Patient Case Management and Prioritization Template

Patient Case Management and Prioritization in Priority Matrix

Prioritize patient care to ensure critical cases receive immediate attention using the Quadrants method.

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Proposed Tasks

Urgent and Important

• Task 1: Review All Active Patient Cases due in 1 day
  ☐ Subtask1 Review all active patient cases and note their current status and needs. ☐ Subtask2 Identify any pending actions or decisions.
• Task 2: Prioritize Patient Cases due in 3 days
  ☐ Subtask1 Prioritize patient cases based on urgency and importance. ☐ Subtask2 Use the Eisenhower method to categorize each case into one of the four quadrants.
• Task 3: Develop Care Plans for Q1 Patients due in 1 week
  ☐ Subtask1 Develop detailed care plans for patients in the Q1 category. ☐ Subtask2 Ensure these patients receive immediate attention and care.
• Task 10: Review and Update Care Plans for Q1 Patients due in 4 months
  ☐ Subtask1 Review and update care plans for Q1 patients based on their progress and changing needs. ☐ Subtask2 Ensure these patients continue to receive immediate care.

Important, Not Urgent

• Task 4: Schedule Appointments for Q2 Patients due in 2 weeks
  ☐ Subtask1 Schedule appointments for patients in the Q2 category. ☐ Subtask2 Arrange for follow-ups and regular check-ins.
• Task 6: Update Patient Records due in 1 month
  ☐ Subtask1 Update patient records with recent changes and developments. ☐ Subtask2 Ensure all records are current and accurate.
• Task 7: Evaluate Effectiveness of Prioritization Method due in 6 weeks
  ☐ Subtask1 Evaluate the effectiveness of the Eisenhower method in managing patient cases. ☐ Subtask2 Make adjustments as necessary.
• Task 8: Conduct Patient Follow-ups due in 2 months
  ☐ Subtask1 Conduct follow-ups with patients to check on their progress. ☐ Subtask2 Update care plans as necessary.

Urgent, Not Important

• Task 5: Coordinate with Other Health Professionals for Q3 Patients due in 3 weeks
  ☐ Subtask1 Coordinate with other health professionals for patients in the Q3 category. ☐ Subtask2 Delegate tasks when necessary.

Not Urgent, Not Important

• Task 9: Attend Professional Development Workshops due in 3 months
  ☐ Subtask1 Attend workshops and seminars to stay updated on the latest developments in occupational therapy. ☐ Subtask2 Apply new knowledge and techniques to patient care.