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Case-Volume Development Review Guide

A short, practical review for APP leaders who need to see whether case exposure, review conversations, and development follow-up are visible enough to support local planning.

Case volume is an input into a local development review. It is not proof of competence, readiness, privileging, or credentialing.

Use this guide on its own

Read each question, check the statements that describe your current process, and use the prompts to decide what deserves a local conversation. Nothing is submitted, scored, stored, or sent anywhere.

01 · Visibility

Can your team see the exposure picture?

Relevant case categories are defined locally. One reviewed exposure can be logged once without duplicate entry. The review unit or APP code is clear to the people maintaining the log. The team can distinguish a reviewed entry from a draft or excluded entry.

Discuss locally: Which categories or review-unit codes are missing, ambiguous, or changing?

02 · Cadence

Can you compare exposure over time?

Current and prior review periods are named and consistently used. The review cadence is explicit rather than dependent on memory. A change in exposure can prompt a conversation without becoming a pass/fail rule. Local planning triggers are described as discussion prompts, not universal thresholds.

Discuss locally: What cadence would make the next review useful and sustainable?

03 · Follow-up

Can a review conversation lead to action?

A named review owner convenes the conversation. The team can record a small number of development priorities. Each priority has an owner, next action, and follow-up date. Periodic meetings revisit open actions and adapt the plan locally.

Discuss locally: What is the smallest next action that would improve visibility or follow-through?

Need a reusable implementation system?

When your team needs a configurable log, automated period summaries, exposure review, action planning, and a repeatable meeting workflow, use the downloadable implementation pack.

Want a lightweight browser-based roll-up first? Use the freeCase-Volume Review Companion. It uses aggregate information only and saves in your browser.

View the Case-Volume Pack — $39

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Use organization-level information only

Do not enter patient information, employee names, medical-record identifiers, performance ratings, or confidential institutional details. Apply local privacy, governance, and professional policies.