What’s included
- A coordination workbook for the practice administrator running a 2-25-counselor vocational rehabilitation firm.
- Map every case to a counselor on the assignment grid, watch per-counselor load compute against the capacity targets you set, log each reassignment with date, from/to counselor, and reason so case history survives the move, and roll opened/closed counts and turnaround up to a firm-level throughput dashboard.
- Every counselor, capacity target, case, and date is entered by you — the workbook holds no benchmark caseload figure and no assumed turnaround target, because none exists that would fit your firm's jurisdictions, referral mix, and staffing.
Case Management & Caseload
Practice Administrator Multi-Counselor Coordination Kit
A coordination workbook for the practice administrator running a 2-25-counselor vocational rehabilitation firm. Map every case to a counselor on the assignment grid, watch per-counselor load compute against the capacity targets you set, log each reassignment with date, from/to counselor, and reason so case history survives the move, and roll opened/closed counts and turnaround up to a firm-level throughput dashboard. Every counselor, capacity target, case, and date is entered by you — the workbook holds no benchmark caseload figure and no assumed turnaround target, because none exists that would fit your firm's jurisdictions, referral mix, and staffing.
- Format
- ZIP
- Size
- 105 KB
- Version
- v1.0
Coming soon
This one is still in production. Join the waitlist and we’ll email you the moment it’s downloadable.
Join the Waitlist for Practice Administrator Multi-Counselor Coordination KitWhat’s included
- A coordination workbook for the practice administrator running a 2-25-counselor vocational rehabilitation firm.
- Map every case to a counselor on the assignment grid, watch per-counselor load compute against the capacity targets you set, log each reassignment with date, from/to counselor, and reason so case history survives the move, and roll opened/closed counts and turnaround up to a firm-level throughput dashboard.
- Every counselor, capacity target, case, and date is entered by you — the workbook holds no benchmark caseload figure and no assumed turnaround target, because none exists that would fit your firm's jurisdictions, referral mix, and staffing.
Working the whole caseload, not just this document?
Rehabilitation Management Suite runs referral intake, jurisdiction deadlines, TSA against the embedded O*NET/DOT crosswalk, wage-earning-capacity math and carrier fee-schedule billing in one system.
An organizing aid you complete from your own case file — not legal, medical or vocational-expert advice, and not a guarantee of admissibility, billing approval or deadline compliance.