Google Links

Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Develop case load management action plan
   • Review claims portfolio to determine needs and required outcomes
   • Identify claims information gaps and develop strategies to meet these
   • Determine case load resource requirements in line with identified portfolio needs, legislative requirements and organisational policy and procedures
   • Identify portfolio and case load management risks and develop strategies to manage them
   • Develop holistic case load action plan in line with identified portfolio needs, legislation and organisational policy and guidelines
   • Develop and maintain appropriate records
2. Implement, monitor and review case load management action plan
   • Use appropriate communication strategies to liaise with range of stakeholders to achieve set goals
   • Coordinate and lead claims and injury management activities of relevant services in line with portfolio needs and case load management action plan
   • Organise and use appropriate resources, methods and techniques to achieve outcomes
   • Apply appropriate models , strategies and guidelines to sequence and prioritise activities to achieve set objectives
   • Monitor risks, identify performance gaps and develop appropriate strategies to meet them
   • Review case load management action plan in line with outcomes and changing portfolio needs
3. Evaluate case load management action plan
   • Evaluate claims portfolio needs and escalate, transition or close as required
   • Reflect on own practice and identify professional development and continuous improvement opportunities

Performance Evidence

Evidence of the ability to:

apply appropriate models and guidance to sequence and prioritise caseload management activities

develop, implement and monitor caseload action plans

plan, monitor and review a range of claims and injury management activities

comply with legislation and regulatory requirements

communicate effectively with a range of stakeholders.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

---

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

explain key features of relevant organisational policies and procedures that assist in the management and compliance of personal injury claims

outline the skills and strategies needed to prioritise and manage a portfolio of cases

compare and contrast case management models and strategies

identify barriers to effective caseload management and strategies to manage them

discuss strategies for dealing with issues and problems relating to case load management.

---