CASELOAD MANAGEMENT Clause Samples
The CASELOAD MANAGEMENT clause establishes procedures and guidelines for handling and distributing workloads among parties, typically in contexts such as legal services, consulting, or project management. It may specify how cases or tasks are assigned, monitored, and reallocated to ensure efficiency and prevent overload, such as setting maximum caseload limits or outlining reporting requirements. This clause's core function is to maintain balanced workloads, promote timely completion of tasks, and prevent service delays or quality issues due to excessive caseloads.
CASELOAD MANAGEMENT. 15.01 Caseload Management will be implemented by using a self-directed team framework.
15.02 Effective caseload management is achieved by implementing a team structure that will have as its goals and responsibilities: - continuity as required by purchasers of service e.g. CCAC, private client - communication and co-operation with other team members and between teams - meeting specific client needs/requests as much as possible e.g. linguistic, ethno cultural, client preferences, care plan requirements - appropriate and timely communication with the purchaser of service - accountability for achieving branch targets for time per visit, appropriate RN/RPN utilization, managing caseload in cost-effective manner e.g. transportation, time management, supplies - assistance with the management and maintenance of client information e.g. caseload lists, master lists, client database - utilizing the principles of quality management eg. work process improvement, interpersonal skills, problem solving - recognizing team training/educational needs, determining the resources required
15.03 As a member of the team, the nurse, in addition to the principles expressed in 15.02, shall be responsible for: - attending and contributing to team meetings - assistance with the management and maintenance of client information eg. caseload lists, master lists, client database - utilize the principles of quality management eg. work process improvement, interpersonal skills, problem solving - submission of accurate and timely billing information
CASELOAD MANAGEMENT. 15.01 Caseload management continues to be implemented using geographic teams.
CASELOAD MANAGEMENT. 15.01 The primary responsibility for planning and assignment of clients to service providers rests with the Client Service Representative (CSR) at the Corporate Planning Centre.
15.02 Daily assignment of clients to Nurses will be the responsibility of the Client Service Representative (CSR) at the Corporate Planning Centre, in consultation with the primary Nurse (the Nurse assigned the specific caseload) and the Nursing
CASELOAD MANAGEMENT. There is an inherent need to have a management system to effectively and efficiently control caseload to ensure caseload is not surpassed.
1. The waiting list policy is established when the program has reached maximum caseload.
2. The waiting list will include:
a. Applicant’s name and status, b. Address,
c. Telephone number,
d. Date applicant is placed on list,
e. Age.
CASELOAD MANAGEMENT. When more than 25% of the bargaining unit members in an academic advising unit are receiving overload pay related to caseloads, the supervisor of the affected advising area will share a plan with Human Resources. The Supervisor, Human Resources, and the Association will meet to discuss the issue. These solutions may include but not be limited to the following:
A. Reallocation of students to advisors within the unit.
B. Temporary reassignment of advisors.
C. When the staffing plan includes a hiring and training period for new staff, the Advising Unit Supervisor may carry a caseload of up to 100 and the University may request an extension.
9.6.19.1 In circumstances where the University either temporarily or permanently assigns an Academic Advisor to another advising unit, the University will provide necessary cross-training in the new role.
CASELOAD MANAGEMENT. Caseloads will be monitored regularly to ensure that case lists are of a manageable size, that waiting lists are avoided and/or managed effectively, and that practitioners are supported to keep up to date with administration, data reporting, audit and evaluation.
CASELOAD MANAGEMENT. Add common language:
15.01 Daily Assignment of Work
CASELOAD MANAGEMENT