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Professional Education
Risk Management 101 for Healthcare Professionals: Malpractice, Patient Relations, and Documentation
This is an introductory level course about basic risk management for practicing clinicians focusing on malpractice, patient communication, and documentation. Healthcare professionals new to practice and more experienced will learn the legal elements of a malpractice claim that must be proven for a plaintiff to prevail. We share communication strategies to enhance patient understanding, compliance, and satisfaction while reducing the risk of abandonment when ending patient relationships. We address the importance of documentation, share open notes strategies for success, and strategies to demonstrate quality of care and reduce risk. Documentation examples are provided, as are tips for electronic health record (EHR) and telehealth documentation.

Mike Grady
Mike Grady is founder and principal of Grady Professional Services in West Palm Beach, Florida. He specializes in medical malpractice insurance for individual and group practices.

May 20, 2025
Requests to Amend a Medical or Dental Record
Carol Murray, RHIA, CPHRM, Senior Patient Safety Risk Manager, and Richard Cahill, JD, Vice President and Associate General Counsel, The Doctors Company
Patients have the right to request amendments to their medical or dental records, but practitioners have the right to determine if the changes will be made. Following the guidelines presented here can help ensure clear communication and documentation.

John Keane
John Keane is president of The Keane Insurance Group, which provides creative and innovative insurance and risk management solutions to the healthcare community

Thomas Murphy
Tom Murphy is an agent for medical malpractice insurance with Danna-Gracey. He is based in Delray Beach, Florida.

Video Oct 12, 2022
What Not to Do: Telehealth Lessons Learned (Managing the Unexpected)
This video, created in partnership with Candello, explores the ways virtual visits can go sideways, strategies to handle those situations (including rescheduling the visit, converting the visit to in-person, and problem-solving during the visit), how to create a backup plan to handle technology issues, what to look for in patient behaviors and environment to evaluate the patient’s safety, and managing patient expectations with virtual care.

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