Generative AI

Live Online

Medical Records Now: AI Review, EMRs/EHRs, HIPAA, and New Best Practices

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Upon Request 3.5 Total
Kentucky CLE Upon Request 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Live Online
3 hours
Amalia Romanowicz
Barri Dean
Jeffrey Greene
Barry Snyder
Chase Villeret
With Amalia Romanowicz from Perez Morris + 4 others

Mon, Dec 28, 00:00 AM – 00:00 PM

Product ID 102807

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Course Includes
$299

Live Webinar Registration

OnDemand Recording

Course Book Download

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

Overview

Master AI for Faster, Smarter, HIPAA-Compliant Medical Record Review

Reviewing thousands of pages of medical records manually takes time and increases the risk of missing critical details. Discover practical AI workflows to analyze records faster, identify treatment gaps and causation issues, compare providers, and create chronologies and other litigation work product. You'll also learn how to protect PHI and comply with HIPAA, evaluate electronic medical record metadata, and overcome common records production problems - from incomplete productions to conflicting records. Leave with practical guidance and AI-ready prompts you can start using immediately. Register today!

  • Review and summarize medical records in a fraction of the time.
  • Protect PHI and use AI responsibly under HIPAA.
  • Spot red flags in the metadata that may indicate late entries, altered records, or missing documentation.
  • Develop practical strategies for obtaining difficult records and resolving production headaches.

*Mention of specific products or providers is informational only and does not constitute NBI endorsement. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. AI for Medical Record Review: Practical Tools and Workflows
  2. AI-Powered Review: Comparison, Causation, and Case Work Product
  3. HIPAA Updates and Protecting PHI When Using AI
  4. Electronic Medical Records: Metadata, Audit Trails, and Digital Evidence
  5. Dealing With Thorny Medical Records Issues: Quick Tips and Best Practices

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.

Product ID 102807

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Upon Request 3.5 Total
Kentucky CLE Upon Request 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. AI for Medical Record Review: Practical Tools and Workflows

    1. Choosing the Right AI for the Job: Vendor-Vetting Tips and Suggested Tools
    2. Preparing and Cleaning Records for AI Review
    3. Conducting a First-Level Review in Minutes
      1. Organize and Summarize Records Quickly
      2. Identify Providers, Diagnoses, Medications, and Procedures
      3. Flag Duplicate or Missing Records
    4. Verifying AI Findings and Avoiding Hallucinations
  2. AI-Powered Review: Comparison, Causation, and Case Work Product

    1. Comparing Multiple Providers and Dates of Service
    2. Identifying Inconsistencies and Treatment Gaps
    3. Flagging Causation Issues, Pre-Existing Conditions, and Changes in Treatment
    4. Bill Review and Lien Reduction - Matching Billed Charges Against Treatment Records
    5. Surfacing Follow-Up Questions for Clients, Providers, and Experts
    6. Creating Medical Chronologies, Treatment Timelines, and Case Summaries
    7. Drafting Deposition, IME, and Expert Examination Questions
    8. Generating and Enhancing Exhibits
  3. HIPAA Updates and Protecting PHI When Using AI

    1. HIPAA Security Rule Modernization: What You Need to Know and Do
    2. Enforcement Trends
    3. Common Attorney Misunderstandings
    4. How to Protect PHI and Maintain Confidentiality When Choosing and Using AI Tools
    5. Cybersecurity and Medical Record Security
    6. HIPAA Compliance Checklist for Law Firms
  4. Electronic Medical Records: Metadata, Audit Trails, and Digital Evidence

    1. What Metadata Can Reveal
    2. When and How to Request the Metadata/Audit Trail
    3. Detecting Late Entries, Alterations, and Missing Information
    4. Authentication/Admissibility Challenges and Solutions
  5. Dealing With Thorny Medical Records Issues: Quick Tips and Best Practices

    1. Provider Delays, Refusals, Incomplete Productions and Excessive Redactions
    2. Closed Practices, Retired Providers, and Successor Custodians
    3. You Received Another Patient's Records: Now What?
    4. Records That Reference Family Members or Other Third Parties
    5. Missing, Conflicting, and Amended Records
    6. Records That Trigger Additional Privacy Considerations

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Amalia Romanowicz
Amalia
Romanowicz
Perez Morris
Barri T Dean
Barri T.
Dean
Jackson Walker LLP
Jeffrey W Greene
Jeffrey W.
Greene
Greenberg Traurig, LLP
Barry M Snyder
Barry M.
Snyder
Law Office of Barry M. Snyder, P.A.
Chase T Villeret
Chase T.
Villeret
Villeret Law Firm, LLC
Speaker bio
Amalia Romanowicz

