List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Develop case load management action plan | 1.1 Review claims portfolio to determine needs and required outcomes 1.2 Identify claims information gaps and develop strategies to meet these 1.3 Determine case load resource requirements in line with identified portfolio needs, legislative requirements and organisational policy and procedures 1.4 Identify portfolio and case load management risks and develop strategies to manage them 1.5 Develop holistic case load action plan in line with identified portfolio needs, legislation and organisational policy and guidelines 1.6 Develop and maintain appropriate records |
2. Implement, monitor and review case load management action plan | 2.1 Use appropriate communication strategies to liaise with range of stakeholders to achieve set goals 2.2 Coordinate and lead claims and injury management activities of relevant services in line with portfolio needs and case load management action plan 2.3 Organise and use appropriate resources, methods and techniques to achieve outcomes 2.4 Apply appropriate models , strategies and guidelines to sequence and prioritise activities to achieve set objectives 2.5 Monitor risks, identify performance gaps and develop appropriate strategies to meet them 2.6 Review case load management action plan in line with outcomes and changing portfolio needs |
3. Evaluate case load management action plan | 3.1 Evaluate claims portfolio needs and escalate, transition or close as required 3.2 Reflect on own practice and identify professional development and continuous improvement opportunities |
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.
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.
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal injury management field of work and include access to:
office equipment, technology, software and consumables
organisational records, policies and procedures.
Assessors must satisfy NVR/AQTF assessor requirements.