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Comprehensive Records Specialist Training

Every Sunday · 6:00 PM · next session Sun, Oct 25 Philippine time (GMT+8)

90 hours of comprehensive one-on-one training for the medical records specialist role at US personal injury firms. Learn to request, follow up on and organize medical records and bills, work with PDFs, e-fax and HIPAA rules, then build the portfolio and profiles to get hired.

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About this class

What you'll learn

Every successful personal injury case is built on a mountain of documentation. Without medical records, police reports, and billing statements, an attorney simply cannot prove their client's case or secure a settlement. This 90-hour, one-on-one training takes you from a complete beginner to a highly effective, job-ready legal records specialist. We pull back the curtain on exactly how a real law firm's records department runs, giving you the daily workflow used by top-tier legal teams to gather and manage the evidence that drives case value.

We will dive deep into the specific documents required to make a case successful. You will learn how to process police reports, track down elusive medical charts, tally complex hospital bills, and secure detailed lost wage documentation. More importantly, we will teach you the entire retrieval lifecycle. You will learn how to draft precise record requests, send them to healthcare providers using the correct legal channels, and implement aggressive follow-up strategies. We will show you exactly how to handle pushy hospital billing departments and uncooperative clinics so you actually get the files back on time.

Being a highly paid records specialist requires serious technical proficiency, so we focus heavily on the daily software skills that law firms demand. You will master proper Word document formatting and advanced PDF manipulation, allowing you to seamlessly combine, split, and organize massive medical files. We will cover the strict rules of HIPAA compliance to ensure patient privacy is protected at all times, along with professional email formatting and the mechanics of sending secure electronic faxes. You will also learn vital organizational skills, like proper file naming conventions and spreadsheet tracking, so attorneys can find exactly what they need the moment they ask for it.

Learning the daily work is only the first step. We also focus heavily on making sure you actually get hired. We will help you build an online portfolio that highlights your new technical skills, practice interview scenarios specific to records management, and optimize your job-hunting profiles to attract law firm employers. By the time you complete this course, you will not just understand the theory behind medical records. You will be fully job-ready, equipped with the hands-on experience and confidence needed to immediately step into a full-time records specialist role and thrive.

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