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  1. Storfjell, Judith Lloyd PhD, RN
  2. Allen, Carol Easley PhD, RN
  3. Easley, Cheryl E. PhD, RN


The Easley-Storfjell Instruments for Caseload/Workload Analysis have been used successfully by home health managers to document the type, quantity, and complexity of services provided by clinicians, teams, and the entire nursing staff. By measuring both the time requirements and complexity of interventions, these tools have been useful in assigning cases, managing caseloads and workloads, establishing benchmarks, and monitoring productivity. Directions for use of these tools and examples are provided.