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AI, Medical Records, and HIPAA: What Attorneys Need to Know

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Pending 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Pending 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Pending 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Pending 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Pending 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Pending 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Pending 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Live Online
1 hour
Dawn Doherty
With Dawn C. Doherty from Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.

Mon, Aug 03, 00:00 AM – 00:00 PM

Product ID 102694

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Overview

Upload, Review, and Summarize Medical Records With AI - the HIPAA-Safe Way

Every time an attorney uploads a medical record or uses an AI tool to review or build a summary, they may be creating a HIPAA violation they don't know about until it's too late.

This fast-moving program cuts through the confusion and gives you a clear, practical framework for using AI on medical matters without crossing the line. You'll learn exactly which platforms create exposure, how to upload and work with protected health information the right way, and how to use AI to spot litigation issues, summarize records, and build chronologies. You'll leave with a ready-to-use prompt library and a HIPAA compliance checklist you can put to work the same day. Register today!

  • Know which AI platforms are safe for PHI - and which ones aren't.
  • Use AI to review records faster without missing what matters.
  • Generate accurate summaries and chronologies with prompts that actually work.

*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. Where AI Creates Real HIPAA Exposure
  2. What You Must Do Before You Touch a Record
  3. Which AI Platforms Are Effective and Safe for PHI (and Which Aren't)
  4. Uploading Medical Records the Right Way
  5. AI-Assisted Medical Record Review: Best Practices and Prompts
  6. Prompting AI to Summarize Medical Records and Build Chronologies
  7. Takeaway Resources: AI Prompt Library and HIPAA Compliance Checklist

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Related Topics

Product ID 102694

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Pending 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Pending 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Pending 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Pending 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Pending 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Pending 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Pending 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. AI, Medical Records, and HIPAA: What Attorneys Need to Know

    1. Where AI Creates Real HIPAA Exposure
    2. What You Must Do Before You Touch a Record
    3. Which AI Platforms Are Effective and Safe for PHI (and Which Aren't)
    4. Uploading Medical Records the Right Way
    5. AI-Assisted Medical Record Review: Best Practices and Prompts
    6. Prompting AI to Summarize Medical Records and Build Chronologies
    7. Takeaway Resources: AI Prompt Library and HIPAA Compliance Checklist

Who Should Attend

This program is designed for attorneys. Paralegals, legal assistants, and other legal professionals who handle medical records will also benefit.

Speakers

Dawn C Doherty
Dawn C.
Doherty
Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.
Speaker bio
Dawn C Doherty

Dawn C. Doherty

Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.
Dawn Doherty

is a senior partner with Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. She developed the firm's professional liability practice, which defends both institutional and individual defendants from the areas of behavioral health, nursing home and home healthcare, traditional medical negligence matters, physicians, hospitals, group practices, free standing clinics and outpatient facilities, as well as legal malpractice. Ms. Doherty is an active lecturer for the Delaware State Bar Association, Pennsylvania Bar Association and National Business Institute on issues involving insurance coverage disputes. She maintains a practice in both states in this area, as well as representing carriers in their capacity as excess insurer; assuming defense trial responsibilities at the point of tender through verdict in Pennsylvania, New Jersey, Delaware and Maryland, or monitoring and negotiating matters during trial. In the last several years, Ms. Doherty has developed a multijurisdictional trial practice representing insureds as National Trial Counsel. She is a member of Pennsylvania, New Jersey State and Delaware State bar associations; Court of Appeals, District of Columbia 1998; United States District Court of Delaware 1993; United States District Court of New Jersey 1987; United States District Court for the Eastern District of Pennsylvania 1987; and Washington, D.C. District Court 1988. Ms. Doherty earned her B.A. degree, summa cum laude, from LaSalle University and her J.D. degree from Temple University School of Law.

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