Caseload Management Planning Tool

The Caseload Management Planning Tool (CMPT) is the product of a collaborative partnership among the Canadian Association of Occupational Therapists (CAOT), Speech-Language and Audiology Canada (SAC)* and the Canadian Physiotherapy Association (CPA). This project was made possible through funding under a contribution agreement with Health Canada, which is gratefully acknowledged. CAOT managed the project.

*The CMPT was developed when SAC was called the Canadian Association of Speech-Language Pathologists and Audiologists (CASLPA).


The CMPT guides users through a structured process to determine:

  • the number of clients that individual therapists can manage effectively or conversely,
  • the number of therapists required to manage the client needs of a particular service.

The CMPT provides a mechanism to model caseloads to determine the time and human resource requirements for effective caseload/workload management.

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