Case Load Review May 2015 Caseload Review The

Case Load Review May 2015

Caseload Review • The Care and Learning Physiotherapy team has been using caseload review for a number of years. Over the last year this has been extended to the other Care and Learning AHP teams. • All the AHP teams now use the same process to analyse caseloads although the questionnaire was adapted slightly for each staff group. • This process was based on the system used by the North Glamorgan NHS Trust back in the 1990’s.

What is caseload review? • Determining an individuals actual caseload taking into account patient numbers, patient needs, spread of caseload (e. g. proportions of intervention, maintenance and review) and therapists available hours. • Having the chance to discuss caseload with individual members of staff and the team as a whole.

Why do we do it? • To look at individual caseload needs and to set the grounds for discussion around individual csaeloads. • To be able to compare workloads in order to ensure equity. • To measure change in workloads. • To be able to compare equity of service to patients. • If caseloads are becoming pressured it provides a consistent way of looking at the caseloads across the team and re-allocating cases if required.

Benefits of Caseload Review • Consistent approach to measuring caseload. • Provides opportunities for caseload discussion during supervision. • Provides an approximate WTE required to cover a specified caseload. • General sense that it helps therapists manage their caseload, especially discharges. • Gives a quick visual of spread of caseload.

Assessment of Priority of Child’s Needs • Please refer to handouts • Each child on therapists caseload is scored using the Assessment of Priority of Child’s Needs Questionnaire, entire caseload can be recorded on a single scoring form.

Caseload Scoring • The scores are then transferred onto a caseload scoring form using the child’s initials or name to identify them. This provides a good visual of spread of caseload. • Any anomalies can then be easily identified and action summary identified on reverse of sheet. This can be done by therapist or together during supervision.

Caseload Calculation • Finally the Caseload calculation form is completed. This not only gives a total number of patients but a total time expected to provide input to this number of patients. • Using a rather old formula of available time 1058 hours aprox 70% of the old Whitley Sen II, from a previous APCP document the WTE required can be calculated. • It is also possible to quantify large blocks of travel, regular clinics and meetings in a similar fashion by working out how many hours per week or month are taken up.