W2652 – Faster Medical Records: Patient Access and an Efficient Intake Workflow

Explore verified patient access under TEFCA may help streamline medical record retrieval. Review a practical intake workflow for a more efficient process.

Overview

Course Category: Live Webinars

Course Level: Intermediate

CLE Credit: Substantive

Start Date and Time (CT): Wednesday, November 18, 2026 12:00 pm

CLE Hours: 1.0

Fees: $49 for Members and $70 for Nonmembers

Course Materials: Most live webinars include the ability to ask questions during the webinar about the topic, view slides of the presentation and have access to a recording of the webinar.

Description: Medical records can be a bottleneck in many injury and disability cases, requiring weeks of requests, faxes, portal searching, and follow-ups before a firm can even judge a case. Through the national health networks under TEFCA, a client who verifies their identity may be able to retrieve available records electronically from participating hospitals and clinics. This session explains what clients are entitled to under the HIPAA right of access, how the national networks work, and what they still miss. It provides a practical intake workflow for requesting records before the case decision and identifying gaps that require follow-up.

Course Year: 2026

Instructor: Nicholas Davis

Nicholas Davis, BSN, AGACNP-BC, is a board-certified acute care nurse practitioner who has practiced in cardiothoracic, trauma, burn, and medical ICUs and in cardiology. He is the founder and CEO of ClearChartAI, one of five patient-access providers listed on CommonWell under TEFCA, and participates in CommonWell’s technical committee. His one-hour course on records access is accredited by the State Bar of Nevada.