Caseload Management Planning Tool

The Canadian Association of Occupational Therapists (CAOT), The Canadian Physiotherapy Association (CPA) and Speech-Language and Audiology Canada (SAC) are partner organizations on the Interprofessional Caseload Management Tool project, funded by Health Canada.

Please note that these documents were created when SAC was called the Canadian Association of Speech-Language Pathologists and Audiologists (CASLPA).

What is the Caseload Management Planning Tool?

The Caseload Management Planning Tool (CMPT) is an innovative approach to caseload/workload management that can be applied to both individual provider and service perspectives. This evidence-informed approach matches the therapist's available time for care with the complexity and intensity of clients' treatment to forecast a model for effective and manageable workloads. The CMPT enables the three professions to collect information in a standardized way to assist caseload management in all practice settings.

Who is it for?

The CMPT is applicable to health professionals and support personnel working with clients on an individual or group basis; so, managers and administrators can use the CMPT for health human resource planning and workload allocation. 

Clinicians will find the CMPT an objective means to assess their practice management and to work with their managers to develop strategies that address workload intensity. The CMPT offers an unbiased, evidence-informed way to document the relationship between intervention times and client outcomes.

Benefits of Planning Tool

Pooling information from the CMPT offers administrators and clinicians an opportunity to compile aggregate standardized data on service delivery. These data will provide useful information to support development of caseload guidelines for specific client groups and contribute to high quality, effective and sustainable health care for the people of Canada.