CMSA Today - Issue 5, 2011 - (Page 17)

Case Load Capacity Calculator CMSA and NASW Launch the CMI Case Load Capacity Calculator BY MICHAEL TERPENING surveys has been utilized to set expected case load default values in certain settings. The survey results are also reported in the CLCC tool along with a bibliography and excerpts from the Case Load Concept Paper and the Standards of Practice for Case Management. The current release of the Case Load Capacity Calculator allows users the option to register as an individual case manager or to create a ‘company’ with specific groups or ‘programs’ of case managers. A company registration can set profile parameters for the programs and has reporting that compares case managers with program and company averages. In the calculator, individual case manager case loads are compared against the knowledge base defaults to set an expected standard number of weekly cases for that specific work setting. Each time a calculation is run the case manager can indicate the hours for certain ‘adjusters’ to their case load. The adjusters represent factors that may either add or subtract time for true case management activities for that case manager in that week. A case load calculation compares the individual’s capacity against the default statistics for that setting based upon the available time for case management in that week. The CLCC knowledge base is designed to incorporate ongoing results of all Case Load Capacity Calculator surveys and statistics from actual CLCC calculations, to improve background data and calculation logic over time. As of the launch date, Inpatient Acute and Health Plan were the two domains in which adequate data had been analyzed. Workers’ Compensation and Military/Veterans settings are close. It is hoped that enough survey data in the tool can be gathered to profile additional settings in the near future Case load capacity is a complicated problem. The first step should involve creating a clear definition of what represents case management in a particular work setting. The differences, the activities, and the duration of a case between delivery environments are remarkable. In addition it is important to understand the complexity of a given case, how much effort is typically spent to handle cases at each acuity level, and the predicted lifecycle of the case. This inaugural version of the Case Load Capacity Calculator does not gather these specific work setting profiles. If enough interest is expressed from the users, it is hoped that future versions may include this key information. The Case Load Capacity Calculator is available, free of charge, to all case managers through December 31, 2011. Thereafter, it will remain free only to NASW and CMSA members. Any case managers interested in trying out the CLCC tool can access it at or go to the CMSA or NASW websites and follow the links to the tool. C MSA and NASW announced the launch of the CMI Case Load Capacity Calculator (CLCC) on October 4, 2011. This software, developed by Consulting Management Innovators, Inc. (CMI), builds on the Case Load Concept Paper and Matrix published by NASW and CMSA in 2008. From that foundation, a team of clinicians and analysts working together in 2010 developed requirements for this first version of the tool. The CLCC was unveiled at CMSA’s annual conference in June and then was put into a ‘sandbox’ for a set of users to test over the summer before going live. In the first 14 days after its launch, the Case Load Capacity Calculator attracted more than 580 users and registered more than 60 companies. During that time there were 320 case load capacity calculations run. The CLCC provides comparison data between case managers in similar settings. The core of the calculator is a statistical ‘knowledge base’ initially built from the data gathered in two surveys of case managers. The 2010 CMSA survey had 700 respondents and the 2011 NASW survey had 150 respondents. The surveys highlighted how differently case management is performed in different settings. The information from the About the Author Michael Terpening is an independent health care product and systems analysis consultant. He has 25+ years experience in software requirements analysis, product / programming visualization, health care business process modeling; intervention outcomes analysis, evidence-based clinical content rules and repositories, and predictive modeling. Recently, he published and presented papers focused on case management case load calculation, case complexity measurement, transitions of care and Accountable Care Organization informatics. He was formerly the vice president of systems analysis at HealthIntegrated, executive director of utilization and case management services at McKesson, and the director of software development at Access Health/ Interqual. Terpening received his Bachelor of Science from William James College and performed Master of Systems work at University of Denver. He has published articles on health care data warehousing in the Journal of Healthcare Information Management and is a frequent presenter and panelist at national health care IT and case/care management conferences. CMSA TODAY 17 ISSUE 5 • 2011 • DIGITAL

Table of Contents for the Digital Edition of CMSA Today - Issue 5, 2011

President’s Letter
Case Managers are Critical to Decreasing Fragmented Care
A Caregiver’s Emotional Journey Helps in Development of Valuable Case Management Resource
A Managed Care Poem
Case Managers in the Spotlight: The Impact of Case Management on Nursing Leadership and Health Care
CMSA and NASW Launch the CMI Case Load Capacity Calculator
Health Plan Accreditation and Health Care Reform
Association News
CMSA Corporate Partners
Index of Advertisers

CMSA Today - Issue 5, 2011