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In Person
Sunwave User Summit

Managing Caseloads with Confidence: Ensuring Quality Patient Care Through Effective Documentation & Workflow Management: Clinical Track

Sunwave Moderator: Caroline Collins
Leah Kendall
Deidre Maloney
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Information

Date & Time

Location

Learning Objectives

Participants will be able to:

  • Identify at least three key factors that contribute to challenges in managing clinical caseloads.

  • Summarize how these factors negatively impact patient care outcomes and clinician well-being, including increased error rates and reduced time for direct patient interaction.

  • Explain how to apply evidence-based workflow strategies (e.g., smart alerts and caseload tracking) to streamline documentation processes and reduce administrative burdens.

  • Explain the potential improvements in patient safety and quality of care that can result from effective caseload management and optimized documentation workflows.

Educational Goal

The educational goal of this workshop is to increase understanding of effective documentation and workflow management and how it impacts patient care.

Description

Managing large caseloads while delivering high-quality patient care is increasingly challenging in today’s healthcare environment. Excessive administrative tasks and inefficient documentation processes force clinicians to spend substantial time on non-clinical duties, detracting from direct patient interaction and compromising care quality. This session will examine the factors that contribute to difficulties in managing caseloads, such as high clerical burdens, inefficient EHR systems, and uneven workload distribution. Drawing on evidence-based research, including studies that demonstrate how excessive time on administrative tasks leads to burnout and adverse patient outcomes, the panel will discuss strategies—such as implementing smart alerts, effective caseload tracking, and workflow management tools—to streamline documentation, reduce errors, and improve overall patient care.

Target Audience

  • Addiction Professional
  • Counselor
  • Marriage & Family Therapist
  • Psychologist
  • Social Worker

Presenters

Sunwave Moderator: Caroline Collins
Leah Kendall
Leah Kendall is a strategic and inspiring leader with experience in compliance, operations, medical records, insurance guidelines, HIPAA, and policies and procedures. She is currently the Chief Compliance Officer, Co-Founder, and Co-Owner of Atlantic Health Strategies. She has a BA in Psychology from Keiser University.
Deidre Maloney
Deidre’ Maloney is a Licensed Independent Chemical Dependency Counselor and Licensed Professional Counselor in Ohio. She has been a mental health professional for the past 23 years. Deidre’s background includes 17 years in residential treatment as a Lead in mental health facilities. She has 8 years in the substance abuse field as a Substance Abuse Counselor, 4 years as an Adjunct Instructor of Addiction Studies and Psychology. Deidre’ holds a BS in Psychology from Wright State University, an MS in Psychology from University of Phoenix and an MS in Clinical Mental Health from Capella University. Her specialties include working with mental health, addiction, career development and coaching. Deidre’s great passion is bringing awareness to people who have been traumatic or stressful events. She supports clients, who include children, couples, and families, find a healthy balance that works to strengthen their lives and relationships.