Testifying 4: Creating Ethical Financial Relationships

10 “Online” Hours

**Please note this course will be limited with approvals end CE credit will not be available in all states any longer.  If you need to know if you can get credit in your state please email Christina@academyofchiropractic.com and I can give you end dates for approvals.

* CE Credits are for Doctors of Chiropractic only

** Please note this course is only approved in the state of Alabama through 7/22/25.  After that there will be no CE available in AL

** Please note this course is only approved in the state of Kentucky through 8/7/25.  After that there will be no CE available in KY

** Please note this course is only approved in the state of  South Dakota through 6/4/2025.  After that there will be no CE available in SD.

Ethical Medical-Legal Financial Relationships & Documentation Standards

10-Hour Practice Management Training for Providers Working with Attorneys

Protect your license. Strengthen your documentation. Improve collections.
This training gives you a step-by-step framework for building ethical, compliant, and defensible medical-legal financial relationships with attorneys—backed by documentation standards that stand up to scrutiny.

✅ Learn what documentation is required
✅ Understand assignment of rights & benefits
✅ Avoid licensure violations and ethics traps
✅ Build repeatable systems for real-world attorney cases
✅ Leave with a documentation roadmap you can use immediately

Format: 100% Online | Total Time: 10 Hours | Includes: Pre-Test, Post-Test, Module Slide Reviews

Who This Training Is For

This course is designed for clinicians and practice leaders who handle cases involving attorneys and want to operate with confidence and compliance, including:

• Chiropractors and multidisciplinary clinics

• Providers working in personal injury, lien-based, or attorney-referred cases

• Practice managers and compliance-focused teams

• Clinics that want stronger documentation and fewer payment disputes

• Doctors who want to protect themselves from ethics and licensure risk

Why This Matters (and Why It Pays Off)

Medical-legal cases can strengthen your practice—but only if you understand the rules and document correctly.

When your documentation is incomplete or your financial relationship isn’t properly structured, you risk:

• Denied or delayed payment

• Attorney conflict and case breakdown

• Accusations of unethical conduct

• Regulatory or licensure exposure

• Weak narratives that fail in court

This training helps you implement the systems and documentation necessary to keep cases moving and protect your business—without crossing ethical or legal lines.

What You’ll Learn (Outcomes You Can Apply Immediately)

By the end of this 10-hour program, you’ll be able to:

• Build an ethical financial relationship with attorneys that aligns with professional standards

• Use proper documentation for assignments, releases, and record exchange

• Understand legal authority to bill and collect through assignment of rights & benefits

• Identify and avoid licensure violations for both doctors and lawyers

• Navigate unethical attorney behavior while staying compliant

• Produce documentation that supports reasonable conclusions, including final narratives for court

Course Structure (Total: 10 Hours)

Module 1 — Introduction, Documentation Standards & Patient Documentation (90 Minutes)

A foundational overview of ethical medical-legal financial relationships and the documentation required to define them.

You’ll learn:

• How to properly establish and document the provider–attorney relationship

• Assignments and supporting paperwork

• Release of records, rights to receive information, and document exchange processes

• How to explain and document the statute of limitations

• How to avoid documentation gaps that create case delays

Module 2 — Legality of Assignments (90 Minutes)

This module covers assignment of rights and benefits—what it means in a modern clinical setting and how to ensure you have legal authority to bill and collect.

You’ll learn:

• What an assignment actually is (and what it is not)

• How to document assignments so they are enforceable

• The most common legal mistakes clinicians make

• How to structure your process to protect collections and compliance

Module 3 — Ethical Medical-Legal Financial Relationships, Part 1 (90 Minutes)

A deep dive into what “ethical” truly means for both doctors and attorneys—and how to make sure your documentation supports the relationship.

You’ll learn:

• The ethical standards governing providers vs. attorneys

• What constitutes licensure violations in both professions

• How to align your clinical documentation with ethical requirements

• How to avoid appearing biased, financially driven, or outcome-seeking

Module 4 — Ethical Financial Relationships, Part 2 (90 Minutes)

Learn how to manage cases involving unethical attorneys and how to stay compliant by working within the Rules of Professional Conduct mandated nationally.

You’ll learn:

• How the Rules of Professional Conduct impact your interactions with attorneys

• Common attorney behaviors that expose providers to risk

• How to create business systems to manage problematic cases

• How to operate within each state’s legal framework while maintaining compliance

Module 5 — Documentation Required for a Reasonable Conclusion to a Case (90 Minutes)

This module brings everything together: what documentation is needed for attorney cases and how to support a reasonable conclusion to the case—from evaluation through narrative.

You’ll learn:

• Documentation standards that support case outcomes

• E/M documentation requirements for injury-based encounters

• What belongs in a final narrative—and what should never be included

• How to document injuries clearly, defensibly, and consistently

• How to support your conclusions without ethical overreach

Review of Module PowerPoint Slides (60 Minutes)

Reinforce the critical standards and ensure you can translate them into your daily workflow.

Mark Studin, DC, FPSC, FASBE(C), DAAPM

A nationally recognized educator and authority in documentation standards, medical-legal integrity, and compliance-driven practice systems.

Daniel Rosner, Esq.

Certified Civil Trial Attorney with extensive courtroom experience—bringing real-world legal clarity to provider documentation and medical-legal processes.

What Makes This Training Different

Most programs teach theory. This program teaches repeatable systems and documentation standards you can implement immediately.

You get:

• Attorney + provider perspectives in the same training

• Clear guidance on assignments, ethics, and documentation

• Practical frameworks designed for real cases—not hypotheticals

• Compliance-based training that protects your practice and your license

FAQs

How long is the program?
10 total hours including pre-test, five modules, slide review, and post-test.

Is this focused on personal injury cases?
It is designed for cases involving attorneys and documentation standards that support ethical medical-legal financial relationships.

Will this help me reduce denials and payment issues?
Yes—much of the course focuses on documentation and assignments that support billing and collections while staying compliant.

Is this state-specific?
The program addresses national attorney conduct rules and provides a framework for operating within state laws. You’ll learn how to stay compliant while recognizing state-by-state considerations.

Ready to Protect Your Practice and Strengthen Your Systems?

If you work with attorneys—or want to start—the difference between compliance and risk is documentation and structure.

Enroll now and build ethical, defensible medical-legal systems that support your practice and protect your license.

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