Documentation Telephone Seminars

Commercial Loan Documentation ...documentation has become more complex and hundreds of pages long, many loan officers and counsel have found it difficult to adequately review the documentation. This live audio conference will provide you with a comprehensive understanding of drafting and reviewing the key provisions of a credit agreement. You will also gain insight into typical collateral documents and working knowledge of  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes ...and professionally. This live audio conference will place documentation of patient care in its rightful place, summarize its multiple purposes, describe appropriate documentation, and highlight pitfalls of bad documentation and its consequences. This program will introduce you to how the legal system uses documentation, techniques to avoid problems and what you might be required to do at some  more...

Effective Auditing of Physicians' Documentation ... large and small, of the increasing scrutiny of physician documentation to support billings. In the past, audits are performed and physicians were lectured but all too often little improvement was noted. How can practices efficiently and effectively audit physician services? If we audit and have a bad result, what are the next steps? This educational, live audio conference focuses on  more...

Construction Documentation: Preparing Effective Job Records ...rm 'papering the file' is often associated with increased documentation efforts in preparation for litigation after a job has gone bad, it shouldn't be. Effective communication and accurate recordation of those communications can keep the parties - and the project - on course and out of litigation. Should an irreconcilable dispute nevertheless arise, thorough project documentation facilitates  more...

Creditors' Proof of Claims and Objection Requirements ...g when and where, the content and the required supporting documentation. This live audio conference will address all of these issues thereby enabling every practitioner to understand how to assess or analyze the initial question of whether to file a proof and thereafter to deal with all of the related issues, including the form and content, supporting documentation, who has the burden of proof,  more...

Best Practices to Modify Electronic Health Records While Maintaining Record Integrity ...simply be re-filed, and any changes to previously written documentation were oftentimes clear and obvious. With an EHR, making changes can be both too difficult and too easy, depending on the changes desired. A simple mistake in data entry may be nearly impossible to remove, and changes that may be improper, such as changes in diagnosis or condition after the fact, might be undetectable and  more...

Withholding of Taxes on Payments to Foreign Persons and Entities BenefitsIn an increasingly global society, many U.S. payors of items of income are unknowingly subject to withholding tax obligations for payments to foreign individuals and entities. Understanding the rules for withholding on these payments can reduce liability to the IRS. After attending this live audio conference, you will be able to identify when income is subject to withholding, evaluate the  more...

Problems and Risks Associated With Green Construction ...t documents that need to be reevaluated when going green. Documentation is particularly vital in rated green buildings to ensure performance goals are met. We will also discuss issues like allocating responsibility of performance; coordination of obligations; and risks and consequences of not achieving the desired result or objectives, including unique insurance, indemnity, consequential  more...

Document Retention and Destruction: What Human Resource Professionals Must Know ...documentation of employees is one of the most difficult and tedious tasks that human resources professionals need to perform for their organizations. Knowing the proper procedures to follow to document employees in the workplace is a key skill needed by most human resources professionals. This live audio conference will provide you with information on the key concepts and issues surrounding  more...

Discharge Codes: Impact on the Post-Acute Care Transfer Policy - Risks and Rewards BenefitsImproper understanding and application of discharge codes may result in reduced hospital reimbursement and represent a compliance risk under the PACT policy. William E. Haik, M.D. has been involved in ICD-9-CM coding and chart documentation for more than 25 years and will explain why the problem exists and how to remedy it. This live audio conference is designed for medical records  more...

Documentation and Proof of Construction Delay ... the critical path, the importance of the contemporaneous documentation and the pitfalls associated with discredited analytical techniques. It will also describe the underlying legal concepts and decisions. Step-by-step, real-life examples will allow you to see how the concepts and techniques presented in the audio conference are actually applied. At the conclusion, you will be able to identify  more...

How to Develop an Effective Mentoring Program ...facilitators will also discuss the training materials and documentation needed for successful mentoring efforts. After this conference, you will have a much better understanding of the steps needed to design and implement an effective workplace mentoring program. This live audio conference is designed for human resource and benefit managers, personnel managers, compensation managers,  more...

Securitized Loan Fundamentals ...ncies and buyers in mind. Consequently, their structure, documentation, closing and administrative requirements are less subject to negotiation than other types of real estate loan products. This live audio conference will help you understand these structure, documentation, intercreditor and administration issues, and how they differ from more conventional real estate loans. This live audio  more...

