Medical Records Research for Legal Proceedings

JB Benton

Virtual Assistant
Executive Assistant
Researcher
Google Sheets
G Suite
Microsoft Excel

Overview:

Undertaken between December 2023 and February 2023, this project involved the collection of five years' worth of medical records from over 20 healthcare facilities for a client's impending legal proceedings. The initiative demanded rigorous organization, meticulous auditing, and steadfast adherence to HIPAA guidelines.

Scope of Completed Work:

  • Initiating Records Requests: Initiated the process by putting in formal requests for records and ensuring the client signed all necessary documents to comply with healthcare privacy laws.
  • Organization and Categorization: Systematically organized records by healthcare provider and visit date, facilitating easy navigation and access
  • Quality Audits and Compliance: Conducted thorough audits to remove duplicates and drafted email correspondences to facilities delaying beyond the 30-day HIPAA guideline, ensuring timely compliance
  • Secure Transfer and Collaboration: Efficiently uploaded organized records to the client’s attorney, providing crucial support for the legal case.
  • Tracking System Implementation: Developed and maintained a tracking system to monitor the status of records requested, in progress, and received, ensuring a transparent and efficient process.

Impact:

This meticulous organization and proactive management of medical records substantially eased the client's legal case preparation. By ensuring the timely collection and organization of vital medical history, the project not only streamlined the legal team's access to essential documents, saving the client thousands in legal fees, but also underscored the significance of precision and diligence in handling sensitive health information.

Timeline:



This complex, time sensitive project commenced December 2023 and reached completion February 2024.

Reflection:

Reflecting on this project, it highlighted my adaptability and dedication to client confidentiality and satisfaction. Successfully navigating the challenges of strict legal and healthcare guidelines reinforced my capability to deliver comprehensive, impactful support in sensitive and high-stakes situations. This endeavor has strengthened my resolve to uphold the highest standards of data management and client service

Kind Words:

Working with Jennifer was absolutely wonderful. She completed a very complex task that I needed to be done asap and due to my disability i was unable to perform. Jennifer is highly recessional, efficient and took my task seriously. I will be engaging her again as needs arise, which is the best recommendation that I can provide. Thank you, Jennifer" - Michael D.

Partner With JB
View Services

More Projects by JB