Drive caseload efficiencies
PracticeVital can be helpful in managing your team’s overall caseloads and optimizing your intake distribution process. Things you might consider doing:
Monitor an individual’s caseload by comparing their active clients, rebooking rates, and upcoming bookings to ensure they are consistently booking up their existing clients in the weeks ahead. Watch for overall utilization trends to ensure they’re at or exceeding their weekly goals of completed sessions.
Manage anticipated cancellations by keeping a close eye on cancellation rate compared to upcoming bookings. Ensure the clinician has a nice buffer of additional appointments scheduled beyond their goal to account for those likely cancellations.
Compare your clinician’s overall and recent historical utilization rates in the Completed Sessions report to see whose caseloads are light or over burdened lately, which may inform where to send new intakes coming up.
Consider meeting with staff that is consistently over utilized and may be at risk of burnout