Writing Job Descriptions ...ulty in collecting and delivering accurate and timely job documentation. The focus of this live audio conference is to reinforce the importance of proper job documentation and provide strategies on how to build and maintain a library of accurate job descriptions. We will discuss the tenants of job documentation components, formats, and technique. More importantly, we will discuss job analysis,  more...

Due Diligence Considerations for Participation Loans ...articipant. You will learn about the nature, purposes and documentation of these transactions; basic due diligence considerations affecting each party; and loan administration and enforcement issues that arise during the term of a syndicated or participated commercial loan. This audio conference is designed for attorneys, presidents, vice presidents, branch managers, loan officers, loan  more...

Medical Records: Responding to Subpoenas and Investigations ...gain critical information on confidentiality, disclosure, documentation requirements and HIPAA issues you face every day. You'll learn everything you need to know to deal with the changing legal landscape and avoid putting yourself at risk. Don't miss this opportunity to broaden your knowledge of how to handle medical records properly and protect your company, and how to respond if you are  more...

Structuring Renewable Energy Projects in Challenging Conditions ...ction will be example-driven using structures and project documentation derived from renewable projects. You will briefly review the key concepts of project finance, analyze how risk allocation determines the structure of most project finance transactions, and allocate risk via key contractual provisions in project documentation and perspectives of key sources of debt and equity financing,  more...

Construction Substitutions: Current Issues and Complexities BenefitsSubstitution requests on construction projects have been around since the first contractor had to competitively bid for the work. In today's market, winning a contract for the provision of construction products has become even more competitive. This audio conference will help you understand the steps in the process and what the important considerations are in reviewing a substitution  more...

LEED Documentation and Recordkeeping Requirements ...the need for and implementing a plan of recordkeeping and documentation that makes filling out the submittal templates easy to perform. This audio conference will help you understand not only what recordkeeping and documentation is required, but how to compile it and what is needed to be submitted to satisfy LEED requirements. We will also provide samples of documentation to illustrate these  more...

Public/Private Partnerships: Major Infrastructure and Other Development Projects ...s - You will be able to identify required and recommended documentation. - You will be able to discuss structures for public/private partnerships. - You will be able to recognize why public/private partnership. - You will be able to explain legal constraints. This teleconference is designed for attorneys, developers, municipal and elected officials, zoning board members, presidents, vice  more...

Managing Construction Costs BenefitsRising construction costs are a fact of life. Budget overruns are frequent occurrences. When costs rise, someone pays - how can you avoid being the one who pays? A savvy construction business person can take many steps along the way to apportion the risks of construction in a way to ensure that his or her company avoids getting stuck with the bill for escalating costs. Some of the most  more...

Principal Diagnosis Selection: Ensure Compliance with Official Coding Guidelines ...such as medical necessity establishment in emergency room documentation, specific history and physical elements, and nursing documentation. Learn the pitfalls and limitations of principal diagnosis selection strictly based on the realms of MS-DRG assignment by understanding practical strategies to transition into coding mind-set of clinical principal diagnosis. Understand the role and distinct  more...

The Complete Commercial Loan Closing Checklist ...closing a commercial loan transaction. Explanation of the documentation necessary from an attorney's perspective to close a commercial loan transaction, as well as what the documentation consists of and why it is necessary will be discussed. Individuals involved in all aspects of commercial real estate will benefit from a better understanding of what is involved in closing a commercial loan  more...

Sustainable Design and LEED Specification Requirements ... specifications in ensuring LEED requirements are met and documentation is collected. In addition, you will see the importance of submittal requirements in the technical sections in meeting LEED criteria. We will also examine materials frameworks and certification standards. Learn about these tools and identify truly sustainable products from those that are merely marketed as green products.  more...

Land Banking, Off-Balance-Sheet Financing and Joint Ventures in Residential Development BenefitsLand banking, off-balance-sheet financing and joint ventures have become an even more important means for the home-building industry to mitigate the risk of land ownership, control capital requirements, and avoid the negative impact of carrying acquisition assets and liabilities on balance sheets. This teleconference is intended to provide those involved with the residential real estate  more...

Forbearance Agreement Fundamentals BenefitsWith so many commercial loans in default (and many predicted to become defaulted in the coming months), borrowers and lenders are struggling to find negotiated solutions to defaulted and distressed loans. A negotiated solution may prevent an enforcement action with attendant costs, delays and uncertainties, and may help maximize the value of the collateral for all stakeholders. Forbearance  more...

