Medical Records

PBI Medical Record Keeping (MR-17)



$1350.00 Flat

Course Credit

17 CME/CE hours

Important Course Notice:

  • In-Person Course Notice: If you choose to register for an in-person course, there is a chance your course location may be adapted to a Virtual Live Classroom format at a later date in response to ongoing coronavirus safety concerns. We are monitoring the situation closely and your safety is our top priority.
  • PBI Virtual Live Classroom™ Notice: To enroll in a course in the virtual live classroom format, you must meet eligibility requirements. These include but are not limited to:
    • Basic computer literacy and a laptop or desktop computer
    • Webcam
    • Audio/microphone
    • Quiet and private office space with reliable internet, free from distractions or interruptions for the full duration of your course


Deficiencies in medical record keeping is a common reason for referral to a remedial course, yet many clinicians fail to recognize why they are being held to account for what they may consider a chore—even a distraction from patient care. Our course illustrates why the process of keeping complete, clear, and accurate medical records is critical to the responsible provision of patient care and explores perceived obstacles to adhering to better practices. The pre-seminar review of provided medical records sets the stage for the live, interactive instruction in standards of record keeping, including trouble-shooting to ensure that newfound habits can be maintained. 


  1. Pre-course component: Online and written assignments totaling two hours
  2. Live component: Two days totaling 15 hours
  3. Certificate distributed upon successful completion of course at the end of day two

Professions this course is suitable for:

Physicians, physician assistants, nurses, veterinarians, podiatrists, and other clinicians.

*New York physicians: If you are fulfilling a board ordered requirement, your licensing board requires that you enroll in Extended Edition of this course.

This course addresses issues such as:

  • Incomplete or illegible records
  • EMR and coding inaccuracies
  • Other record keeping deficiencies as determined by employer, regulator, or law

Learning objectives

  • Understand and implement the regulations and laws regarding medical record keeping
  • Improve documentation in support of appropriate billing codes
  • Document with clarity to reduce misinterpretation and errors
  • Provide improved documentation for risk management
  • Apply improved skills for maintaining electronic medical records


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

Date: April 25, 2020 - April 26, 2020

Location: Virtual Live Classroom, Central Time

Seats Remaining: 3

Date: May 16, 2020 - May 17, 2020

Location: Virtual Live Classroom, Pacific Time

Seats Remaining: 1

Date: June 6, 2020 - June 7, 2020

Location: Virtual Live Classroom, Eastern Time

Date: August 8, 2020 - August 9, 2020

Location: Virtual Live Classroom, Eastern Time

Date: September 12, 2020 - September 13, 2020

Location: Chicago, IL

Date: September 19, 2020 - September 20, 2020

Location: Irvine, CA

Date: October 3, 2020 - October 4, 2020

Location: Houston, TX

Date: November 7, 2020 - November 8, 2020

Location: New York, NY

Date: December 5, 2020 - December 6, 2020

Location: Irvine, CA


How do I know if this course is approved by my regulatory agency or board?
Most PBI Education courses are already approved, but we always recommend you send our course agenda to your agency for pre-approval before you register. Just click the "course agenda" button at the top of the page to download a copy of the agenda.
My disciplinary order states that I need to take a course from a different provider, can I take a PBI course instead?
Yes! PBI courses are considered equivalent to many courses from other providers and can be approved by submitting an agenda to your regulatory agency or organization. You can download the agenda by pressing the "course agenda" button at the top of the page. Our courses compare to similar courses from providers like: Vanderbilt, Sante, Center for Personalized Education for Professionals (CPEP) Physician Assessment and Clinical Education (PACE), Case Western, Western Institute of Legal Medicine (WILM), Institute for Medical Quality (IMQ), and KSTAR Physician Resources.
Can I attend this course proactively for CE credit even if I don’t have a disciplinary order?
Yes! We welcome and encourage participants to proactively educate themselves by taking our courses, even if they have no disciplinary issues to address. Some of the pre-course requirements will not apply to you.
What is the difference between standard edition (MR-17) and the Extended Edition (MR-17EX) of the Record Keeping Course?
The standard edition (MR-17) includes only the pre-course and the two day course while the Extended Edition (MR-17EX) includes the live course and 13 hours of post-course teleconference faculty-led seminars know as Maintenance and Accountability Seminars.
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