Caseload Management

On Demand

Caseload Management

Maximize your push-in efficiency with strategies for effective collaboration, determining frequency and overcoming barriers.

caseload management cover

About this Course

Course Description

Collaboration is essential in providing therapy services in school systems.

Research indicates that students succeed when support is provided to the individual, team, and systems in place.

Although pull-out sessions can be effective, pushing into the classroom and collaboration is the new norm. A huge barrier to push-in sessions is TIME!

This course will review how to determine dosage/frequencies, strategies for using your time efficiently, research, and case studies that support increased collaboration in school systems.

(Note: Although ASHA is not listed in the Educational Credits section below, ASHA credits can be arranged with advance request. If you would like to receive ASHA credits for this course, contact us before course purchase at


  • When: On Demand
  • Time: 2 hours
  • Where: On Demand
  • Speaker: Kim Wiggins, OTR/L
  • Course Level: Introductory to Intermediate
  • Target Audience: OTs, PTs, SLPs, COTAs, PTAs, parents, behavioral therapists, educators, administrators and psychologists working with children

Meet the Presenter

Kim Wiggins

Kim Wiggins, OTR/L

Kim Wiggins, OTR/L is an experienced occupational therapist specializing in pediatrics who has worked extensively in public school settings, outpatient, and home-based services to children of all ages with a variety of diagnoses and special needs.

Kim is currently a full time therapist at the Binghamton City School District in upstate NY and the owner of OTKimWiggins, which primarily focuses on increasing the attention level and motor skills of children and providing educational opportunities for parents and professionals. She is an experienced National program developer who has produced and presented training workshops and seminars on a variety of topics related to handwriting, vision, primitive reflexes, sensory techniques, and technology to therapists, teachers, administrators, and parents, She has presented to audiences nationwide since 2010.

Disclosure: Kim Wiggins receives a speaking fee for her presentation. She has no relevant non-financial relationships to disclose.

Learning Objectives

Recognize the differences between collaboration and direct service.

List examples of strategies to manage caseloads.

List examples of push-in strategies for the classroom.

Identify approaches for improving pushin barriers.

Interested in group pricing? Contact us.

Educational Credits

Hands on Approaches is an AOTA Approved Provider of professional development. PD activity approval ID# 0000000655. This distance learning-independent activity is offered at 0.2 CEUs, introductory to intermediate, OT Service Delivery. The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.

Learning Objectives will be assessed via a post-test given at the end of the webinar. A passing grade of 70% is necessary to receive a certificate of completion.

Recognized by NYSED State Board for PT as an approved provider of PT and PTA continuing education. Approved for 2 contact hours.

Learning Objectives will be assessed via a post-test given at the end of the webinar. A passing grade of 70% is necessary to receive a certificate of completion.

Time-Ordered Agenda

Models of Service

25 Minutes

Determining Frequencies of Service

30 Minutes


5 Minutes

Pushing-In Barriers and Strategies

30 Minutes

Strategies to manage caseloads

5 Minutes

Collaboration Ideas

20 Minutes


5 Minutes

Frequently Asked Questions


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