Today's Legal Medical Record - A Hybrid Record BenefitsThe goal of this teleconference is to give you some information and a suggested format for developing your definition and policy of the legal health record for your institution. We'll remind ourselves what the real purpose of the medical record is and investigate how we meet those purposes with a hybrid record. We'll look at what the components of the legal medical record include versus  more...

Air Rights in Development: Current Trends and Legal Concerns ...ership of project components; choosing a legal structure; documentation of necessary easements and other property rights and covenants through common law or condominium declarations; application of subdivision, zoning, and building codes; transfers of development rights; title insurance including insured access; and valuation of air parcels for property tax and other purposes. Learning  more...

Best Practices in Technical Writing and User-Centered Documentation ...ow to make the most of the limited time you can devote to documentation while making that documentation more valuable to the reader. Learning Objectives: - You will be able to explain what is wrong with most technical documentation. - You will be able to identify the kind of information users need. - You will be able to review delivery channels for technical information. - You will be able to  more...

Construction Recordkeeping and Documentation Requirements for Government Contracts BenefitsWhile a systematic records retention policy is a hallmark of every successful business, it is also a mandatory condition of contracting with the federal government. Federal laws and regulations require federal contractors, including construction contractors, to maintain certain records related to the contract for a specific number of years. Consequently, federal contractors are well  more...

Strategies for Reducing Unemployment Claims Costs ...ing the unemployment compensation questionnaire, thorough documentation, the orderly presentation of their side of the story, the selection of effective witnesses and the art of cross-examining the ex-employee and his or her witnesses. This teleconference is critical for you to reduce your unemployment compensation claim costs by succeeding in the unemployment compensation arena. Human  more...

Who Should Bear the Risk? Top 10 Things Developers Need to Know About Loan Documents ...han a responsible risk. After an equity requirement, loan documentation is the primary vehicle for allocating risk between the parties. This teleconference will help you understand lenders' requirements and the variety of loan documentation solutions actively used in today's commercial lending marketplace that allow parties to meet these requirements. This teleconference is critical for  more...

Building Green Without Losing Green: Managing Risk in Sustainable Design and Construction Contracts ...sserted to date. - You will be able to summarize how LEED Documentation impacts design and construction contracts. This teleconference is based on publicly available information concerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. Engineers, project managers, attorneys, presidents, vice presidents, architects,  more...

Green Building: LEED Water Efficiency Credits ...ED looks at the requirements and certification submission documentation for each. Learning Objectives: - You will be able to describe regional aspects of water regarding availability and distribution. - You will be able to discuss water supply and demand with emphasis on water conservation and water as a renewable resource. - You will be able to explain the LEED Water Efficiency prerequisite  more...

Measurement, Management, Reduction: Tools for Tracking Waste in Construction Projects ...o understand the environmental impacts of their business. Documentation of construction waste recycling and waste avoidance measures is now required on many new construction jobs. This teleconference will discuss the business case for managing and reducing waste from construction projects. You will learn how to document your waste stream and how to leverage transparency in managing waste to  more...

Managing Job Accommodations Under the ADA: Using Medical Experts BenefitsEmployers are confronted every day with requests for job accommodations from employees. You as the employer should control the job accommodation process - but how do you do that? What are your legal obligations? More importantly, what are your rights? When and what type of medical documentation can be requested of the employee? When can you request an IME? When can you use a medical  more...

Enabling Loan Processes with Paperless Files ...erwriting and risk mitigation; and access demands on loan documentation are greater than ever. This teleconference will help you understand the benefits and potential pitfalls of paperless loan files, the considerations that must be made in choosing and implementing paperless systems, and the ways to maintain the highest document quality standards. You will gain a broad introduction to the  more...

7 Questions to Ask When Establishing Cause for Disciplining and Terminating Employees nThis teleconference will focus on understanding and implementing a simple, yet comprehensive approach to investigating and documenting potential disciplinary and termination actions. You will learn seven questions to establish cause for discipline or termination, as well as why proper investigation and documentation minimizes potential for the filing of discrimination claims, decreases settlement  more...

Recent Developments With Loan Syndications ...ctical answers to your most pressing questions about loan documentation. You'll get an inside look at how to respond to confusing post-Lehman bankruptcy issues and other new developments. n nRegister now and you'll learn how to overcome any obstacles you may encounter - even in today's credit crunch. Whether you are new to the field of loan syndication or have years of experience, you'll walk  more...