Course Name:
Testifying 4: Creating Ethical Financial Relationships

Chiropractic CE: 10 Hours
Medical CME: 10 Hours

Testifying 4: Creating Ethical Financial Relationships

10 “Online” Hours


    * CE Credits are for Doctors of Chiropractic only


Topic: Practice Management

Pre-Test 30 Minutes

Module 1 – Introduction, Documentation Standards and Patient Documentation – 90 Minutes

This module is an introduction to ethical financial relationship with lawyers and the documentation needed from the provider to define the relationship. Assignments, release of records, right to receive information, explaining statue of limitations and document exchange are detailed.

Module 2 – Legality of Assignments– 90 Minutes

This module details the assignment of rights and benefits. What that means in a contemporary clinical practice and how to ensure you have the legal authority to bill and collect based on necessary documentation.

Module 3 – Ethical Medical-Legal Financial Relationships, Part 1 – 90 Minutes

This module discusses in detail what an ethical relationship is for the doctor and attorney. It describes the differences in ethics for a lawyer and doctor and what constitutes a licensure violation in both practices. It also details how to ensure your documentation supports ethical relationships.

Module 4 – Ethical Financial Relationships, Part 2 – 90 Minutes

This section discusses how to manage cases where lawyers are unethical and understanding the Rules of Professional Conduct mandated for lawyers nationally. It helps you creates business systems to manage these types for cases and work within the framework of the laws in each state to ensure compliance.

Module 5 – The Documentation Required to Ensure a Reasonable Conclusion to a Case with an Attorney– 90 Minutes

This module is a continuation of the “Rules of Professional Conduct” mandated by license for lawyers and further defines documentation required for a doctor to use with cases involving lawyers. It also details the necessary documentation needed for a doctor to provide in detailing injuries to patients in an evaluation and management encounter and a final narrative for the courts.

Review of PowerPoint slides for each module: 60 minutes

Post Test – 60 Minutes

Total Hours: 10


Instructor(s)

Mark Studin DC, FASBE(C), DAAPM

Daniel Rosner Esq, Certified Civil Trial Attorney

Instructions: Once you purchase the course online, it will be immediately active in your account. If you have any issues, please contact Cara 631-804-2845 or CaraRoss220@Gmail.com

 Troubleshooting Suggestions: 

  1. This course is supported by PC's and Mac devices
  2. Minimum 20mbs download speed
  3. Mobile device are not ideal as tracking is automated and often not mobilized

This course is Pace approved by the Federation of Chiropractic Licensing Boards.


Price: $400.00Buy Now!