$175.00
Motor Vehicle Accidents: A Back-to-Basics Course
Workshop Leaders: Chad Kelliher, Andrea Rust, Jacob Rowe, Dan Hays, Matt Wade, and Kelly Bishop
Learning Objectives: An interactive workshop addressing the following topics:
Sample contract
Sample intake questionnaire
Letter of representation
Spoliation letter
Medical auth; HITECH auth; Medicare forms; Health insurance subrogation requests
Provider list
Sample demands
Reduction requests
Distribution sheets
From First Contact to Contract, Chad Kelliher
Case Screening
Intake Meetings: in-person vs. virtual; paper vs. digital
Forms
From Contract to Settlement – Opening a File
Panel Moderator: Chad Kelliher; Panel Members: Andrea Rust, Matt Wade, and Kelly Bishop
Docketing
Assigning Personal
Case Management Systems
Investigating Liability
Confirming and Understanding Coverage
Managing Medical
Monitoring treatment
Facilitating care
Requesting medical records and billing
Understanding Medical Jargon
Case Valuation and Client Expectations
Demands
Negotiations
Know your adjuster
Negotiation Techniques that Work
How the Adjuster’s Settlement Authority is Restricted and Going Beyond it
Overcoming case weakness
Tips and tricks for overcoming delay, stalled negotiations, inadequate authority
Client Communications
From settlement to payday, Matt Wade and Kelly Bishop
Release and Settlement Agreements
Managing Liens
Medical Liens
CS Liens
Health Insurance and ERISA
Work Comp
Medicare and Medicaid
Lawsuit Lenders
Distribution of Funds and Closing the file
Wrap-up for Ethics – things to consider, especially before practicing in this area of law Dan Hays
Marketing Do’s and Don’ts
Cost and Time Constraints
IOLTA Trust Accounts
Malpractice Coverage
Advancing Funds to Clients and Lawsuit Lenders
Addressing Potential Conflicts of Interest
Client Confidentiality
Communication with Represented Parties
Confronting Coverage Issues
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.