Amalia Romanowicz

Perez Morris
Amalia Romanowicz

is an experienced trial lawyer who focuses on defending clients in the healthcare industry and Partner in Charge of Perez Morris's Philadelphia office. She has more than three decades of experience in jury trials, mediations, and arbitrations, handling cases involving catastrophic injuries, including birth injury, brain injury and stroke, sepsis, and infections. Representing clients in Philadelphia and the surrounding suburbs, Ms. Romanowicz has represented hospitals, physicians, nurses, long-term care and assisted living facilities, physician assistants, nurse practitioners, pharmacies, and pharmacists. She also represents clients in most major medical sub-specialties, including emergency medicine, surgery, pathology, radiology, oncology, orthopedics, labor and delivery, and gynecology, among others. Ms. Romanowicz's extensive experience includes matters involving claims of improper medical screening under the Emergency Medical Treatment and Active Labor Act (EMTALA), alleged injuries or death resulting from errors and negligence during the surgical process, and alleged misdiagnosis or failure to diagnose. She has represented pharmacists in cases involving alleged mis-fills, failure-to-identify, and incorrect packaging that involve catastrophic loss and injury. Ms. Romanowicz earned her B.S. degree in Pharmacy, cum laude, from Northeastern University and her J.D. degree, Moot Court Honor Society, from Widener University School of Law. She is a member of the Pennsylvania Bar Association and the American Society for Pharmacy Law. Ms. Romanowicz is admitted to practice in Pennsylvania, U.S. District Court for the Eastern District of Pennsylvania, U.S. District Court for the Middle District of Pennsylvania, and the U.S. Court of Appeals for the Third Circuit.

Speaker bio
Barri T Dean

Barri T. Dean

Jackson Walker LLP
Barri Dean

is an attorney with Jackson Walker LLP in the Trial & Appellate Litigation section in the Houston office. She brings significant experience managing complex disputes across federal and commercial matters. Before joining Jackson Walker, Ms. Dean served as an Assistant United States Attorney in the Southern District of Texas, where she regularly appeared in federal court, handled grand jury investigations, and represented the United States through every stage of criminal proceedings. Ms. Dean also developed deep experience in complex federal litigation at a global law firm, managing multi‑agency investigations, leading dispositive motion practice, and supporting both bench and jury trials. In addition to her extensive litigation background, Ms. Dean leverages her training as a registered nurse to navigate fiduciary matters involving capacity, competency, elder financial exploitation, and medical‑related evidentiary issues. Her clinical insight enhances her ability to evaluate witness credibility, analyze medical records, and develop compelling case strategies. Ms. Dean earned her B.S. degree from Indiana State University, her J.D. degree, cum laude, from Howard University School of Law, and her LL.M. degree from Temple University Beasley School of Law. She is a member of the American Bar Association, American Health Lawyers Association and the Women's Leadership Council of American Health Law Association. Ms. Dean is admitted to practice in Texas and Washington, D.C.

Speaker bio
Jeffrey W Greene

Jeffrey W. Greene

Greenberg Traurig, LLP
Jeffrey Greene

is a Litigation Shareholder in Greenberg Taurig, LLP's Boston office and serves as Co-Chair of the firm's global eDiscovery & eRetention Practice ,and Co-Chair of the Boston Litigation Department. He is an experienced trial lawyer who focuses his practice on litigation, information governance, healthcare and investigations that involve complex legal, factual and data management issues. Mr. Greene counsels clients through the entire information management lifecycle -from tailoring information governance programs to navigating court rules and legal decisions regarding the production of electronic information. He has developed programs that enable clients to meet their legal and business requirements and to take swift and appropriate action in response to requests for electronic information in connection with litigation or government investigations.

Speaker bio
Barry M Snyder

Barry M. Snyder

Law Office of Barry M. Snyder, P.A.
Barry Snyder

is the owner of The Law Office of Barry M. Snyder, P.A. He has more than 40 years of litigation experience focusing in the fields of personal injury, wrongful death, and criminal defense. Mr. Snyder is a board-certified civil trial lawyer, mediator and qualified arbitrator. He is also a NBTA certified trial lawyer. Mr. Snyder is AV rated with Martindale-Hubbel and voted Top Lawyers in Florida, Super Lawyer, and National Trial Lawyer's Top 100 Civil Plaintiff. He is admitted to practice in Florida, as well as federal court (Southern, Middle and Northern districts). Mr. Snyder is a member of the National Association of Criminal Defense Lawyers; a member of the Board of Directors of the Florida Justice Association; committee member of the Miami-Dade Branch of Professionalism for Attorneys; past guest speaker at University of Miami Law School, St. Thomas Law School, and Miami-Dade College; and is a trial consultant with Trial Consultants Inc. He is also a former past president of the North Dade Bar Association. Mr. Snyder earned his B.A. degree from the University of Miami and his J.D. degree from the University of New Hampshire Law School (Franklin Pierce Law Center).

Speaker bio
Chase T Villeret

Chase T. Villeret

Villeret Law Firm, LLC
Chase Villeret

is an attorney with Villeret Law Firm, LLC, where he practices in workers' compensation litigation, longshore and harbor workers' compensation, Social Security disability, and personal injury law. Mr. Villeret is also a skilled advocate who has successfully litigated multiple judge trials and handled complex appeals. He is admitted to practice in Louisiana. Mr. Villeret earned his B.S. degree in biological sciences from Louisiana State University; his M.PH. degree from the Louisiana State University Health Sciences Center School of Public Health in New Orleans, with a concentration in environmental and occupational health; and his J.D. degree from the Louisiana State University Paul M. Hebert Law Center.

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