Paralegals and Associates Guide to Examining Medical Bills, Records, Researching Injuries, Drafting Medical Chronologies, and More

Joshua Offenhartz | Kahana & Feld LLP

Joshua Offenhartz is the Arizona Managing Partner with Kahana Feld, a Kahana Feld is a full-service law firm with offices throughout the United States. The firm has a dynamic presence throughout the country, employing more than 90 attorneys and 200 employees across 13 locations throughout the United States. Kahana Feld is quickly becoming one of America’s top law firms. The firm’s rapid growth is a testament to a culture of innovation and collaboration. KF successfully represents its clients in all types of legal matters and disputes, including multi-party, complex litigation matters involving construction defects, construction site accidents, entertainment and hospitality claims, automobile and trucking accidents, environmental claims, business law, employment law, insurance coverage and bad faith, as well as most other types of general civil litigation.

Offenhartz is a litigator and business lawyer who is a trusted advisor to companies on legal issues affecting their operations. Josh represents clients in the agriculture, construction, e-commerce, finance, medical, real estate, and culinary industries. He also serves as outside counsel for several small, medium, and growing businesses that need day to-day legal advice for their growing companies. Josh takes pride in solving problems and loves working with entrepreneurs and business owners. He is detail-oriented and believes in providing his clients with a very thorough investigation and evaluation of their case to ensure an accurate assessment of risks and the best possible outcome. These skills combined with Josh’s private-sector experience make him an ideal attorney for businesses seeking a solutions-based attorney who can navigate the intersection of business and law.

Josh believes in giving back to the community. He is a member of a local school board’s Financial Advisory Board and a board member of the Jewish National Fund. He supports the Phoenix Art Museum as a member of the Men’s Art Council and helps others by volunteering with Big Brothers and Big Sisters of Arizona, the Saint Mary’s Food Bank, and the Wounded Warrior Project.

Outside of work Josh enjoys spending time with family. He is also a passionate sports fan, amateur cinephile, and he teaches a class for teens that promotes leadership, civic engagement, and philanthropy.

Session I – Procuring and Organizing Medical Records | 1:00pm – 1:40pm

• Key HIPAA Guidelines and Legal Requirements
• Types of Medical Records and Their Importance
• Decoding Medical Terms, Symbols, Codes, and Abbreviations
• Effective Methods for Procuring Records: Timing, locations, and strategies
• Identifying Additional Providers and Tracking Down Missing Records
• Addressing Challenges with Uncooperative Medical Providers
• Tools and Online Resources for Tracking Medical Records
• Techniques for Organizing Records for Easy Access

Session II – Analyzing Medical Records and Bills | 1:40pm – 2:40pm

• Examining Medical Bills: Identifying key information
• Researching Injuries and Conditions for Legal Relevance
• Spotting Discrepancies, Red Flags, and Signs of Tampering

Break | 2:00pm – 2:10pm

• Navigating Problematic Medical Notes and Incomplete Documentation
• Collaborating With Medical Experts and Nurses for Deeper Insights
• Avoiding Common Pitfalls in Medical Record Analysis
• Using Helpful Resources to Enhance Analysis

Session III – Summarizing and Compiling Medical Information | 2:40pm – 3:10pm

• Drafting Clear and Effective Medical Summaries and Chronologies
• Preparing Comprehensive Medical Expense Itemizations
• Compiling and Organizing a Medical Notebook