication templates and response strategies for delays, denials, and disputes.
  • Manage medical records, IMEs, provider communications, and vocational issues more effectively.
  • Utilize practical discovery templates, including interrogatories, document requests, and subpoenas.
  • Use AI-powered tools for medical record review, chronologies, summaries, and workflow automation.
  • Walk into hearings with organized exhibits, a complete trial notebook, and a prep checklist that leaves nothing to chance.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Client Intake and Investigation Checklists and Templates: Building a Bulletproof Foundation
  2. Claim Filing and Early Case Management
  3. Communicating with Carriers: Template Letters and Follow-Up Protocols
  4. Managing the Active File: Docketing, Deadlines, and Discovery
  5. Medical Management and Documentation
  6. AI in Workers' Comp Case Management
  7. Managing Benefits and Settlements
  8. Lien Resolution and Medicare Set-Asides
  9. Hearing Preparation and Trial Readiness

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 102630

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 Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 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
Mississippi CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
North Dakota 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
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 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. Client Intake and Investigation Checklists and Templates: Building a Bulletproof Foundation

    1. Initial Consultation Forms and Intake Checklists
    2. New File Opening Checklist
    3. Investigation Checklist
    4. Gathering and Organizing Employer and Incident Information
    5. Authorization Forms and Release Templates
    6. Setting Client Expectations: Engagement Letters and Fee Agreements

  2. Claim Filing and Early Case Management

    1. First Report of Injury
    2. Employee Claim Petition/Application
    3. Supporting Documentation Checklists
    4. Checklist for Early Claim Development

  3. Communicating with Carriers: Template Letters and Follow-Up Protocols

    1. Managing Recorded Statement Requests
    2. Initial Claim Acknowledgement Letter
    3. Carrier Delay and Non-Response Escalation
    4. Conditional Acceptance and Reservation Issues
    5. Authorization Dispute/Medical Records Request Follow-Up
    6. IME Scheduling Objections and Response Templates
    7. Carrier Denial Response Letter Template
    8. Demand and Status Update Letter Templates

  4. Managing the Active File: Docketing, Deadlines, and Discovery

    1. Docketing Systems and Deadline Management Tools
    2. Discovery Templates: Interrogatories, Document Requests, and Subpoenas
    3. Deposition and Hearing Prep Checklists
    4. Depositions Outlines: Claimant, Employer Representatives, Treating Physicians, and Vocational Experts
    5. Time-Saving Discovery Systems: Objection Banks, Indexed Exhibit Systems, Automated Tracking

  5. Medical Management and Documentation

    1. Medical Record Requests and Trackers
    2. Treating Physician Questionnaires and Letters
    3. Work Restriction Forms
    4. Medical Record Review Checklist
    5. Medical Management Checklist
    6. IME Templates
    7. Working with Vocational Experts and Medical Providers: Workflow Tips

  6. AI in Workers' Comp Case Management

    1. AI in Intake and Claim Evaluation
    2. Medical Record Review, Chronologies, and Summaries With AI
    3. Discovery Support
    4. AI-Powered Legal Research
    5. Settlement and Exposure Analysis
    6. Practical Administrative Time Savers Using AI

  7. Managing Benefits and Settlements

    1. Benefit Tracking and Payment Management
    2. Settlement Evaluation Checklists and Calculators
    3. Settlement Agreements and Releases
    4. Case Closing Checklists and Client File Retention

  8. Lien Resolution and Medicare Set-Asides

    1. Lien Resolution: Tracking Spreadsheets, Forms, and Negotiation Tips
    2. Medicare Set-Asides and CMS Submission Protocols

  9. Hearing Preparation and Trial Readiness

    1. Pre-Hearing Checklists and Exhibit Organization
    2. Post-Hearing Tasks
    3. Trial Notebook Templates
    4. Digital Exhibit Platforms
    5. Hearing Outlines

Who Should Attend

This program is designed for attorneys. Insurance professionals and paralegals may also benefit.

