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In this Professional Counsel®, CNA has developed this guide to assist attorneys in creating documents that will enable them to better manage their interactions with potential and actual clients.
Resolving Disputes Regarding the Client File
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Implementing and enforcing a file retention and destruction policy helps law firms safeguard client confidences and organize information to permit effective representation. Learn more about how to properly maintain client files to avoid disputes.
Aerial Lift/Articulating Boom Lift Operator Evaluation Form
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Use this checklist during the hands-on performance portion of your training program to evaluate the operator proficiency. This form can be used periodically to re-evaluate and ensure forklifts are being operated properly.
Portable Ladder Safety - Spanish
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Download this guide to learn the basic safety rules of using Portable Ladders.
Hot Work - Spanish
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This version of the guide is in Spanish. The purpose of a hot work program is to ensure appropriate safeguards are in place to prevent a fire from non-routine work involving open flames, sparks or heat.
Working in Confined Space - Spanish
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A workplace with a confined space that combines an oxygen-deficient flammable or toxic atmosphere can complicate work efforts as well as rescue operations if an emergency would occur. Download to learn more about best practices when working in a confined space.
Home Care Documentation: A Checklist of Essentials
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This edition of Home Care Briefing offers a self-assessment checklist intended to assist home health providers improve their documentation practices and avoid common lapses and omissions.
Best Practice Tips for Remote Appearances
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As we approach a second year of remote law practice this is a good time to pause and reflect on what works and what doesn't work. While we are becoming comfortable in this new normal the circumstances have raised a number of practical and ethical concerns for attorneys.
Carefully Speaking®: New Models of Care: A Look at Five Aging Services Trends and Challenges
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This edition of Carefully Speaking ®focuses on five trends - from artificial intelligence (AI) to higher resident acuity levels, to shifting care and reimbursement models - that are shaping the aging services industry of the future.
Stopping the Line: Training Staff to Speak Up for Safety
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This edition of inBrief® featured a readiness checklist designed to aid ambulatory care organizations in implementing a Speak Up/Stop the Line program or enhancing an existing one.
How You Can Stay Ethical and Help Clients Communicate Effectively on Social Media During Disputes
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This edition of In Practice...with CNA addresses social media communications and the difficulties that come with social media practices during disputes.
Advance Conflict Waivers: Use Them or Lose Them?
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"In Practice... With CNA" explains that when relying on an advance waiver, practitioners should be cognizant of the speficity of such waivers, and would be prudent to re-evaluate their scope as conflict arises.
Cybersecurity: Protect Patients by Preventing Data Breaches
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This inBrief explains how every healthcare facility must be vigilant in guarding against data breaches and system infiltrations, which can endanger both patient confidentiality and safety.
Alert: New Scam Targeting Lawyers Wiring Funds
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Lawyers should beware of a sophisticated new hacking scam the FBI refers to as Business E-mail Compromise. Lawyers in multiple states have recently reported being victimized by this scam.
Multi-generational Communication
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This edition of AlertBulletin® examines the issue of age-related diversity in a healthcare context. It offers three basic strategies designed to keep a multi-generational workforce informed connected and engaged.
Potential Liability Issues Arising Under the AIA
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The America Invents Act (AIA) alters numerous laws affecting IP protection for a broad range of applicants and affects almost the entire range of prosecution activities. The AIA was intended to modernize the patent system and promote innovation job creation and economic growth.
Client Selection: Comprehensive Screening and Assessment
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This edition of Home Care Briefing examines the elements of a prospective client screening and assessment procedure and offers a number of suggestions to help strengthen documentation in these areas.
Fire Safety Strategies to Protect Clients and Reduce Exposure
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This issue of Home Care Briefing focuses on the types of fires that pose the greatest danger to seniors and offers practical protective measures for clients and family members.
This edition of AlertBulletin is designed to help facilities protect transgender patients and themselves by understanding regulatory requirements and liability exposures.
Small Business Operational Resilience Checklist
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This checklist provides actions for your organization to consider before, during and after a business disruption.
A pre-admission screen should be part of the admission process for every prospective resident.
Wills Trusts and Estates - Third-Party Beneficiaries Claims
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Wills trusts and estates lawyers should be concerned about liability and duties to both their own clients and third-party beneficiaries. Download to learn more about documentation and how it can be effective in client service and practice management.
