Medical Records

Medical Record Keeping (MR-17)

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Medical Record Keeping

The PBI Medical Record Keeping course illustrates, for all clinicians, why the process of keeping and maintaining complete, clear, and accurate medical records is critical to the responsible provision of patient care.

This live, interactive, two-day course, is comprised of didactic lectures and group discussion. During the course, participants are given real medical records to analyze and discuss. The course culminates in each participant’s development of their Personalized Protection Plan, outlining how they will improve record keeping and documentation moving forward.

PBI is committed to providing interactive, individualized, impactful education. To facilitate this, our Medical Record Keeping course size is limited to 15 participants. 

Course participants complete pre-course assignments including: personal record review and critique, research on state and specialty specific laws and guidelines, additional readings, and written assignments to prepare them for participation in the hands-on review and interactive group analysis of records during their course.

The Record Review Program is an ongoing expert review of participants' medical records, available as a follow-up for Medical Record Keeping course graduates. Learn more about the RRP here.

Participating in more than one live course?
Contact us about our multi-course discount program.

Course Editions

MR-17

  • Pre-course assignments, 3 hours
  • Two-day virtual live course

MR-17 Extended

  • Pre-course assignments, 3 hours
  • Two-day virtual live course
  • Post-course assignment, followed by weekly faculty-led group teleconference seminars (MAS), one hour for 12 weeks

Reasons for Referral

  • Documentation that does not comply with laws & regulations
  • EMR: inaccuracies, “copying and pasting”
  • Incomplete or illegible records
  • Other record keeping deficiencies as determined by employer, regulator, or law
  • Billing inaccuracies
  • Coding inaccuracies

Professions This Course Is Suitable For

This course is multi-disciplinary and appropriate for physicians, physician assistants, nurses, veterinarians, podiatrists, and other clinicians.

Learning Objectives

  • Describe how to maintain compliance with laws regarding medical record-keeping
  • Improve documentation in support of appropriate billing, regulations, and expectations
  • Document with clarity to reduce misinterpretation and errors
  • Provide improved documentation for risk management
  • Apply improved skills for maintaining electronic medical records
  • Create and implement a Personalized Protection Plan that includes strategies, safeguards, and systems to reduce the risk of relapse and improve accountability

Accreditation

This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education through the joint providership of the University of California, Irvine School of Medicine and Professional Boundaries, Inc. The University of California, Irvine School of Medicine is accredited by the ACCME to provide continuing medical education for physicians.

The University of California, Irvine School of Medicine designates these live activities each for a maximum of 30 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in activity.

Registration Options

Select Edition

Course Credits

17 CME (3 Pre-Course + 14 Live)

Course Costs

$1350.00 Flat

Interest-Free Financing Available

Date: January 11, 2025 - January 12, 2025

Location: Virtual Live Classroom, Pacific Time
8:30 AM - 4:30 PM

Seats Remaining: 2

Date: January 25, 2025 - January 26, 2025

Location: Virtual Live Classroom, Pacific Time
8:30 AM - 4:30 PM

Date: February 22, 2025 - February 23, 2025

Location: Virtual Live Classroom, Pacific Time
8:30 AM - 4:30 PM

Date: March 29, 2025 - March 30, 2025

Location: Virtual Live Classroom, Pacific Time
8:30 AM - 4:30 PM

Date: April 26, 2025 - April 27, 2025

Location: Virtual Live Classroom, Pacific Time
8:30 AM - 4:30 PM

Course Credits

30 CME (3 Pre-Course + 14 Live + 13 Post-Course)

Course Costs

$1950.00 Flat

Interest-Free Financing Available

Date: January 11, 2025 - January 12, 2025

Location: Virtual Live Classroom, Pacific Time
8:30 AM - 4:30 PM

Seats Remaining: 2

Date: January 25, 2025 - January 26, 2025

Location: Virtual Live Classroom, Pacific Time
8:30 AM - 4:30 PM

Date: February 22, 2025 - February 23, 2025

Location: Virtual Live Classroom, Pacific Time
8:30 AM - 4:30 PM

Date: March 29, 2025 - March 30, 2025

Location: Virtual Live Classroom, Pacific Time
8:30 AM - 4:30 PM

Date: April 26, 2025 - April 27, 2025

Location: Virtual Live Classroom, Pacific Time
8:30 AM - 4:30 PM

FAQ

Am I eligible to take a course in the Virtual Live Classroom?
How do I know if this course is approved by my regulatory agency or board?
My disciplinary order states that I need to take a course from a different provider, can I take a PBI course instead?
Can I attend this course proactively for CE credit even if I don’t have a disciplinary order?
What is the difference between Standard Edition (MR-17) and the Extended Edition (MR-17EX)?
  • "This was literally the best CME course I have ever taken, and the faculty was the most experienced instructor I've ever had. I don't say that lightly. I did not have high hopes for this mandatory course - it could have easily been done sloppily, but PBI Education and the faculty made it truly excellent."
    - Medical Record Course Graduate
  • "It was a (surprisingly) magnificent experience."
    - Medical Record Course Graduate
  • "This course was so comprehensive in all honesty I can't think of how it could have been more informative or educational. This course gets super high marks for being an "Active" learning course."
    - Medical Record Course Graduate
  • "Wow, where do I start. My expectation of this course went beyond what I thought I needed to know. This was an invaluable course and the only regret I had is that I did not get the chance to take this course years ago. In all aspects it has taught me how to be a better doctor for communication sake. "
    - Medical Record Course Graduate
  • "I actually thought that the virtual element allowed me to engage more because of the focus being on each other and the instructor simultaneously. It kept me present with the others in the space and their reactions to one another's narratives, as well as the information presented."
    - Medical Record Course Graduate
  • "The course instructor was totally focused on the needs of the participants for corrections of any deficits in record keeping and conforming to the requirements of medical boards. "
    - Medical Record Course Graduate
  • "The instructor was superb. I wish that I had this course 20 years ago and I feel it should be mandatory for all physicians in the United States."
    - Medical Record Course Graduate
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