‹ Return to Courses

Caseload Vs. Workload

Course #: 014-2406

Price: $20.25

Take the Exam 

OT Mastery is an AOTA Approved Provider of professional development. Course approval ID#9678. This Distance Learning-Independent activity is offered at 0.225 CEUs, Introductory, Professional Issues. The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA or indicate AOTA approval of a certification or other professional recognition.

CE Credit Hours: 2.25 Continuing Education Credit Hours

Take the Exam 

How to Take This Course:

  • 1 View Course Worksheet -  View the course worksheet or print it out to review later
  • 2 Read the Course Material -  As you read through, mark your answers on the course worksheet to be prepared for the exam
  • 3 Take Exam -  You must achieve a score of 70% or higher in order to earn credit for the course.
  • You don't need to pay for an exam until AFTER you pass it. If you have any questions or need more information, please click here.

CEU Course Description

The discussion of caseload versus workload hones in on the job duties of school-based therapists, including OTs, SLPs, PTs, audiologists, assistive technology providers (ATPs), psychologists, and other related service providers. More specifically, caseload and workload have become distinct approaches to treatment in a school-based setting. There is a growing basis of evidence that the workload approach is more effective than the caseload approach for a variety of reasons. In addition, these organizational strategies lead to differences in student outcomes, therapist job satisfaction, burnout levels, and overall ability to fulfill one’s job functions. This course will break down caseload versus workload, which is a trending topic related to OT practice.

CEU Course Objectives

  1. Identify the key differences between the workload and caseload model.
  2. List the benefits associated with using the workload model in school-based therapy roles.
  3. Recognize what resources and practices can help therapists who choose to transition to the workload model from the caseload model.
CEU Course Outline
  1. Section 1: Introduction
  2. Section 1: Personal Reflection
  3. Section 1: Key Words
  4. Section 2: Evidence Regarding Caseload vs. Workload
  5. Section 2: Personal Reflection
  6. Section 2: Key Words
  7. Section 3: Barriers to Transitioning from the Caseload Approach to the Workload Approach
  8. Section 3: Personal Reflection
  9. Section 3: Key Words
  10. Section 4: Advocating for the Workload Approach
  11. Section 4: Personal Reflection
  12. Section 4: Key Words
  13. Section 5: Resources to Assist with the Transition to the Workload Approach
  14. Section 5: Personal Reflection
  15. Section 5: Key Words
  16. Section 6: Case Study #1
  17. Section 7: Case Study #1 Review
  18. Section 8: Case Study #2
  19. Section 9: Case Study #2 Review
  20. References
Author: Brittany Ferri, OTRL, PhD, CPRP

Educational Level: Introductory

Course Category: Professional Issues

Target Audience: Occupational Therapists and Occupational Therapy Assistants

This course expires on 05/30/2029


Did you know you can now get UNLIMITED Continuing Education Credit Hours for only $95/year?
Click Here to learn more.

Course Date: 2024-05-10

Content License

Our courseware includes the text content found on our websites as well as video, audio, and exam questions that make up our courses. You can link to and access our courseware free of charge for personal use. You may not modify or redistribute our courseware under any circumstances.

Although we allow free access for personal use, you may not use our courseware for any commercial purposes without an agreement in place. This includes (but is not limited to) using our courseware for internal training, redistributing our courseware for sale, and copying all or parts of any of our courseware.

If you're interested in licensing our content for commercial purposes or have any other questions, please contact legal@edcompassedu.com.

Proprietary Interest Policy

We will disclose, in advance, any proprietary interest in any product, instrument, device, service, or material to be discussed during the learning event, as well as the source of any third-party compensation related to the presentation. This policy applies to both our organization and contractors. If such proprietary/financial interests exist, we will publish a disclaimer in marketing or instructional materials for a course.

No conflict of interest or relevant financial relationship was identified for this learning activity for individuals in a position to control content.

System Requirements

In order to view this course, you will need to be able to view a PDF document for the course material. If your device doesn't have the capability to view a PDF, you can click here to download Adobe Acrobat for free.

Special Needs

If you require ADA or other special needs accommodations, please contact us by email: support@otmastery.com or by phone 1-800-413-9521, so arrangements can be made.


Board Approval Status

I am a:

Practicing in:

The board approval status information is provided based on our current understanding of the licensing agencies. Please note that it is the responsibility of each licensee to verify acceptance of our courses with their licensing agency.


‹ Return to Courses