Homeless Patients: Meeting the Needs of a Vulnerable Population
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According to a recent estimate about 600000 Americans are homeless on a nightly basis. This population suffers from a variety of disadvantages both medical and social. The unhoused are more susceptible than others to chronic disease mental illness and substance abuse.
A Focus on Staff Recruitment and Retention: The Importance of Building Leaders and Careers
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The ongoing focus on recruitment and staff retention, as well as leadership and career development, will represent a paramount goal for aging services organizations.
Collect with Caution
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The Fair Debt Collection Practices Act's constructive intent has resulted in unintended consequences that create exposures for attorneys who may not be conversant with its ramifications. This article focuses on the issues surrounding the Act that are most likely to affect attorneys.
International Solutions Success Stories
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This document touches on successes CNA has had in ten different locations around the world.
The Driver: Situational Awareness While Driving
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Situational awareness while driving is integral to ensuring that your actions and reactions can be completed in sufficient time to prevent an accident.
Navigating Policy Limit Demands to Avoid Malpractice Exposure
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This edition of In Practice...with CNA addresses how settlement demands may constitute a rejection if it does not strictly comply with the terms of the demand and how an attorney should react.
Epack 3 - Private Company Directors & Officers Liability
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CNA’s Private Directors and Officers (D&O) Liability insurance is designed to protect the company and the people who lead it, addressing claims arising from their decisions and actions.
Staff Absenteeism
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This edition of Home Care Briefing reviews the importance of seamless transitions during staff absences and timely coverage arrangements.
Practicing Law Without A Law Degree Is Now Permissible In WA
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Non-lawyers are now permitted to practice family law in Washington State as a result of a rule change approved by the Washington Supreme Court in 2012.
Potential Pitfalls for Lawyers Practicing in Fracking Oil Rights
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The drilling and fracking of oil and gas deposits in the Marcellus Shale region has created business opportunities for lawyers. However this has led to an increase in legal malpractice claims. Learn more about the potential pitfalls for lawyers practicing in fracking and oil rights.
Trustees and Investing: Best Practices to Avoid Liability
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The responsibility of being a trustee carries with it multiple duties. This article includes a list of the most common trustee duties.
Legal Malpractice Defendants Gain New Defense
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For litigation attorneys settling with less than all parties is a tactical decision that they often have to make with their clients. In making this decision lawyers are wise to be competent in the relevant laws and applicable judicial opinions. At common law settling with one co-defendant...
Accessing Policy Document Copies on CNA Central
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Learn how to access policy document copies on CNA Central.
BOOSTTM Max
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Walkway Management Group offers a nano-ceramic floor sealant designed to increase flooring lifespan, appearance, and anti-slip properties.
CNA Surety's Capabilities and Offerings
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When you need a surety provider with capacity, experience and dedication to servicing a full range of bonding needs, we're ready.
Conflict of Interest Issues in Representing the Company/Employee
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Times arise particularly in litigation where a lawyer for an entity might find it useful to represent an employee or other constituent of the entity for some limited purpose. This dual representation of an entity and its constituent raises a number of practice issues.
This edition of In Practice...with CNA examines the best practices for assisting a client who receives a Legal Hold Notice or preservation letter.
The Driver: Tips to Reduce Auto Accidents
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In 2020, the United States and Canada had fewer vehicles on the road, but the decrease in miles driven did not correlate to fewer accidents.
The Driver: Understanding Driver Distractions
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In 2020, almost 3,000 fatal and 205,000 nonfatal distraction-related motor vehicle accidents occurred in the United States and in some parts of Canada, surpassing those caused by impaired driving.
Thorny Issues Involving the Concealment of Information
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Lawyers must balance their duties to their client against both express legal duties to adversaries and general duties of truthfulness.
Beyond HR
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Management training, including preventing harassment and wrongful termination. Periodic training can help prevent certain wrongful employment practices.
Dental Professional Liability SORCE On Demand
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The SORCE program offers dental professional liability-specific courses for policyholders and agents.
Lawyers Professional Liability Email Subscription Center
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At CNA, we are committed to providing our customers with industry-specific information on leading trends and issues. Please subscribe to receive communications on the resources most relevant to your business’ success.
Lawyers Professional Liability SORCE On Demand
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The SORCE program offers lawyers professional liability-specific courses for policyholders and agents.