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Caseload management framework for public health nurses in the Republic of Ireland

02 January 2020
Volume 25 · Issue 1

Abstract

This article outlines the steps taken in a change management project to develop and implement a national caseload management framework for clinical nursing activities within public health nursing services in the Republic of Ireland. It involved the development of metrics, definitions, data collection resources and relevant written procedures. It was developed and implemented over a period of 12 months and involved the engagement and involvement of approximately 2000 frontline, management and administrative staff. Implementation was challenging due to the lack of software systems to collect and return data and support caseload management. Alternative IT-based data collection systems were identified, and work is ongoing to develop additional metrics and resources that will continue to support caseload management.

Caseload management is defined as ‘an organisational technique that involves individuals and families healthcare needs being met by the appropriate person at the appropriate time’ (Bain and Baguley, 2012). Caseload management involves caseload analysis, care coordination, scheduling care, delegation, prioritisation, workforce planning, leadership and teamwork (Roberson, 2016). This paper highlights particular challenges arising in caseload management in the Irish context and describes the implementation of a national project focused on standardising caseload management in the Republic of Ireland (ROI).

In Ireland, the role of the public health nurse (PHN) is outlined in Circular 41/2000 as follows: ‘The public health nurse will focus “on a district or area meeting the curative and preventative nursing needs for the population within the area”’. The Public Health Nurse will be expected to provide a broad based integrated prevention, education and health promotion service and to act as co-ordinator in the delivery of a range of services in the community’(Department of Health and Children (DOHC), 2000).

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