Balancing the Load: Practical Caseload Management for
Behavioral‑Health Clinicians

DATE: Monday, June 9, 2025

TIME: 12:00 p.m. to 1:30 p.m. ET // 11:00 a.m. to 12:30 p.m. CT  // 9:30 a.m. to 10:30 a.m. PT // 10:00 a.m. to 11:30 a.m. MT

PLATFORM: Via Zoom Webinar

LUNCH AND LEARN SPECIAL PRICE: $20

FEATURES:

  • Live & Interactive Webinar
  • Presentation Slides PDF & Additional Resources Included
  • Provides for 1.5 CE hours of General

Managing a full caseload in community agencies, outpatient clinics, and school‑based programs can stretch even seasoned clinicians. This 90‑minute webinar delivers evidence‑based strategies for prioritizing client acuity, coordinating interdisciplinary care, and safeguarding practitioner well‑being. Through case examples, interactive polling, and ready‑to‑use worksheets, participants will learn how to match
service intensity to client need, streamline documentation, and create realistic boundaries that align with ethical guidelines and agency or practice policies. The session also spotlights the “self of the therapist,” offering concrete techniques to recognize countertransference, prevent burnout, and sustain high‑quality care in diverse service settings.

Upon completion of this training, participants will be able to:

  • Assess and prioritize caseloads using acuity and risk‑based criteria to allocate clinical
    time where it most impacts client outcomes.
  • Apply boundary‑setting and expectation‑management techniques with clients, families,
    and interdisciplinary teams to maintain ethical, sustainable workloads.
  • Implement documentation and time‑management practices that enhance efficiency and
    compliance with agency, payer, and regulatory standards.
  • Develop a personal resilience plan that integrates reflective practice, supervision/peer
    consultation, and self‑care strategies to mitigate compassion fatigue and burnout.

$20.00