Speakers

Michael P Del Bueno
Michael P.
Del Bueno
Whitt, Del Bueno & Clark, P.C.
Christine Hummel
Christine
Hummel
Hummel Consultation Services
Timothy J Davis
Timothy J.
Davis
Seigfreid Bingham, PC
Matthew Donnelly
Matthew
Donnelly
Dallas W. Hartman P.C.
Andrew A Adams
Andrew A.
Adams
Curtis Porter & Adams Law PLLC
Michael C Milstein
Michael C.
Milstein
Downey Lenkov Milstein & Kus LLC
Speaker bio
Michael P Del Bueno

Michael P. Del Bueno

Whitt, Del Bueno & Clark, P.C.
Michael Del Bueno

is a partner in the Glen Allen law firm of Whitt, Del Bueno & Clark, P.C. He has been an attorney for more than 25 years and practices in the areas of insurance defense and workers' compensation law. Mr. Del Bueno is a member of the Virginia State Bar and the Virginia Association of Defense Attorneys. He earned his B.A. degree from Muhlenberg College and his J.D. degree from Widener University School of Law.

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Speaker bio
Christine Hummel

Christine Hummel

Hummel Consultation Services
Christine Hummel

is the president and founder of Hummel Consultation Services, a national legal consultation practice specializing in the application of the Medicare Secondary Payer Act to workers' compensation, liability and no-fault cases. She is an active attorney with licensure in the state of Colorado. With more than 25 years of experience in Medicare compliance, Ms. Hummel is a published author and popular speaker on a wide array of topics related to Medicare compliance. She is a member of the American Bar Association (Health Law Section) and Colorado Bar Association. Ms. Hummel's legal experience work includes Medicaid, probate and elder law. She donates a significant amount of time volunteering with the Federal Park Service, giving presentations on the roles of women during the American War of Independence. Ms. Hummel earned her B.S. degree from the University of Southern California and her J.D. degree from the University of Denver College of Law.

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Speaker bio
Timothy J Davis

Timothy J. Davis

Seigfreid Bingham, PC
Timothy Davis

is of counsel with the law firm of Seigfreid Bingham PC. His practice has involved litigation in state and federal courts all over the country. In particular, Mr. Davis has experience with litigation in construction, breach of contract, transportation, payment disputes, insurance law, inverse condemnation, trademark and Lanham Act claims, and workers' compensation. He is admitted to practice in Missouri and Nebraska; and before the U.S. District Court, Western District of Missouri; U.S. District Court for Kansas; and the Seventh and Eighth Circuit Court of Appeals. Mr. Davis is a member of the Kansas City Metropolitan, American, Nebraska State and St. Joseph bar associations; Lawyers Association of Kansas City; and Missouri Western Legal Assistant Advisory Committee. He earned his B.A. degree from the University of Nebraska and his J.D. degree from Creighton University School of Law.

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Speaker bio
Matthew Donnelly

Matthew Donnelly

Dallas W. Hartman P.C.
Matthew Donnelly

is an attorney at Dallas W. Hartman P.C., located in New Castle, Pennsylvania. He dedicates his practice exclusively to Pennsylvania workers' compensation representation. Mr. Donnelly has perspective from both sides of the aisle having previously worked for a major workers' compensation insurance defense firm. Currently, he represents injured workers seeking to obtain or defend their workers' compensation benefits in all stages of case handling, from initial client intake through appellate practice. Mr. Donnelly has previously lectured as a panel member for pre-law students at Grove City College. He earned his B.A. degree from Grove City College and his J.D. degree from Dusquesne University. Mr. Donnelly is a member of the Pennsylvania Bar Association and the Mercer County Bar Association.

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Speaker bio
Andrew A Adams

Andrew A. Adams

Curtis Porter & Adams Law PLLC
Andrew Adams

is an attorney with the law firm of Curtis Porter & Adams Law PLLC in Idaho Falls. He has completed the Industrial Commission's Workman's Compensation certification and focuses his practice in the areas of personal injury and workers' compensation law. Mr. Adams earned his B.S. degree from Brigham Young University-Idaho and his J.D. degree from Phoenix School of Law.

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Speaker bio
Michael C Milstein

Michael C. Milstein

Downey Lenkov Milstein & Kus LLC
Michael Milstein

is an Equity Partner of Downey Lenkov Milstein & Kus LLC. He concentrates his practice in workers' compensation defense. Mr. Milstein has experience working on a variety of matters including slip and falls, construction accidents, toxic tort, wage differentials and psychological injuries among others. His clients have included construction-related firms, trucking companies, manufacturers and insurance companies. Mr. Milstein also has experience with subrogation, complex litigation and third party defense for employers. He earned his B.A. degree from the University of Illinois and his J.D. degree from Chicago-Kent College of Law.

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