1. Case Load Review
May 2015

2. 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.

3. 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 the therapists available hours.
Having the chance to discuss caseload with individual members of staff and the team as a whole.

4. 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.

5. 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.

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

7. 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 the therapist or together during supervision.

8. 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.