About this resource
Caseloads can drift without regular review. This template lists clients with episode start dates, progress towards goals and discharge readiness, alongside waitlist and workload considerations, to plan discharges, reviews and changes.
Purpose
To keep caseloads purposeful, flowing and manageable.
Who it is for
Primary profession: Allied health and multidisciplinary teams. Also relevant for occupational therapists, speech pathologists, psychologists.
Client or participant group: Allied health clinicians and supervisors.
Practice setting: Supervision and service management.
Suggested uses
- Supervision
- Service flow planning
- Before leave
- Workload discussions
Instructions for practitioners
- Review regularly with your supervisor.
- Plan discharges collaboratively with clients.
- Consider waitlist demand.
- Raise workload concerns early.
Accessibility considerations
Editable HTML source available for adaptation.
Scope and limitations
A review template. Follow organisational case management procedures.
Research basis
Case management practice standards describe assessment, planning, coordination, review and planned exits with the person at the centre. Clinical supervision and structured reflection support learning, safe practice and professional development.
- Case Management Society of Australia and New Zealand. (2013). National standards of practice for case management (3rd ed.). https://www.cmsa.org.au/
- Gibbs, G. (1988). Learning by doing: A guide to teaching and learning methods. Further Education Unit, Oxford Polytechnic. https://thoughtsmostlyaboutlearning.files.wordpress.com/2015/12/learning-by-doing-graham-gibbs.pdf
- Milne, D. (2007). An empirical definition of clinical supervision. British Journal of Clinical Psychology, 46(4), 437–447. https://doi.org/10.1348/014466507x197415
What is included
A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).
Originality
Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.
